This year's TMU includes classes for ALL agents. Below are all the classes listed in our Agenda, with their descriptions. Tracks are available as suggested class schedules below. You may view the tracks below, and choose these classes during your registration process.
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| 1:30PM - 5:30PM Trams Back Office
- Basic Introductory Training |
Get started with TRAMS Back Office in this four hour training
session covering the basics of TBO. Find out how to use the
Menu and Query Functions as well as make basic entries. This
class is designed to provide a working knowledge of the program
so you can profit from the other TBO classes offered at TMU.
Covered in class:
-Profile Basics
-Invoice Basics
-Payment Basics
-Daily Routine/Weekly Routine/Monthly Overview
-Global Defaults Setup |
Suggested for: Beginners
Instructor: Helen Lewis
Track: TRAMS Back Office Fundamentals |
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| 1:30PM - 5:30PM TRAMS ClientBase
- Basic Introductory Training |
This class is designed for brand new ClientBase users to
provide a working knowledge of the program so that you can
profit from the other ClientBase classes offered at TMU. Covered
in class:
-Getting to Know ClientBase
-In-Depth Review of ClientBase Profile
-Using the Profile Managers to Manage Your Profiles
-Putting Your Profiles to Work for You
-Review of Activities
-An Introduction to Res Cards |
Suggested for: Beginners
Instructor: Jeanne Fick
Track: ClientBase Fundamentals |
| |
| 1:30PM - 3:30PM ClientBase Browser
Version (CBB) Basic Introductory Training |
Getting started with the ClientBase Browser version? During
this session we review:
-CBB's three Managers: Profile, Activity and Res Card
-Basic screen navigation
-Query for profiles
-Updating existing client information
-Building new profiles
-Using Marketing preferences
-Adding details to the Family Members data
-Creating Reminders for daily task organization
-Managing the booking process with basic Res Cards |
Suggested for: Beginner ClientBase
Browser
Instructor: Mindy Schwab
Track: None |
| |
| 1:30PM - 3:30PM TMU Tech Center,
Study Hall & Cyber Café |
| This room has several training stations with theater seating
for 4-6 people per station. This type of training is designed
to provide more of a hands-on environment to ask questions.
You will find information on TRAMS Back Office, ClientBase,
ClientBase Browser, ARC, E-mail marketing, TRAMS Marketing
Advantage (TMA), Sabre Cruises, TripTailor, Sabre Vacations,
Sabre Travel Protection, Sabre FormatFinder, and MySabre.
Our Study Hall trainers have laptops, internet connections,
and large screen monitors for easy viewing. They will have
the latest versions of each software program so you can
view the screens together and solve challenges.
In the back of the room we have internet access in our
Cyber Cafe so you can bring your laptop to check email throughout
the day. |
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| 1:30PM - 2:15PM TRAMS Back Office
(TBO): Credit Card Merchant |
Are you finding it challenging to process your service fees?
Do you need the ability to process other types of transactions
as well? We have a solution! TRAMS, Inc. brings you an exciting
feature! It’s Automated Credit Card Merchant Processing. See
how TRAMS Back Office uses state-of-the art technology to
authorize credit card transactions over your Internet and
then reconcile them. Credit card processing has never been
so easy! Information covered in this class:
-Requirements for Automated Credit Card Processing
-Which Credit Card Processing Vendors are Compatible with
TRAMS Back Office
-Rate Information for Compatible Vendors
-How to Setup and Process Cards |
Suggested for: All
Instructor: Sarani Gaines
Track: None |
| |
| 1:30PM - 2:15PM NCL: What FreeStyle
2.0 Means To Your Business! |
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| 1:30PM - 2:15PM Supplier Mini
Session/Product Demonstration TBA |
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| 1:30PM - 2:15PM Supplier Mini
Session/Product Demonstration TBA |
| |
| 1:30PM - 2:15PM Supplier Mini
Session/Product Demonstration TBA |
| |
| 2:30PM - 3:15PM TRAMS Back Office
(TBO): Overview |
| Want to learn about this industry's leading back- office
computer system with over 10,000 agency users? TRAMS Back
Office completely automates your Management, Accounting, and
Marketing based on Travel History while providing unlimited
training, unlimited phone and fax support, and continuing
enhancements. |
Suggested for: All
Instructor: Linda Pannekeet
Track: None |
| |
| 2:30PM - 3:15PM Vegas Update |
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| 2:30PM - 3:15PM CSA Travel Protection
- booking insurance in ClientBase |
| Learn the best ways to include travel protection in your
ClientBase bookings. |
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| 2:30PM - 3:15PM Supplier Mini
Session/Product Demonstration TBA |
| |
| 2:30PM - 3:15PM Supplier Mini
Session/Product Demonstration TBA |
| |
| 3:30PM - 4:15PM TripTailor Vacations |
| The industry's newest and most exciting tour operator! You've
heard the buzz so now come see for yourself how TripTailor
Vacations brings you internet-competitive prices to over 1,500
worldwide destinations. You will see just how easy it is to
button-up customized travel packages that earn you big bucks! |
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| 3:30PM - 4:15PM ClientBase (CB):
Overview |
| The goal of a CRM tool is simple: Make
the client feel special and help them remember that YOU are
their travel agent. Have you checked out ClientBase? It’s
a customer relationship management system to help you achieve
this goal. It is also a marketing database, trip manager,
contact manager and much more for the travel industry. Specifically
designed for travel agencies to successfully market and strengthen
client relationships, ClientBase is the foundation for all
successful industry-marketing programs. ClientBase is easy-to-use
and gives selling agents instant access to the information
they need to build lasting relationships and provide outstanding
service to your customers. Find out more! |
Suggested for: All
Instructor: Stacey Mack
Track: None |
| |
| 3:30PM - 4:15PM Travel Business
Intelligence - You Should Know What You’re Missing |
| Travel Business Intelligence - You should know what you’re
missing:
In today’s hyper-competitive business environment, it
is critical that your business stay in tune with what’s
happening. This includes what’s going on inside your business
and what’s happening outside that can (and most likely will)
impact you. With Business Intelligence, data and information
is collected and analyzed so that you come away with specific
actions to make a real difference in your business success.
