Cruise Planners Launches CP Maxx Task Manager Driving Efficiency For Advisors
Running a successful travel business and delivering excellent customer service to clients involves many tasks. But how does an advisor stay on top of all of those tasks? Cruise Planners developed an answer to that question - the new, CP Maxx Task Manager.
The new CP Maxx Task Manager allows advisors to create tasks from anywhere within the CP Maxx booking and Custom Relationship Management (CRM) system. They can set up reminders for any date they choose, see a list of tasks in date order or filter by type of task and even assign a task to another advisor within their agency.
“The new CP Maxx Task Manager is a game changer and I love that I can manage more of my operations through CP Maxx since handling up to 60 reservations at a time is a complicated process,” said Cayce Callaway, Cruise Planners franchise owner. “I no longer have to hop around to various websites when I input a reservation to keep track of my tasks and reservations. It has saved me a lot of time.”
In the past, travel advisors would use pen and paper, post-it-notes, excel sheets, or would need to pay for a 3rd-party task management tool. The CP Maxx Task Manager tool is completely free to franchise owners and advisors. The tool was developed based on feedback from the advisor network along with extensive research in both travel-related tasks tools and tools used outside of the industry. The new CP Maxx Task Manager launched with great accolades and excitement.
“We design tools for travel advisors to help drive efficiency, giving them more time to sell and be successful,” said CEO and founder, Michelle Fee.
To make it even easier for travel advisors, the CP Maxx Task Manager tool has several sets of task templates to help advisors stay focused and organized. These pre-built task templates help organize client profiles, sales opportunities and, most importantly, booking-related activities. This strategy of digital, cloud-based systems complements Cruise Planners’ other automated marketing and technology tools – where travel advisors don’t have to lift a finger to market and grow their business.
The CP Maxx Task Manager is optimized for both experienced advisors as well as those that are new to the travel industry. With the flexibility that the tool provides, front-line travel agents can make the tasks work for them in whichever way they choose to run their business. The true power of this system is in knowing Cruise Planners travel advisors will never forget an important task again which ultimately leads them to providing superior service to their clients.
“Even during COVID, our focus has remained on setting Cruise Planners travel advisors up to be in the best position moving forward,” Fee said. “We are ready and will be the first out of the gate to support the resurgence of travel, and this is one of the many tools that ensures that our advisors are set up for success.”
