B2B or B2C or Both?
Summary:
Klipboard simplified managing both B2B and B2C leads for one of our customers in a single system enabling the sales and management teams to create a structured deal pipeline with clear measurement.
The Problem:
Liv is the owner of a mid-sized travel agency. The pandemic had impacted the business badly and she had to downsize the business during the crisis. All cost cutting measures were on the table. One of her big ticket cost items was technology and she was in need of a better CRM tool to put a renewed focus on increasing sales and managing each lead well post pandemic.
Liv was a bit wary of CRM systems as she had done some research on this segment and found traditionally that most CRMs catered to B2B businesses and some newer ones towards B2C but most were not able to provide a focus on both to her liking. Her agency had both retail and corporate customers, so they kept using their mid and back office systems that provided booking, invoicing and ticketing fuctions but were very clunky to use even though some of them offered CRM modules which were not that easy to use.
The Solution:
A fellow agent suggested she look at Klipboard CRM which was highly affordable and provided a powerful value based solution. When she trialled Klipboard CRM she the liked simplicity it provided without compromising on the effectiveness of the functionality she needed. The online subscription based solution offered licences and very competitive pricing options that also fit her tight buget.
Liv brought on board five of her top agents to trial the new solution. Each was setup with a Lead and Deal Board where they just needed to add contacts and deals like sticky notes on the board and move them along to different columns as they progressed towards a final booking. It was extremely simple and easy to use with all the features like reminders, tasks, notes and notifications all built in. It took just a few hours for them to be familiar with the system and within just a couple of days they were using it extensively. Each consultant setup a “Business” board for all the business contacts. Then in the “Individual” board they setup the employee contacts for each business they created in the business board. These were easily linked by connecting both cards which also then flowed on to the deal cards when linked. B2C contacts just stayed in the Individual contact board under the B2C column which visually made it very easy to see at a glance.
The Result:
Klipboard CRM was a huge hit with her agents as she started scaling back up to cater to the post pandemic revival in travel demand. The fast setup, ease of use and online knowledge base meant she personally did not have to spend much time training new agents. The five agents who were part of the original trial were delighted with the system and were evangelical about it to the newcomers and helped them get going very quickly. Liv herself recommended the system to her fellow travel agents and focused herself on measuring marketing and sales effectiveness using the pre-built out of the box reporting and analytics that Klipboard CRM provides to further improve revenue for her agency.
