Enquiry
All the tools you need to accurately track, manage and utilise enquiries with minimal effort and time. moonstride’s enquiry management feature ensures optimal performance and the best chances of conversion.
Enquiry Creation
Capture all the information you need to get an enquiry off to the best start and turn quality enquiries into bookings.
- From the date, holiday type, currency and passenger count, ensure your sales team gets the information they need to qualify all incoming enquiries.
- Specify the enquiry source and track the effectiveness of lead generation and marketing efforts.
- Easily link an enquiry to an agent profile in the system. The software will automatically apply the agent details, branding and commission rules.
- Allocate an enquiry to a team member and track the ongoing status through to completion.
Passenger Creation
Have all the passenger information at your fingertips making it easier to offer excellent service and deliver a differentiated customer experience.
- Add in passenger information your way. Pull through their existing information from the system, import their details from another file or manually enter the details directly into the platform.
- Record all passenger special requests, preferences and requirements with a dedicated notes management tool, and build a strong rapport with prospective customers.
- For repeat passengers, easily view their past interactions centrally. This includes all past and current enquiries, quotations, bookings and feedback, making it easier to create the perfect holiday and avoid juggling between multiple screens.
Enquiry Management
With the enquiry list feature, clearly visualise all enquiries at a glance. Ensure nothing is left to chance and effectively manage your workflow.
- Keep on top of all incoming enquiries with the ability to view them centrally
- Instantly search and filter enquiries in your chosen format. From assigned to status or unassigned, use a number of fields to highlight enquiries and easily see whos working on what, what needs to be done next and prioritise your workload.
- Identify all quotations associated with a single enquiry, making it easy to keep track of the entire sales cycle for each enquiry.
- With a click of a button export enquiries to excel and generate reports based on your business needs.
Calendar View
Switch to the calendar view and make sense of your to-do list with a clear overview of all of the enquiries you are working on. Prioritise enquiries, efficiently plan your time and meet deadlines.
- Keep on top of all ongoing enquiries that have been assigned for the day, week or month and organise enquiries to action, follow up or release.
- Double click on the listed enquiry for quick access to the passenger details.
- Schedule follow up tasks using the integrated schedule calendar and view them centrally.
Note management
Foolproof each enquiry with moonstride’s dedicated note management tool and ensure the key information is communicated across the appropriate channels.
- Specify the note type to ensure it is communicated to the intended party. From internal notes to supplier notes or special requests, ensure all customer information or amendments are logged and highlighted.
- Make certain notes visible on supplier or customer documentation to increase transparency and ensure a seamless customer experience.
- Multiple notes are clearly and concisely displayed so nothing can fall through the cracks.
Tagging Solution
An easy and intuitive way to identify and collate enquiries based on pre-defined factors. Increase efficiency, stay organised and track the progress of all ongoing enquiries.
- Tag enquiries in moonstride’s dynamic CRM and view a list of all related tags within one place.
- Apply existing tags to an enquiry or automatically create a new tag and watch your enquiries move through the different stages of the sales cycle.
- From VIP customers to enquiries that are active, on hold or closed, let tags inform you of the status of each enquiry and easily prioritise your workload.
Website Integration
Expand your sales channels with seamless website integration and automatically capture every website enquiry without lifting a finger.
- Never miss an enquiry with automated integration between your CRM and website.
- Reduce administrative tasks with every online enquiry loading automatically into the CRM. Increase productivity and save time.
- Access to quick and accurate enquiry information in real-time so you can respond and nurture enquiries as soon as they come into the platform.
