Gestione Preventivi Front Office ADV

Summary

This webinar discusses a solution for managing front office estimates in travel agencies. The focus is on creating a simple, efficient tool for travel agents to generate and manage quotes. It covers the features of an easy-to-use application, which allows agents to produce, store, and track quotes in a streamlined manner. Additionally, the system can integrate with Atlante Plus, providing seamless synchronization and data management. The tool helps agents save time, track quote statistics, and maintain a professional, organized workflow, ultimately enhancing customer satisfaction and agency operations.

Takeaways

• 😀 The webinar focuses on managing front office estimates for travel agents, which involves the process of creating and managing travel quotes.
• 😀 The importance of simplifying the quote process is emphasized, with the aim of making it quick and easy for travel agents to generate professional quotes.
• 😀 Travel agents are often burdened with creating estimates in an inefficient manner, such as writing on paper or sending quick, informal emails.
• 😀 A new application was developed to address these issues, allowing travel agents to generate, store, and manage quotes with minimal effort.
• 😀 The application is designed to be very simple, enabling travel agents to create and send quotes with just a few clicks, improving workflow efficiency.
• 😀 Centralizing quote management allows for easier tracking, comparison, and retrieval of quotes, even when staff members are absent.
• 😀 The tool provides features to track the performance of quotes, such as how many have been confirmed, canceled, or modified, helping agencies assess effectiveness.
• 😀 The application can be used independently or integrated with the Atlante Plus management system for a seamless workflow from quote creation to booking.
• 😀 With Atlante Sync, the tool allows synchronization with mobile apps for easy access and sharing of quotes with clients.
• 😀 Travel agencies can generate detailed, professional quotes that are easy to customize, track, and modify. The tool also allows for multi-proposal creation within the same request.
• 😀 The system includes statistics and filtering features to quickly search and organize quotes based on parameters like customer, date, or status (e.g., expired, confirmed).

Q & A

What is the main focus of this webinar?

The webinar is focused on the management of front office estimates for travel agents, specifically how to manage customer quote requests and create estimates in a streamlined, efficient manner.

Why is managing front office estimates a sensitive topic for travel agents?

It’s a sensitive topic because travel agents often struggle with organizing and producing estimates effectively. The current methods of managing estimates are often inefficient and not well-structured.

What challenge does the travel agency face with producing estimates?

Travel agencies face issues with producing estimates, often resorting to methods like handwritten notes or emails, which are disorganized and not professional. This can reflect poorly on the agency's image.

What is the solution offered in the webinar?

The solution is the development of a simple, user-friendly application designed to manage the entire process of generating, storing, and sending estimates. It simplifies the estimate process and helps maintain an organized database.

What makes the proposed quote management tool unique compared to others?

The tool is designed to be extremely simple and intuitive for travel agents to use, with just a few clicks to generate, print, and send estimates. Additionally, it integrates seamlessly with the Atlante Plus management software.

Can the quote management tool be used without Atlante Plus software?

Yes, the quote management tool can be purchased and used as a standalone product, without the need for the Atlante Plus software.

What benefits does the quote management tool provide for travel agents?

The tool centralizes the quote creation process, allows easy retrieval and comparison of estimates, tracks quote status (such as confirmed or expired), and generates statistics to help agencies analyze their performance.

How does the quote management system help with tracking and improving quote performance?

The system enables travel agents to track how many quotes were made in a certain period, compare them with previous years, and see how many were confirmed, cancelled, or modified. This helps agencies improve their services and identify trends.

What features are available when generating a quote using the system?

Features include adding services (like insurance or excursions), saving templates for reuse, entering customer information, and customizing travel programs with photos or external data. The system allows easy editing and modification of quotes.

What happens when a quote is confirmed by the customer?

Once a quote is confirmed, it automatically generates a procedure in the Atlante Plus management software, saving time and keeping the system aligned. The quote is also marked as 'confirmed' and tracked in the system.