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About
the ClientBase Browser
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The
ClientBase Browser version is the latest in travel agency CRM
software to be produced by TRAMS
Inc.. A ClientBase database has long been the
standard for well-known consortium programs including GIANTS and
Virtuoso. Now vendors are starting to recognize this
marketing tool and are willing to sponsor and support agencies
that use it. Installation:
To use the
TurnKey ClientBase Browser database you need a connection to
the Internet at a speed greater than 56.6bps. There is no
other software to install, you access the database directly from
any Internet Explorer browser version 5.0 or higher. TMA will load up your existing database into the
ClientBase Browser for free. Support:
All support
is provided directly by TRAMS Inc. You can access their
telephone support
center or use their website and educational classes.
| The
TurnKey program ClientBase Browser provides you with: |
| A
Web-based database that you get 24hour access from anywhere
at www.travelmarketingassociates.com/cbb/ |
| Client
Profiles: |
Profiles
hold all of your general client data such as name, address,
phone, fax and e-mail. These profiles can also
hold special dates (birthdays), web passwords/ID's,
referrals and branch information. |
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Remarks: |
Each profile holds
an individual remarks area for you to write free flow text. |
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Marketing
Codes: |
This area holds
the marketing information on your client such as their
budget and where they would like to travel. |
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Employees: |
For corporate
clients, a profile can also hold records of all of their
employees. |
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Activities:
This area has 4 sub-categories being Mailers, Notes,
Reminders and Open Reminders. |
The Mailers
tag the client's record telling you that they received a
direct mail or e-mail marketing piece. These are the
tags that TMA puts into your database when we send out an
e-mail broadcast on your behalf. Then you can easily
track which clients received the promotions.
The Notes work as free-flow text. The Reminders
and Open Reminders work to set up alarms and keep track
of deposit dates, final payments and confirmations. |
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Card
Information: |
ClientBase
Browser has an area to store card information on the
clients. This includes credit cards, frequent flyer
numbers, and hotel or car membership numbers. |
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Travel
History: |
You
can store client travel history in their profile for future
marketing efforts. |
| Queries: |
ClientBase
Browser enables you to perform many queries on your
database. You can query using any of the Client
Profile fields above. This includes Activities that
might indicate what promotions a client received, or when
final deposits are due. |
| Tracking: |
Tracking
your e-mail and direct mail efforts are done in the
activities. You can pull up a client's profile and see
all Mailer tags that indicate which promotions they have
received. You can also pull a query on all clients
that received a particular e-mail. |
Security:
How
secure is my database?
TMA takes great care and concern when it comes to Internet
Security. The TMA ClientBase Browser is protected with
Verisign SSL secured site licensing which verifies that your data
can only be accessed via the secured login process. For
information about the Verisign
secure license click here. The security features in the
ClientBase Browser protect your system when it's being housed on
the server and when you're typing in essential data such as client
credit card information.Will my client
information be shared with anyone? Who will have
access to my database?
Your database is the most valuable thing an agency owns.
TMA has a strict privacy
policy that your data will only be accessed by individuals
that have your login and password. TMA will be accessing
your database for two reasons: to query the client data for an
e-mail broadcast and to tag the client profiles for
tracking. The client selection
process will be done via the marketing codes within ClientBase
Browser.
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