ARC’s seminar on Travel Business Intelligence will introduce
you to the importance of this concept and specifically how
it can relate to the Travel business … and also give you
some insight into some of the trends ARC sees out there
that you shouldn’t miss. |
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| 3:30PM - 4:15PM Supplier Mini
Session/Product Demonstration TBA |
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| 4:30PM - 5:15PM TripTailor Vacations |
| The industry's newest and most exciting tour operator! You've
heard the buzz so now come see for yourself how TripTailor
Vacations brings you internet-competitive prices to over 1,500
worldwide destinations. You will see just how easy it is to
button-up customized travel packages that earn you big bucks! |
| |
| 4:30PM - 5:15PM Why You Should
be in TRAMS Marketing Alliance (TMA) |
| This essential course will introduce you to all of the features
and benefits of the ultimate marketing solution – TMA. If
you have looked at TMA before, currently subscribe or have
no idea what TMA is, then this workshop is for you. TMA is
now a true turnkey marketing opportunity that is multimedia
and truly designed with you and your clients in mind. |
Suggested for: All
Instructor: TBA
Track: None |
| |
| 4:30PM - 5:15PM AIG Travel Guard |
| AIG Travel Guard is one of the industry's leading providers
of travel insurance plans - covering more than 6 million travelers
worldwide each year. At AIG Travel Guard we understand that
your vacation can take a year to save for, but only a second
to ruin.
Learn how to utilize ClientBase and ezTIPS to help provide
your customers with an AIG Travel Guard policy. |
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| 4:30PM - 5:15PM Supplier Mini
Session/Product Demonstration TBA |
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| 4:30PM - 5:15PM Supplier Mini
Session/Product Demonstration TBA |
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Wednesday,
April 23, 2008 |
| |
| 9:45AM - 11:00AM CRM 101 (Customer
Relationship Management) |
What does it really means to adopt a CRM culture? Add value
to each customer transaction with the help of ClientBase.
-A plan on how to nurture existing client relationships and
foster new ones
-Some of the best CRM tips to developing and maintaining solid
client relationships
-How to maximize each customer contact and promotional opportunity
-How to make it fun and get everyone in your agency involved
|
Suggested for: Beginners/Agents
without ClientBase
Instructor: Stacey Mack
Track: ClientBase Fundamentals |
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| 9:45AM - 11:00AM CB: Increase
Your Repeat Business Rates |
| Insurance agents call it their “Renewal Rate.” Banks use
the term “Repeat Customer.” Pretty much every business has
a name for it – except historically Travel Agencies and Travel
Agents. We are calling it your “Repeat Business Rate” and
it represents the percentage of last year’s customers that
booked again with you this year. Surprisingly, many agencies
do not know their Repeat Business Rate even though most would
agree that it has a direct correlation on the success of their
business. In this class we will take a closer look at what
this rate means, how to begin tracking it and most importantly
how to improve it. |
Suggested for: All
Instructor: Sharon Meyer/Ken Jonker
Track: None |
| |
| 9:45AM - 11:00AM TBO: Payments
- Understanding the Basics |
This class is designed to assist you in entering payments
in TRAMS Back Office. Demonstrated are the following:
-Navigating the payment screen
-Making the payment screen user-friendly
-Review of Global Defaults that affect your payments
-How to use Payment Codes
-Clearing up client $0 balances
-Bank Transfers
-How to set up Operating Payables
-How to Create an Operating Payable
-How to issue a check for an Operating Payable |
Suggested for: Beginner/ Intermediate
Instructor: Shirley Sweeney
Track: TRAMS Back Office Fundamentals |
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| 9:45AM - 11:00AM TBO: Advanced
General Ledger Procedures and More! |
The first portion of this class reviews the TRAMS recommended
method for tracking client receivables for those quirky situations
where an invoice is not an option. Details are given on how
to:
-Track the receivable for bounced checks
-Track the receivable for items that were charged to the agency's
credit card
-Reconcile the agency's credit card wash GL account
The next portion of class reviews a new End of Period enhancement
used to defer your cruise and tour sales paid by credit card
until commission has been received. Demonstrated will be:
-Utility setup to turn on this feature
-Steps to set up your database to implement this feature
-Effects of this feature on the General Ledger |
Suggested for: Intermediate/Advanced
Instructor: Sarani Gaines
Track: None |
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| 9:45AM - 11:00AM Maximum Marketing |
| Learn a simple and logical approach to marketing through
this unique and entertaining workshop. Through an interactive
process participants will discover the vision for their business,
their brand and position in the marketplace, their goals and
the strategies and tactics to reach them! No fancy terminology,
overwhelming statistics or confusing concepts are presented
– just a program that provides a marketing plan that everyone
can understand and use. You will see how to truly unleash
the power of marketing for your agency! |
Suggested for: All
Instructor: Brent Hubele
Track: Marketing |
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| 9:45AM - 11:00AM TRAMS Back Office
Reports: Open Forum & Idea Exchange |
| Here is your chance to discuss and ask questions on any
report available in the Reports Menu list - from the Core
Reports to the Report Generator and TRAMS Crystal Reports.
Let's discuss how to select the report needed to display your
required information and hear how other agencies are using
this information. Understand what reports are available in
each sub-menu listed under Reports. Here is your chance to
ask that important reports question that never gets answered.
Join me in the world of TRAMS Reporting. |
Suggested for: All
Facilitator: Frank Diaz
Track: None |
| |
| 9:45AM - 11:00AM Making Sabre
FormatFinder Work For You |
| You always have access to help in Sabre, with FormatFinder.
Come learn how to use Format Finder and how it supports you
during your work flow. Come learn about the tips and tricks
that will help you find the information you’re seeking faster
and easier. Learn about the recent enhancements that make
this tool better than ever! |
Suggested For: Sabre Connected
travel agents
Instructor: Melissa Steiner
Track: None |
| |
| 9:45AM - 11:00AM Sabre Cars: Training,
Tools and Tips |
| Travelers are increasingly including cars in their travel
plans, whether it’s to quickly get from the airport to their
hotel room or to leisurely enjoy the landscape from the inside
of a convertible. Sabre Cars offers you an easy efficient
way to select the right car for your customers’ needs. Learn
to book a car in four easy steps through the Sabre system.
Also, you'll learn to shop for cars at non-airport locations
and modify existing reservations. Ask the Sabre expert all
the questions you have about booking rental cars. |
Suggested For: Sabre Connected
travel agents
Instructor: Rene Janigian
Track: None |
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| 9:45AM - 11:00AM Sabre Shortcuts:
Learn How to Do More in Less Time! |
You know the saying… “Time is Money”. How true!
Increasing productivity is a key objectives of every business.
One way to increase productivity is to use the most efficient
entries to accomplish tasks. Maintaining efficiencies is important.
Periodic review and recurrent training will ensure that your
processes are up to date and efficiencies are maintained.
This class will touch on a wide variety of Sabre system shortcut
entries. |
Suggested For: Sabre Connected
travel agents
Instructor: Jennifer Pope
Track: None |
| |
| 9:45AM - 11:00AM Customer Relationship
Recycling With Nolan Burris |
This workshop is a "cradle to grave to cradle again"
step by step tour of the agency/customer relationship.
