Among the main tasks of the inbound - apart from supplier management - are all those related to sales, from catalog preparation, product updates, customized quotations, request follow-up, group management, etc. In this article we will explain how a DMC can use Mogu's tool to digitize all these needs:
Present your product online
Manage requests and quotations
Present your product online
Objective: Forget about sharing your PDF Tariff, digitize your offer with the tool and share your online product catalog with your channel.
Steps to create a product
1. To do this we will have to go to product and click on "add product". There we select the block product option (we recommend it as it offers more flexibility). The system offers thematic templates per trip that can also be used to save time as it comes with the content preconfigured and you only have to edit texts.
2. Then we will be asked to fill in a series of general data: title of the product, type of trip, countries, duration and a cover photo (can be uploaded from the repository itself).
3. Now you will see the block builder. It is a very simple model to use, just drag the different blocks from the right column to the canvas and edit the content. We have blocks of different types:
Descriptive, to give more customization to the proposal. Maps, videos, image gallery, your contact information, etc.
Interactive: to add price information, extras, registration forms, etc.
Services: to add the itinerary (to describe day by day the route of the trip) or single services such as accommodation, flight, activities, transfers, etc.
The most common is the product is composed of general information since from it will be made the quotations with specific information.
Keep in mind that as you use the tool more and more, you will be able to use functionalities such as the library, which will help you to recycle content: for example, when adding extensions to the itinerary, optional services, price conditions, etc.
4. Contact form. In the settings section we activate the display of the lead capture form. This will allow us to add an "I am interested" button in the product presentation for any interested agency to send their request. This contact form must have been previously created in the library, where all the questions we want to ask are configured. For example: PAX number, agency name, dates, special needs, etc.
Distribute the product
Once our product is created we can do the following with it:
Copy your link: click on the product in "see proposal" and copy the link that appears to share it as we want.
We integrate the product on the web: keep updated the product showcase of the webs takes a lot of time and is not usually easy to work with plugins or editing webs. Therefore, you have the option to integrate the product you have created on your website so you don't have to work twice. You only have to configure how you want it to look and add the code in a shortcode (we can help you to do it, don't worry).
We add it to a catalog: within the bookstore, you have the catalog function. This will allow you to group the products you are interested in on the same web page to make it easier to promote it. Normally the recipient shares this website by Whatsapp, by social networks or by newsletter.
It is also important to note that as more products are created, we will be able to have them grouped in the account and use a filter system (price, destinations, duration) to have the offer properly organized.
Create a quote
Objective: avoid sharing with your customer the quote in a word document so that he can edit his logos, contact details, price, etc. Make it easier. We tell you how.
Steps to create a quote
It is possible that the agency's request has come in by mail or through the contact form that is associated with the products on the web for example. In any case, to create the quotation we have to click on create a new trip. Here we could create it from scratch or from a product. For example, if a request for a 12-day Thailand trip arrives by mail, we will create the budget from the product we have already saved.
Once we have it, we only have to edit the following fields:
General data: Title (you can customize it with the name of the travelers indicated by the agency), URL (copy and paste the title you have created) and dates.
Itinerary: We edit the information to add or remove what we are interested in. Eg. a hotel or an optional.
Price: Once we have quoted the services and we know the final price, we mark it in the quotation. We can show it in PVP or net, any modality is perfectly valid.
Send the quote to your customer
You could send it directly to your client by sharing the link to their quote and that's it. But the tool is designed precisely so that your client, the agency, can also edit that content so what we recommend is that you always activate in the settings section the option to "create a copy" This will allow the agency to create a copy of the trip in your account so that it is automatically changed with your logo, colors, contact details and can edit the itinerary to add additional services such as air or edit the price data with your own conditions.
When the quote is ready, all that remains is to share the link with the customer. When he will see it and when he clicks on "Create copy" he will be asked to login or create a free account to edit the content. This account will always be free for the agency.
It's normal that if it's the first time you are going to share an online quote with your client, you may not know how to communicate it to them. Don't worry, we have prepared a message that you can use to copy and paste in your communications ;)
Hello (NAME),
From now on we are going to present the quotes in a more digital and comfortable way for everyone. We are using Mogu, a very powerful tool for inbound - agency collaboration. It saves a lot of work and above all, it helps you to close the sale sooner.
Instead of sending you the traditional Word document, I will share with you the quote in a link, from which you can make a copy to edit price, contact details, add flights if necessary, etc. and you can always edit it for FREE.
I will send you the pending quote in this way: (PONER ULR)
Just click on "create copy" and login if you already have an account with mogu or click on create new account. From there a copy will be added to your account and you will be able to edit it for free.
I have told the person who manages my account, Sara, that you will contact her if you have any questions. Here is her email address app@moguplatform.com
Me, she is very interested in your opinion, let me know what you think. Best regards
Follow up on the request
We always recommend customers to use the different statuses to better track requests. When creating the statuses you will also be able to create folders.
These are the most common statuses a DMC uses to manage its sales funnel:
Pending: when a request has come in and we start working on it.
Quoted: when we already have the presentation and the final price quoted.
Sent: when we have already shared it with the customer.
Confirmed: when he confirms that he wants it
Payment in progress: when he pays a deposit
Payment completed: when you pay the full amount.
Desisted: no response
Cancelled: when you finally cancel
