ClientBase Windows
Offer personalized service every time you talk with a customer by managing your data centrally with the leading Customer Relationship Management (CRM) tool for agencies.
ClientBase Windows is the dedicated CRM tool designed specifically for travel agencies to provide complete profile, contact and trip management abilities. As part of the Sabre Red Revenue Suite, ClientBase Windows provides the information and efficiencies for agents to develop and maintain client relationships, as well as increase productivity and perform all agent and agency processes.
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Key Benefits
- Enhance your customer relationship management capabilities
- Increase efficiency and productivity in your office
- Deliver unbeatable customer service and increase agency revenues
- Drive greater effectiveness in marketing
- Maximize the turnkey marketing campaigns offered by ClientBase Marketing Services
Features
ClientBase gives you detailed client and vendor profiling abilities. It also contains elaborate query and reporting features that allow you to:
- Spot trends, discover new niches and gain better insight of your business with dashboard reporting. See more details below.
- Manage trip details including reservations, agent to-do lists, itinerary printing and invoicing, and inventory management with the Res Card feature.
- Merge profile data directly into the PNR or import PNR segment details into ClientBase.
- Reduce steps when booking with leisure suppliers by seamlessly passing client data over with one click.
- Stay in touch with your clients by sending greetings and reminders at regular intervals via TouchBase.
- Use the same database as the Trams Back Office system for ultimate insight and efficiency
- "Sync Copy" a primary database for use by agencies with multiple locations with Trams Multi-Synchronization
Dashboard Reporting
Gain understanding and better insight into what is going on with your business by studying the data provided by dashboards within ClientBase®. Just like a car dashboard, the agency dashboard feature provides significant data at a glance to:
- Discover strength and weaknesses within your day-to-day operations.
- Measure the effectiveness of your marketing.
- Develop good habits among the staff at your agency.
- Analyze sales data by travel types, new Res Cards, active Res Cards and Res Card cycles.
- Find out your business' top 10 marketing codes.
The Dashboard Manager contains four sections:
- Agency bulletin -display announcements and other important information to all agents in the agency.
- Find a profile - Quickly query a profile and/or type of profile
- My to do list - Agents "To Do" list is displayed for easy viewing
- Report results - view pre-designed Crystal dashboard reports
Pricing and Special Offers
Contact your Sales Representative for more information and about bundled discounts!
Technical Requirements
Click here to download Technical Requirements.
Access and Availability
Available Now (United States, Canada, United Kingdom, Australia, and Asia/Middle East/Africa)
Documentation
You will need Adobe Reader to view PDF documentation files. Click here to obtain Adobe Reader.
Recorded Training
IMPORTANT NOTE: The Recorded Tranings utilize 2 types of WebEx players. You NEED to download both players to hear Recorded Trainings. (This is a one-time installation.) If you experience difficulty opening the selected recording and are currently on Microsoft Internet Explorer, go to Tools | Internet Options | Privacy | Advanced and check "Override automatic cookie handling" and check "Always allow session cookies." Press OK twice to save. Close your browser and reopen.
Download the WebEx Player for wrf files - recording will stream automatically when clicking on file.
Download the WebEx Player for new arf files - recording will download into temporary directory and then play when clicking Open.