- The inextricable relationship between marketing and customer
relationships
- Maintaining existing clients versus attracting new customers
- From mass-blast impersonal marketing to "You-nique"
marketing with TMA and CB
- Creating a "wow strategy" for CRM
- Getting it all done: who does what, when, and how |
Suggested For: All
Instructor: Nolan Burris
Track: None |
| |
| 9:45AM - 11:00AM TMU Tech Center,
Study Hall & Cyber Café |
| This room has several training stations with theater seating
for 4-6 people per station. This type of training is designed
to provide more of a hands-on environment to ask questions.
You will find information on TRAMS Back Office, ClientBase,
ClientBase Browser, ARC, E-mail marketing, TRAMS Marketing
Advantage (TMA), Sabre Cruises, TripTailor, Sabre Vacations,
Sabre Travel Protection, Sabre FormatFinder, and MySabre.
Our Study Hall trainers have laptops, internet connections,
and large screen monitors for easy viewing. They will have
the latest versions of each software program so you can
view the screens together and solve challenges.
In the back of the room we have internet access in our
Cyber Cafe so you can bring your laptop to check email throughout
the day. |
| |
| 11:15AM - 12:30PM CB: Res Card
1 |
ClientBase Res Cards provide you with an effective and efficient
tool to manage the sales process from the initial trip inquiry
through to the welcome home call. This in-depth class covers:
Basic concepts and goals of successful Res Card usage
— Creating a Res Card, Agent Remarks and a Reminder to follow-up
on a new trip inquiry
— Adding the basic reservation details during the booking
process including a review of PNR Import, Copy and Paste,
Live Connect, and manual entries
— Using Activities to organize agent tasks by adding Reminders
and utilizing Batched Reminders
— Documenting Client Feedback during the all-important welcome
home contact, using data for future reference and initiating
a new Res Card for their next trip |
Suggested for: Beginner/Intermediate
Instructor: Mindy Schwab
Track: ClientBase Fundamentals |
| |
| 11:15AM - 12:30PM CB: Going Paperless
- Peer-to-Peer Training |
For years we have been calling ClientBase a Customer
Relationship Management System, and although the
tools in ClientBase are geared around this concept, if you
dig a little deeper you will be pleasantly surprised to find
that ClientBase functions as a great Document Management
System too! The time required to file (and more importantly
find) all the paper generated and received by your agency
costs you your greatest commodity, time. Stop for a moment
and take a good look around your office. Would you like to
move to a less “paper centric” environment?
ClientBase can help your office become more organized and
efficient by the use of a very simple feature called “Attachments”.
Come learn how ClientBase Attachments can help save you money,
time and create a more efficient work environment for the
entire office. In this class we will cover:
— Using Res Card Attachments to store and manage your client
booking and confirmation information
— Using Other Profile Attachments to store and manage financial
information
— Using digital fax services and scanners to turn paper into
electronic files
— Tips for coming up with a systematic file naming strategy
— Real world ideas from agencies that have already “gone paperless”
— Automate the protection all your data, backup off site using
internet services |
Suggested for: Owners, Managers
and Bookkeepers, All Levels
Instructor: Nick Mageloff, ECC, Owner, GRX Travel
Track: None |
| |
| 11:15AM - 12:30PM TBO: Quality
Control & Reports |
One of the keys to success is being able to get the most
of out of TRAMS Back Office. In order to do that, you need
to control the Quality of your data. This class is intended
to help managers, owners and accountants verify the accuracy
of the TRAMS database.
This includes profile integrity, maintaining accurate Client,
Vendor, and Check Register Reports. We will review the following:
—Daily Check List & Reports
—Weekly Check List & Reports
—Monthly Check List & Reports
—Yearly Check list & Reports |
Suggested for: Beginner/Intermediate
Instructor: Sandy Bush
Track: TRAMS Back Office Fundamentals |
| |
| 11:15AM - 12:30PM TBO: Enhancements
in the Latest Version |
This session is designed for all TRAMS Back Office (TBO)
users, both new and experienced. With each release of TBO,
new features and enhancements are added. This session explores
the newest features of TBO, and provides you with immediate
benefits. We will review:
— Version 3.00 & 3.01 enhancements
— Sampling of follow-on enhancements beyond above two versions
|
Suggested for: All Levels
Instructor: Lloyd West
Track: None |
| |
| 11:15AM - 12:30PM TMA: The Ultimate
Marketing Solution |
This essential course will introduce you to all of the features
and benefits of the ultimate marketing solution – TMA. If
you have looked at TMA before, currently subscribe or have
no idea what TMA is then this workshop is for you. TMA is
now a true turnkey marketing opportunity that is multimedia
and truly designed with you and your clients in mind. Specific
items covered in this session are:
— Getting to know TMA
— How TMA works for an agency
— The role of the TMA Marketing Manager
— The different ways you connect with customers working with
TMA
— Demonstration of personalized Marketing Calendar – a new
and exclusive program
— See sample email and direct mail promotions |
Suggested for: All Levels
Instructor: TBA
Track: Marketing |
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| 11:15AM - 12:30PM TBO Interface
& ClientBase GDS Integration: Open Forum & Idea
Exchange |
Come join this open discussion on TBO interface, ClientBase
Merge to PNR, and PNR Import.
Possible topics:
— TRAMS Back Office GDS interface formats
— How to automate the TBO interface download and processing
— Merge to PNR setup
— Merge to PNR rules
— PNR Import from your GDS to ClientBase |
Suggested for: Intermediate/Advanced
Facilitator: Roberta Ellsworth
Track: None |
| |
| 11:15AM - 12:30PM Beyond Air,
Car and Hotel: How to Boost Commissions by Selling More |
| Once the cruise is booked or the air and hotel are reserved,
your opportunities to earn commission are over, right? Wrong!
Many additional commissionable products are available to you
in VacationStudioTM – your single source for all leisure travel
booking tools. Learn how to book destination activities, show
tickets, and local attractions, and earn commission for each
sale. Use passport and visa services, send gifts to clients,
and ship golf clubs and snow skis, making travel easier and
more convenient for your customers. Each sale adds to your
revenue per trip. Learn more in this session dedicated to
adding to your bottom line and your customer’s travel experience. |
Suggested For: All
Instructor: Monique Sion
Track: None |
| |
| 11:15AM - 12:30PM Optimize MySabre®:
Training, Tools and Tips |
| Now that you have made the move to MySabre, Sabre’s flagship,
web-based agent booking portal, it’s time to take MySabre
to the next level. This session will teach you how to maximize
the speed and performance of MySabre and how to leverage all
of the benefits of MySabre to streamline your workflow. Also,
learn how to increase your revenue opportunities with MySabre’s
interactive offers. If you’re Sabre connected, you won’t want
to miss this session! |
Suggested For: Sabre Connected
travel agents
Instructor: Karen Schmidt
Track: None |
| |
| 11:15AM - 12:30PM Sabre Hotels:
Training, Tools and Tips |
| With Sabre Hotels, you can quickly find the hotel that meets
your client’s needs with full confidence that you have access
to accurate rates and availability. Sabre’s comprehensive
hotel information includes access to more than 77,000 properties
in 240 countries. More than 80% of properties have photos,
and you can map hotel properties using the MySabre desktop.
