Job Description
INTRODUCTION
Horus Rising is a tour host that works with an Egyptian licensed tour operator. As we
are now receiving more tour requests than we can manage, we want to simplify our
processes and automate as many steps as possible, in order to take on more business
and allow it to grow.
As our type of business is a little different to a standard sales business, we have slightly
different requirements for the CRM to help us reduce the time it takes to service each
guest or tour.
Aside from the Guest Profile, we will need to have a profile for each tour which contains
important information that will feed through to the guest profile (for reports, the
dashboard, and automated email responses. As all of our tours are different in costing -
even the deposit amount and due date for final payment, having an area to set up the
tour profile will help provide the correct information for guests payments.
Generating invoices is also very important - and would like this to be a very simple
process, instead of manually typing all the information into the invoice. We should have
the option to manually edit fields, before sending a PDF copy to the guest. It is
important that the invoice is in PDF format, so that it cannot be altered and so everyone
can open the file - even if they don’t have a Microsoft office.
GUEST REGISTRATION AND COMMUNICATION WORKFLOW - FOR
DEVELOPMENT
ACTION REACTION METHOD NOTES
Guest registration received
through website
Automated Email, Save to
CRM
Notification of new registration
to be sent to Admin team and
Select Egypt. Registration
information saved into CRM
automatically, and the system
then sends the registration
confirmation template email for
the specific tour that the
guests have registered for.
Registration confirmation Automated CRM to send Automated email that is
Requirements
INTRODUCTION
Horus Rising is a tour host that works with an Egyptian licensed tour operator. As we
are now receiving more tour requests than we can manage, we want to simplify our
processes and automate as many steps as possible, in order to take on more business
and allow it to grow.
As our type of business is a little different to a standard sales business, we have slightly
different requirements for the CRM to help us reduce the time it takes to service each
guest or tour.
Aside from the Guest Profile, we will need to have a profile for each tour which contains
important information that will feed through to the guest profile (for reports, the
dashboard, and automated email responses. As all of our tours are different in costing -
even the deposit amount and due date for final payment, having an area to set up the
tour profile will help provide the correct information for guests payments.
Generating invoices is also very important - and would like this to be a very simple
process, instead of manually typing all the information into the invoice. We should have
the option to manually edit fields, before sending a PDF copy to the guest. It is
important that the invoice is in PDF format, so that it cannot be altered and so everyone
can open the file - even if they don’t have a Microsoft office.
GUEST REGISTRATION AND COMMUNICATION WORKFLOW - FOR
DEVELOPMENT
ACTION REACTION METHOD NOTES
Guest registration received
through website
Automated Email, Save to
CRM
Notification of new registration
to be sent to Admin team and
Select Egypt. Registration
information saved into CRM
automatically, and the system
then sends the registration
confirmation template email for
the specific tour that the
guests have registered for.
Registration confirmation Automated CRM to send Automated email that is
Benefits
INTRODUCTION
Horus Rising is a tour host that works with an Egyptian licensed tour operator. As we
are now receiving more tour requests than we can manage, we want to simplify our
processes and automate as many steps as possible, in order to take on more business
and allow it to grow.
As our type of business is a little different to a standard sales business, we have slightly
different requirements for the CRM to help us reduce the time it takes to service each
guest or tour.
Aside from the Guest Profile, we will need to have a profile for each tour which contains
important information that will feed through to the guest profile (for reports, the
dashboard, and automated email responses. As all of our tours are different in costing -
even the deposit amount and due date for final payment, having an area to set up the
tour profile will help provide the correct information for guests payments.
Generating invoices is also very important - and would like this to be a very simple
process, instead of manually typing all the information into the invoice. We should have
the option to manually edit fields, before sending a PDF copy to the guest. It is
important that the invoice is in PDF format, so that it cannot be altered and so everyone
can open the file - even if they don’t have a Microsoft office.
GUEST REGISTRATION AND COMMUNICATION WORKFLOW - FOR
DEVELOPMENT
ACTION REACTION METHOD NOTES
Guest registration received
through website
Automated Email, Save to
CRM
Notification of new registration
to be sent to Admin team and
Select Egypt. Registration
information saved into CRM
automatically, and the system
then sends the registration
confirmation template email for
the specific tour that the
guests have registered for.
Registration confirmation Automated CRM to send Automated email that is
