Course Code: ccta
Duration: 14 hours
Prerequisites:
  • Experience in customer relationship management and sales workflows
  • Familiarity with using HubSpot or similar CRM tools

Audience

  • Sales teams
  • Customer service representatives
  • Managers and team leads in travel agencies
Overview:

This course is designed to help travel agencies improve customer success and satisfaction through AI and automation while driving revenue and creating exceptional customer experiences.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level customer care and sales teams in travel agencies who wish to adopt cutting-edge AI and automation strategies to enhance their sales processes and customer interactions.

By the end of this training, participants will be able to:

  • Identify key factors that contribute to customer success in the travel industry.
  • Leverage AI and automation to enhance customer satisfaction and reduce workload.
  • Increase sales through targeted automation strategies.
  • Train sales teams on new trends and tools for creating excellent customer experiences.
  • Develop customized workflows and AI-driven strategies to meet business goals.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
Course Outline:

Introduction to Customer Success in Travel Agencies

  • Understanding customer success metrics in the travel industry
  • Key challenges and opportunities for travel agencies
  • How customer satisfaction impacts revenue and brand loyalty

AI and Automation in Customer Care

  • Overview of AI tools and automation in customer service
  • Reducing workload and increasing efficiency through automation
  • Leveraging AI for personalized customer experiences

Enhancing Sales with AI and Automation

  • Using AI to analyze customer data and predict trends
  • Automating sales workflows to maximize opportunities
  • Improving cross-selling and upselling with data-driven insights

Training Remote Teams on Sales and Customer Success

  • Best practices for virtual team training
  • Using collaborative tools to engage and upskill teams
  • Strategies for consistent performance and improvement

Case Studies and Practical Exercises

  • Analyzing successful use cases of AI in customer care
  • Creating and testing automated workflows in HubSpot
  • Role-playing to practice customer interactions and problem-solving

Developing a Comprehensive Strategy

  • Aligning AI and automation goals with business objectives
  • Creating a roadmap for implementing new tools and practices
  • Measuring and iterating on success strategies

Summary and Next Steps