With Sabre Hotels, you also have the ability to book upgraded
room types and amenities such as free breakfast, room upgrades
and free parking. Not only will your clients appreciate the
offers, but you have the chance to earn additional commission!
Come learn all the booking techniques to meet your customers’
hotel needs. |
Suggested For: Sabre Connected
travel agents
Instructor: Rene Janigian
Track: None |
| |
| 11:15AM - 12:30PM The Enormous
Power of The Small Stuff With Nolan Burris |
| Small stuff is actually big stuff: Does your client carry
an iPhone? Do they prefer Macaroni Grill or Olive Garden?
Are your customers on Facebook or Myspace? Do your clients
blog? If so where? Do your top 10 regular clients have children
in sports? Why does all this matter? It's where you can work
the most magic - with the right tools.
We'll start with what matters and why
it matters so much. Then we'll dive into how
to work your magic using CB+, TMA and a little creativity. |
Suggested For: All
Instructor: Nolan Burris
Track: None |
| |
| 11:15AM - 12:30PM TMU Tech Center,
Study Hall & Cyber Café |
| This room has several training stations with theater seating
for 4-6 people per station. This type of training is designed
to provide more of a hands-on environment to ask questions.
You will find information on TRAMS Back Office, ClientBase,
ClientBase Browser, ARC, E-mail marketing, TRAMS Marketing
Advantage (TMA), Sabre Cruises, TripTailor, Sabre Vacations,
Sabre Travel Protection, Sabre FormatFinder, and MySabre.
Our Study Hall trainers have laptops, internet connections,
and large screen monitors for easy viewing. They will have
the latest versions of each software program so you can
view the screens together and solve challenges.
In the back of the room we have internet access in our
Cyber Cafe so you can bring your laptop to check email throughout
the day. |
| |
| 2:00PM - 3:15PM CB/TMA: Developing
An Effective Sales Strategy for Agents |
| Much focus is spent on marketing and driving leads into
the agency. (Which by the way we agree with.) But how well
are agents really doing with those leads you get? Do they
close 15%? 30%? How about 60% or 80%? Of course simple math
tells you that if you double your close ratio you double your
business. Each client inquiry is an opportunity for revenue
that can be measured, monitored and maximized. In this class
we'll discuss the use of Res Cards, Reminders and Reports
to help you realize these opportunities. In addition we'll
tackle the number one reason why many agents struggle with
closing the sale: the lack of a clearly defined sales process.
We'll use ClientBase tools to turn the sales process into
a systematic approach for your front line agents, by taking
you through the following:
Adding Structure to Your Agents’ Pre-Sale Activity
— Document Each Trip Inquiry with a Res Card
— Use and Update Profile Data
— Use Reminders/Track Sales Cycle
Managing Your Trip Inquiries
— Use Res Card Queries and Reports to Count them
— Use Res Card Queries and Reports to Manage and Monitor
them
Creating a Sales Formula
— Use of Batched Reminders
Tracking Close Ratios
Use of the Close Ratio Report |
Suggested for: All
Instructor: Sharon Meyer
Tracks: ClientBase Fundamentals and Marketing |
| |
2:00PM - 3:15PM CB/TBO: Going
Beyond Canned Reports with TRAMS Crystal Reporting
Including Setup & Sampling |
| Learn how to get the most from your Enterprise database
called TRAMS.ib. We will discuss some practical data analysis,
which uses the data you are or should be storing primarily
in ClientBase and TRAMS Back Office, and can be accessed using
TRAMS Crystal Reports. You do not have to be a TCR expert.
We'll do a two-minute course in how to use TCR10. Although
we are primarily going be talking about the data, TBO and
ClientBase reports will be discussed. Bring your own ideas
for sharing with others. |
Suggested for: Intermediate/Advanced
Instructor: Ken Jonker
Track: None |
| |
| 2:00PM - 3:15PM TBO: The World
of Reconciliations |
One of the ways to verify if your data is entered correctly
is by using a variety of reconciliations. During this class
we look at the basic use (including tips and tricks) for the
following reconciliations:
— Bank Reconciliation
— CC Merchant Reconciliation – for agencies not using Ticketmaster
or PRI
— Pegasus/NPC including setting up Global Defaults for usage
— A walk-through of the NPC file import |
Suggested for: Beginner /Intermediate
Instructor: Shirley Sweeney
Track: TRAMS Back Office Fundamentals |
| |
| 2:00PM - 3:15PM TBO: Advanced
Tips & Tricks |
If you're thinking there's a better way of performing day-to-day
back office routines, perhaps there are! Here are some of
the areas we'll cover during this class:
Track
It!
— Original/Exchange/Refund Invoices
— Payments linked to Invoices
— Invoices linked to Payments
— Voucher Payments applied to multiple invoices
Import
it!
— Journal Entries
— Bank Reconciliation files
Print it!
— Invoice Printing
— Batch Reporting
— Scheduled Reporting
— E-Mailing Scheduled Reports
Back It Up!
— Scheduling Back Ups |
Suggested for: All
Instructor: Sandy Bush
Track: None |
| |
| 2:00PM - 3:15PM CB/TBO: Front
to Back Groups - Peer to Peer Training |
This class gives an overview of how one group agency uses
ClientBase to help manage groups.
Covered in class:
— Setting up Group Names in ClientBase or TRAMS Back Office
— Setting up Inventory in ClientBase
— Setting up Documents/Confirmations in ClientBase
— Using Marketing Tables for Tracking Source
— Using Saved Queries for “Quick Glance” Reports
— Promoting the Group in ClientBase
— Selling from Inventory using Res Cards in ClientBase
— Using Reminders to Manage the Sales Process in ClientBase
— Documenting Client Payments in ClientBase
— Managing Inventory Utilization in ClientBase
— Group Reporting with Crystal Reports
— TRAMS Back Office Accounting Methods and Reports |
Suggested for: All
Instructors: Scott Caddow, Owner, The Cruise Place and Helen
Lewis, TRAMS Trainer
Track: None |
| |
| 2:00PM - 3:15PM Marketing Ideas:
Open Forum & Idea Exchange |
| Learn from each other as we discuss the topic of Marketing.
Bring your own marketing success stories, tips, tricks, and
anything you’ve tried in your agency that worked or didn’t
work and why. This is sure to be an interesting and enlightening
session. Your facilitators are Scott Koepf and Lee Rosen who
will be sharing some of their own marketing stories and insight
that they have gathered in their over 50 combined years of
travel industry experience. |
Suggested for: All
Facilitators: Brent Hubele
Track: Marketing |
| |
| 2:00PM - 3:15PM Sabre Shortcuts:
Learn How to Do More In Less Time! (repeated) |
You know the saying… “Time is Money”. How true!