- ..ClientBase Windows Enhancements 3.06.xx
Enhancements in the latest version by Sarani Gaines, ClientBase Product Manager
- DB Administrator: a. Global Defaults Setup (CBW)
Marketing Categories/Marketing Codes/User-Defined Fields/Profile More Fields/Communication Defaults/Group List
- DB Administrator: b. Global Defaults Setup (CBW)
Document Templates/Labels
- DB Administrator: c. Global Defaults Setup (CBW)
Required Profile Fields/Auto-Case Conversion Settings/Automatic Query Settings
- DB Administrator: d. Merge to PNR Setup (CBW)
Select a GDS
- DB Administrator: e. Merge to PNR Rules Setup (CBW)
Learn how to create/modify PNR Rules
- DB Administrator: f. Set Up Invoice Defaults - Key Invoice Fields (CBW)
Review/Branch Utilities/Basic Entries to Invoice/Header & Footer
- DB Administrator: g. Set Up Invoice Defaults - Branch Remarks (CBW)
Branch vs Global Default - Header/footer/Invoice Only vs Itin/Summary of All Reservations/Service Provider Graphics
- DB Administrator: h. Set Up Invoice Defaults - Global Defaults & Agent Login Permission (CBW)
Permissions by Login/Global Defaults - Groups, Insurance Prompt/Default Field Values for New Invoices
- DB Administrator: i. Customizing Res Card Trip Docs - Branch Setup (CBW)
Branch Setup - Language, Hide Vendor, Totals, Service Fee, Condensed Printing
- DB Administrator: j. Customizing Res Card Trip Docs - Trip Document Remarks (CBW)
Set up remarks at Branch, Vendor, Agent & Client levels
- DB Administrator: k. Customizing Res Card Trip Docs - Itinerary Formats (CBW)
Set up Itin Formats/Copy and Paste Branches
- DB Administrator: l. Customizing Res Card Trip Docs - Trip Proposal (CBW)
Set up Trip Proposal formats
- DB Administrator: m. Customizing Res Card Trip Docs - Trip Statement (CBW)
Set up Trip Statement formats
- DB Administrator: n. Set Up Res Card Defaults - User Defined Fields & Group List (CBW)
Set up User Defined Fields and Group List
- DB Administrator: o. Set Up Res Card Defaults - Currency (CBW)
Currency Setup/Usage
- DB Administrator: p. Set Up Res Card Defaults - Default Field Values (CBW)
Set Up Default Field Values for Res Cards
- DB Administrator: q. Set Up Res Card Defaults - More Fields (CBW)
Res Card More Fields and Profile More Fields
- DB Administrator: r. Set Up Res Card Defaults - Service Fee, Tax & Commission (CBW)
Set up Res Card Service Fees/Tax/Commission/Required Fields
- DB Administrator: s. Set Up Res Card Defaults - Batched Reminders Settings (CBW)
Set Up Batched Reminders Settings
- DB Administrator: t. Set Up Live Connect - Concept/Review of Tools (CBW)
Live Connect Concept/Review of Tools: Help files, Web site/Provider List
- DB Administrator: u. Set Up Live Connect - Live Connect Providers (CBW)
Set Up Live Connect Providers/Logins/Vendor Profiles
- DB Administrator: v. Global Modify (CBW)
Learn how to use CB global modify feature
- Frontline Agents 1: . Accessing Profiles and Merging to a PNR in the Sabre Workspace
Utility allows agents to use command line entries from the Sabre Red Workspace emulator to query CB profile info to move to PNR
- Frontline Agents 1: a. Starting with the Basics - What is a Client Profile? (CBW)
What is a Client Profile? What does it do for me?
- Frontline Agents 1: b. Starting with the Basics - Create a New Profile/Search for a Profile (CBW)
Create new profiles and query for profiles
- Frontline Agents 1: c. Starting with the Basics - PNR Setup (CBW)
Setting Up to Use Merge to PNR/Fields that Merge in Client, Agent, Branch/Add PNR Entries
- Frontline Agents 1: d. Starting with the Basics - Merge to PNR (CBW)
Merge to PNR Demo/Move passenger Names/PNR Preview
- Frontline Agents 1: e. Starting with the Basics - Using Marketing Codes (CBW)
How to add categories & codes; How to gather information; How to perform Queries (Searches)
- Frontline Agents 1: f. Starting with the Basics - Create Res Card/Reminders for Trip Inquiry (CBW)
Create Res Cards and Reminders for New Trip Inquiries
- Frontline Agents 1: g. Starting with the Basics - Using Res Cards & Reminders (CBW)
Set Up a folder in Activity Manager for Today's Reminders
- Frontline Agents 2: a. Advanced Profiles - General Information (CBW)
General Tab/Header/Toolbar
- Frontline Agents 2: b. Advanced Profiles - Remarks/Marketing/Activities Tabs (CBW)
Profile Remarks/Marketing/Activities Tabs
- Frontline Agents 2: c. Advanced Profiles - Family Member/Employee Tab (CBW)
Data Entry Fields; Copy & Paste Family/Employee Info to another profile
- Frontline Agents 2: d. Advanced Profiles - Travel History/Cards/Res Cards/Payment History (CBW)
Profile Travel History, Cards, Res Cards & Payment History Tabs
- Frontline Agents 2: e. Adv’d Profiles - Attachments/PNR Entries/More Fields/Groups/Res Card Remarks
Profiles Attachments/PNR Entries/More Fields/Groups/Res Card Remarks Tabs
- Frontline Agents 2: f. Advanced Profiles - Quickview (CBW)
Using Quickview
- Frontline Agents 3: a. Basic Res Card (CBW)
Adding Reservation Details
- Frontline Agents 3: b. Basic Res Card (CBW)
Using Batched Reminders
- Frontline Agents 3: c. Basic Res Card (CBW)
Introduction/Create New/Adding General Res Card Details
- Frontline Agents 3: d. Intermediate Res Card (CBW)
Review of Key Res Card Fields
- Frontline Agents 3: e. Intermediate Res Cards (CBW)
What Res Card fields print on Itins/Invoices/Trip Statements?
