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September 2010

Tips

TouchBase – Do You Know About It? Just returned from another conference where many of our clients did not recall hearing about TouchBase. Here's the link to an explanation of TouchBase and sample Touches.

Your ClientBase database IS ready for TouchBase. As you add more data in ClientBase you will see how it can help you stay in “Touch” with your customers in many varied ways. Hopefully you’ll never have another customer tell you they forgot about you when they booked a trip with a different travel agent. And - TouchBase does not conflict with your Consortium’s marketing programs.

If you want your Sales Rep to contact you about TouchBase, use this link.

Update on Regent Seven Seas Live Connect. Regent Seven Seas just enhanced their Live Connect to include Retrieval and Importing of reservations booked outside of ClientBase. Here is a link to the documentation required if you don’t already have Regent setup as a Live Connect provider. It is really a slick live connect and includes all Service Providers for Air, Hotels, etc. Get all your reservations into ClientBase and it helps us for marketing and TouchBase.

What’s the Difference – You Might Ask - Between Retrieval and Import? In Live Connect - Retrieval means – you can retrieve reservations you booked through Live Connect previously. Importing means – you can import any reservation you booked via phone or outside of ClientBase previously. So go get those reservations you booked several months ago if your Live Connect supports these features. Use this link for list of Live Connects and features supported.

Are You Getting All Your Free Cabins? There is a Trams Crystal Report (TCR10) you can run that will look at all your cruise bookings for a designated period and list all the cabins you have booked. Also includes an indicator to tell you which ones have been booked in Inventory. Look for it under ClientBase: Misc Reports | Cruise Departures – Passenger Counts.

Do You Know Your MIAs? Do you have any idea how many of your past travelers are Missing In Activities? In other words – not calling you and you aren’t calling them. Run this report in TCR10. ClientBase: Management Reports | Client Trips By Year . Congratulations, if you have less than 25% or your past customers not booking with you in the past 12 months, you are one of the very few!

TSA Formats Remember – if you save your TSA required data in ClientBase, you can use it for other things as well. For example, birthdays are used in Live Connect bookings with almost all booking engines now, birthdays are use in our TouchBase program, and birthdays are very important in marketing programs. All the formats you need for your Merge to PNR are available on our website. Here is the link. If you are having any issues with them, please contact Interface@trams.com

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We had a great Summer Camp in August in Scottsdale. Campers – thanks for your feedback. We will incorporate your good suggestions into next year’s TMU . We expect to finalize TMU Las Vegas hotel arrangements shortly but in the meantime Save the Date for the week of May 16th 2011 and we’ll see you in Las Vegas!

New Releases of our products are out. ClientBase Windows Version 3.6, ClientBase Online version 2.3 are now available here and Trams Back Office 3.3 (now in Beta) coming soon. Those of you using CBW and CBO jointly, have to wait for the “coordinated shift” to both upgrades of CBW and CBO on October 13.

If you want to see the enhancement review of ClientBase 3.06 use this link. And check our ClientBase WebEx schedule for an upcoming live class on this release as well.

 

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