Increasing productivity is a key objectives of every business.
One way to increase productivity is to use the most efficient
entries to accomplish tasks. Maintaining efficiencies is important.
Periodic review and recurrent training will ensure that your
processes are up to date and efficiencies are maintained.
This class will touch on a wide variety of Sabre system shortcut
entries. |
Suggested For: Sabre Connected
travel agents
Instructor: Jennifer Pope
Track: None |
| |
| 2:00PM - 3:15PM Making Sabre FormatFinder
Work For You |
| You always have access to help in Sabre, with FormatFinder.
Come learn how to use Format Finder and how it supports you
during your work flow. Come learn about the tips and tricks
that will help you find the information you’re seeking faster
and easier. Learn about the recent enhancements that make
this tool better than ever! |
Suggested For: Sabre Connected
travel agents
Instructor: Melissa Steiner
Track: None |
| |
| 2:00PM - 3:15PM Optimize MySabre®:
Training, Tools and Tips |
| Now that you have made the move to MySabre, Sabre’s flagship,
web-based agent booking portal, it’s time to take MySabre
to the next level. This session will teach you how to maximize
the speed and performance of MySabre and how to leverage all
of the benefits of MySabre to streamline your workflow. Also,
learn how to increase your revenue opportunities with MySabre’s
interactive offers. If you’re Sabre connected, you won’t want
to miss this session! |
Suggested For: Sabre Connected
travel agents
Instructor: Karen Schmidt
Track: None |
| |
| 2:00PM - 3:15PM Social Networks
With Nolan Burris |
| What has more daily visits than Amazon.com? What has more
simultaneously active users than nearly any other website?
Where can you find more traffic than Ebay and more items for
sale than Craig's List? Facebook. it's changed everything,
and it's not alone.
Facebook, Myspace and a whole host of social networking
sites have captivated the online world. They can be so addictive
that many companies have banned their use at the workplace.
Curiously, some are figuring out how to use them - for business.
Why can't you? Of course you can! But it might mean using
Clientbase in ways you never imagined before. |
Suggested For: All
Instructor: Nolan Burris
Track: None |
| |
| 2:00PM - 3:15PM TMU Tech Center,
Study Hall & Cyber Café |
| This room has several training stations with theater seating
for 4-6 people per station. This type of training is designed
to provide more of a hands-on environment to ask questions.
You will find information on TRAMS Back Office, ClientBase,
ClientBase Browser, ARC, E-mail marketing, TRAMS Marketing
Advantage (TMA), Sabre Cruises, TripTailor, Sabre Vacations,
Sabre Travel Protection, Sabre FormatFinder, and MySabre.
Our Study Hall trainers have laptops, internet connections,
and large screen monitors for easy viewing. They will have
the latest versions of each software program so you can
view the screens together and solve challenges.
In the back of the room we have internet access in our
Cyber Cafe so you can bring your laptop to check email throughout
the day. |
| |
| 3:30PM - 4:45PM CB: Res Card 2 |
ClientBase Res Cards provide you with an effective and efficient
tool to perform the various administrative tasks associated
with the sales process. Included is an in-depth review of
the following:
—Adding Service Provider details
—Res Card pricing options and key fields
—Insurance Prompt
—Service Fee
—Print Trip Proposal Client Quotes and and Itineraries for
Day-by-day itineraries
—Generating Invoices for deposits and final payments
—Print Trip Statements |
Suggested for: Beginner/Intermediate/New
to Res Cards
Instructor: Mindy Schwab
Track: ClientBase Fundamentals |
| |
| 3:30PM - 4:45PM CB: Enhancements
in the Latest Version |
Attend an overview of the latest features from ClientBase
versions 3.3 and our upcoming 3.4 release as well as get a
sneak peek of things to come.
— All new Invoice, Itinerary, Trip Proposal and Trip Statement
format customization features
— Expanded Invoice, Itin and Trip Statement Remarks features
at the Vendor, Client and Agent levels
— A new Spell Check Feature
— New Credit Card Security Features including Encryption,
Masking and Validating
— Credit Limit Prompting Feature
— Allocating Inventory for Sync Copy Databases
— Latest in Live Connect Participants
— And More! |
Suggested for: All
Instructor: Sharon Meyer
Track: None |
| |
| 3:30PM - 4:45PM TBO: Report Generator
- Understanding the Basics |
| This session provides you with the information necessary
to work within the TRAMS report generator. Learn how to locate
the documentation needed to display the required data fields
and create reports that display the information required by
your customers. We will review the limitations that are inherent
to the report generator and walk through the process of creating
new reports and modifying existing reports. |
Suggested for: Beginner, Intermediate
Instructor: Frank Diaz
Track: TRAMS Back Office Fundamentals |
| |
| 3:30PM - 4:45PM CB/TBO: ClientBase
for TRAMS Back Office Bookkeepers |
OK, so you thought only your agents, your clients and your
marketing department benefited from ClientBase? Well you may
be in for a pleasant surprise. Come join other TRAMS bookkeepers
and see how ClientBase can make your job a lot easier by streamlining
processes, making key information available to your agents
and creating a bridge between the notorious "front"
and "back" offices. In this class we review:
—The role of TBO (TRAMS Back Office) data in starting out
a ClientBase database
—TBO Interface ID's, your agents and Merge to PNR (never get
prompted during Interface about missing client profiles again)
—ClientBase Dupe Checker and dealing with those annoying dupes
—Agent access to Travel History, Payment History and Credit
Card details with a click of button rather than a tap on your
shoulder
—ClientBase user permissions to limit access to data you don't
want to make available
—ClientBase Res Cards and Invoicing and the alternative to
MS Lines, scripts and passive segments
—ClientBase Receipt Feature providing your agents with a new
tool for issuing receipts
—ClientBase Credit Limit Prompts for warning your agents when
a client has exceeded their credit limit |
Suggested for: All
Instructor: Helen Lewis
Track: None |
| |
| 3:30PM - 4:45PM Accelerate Your
Marketing With TMA: Making Your Data Work for You! |
This workshop picks up where TMA – The Ultimate Solution
workshop ends and covers how to effectively and consistently
reach out to your clients using TMA. Learn the processes for
client segmentation and selection and get to know the role
of your marketing manager. This session takes the TMA programs
and demonstrates how they can be used to fit the needs of
your clients and your agency. In this session you learn how
to:
— Work effectively with your TMA Marketing Manager
— Use the TMA site
— Tips to maximize your marketing
— How to follow up and use reports for sales
— Update key profile fields
— Use res cards for marketing
— How synchronization works
— Connecting to booking engines
— Review results: reporting, response rates |
Suggested for: All
Instructor: Lindsay Chomyn
Track: Marketing |
| |
| 3:30PM - 4:45PM How To Recruit
New Talent to Your Agency: Open Forum & Idea Exchange |
| Trying to find new staff for your office? Here is an opportunity
to hear what others have done and share your success stories
with others. The Gen X’ers are the travel consultants of the
future. Where do you find them? What do they want in the way
of compensation? We will talk about a survey that we recently
completed. Does ClientBase help train these new consultants?