- Frontline Agents 3: f. Intermediate Res Cards (CBW)
Review of Res Card Pricing
- Frontline Agents 3: g. Intermediate Res Cards (CBW)
Issuing an Invoice
- Frontline Agents 3: h. Intermediate Res Cards (CBW)
Issuing Itins/Trip Statements
- Frontline Agents 3: i. Advanced Res Cards (CBW)
Res Card Tips & Tricks/Review of Service Provider Details
- Frontline Agents 3: j. Advanced Res Cards (CBW)
Review of Itemized Pricing
- Frontline Agents 3: k. Advanced Res Cards (CBW)
Invoiced Inside CB vs Outside CB
- Frontline Agents 3: l. Advanced Res Cards (CBW)
More Invoicing Tips & Tricks (**After buffering is complete, slightly fast forward (lower right) to play this recording.)
- Frontline Agents 4: a. Creating Inventory (CBW)
Overview and setup/demonstration of inventory
- Frontline Agents 4: b. Creating Inventory (CBW)
Creating Cruise Inventory Record
- Frontline Agents 4: c. Creating Inventory (CBW)
Create Tour/Air/Hotel/Rail & Misc. Inventory
- Frontline Agents 4: d. Using Inventory (CBW)
Concept of Inventory/Level 1 & 2 Queries/ Review of Inventory Details During Sales Process
- Frontline Agents 4: e. Using Inventory (CBW)
Pulling Inventory into a Res Card
- Frontline Agents 4: f. Using Inventory (CBW)
Review Inventory Reports/Trams Crystal Reports - Group Manifest
- Frontline Agents 5: a. Using Live Connect to Arrange Travel (CB)
Concept of Live Connect; Review of Trams Website/List of Current Providers
- Frontline Agents 5: b. Using Live Connect to Arrange Travel (CB)
Live Connect booking process/sample tour & insurance
- Frontline Agents 6: a. Using Activity Manager to Manage Your Day - Benefit (CBW)
Benefit of Creating Reminders & Using Activity Manager
- Frontline Agents 6: b. Creating and Using a Reminder (CBW)
Create and Use a ClientBase Reminder
- Frontline Agents 6: c. Various Uses of ClientBase Reminders (CBW)
Use reminders for Clients/Agents/Vendors; Res Card Batched Reminders; Create Common Reminder for Multiple Profiles
- Frontline Agents 6: d. Using Activity Manager to Manage Your Day - Working Reminders (CBW)
Working Reminders/Creating Saved Queries/Using At-a-Glance Calendar
- Management/Marketing: 1. Level 1, 2, 3 Queries (CBW)
Queries (Searches) Explained/Set Up Agency Mailing Lists, Email Lists
- Management/Marketing: 2. Merge to Documents/Labels (CBW)
Merge to Docs/Labels (how to choose, modify, print, create mailers)
- Management/Marketing: 3. Reports to Manage/Market/Understand Your Database (CBW)
Profile Reports
- Management/Marketing: 4. Reports to Manage/Market/Understand Your Database (CBW)
Activity Reports
- Management/Marketing: 5. Reports to Manage/Market/Understand Your Database (CBW)
Res Card Reports
- Management/Marketing: 6. Using Blast Email (CBW)
MAPI vs SMTP/Setting Up SMTP Email
- Management/Marketing: 7. Using Blast Email (CBW)
Review of Profile Manager Level 1, 2, 3 Queries
- Management/Marketing: 8. Using Blast Email (CBW)
Merge to MAPI Emails
- Management/Marketing: 9. Using Mailers With Blast Email (CBW)
Importance of Mailers in the Blast Email Process
- Specialty: 1. Automate Procedures (CBW)
Automate some of the Trams procedures
- Specialty: 2. Downloading & Updating (CBW)
Download update files/Print new release notes/Install Update files/Update Database
- Specialty: 3. Using Trams Crystal Reports (CBW)
How to access and use additional ClientBase reports
- Specialty: 4. Enhancements 3.05 (CBW)
Enhancements for ClientBase Version 3.05