Or do these new consultants help with ClientBase training?
We will be encouraging Gen X’ers to attend. Hear their views
on the subject. |
Suggested for: All
Instructor: Ken Jonker and Marcie Karavakis
Track: None |
| |
| 3:30PM - 4:45PM Rest Easy with
Sabre Air Ticket Refunds and Exchanges |
| Exchanging an airline ticket can involve complex rules,
different fares and taxes, and complicated procedures. Manual
and labor intensive processes may result in overlooked or
miscalculated revenue. Sabre’s Quick Refunds and Exchanges
(QREX) enables you to quickly process exchange transactions,
including exchanges of completely unused tickets or full exchanges,
as well as exchanges of partially used tickets or partial
exchanges. Learn how to take full advantage of QREX from the
Sabre expert. |
Suggested For: Sabre Connected
travel agents
Instructor: Jennifer Pope
Track: None |
| |
| 3:30PM - 4:45PM Sabre Hotels:
Training, Tools and Tips (repeated) |
| With Sabre Hotels, you can quickly find the hotel that meets
your client’s needs with full confidence that you have access
to accurate rates and availability. Sabre’s comprehensive
hotel information includes access to more than 77,000 properties
in 240 countries. More than 80% of properties have photos,
and you can map hotel properties using the MySabre desktop.
With Sabre Hotels, you also have the ability to book upgraded
room types and amenities such as free breakfast, room upgrades
and free parking. Not only will your clients appreciate the
offers, but you have the chance to earn additional commission!
Come learn all the booking techniques to meet your customers’
hotel needs. |
Suggested For: Sabre Connected
travel agents
Instructor: Rene Janigian
Track: None |
| |
| 3:30PM - 4:45PM The Hottest Tool
for Selling Cruises is Here! Sabre Cruises Training, Tools
& Tips - Not Just for Sabre Agents |
| Start selling cruises faster and easier today. Sabre Cruises
saves you precious time on the phone and makes it quick and
easy to find the right cruise at the right price. Learn the
fundamentals of how to select rate options, category and cabins,
enter passenger information, select packages and make payments.
Also, learn how to retrieve and modify an existing reservation.
Sabre Cruises has all the tools you need to book and manage
your reservation and it is available to you regardless of
your GDS affiliation. Learn everything you need to know in
this knowledge-packed session. And you can begin the booking
process right from ClientBase through LiveConnect. You’ll
never want to book a cruise over the phone again. |
Suggested For: All attendees interested
in learning an automated cruise tool
Instructor: Karen Schmidt
Track: None |
| |
| 3:30PM - 4:45PM Futurama! With
Nolan Burris |
| No one knows for sure where the industry will be in the
future, but there are some compelling trends that point the
way. In this workshop we will look at some well known, and
some surprising examples of how much of the future is here
right now. From Virgin Galactic Space Tours to a lesser publicized
but equally amazing orbiting hotel slated to open in late
2010, the future truly is here now.
These and several other futuristic developments will then
be overlaid with indisputable shifts in consumer behavior
related to travel. We will explore how these trends directly
affect both travel agencies and their supplier partners.
Lastly, we will look at how things like Google, blogs, Wikipedia,
Second Life and more are completely changing how people
research, buy and experience travel. More importantly, we
will discuss how they can all be used to your advantage.
|
Suggested For: Sabre Connected
travel agents
Instructor: Nolan Burris
Track: None |
| |
| 3:30PM - 4:45PM TMU Tech Center,
Study Hall & Cyber Café |
| This room has several training stations with theater seating
for 4-6 people per station. This type of training is designed
to provide more of a hands-on environment to ask questions.
You will find information on TRAMS Back Office, ClientBase,
ClientBase Browser, ARC, E-mail marketing, TRAMS Marketing
Advantage (TMA), Sabre Cruises, TripTailor, Sabre Vacations,
Sabre Travel Protection, Sabre FormatFinder, and MySabre.
Our Study Hall trainers have laptops, internet connections,
and large screen monitors for easy viewing. They will have
the latest versions of each software program so you can
view the screens together and solve challenges.
In the back of the room we have internet access in our
Cyber Cafe so you can bring your laptop to check email throughout
the day. |
| |
|
| |
| 10:15AM - 11:30AM CB: Using Activity
Manager to Manage Your Day |
To be productive, an agent must manage relationships with
agency customers, record key contacts with customers, follow
up on leads, and administer agent tasks and to-do lists. Wow,
that sounds like a lot for an agent to do! Fortunately to
achieve these goals, the ClientBase Activity Manager provides
powerful tools which are demonstrated in this class:
— What are ClientBase Activities?
— How Do I Create a Note, Mailer, or Reminder?
— Where is the To-Do List in ClientBase and how do I use it?
— What is At-a-Glance and how do I use it?
— How do I use Level 1 and Level 2 Queries to search for Activities?
— How do I create folders with selected columns and sorts
in the Activity Manager? |
Suggested for: Beginner, Intermediate
Instructor: Jeanne Fick
Track: ClientBase Fundamentals |
| |
| 10:15AM - 11:30AM CB: Tips &
Tricks in the Real World - Peer-to-Peer Training |
Want to learn tips & tricks from actual ClientBase users?
Join Nick Mageloff and Scott Caddow for their favorite ClientBase
Tips & Tricks.
Some are:
— Branding your client eDocuments
— Managing your ResCards with greater efficiency
— Using Reminders for more efficient communications
— Profile More Fields
— And More! |
Suggested for: All
Instructor: Nick Mageloff, ACC and Scott Caddow, Owner, The
Cruise Place
Track: None |
| |
| 10:15AM - 11:30AM TBO: General
Ledger Overview & Setup |
Does the thought of starting your General Ledger make you
a bit uneasy? Overcome your apprehension and start off in
the right direction with the General Ledger by taking this
class. This session reviews the eight simple steps for successful
setup of your General Ledger, including:
— Tailoring the chart of accounts to your agency
— How travel types affect the GL
— The purpose of the GL Accounts table under Utilities
— How to enter beginning balances |
Suggested for: Beginner/New General
Ledger User
Instructor: Sandy Bush
Track: TRAMS Back Office Fundamentals |
| |
| 10:15AM - 11:30AM TBO: Advanced
Report Generator |
| You know how to create and modify reports, but do you know
when to create a Summary or Detailed Report? Learn which fields
to sort on and when not to sort. You will learn why and when
to use a UDID. Not enough selectivity to narrow down your
holiday mailing labels? You can use the Report Generator to
create cross reference files to assist in creating mailing
labels or lists. Learn how to create a mail merge file to
export. We will review the process of importing text files
into Microsoft Excel. This session is designed for the experienced
report writer. |
Suggested for: Intermediate/Advanced
Instructor: Frank Diaz
Track: None |
| |
| 10:15AM - 11:30AM TRAMS Marketing
Alliance (TMA): Open Forum & Idea Exchange |
Multimedia and direct marketing is key to driving in more
clients ready to buy from you. Join this seminar to learn
how your peers are using email and direct marketing with their
customer base.
This class covers topics such as:
— What works in email and direct mail?
— What does NOT produce results?
— How much business is acquired through marketing promotions?
— What do marketing campaigns look like…how do I set one up
for me?
— What are the best approaches to managing your database?
— What’s the role of ClientBase in your marketing program?
— How should I segment my database?
— What’s the best way to get started?
This is an open discussion about TMA marketing and how to
make it part of your business generation efforts. Come join
the dialogue! |
Suggested for: All
Instructor: Lindsay Chomyn
Track: Marketing |
| |
| 10:15AM - 11:30AM TBO: Using TCC's
(TRAMS Certified Consultants) for Remote Bookkeeping |
Have you ever wondered how a TCC could help your agency?
Several TCC’s will give a short presentation on how they could
work remote for your agency. They will explain:
— Their experience, expertise and specialties.
— How they connect to your agency TBO data.
— How they work with the agency personnel (for example; Who
does the interface? Who prints the checks?).
— The services they would provide.
— An idea of the cost involved.
— Open Forum for questions. |
Suggested for: Agency Owners
Instructor: Linda Joiner and Helen Lewis, TRAMS Trainers &
TCC’s
Track: None |
| |
| 10:15AM - 11:30AM Introducing
ClientBase Online |
| ClientBase is the travel industry’s Client Relationship
Management (CRM) tool designed specifically for travel consultants.
New to our ClientBase offering is ClientBase Online: a browser
version of ClientBase that runs under the Sabre Oracle platform
providing you with robust access to your client database from
any “Internet Connected” computer. In this class we will provide
you with an overview of where we are today and where we are
heading as well as explain how this new solution fits in for
existing ClientBase subscribers and new ones. |
Suggested for: All
Instructor: Sharon Meyer
Track: None |
| |
10:15AM - 11:30AM The Hottest
Tool for Selling Cruises is Here! Sabre Cruises Training,
Tools & Tips - Not Just for Sabre Agents (repeated) |
| Start selling cruises faster and easier today. Sabre Cruises
saves you precious time on the phone and makes it quick and
easy to find the right cruise at the right price. Learn the
fundamentals of how to select rate options, category and cabins,
enter passenger information, select packages and make payments.
Also, learn how to retrieve and modify an existing reservation.
Sabre Cruises has all the tools you need to book and manage
your reservation and it is available to you regardless of
your GDS affiliation. Learn everything you need to know in
this knowledge-packed session. And you can begin the booking
process right from ClientBase through LiveConnect. You’ll
never want to book a cruise over the phone again. |
Suggested for: All attendees interested
in learning an automated cruise tool
Instructor: Karen Schmidt
Track: None |
| |
| 10:15AM - 11:30AM Rest Easy with
Sabre Air Ticket Refunds and Exchanges (repeated) |
| Exchanging an airline ticket can involve complex rules,
different fares and taxes, and complicated procedures. Manual
and labor intensive processes may result in overlooked or
miscalculated revenue. Sabre’s Quick Refunds and Exchanges
(QREX) enables you to quickly process exchange transactions,
including exchanges of completely unused tickets or full exchanges,
as well as exchanges of partially used tickets or partial
exchanges. Learn how to take full advantage of QREX from the
Sabre expert. |
Suggested For: Sabre Connected
travel agents
Instructor: Jennifer Pope
Track: None |
| |
| 10:15AM - 11:30AM Customer Relationship
Recycling With Nolan Burris (Repeated) |
| This workshop is a "cradle to grave to cradle again"
step by step tour of the agency/customer relationship.
- The inextricable relationship between marketing and customer
relationships
- Maintaining existing clients versus attracting new customers
- From mass-blast impersonal marketing
to "You-nique" marketing with
TMA and CB+
- Creating a "wow strategy" for
CRM
- Getting it all done: who does what, when, and how |
Suggested For: All
Instructor: Nolan Burris
Track: None |
| |
| 10:15AM - 11:30AM TMU Tech Center,
Study Hall & Cyber Café |
| This room has several training stations with theater seating
for 4-6 people per station. This type of training is designed
to provide more of a hands-on environment to ask questions.
You will find information on TRAMS Back Office, ClientBase,
ClientBase Browser, ARC, E-mail marketing, TRAMS Marketing
Advantage (TMA), Sabre Cruises, TripTailor, Sabre Vacations,
Sabre Travel Protection, Sabre FormatFinder, and MySabre.
Our Study Hall trainers have laptops, internet connections,
and large screen monitors for easy viewing. They will have
the latest versions of each software program so you can
view the screens together and solve challenges.
In the back of the room we have internet access in our
Cyber Cafe so you can bring your laptop to check email throughout
the day. |
| |
| 11:45AM - 12:45PM CB: Storing
Vendor Data with Profiles |
This class will share ideas on how to maximize usage of
your ClientBase Vendor Profiles. Learn how to:
—Store all contact information and details for a vendor in
one easy-to-access profile
—Use reminders to follow up on groups, contact reps and more
—Use profile remarks to store important information on vendors
including commission structure, feedback from agents and customers
—Use marketing codes to search for preferred destinations
by vendors
—Save vendor folders for quick reference to preferred providers
—And more! |
Suggested for: All
Instructor: Jeanne Fick
Track: None |
| |
| 11:45AM - 12:45PM CB: Customizing
Trip Documents |
In ClientBase 3.03 there are many exciting features that
provide your agency with more flexibility to customize Trip
Documents (Invoices, Trip Proposals, Itineraries, Trip Statements).
Included in this session is a review of the following:
—Branch Setting screens
—Options for Invoice/Itinerary/Trip Statement Remarks
—Print Service Fee as Invoice Total Line Item
—Hide Vendor and Hide Reservation Totals
—Print Reservation in Condensed Format
—Trip Proposal (Client Quote Invoice-style Itinerary)
—Additional options for Day-by-day Itineraries
—Copy/Paste function for Branch setup |
Suggested for: Owner/Manager/System
Administrator
Instructor: Mindy Schwab
Track: None |
| |
| 11:45AM - 12:45PM TBO: Agent Setup,
Commissions, Statements & Reconciliation |
This class will give an overview of how to track and pay
agent commissions in TRAMS Back Office.
— Covered in Class:
— Setting up Agent Profiles
— Agent Commission Rates
— Agent Activity Reports
— Agent Statements
— Agent Reconciliation |
Suggested for: Beginner/Intermediate
Instructor: Helen Lewis
Track: TRAMS Back Office Fundamentals |
| |
| 11:45AM - 12:45PM Introduction
to Email Marketing |
Having an effective email marketing program is the best
way to drive in more clients ready to buy from you. Learn
and understand email marketing as a step to your successful
marketing.
Learn the basics of email marketing including:
— Keys to effective email marketing
— Marketing categories
— Key items to successful campaigns
— Email marketing advantages
— Managing your database
— Email tips
— Finding content, and much more. |
Suggested for: All
Instructor: Teresa Giacalone
Track: Marketing |
| |
| 11:45AM - 12:45PM Introduction
to SQL |
This class covers and more!
— A general overview of how SQL is used to build queries to
run against a database
— Queries used as the basis for reports
— Queries used as the basis for data extractions/conversions |
Suggested for: Beginner/Intermediate
Instructor: Dan Palley
Track: None |
| |
| 11:45AM - 12:45PM TRAMS Back Office:
Open Forum & Idea Exchange |
Enhance your TMU experience by sharing how you can successfully
implement what you have learned at TMU and present any enhancements
you desire for future releases. This informal forum provides
the opportunity for users to share their successes and their
techniques for maximizing TRAMS Back Office usage.
How are agencies:
Using their Agency's Credit Card for Web Bookings?
Processing Agency Credit Card Service Fees the best way possible?
Reconciling Agent Statements?
Implementing reporting alternatives outside TBO?
Best utilizing "Purging" features?
Cleaning up cancelled and dupe car/hotel bookings?
Working with Front Office to provide cleaner data in Back
Office?
Tracking 'Cash Flow' requirements? What's coming in and what's
going out?
Tracking 'Booking' or 'Ticketing' agent or both?
What features are being under utilized in TBO and why?
What new enhancements would be desired in future releases?
We welcome all users to join us and share their TRAMS Back
Office success stories. The above topics are just suggestions
to stimulate discussion and many if not all may not be discussed.
Any other topics you want to share with attendees are most
welcomed. It's up to the group in attendance what is discussed.
This session WILL NOT discuss GDS how-to issues. There is
a separate "Forum" session just for GDS issues.
|
Suggested for: All levels
Facilitators: Lloyd West and Linda Pannekeet
Track: None |
| |
| 11:45AM - 12:45PM TBO: Using Credit
Card Merchant |
Are you finding it challenging to process your service fees?
Do you need the ability to process other types of transactions
as well? We have a solution! TRAMS, Inc. brings you an exciting
feature! It’s Automated Credit Card Merchant Processing. See
how TRAMS Back Office uses state-of-the art technology to
authorize credit card transactions over your Internet and
then reconcile them. Credit card processing has never been
so easy! Information covered in this class:
— Requirements for Automated Credit Card Processing
— Which Credit Card Processing Vendors are Compatible with
TRAMS Back Office
— Rate Information for Compatible Vendors
— How to Setup and Process Cards |
Suggested for: All
Instructor: Sarani Gaines
Track: None |
| |
| 11:45AM - 12:45PM Making Sabre
FormatFinder Work For You |
| You always have access to help in Sabre, with FormatFinder.
Come learn how to use Format Finder and how it supports you
during your work flow. Come learn about the tips and tricks
that will help you find the information you’re seeking faster
and easier. Learn about the recent enhancements that make
this tool better than ever! |
Suggested for: Sabre Connected
travel agents
Instructor: Melissa Steiner
Track: None |
| |
| 11:45AM - 12:45PM Travel Insurance
- Don't Let Your Customers Travel Without It |
| Insurance is one of the highest commissionable products
and it’s easily booked through Sabre. Join us for an interactive
discussion with industry experts as we learn more about travel
insurance, discuss some selling techniques, the general misconceptions
about the product, and how you can easily overcome objections.
Learn why this is the one product your customers shouldn’t
leave home without! |
Suggested for: All travel agents
Instructor: Allen Appleby, Caroline McGinn, and Brett Massengale
Track: None |
| |
| 11:45AM - 12:45PM TMA - The Ultimate
Marketing Solution (repeated) |
| Learn a simple and logical approach to marketing through
this unique and entertaining workshop. Through an interactive
process participants will discover the vision for their business,
their brand and position in the marketplace, their goals and
the strategies and tactics to reach them! No fancy terminology,
overwhelming statistics or confusing concepts are presented
– just a program that provides a marketing plan that everyone
can understand and use. You will see how to truly unleash
the power of marketing for your agency! |
Suggested for: All
Instructor: TBA
Track: Marketing |
| |
| 11:45AM - 12:45PM TMU Tech Center,
Study Hall & Cyber Café |
| This room has several training stations with theater seating
for 4-6 people per station. This type of training is designed
to provide more of a hands-on environment to ask questions.
You will find information on TRAMS Back Office, ClientBase,
ClientBase Browser, ARC, E-mail marketing, TRAMS Marketing
Advantage (TMA), Sabre Cruises, TripTailor, Sabre Vacations,
Sabre Travel Protection, Sabre FormatFinder, and MySabre.
Our Study Hall trainers have laptops, internet connections,
and large screen monitors for easy viewing. They will have
the latest versions of each software program so you can
view the screens together and solve challenges.
In the back of the room we have internet access in our
Cyber Cafe so you can bring your laptop to check email throughout
the day. |
| |
| 2:15PM - 3:30PM CB/TMA: Developing
A Travel Agency Marketing Plan |
Successful marketing is critical to success in today's changing
retail travel environment. Many agencies know this, but struggle
when it comes to actually creating and implementing a marketing
plan. This class is designed to have you step out of your
day-to-day operation's role, and spend time creating a marketing
plan that drives your business forward. This class is a big
step towards achieving long term success even in today's choppy
waters.
This course provides you with a surefire marketing system
that guides you through the following:
— Developing a Vendor-Driven Marketing Strategy
— Identify the right products then match to the right customers
— Developing a Client-Driven Marketing Strategy
— Identify the right customers then match to the right products
— Developing a Agency-Driven Marketing Strategy
— Heighten your presence and develop a high touch client strategy
— Review and discuss a sample marketing calendar
In the class you learn how to mine your database, locate customer
sweet spots, strengthen customer loyalty and help you "own"
new/existing clients. Join Sharon as she shares her experiences
and combines the power of marketing with ClientBase tools
to help you too become a marketing expert! |
Suggested for: Beginner, Intermediate
Instructor: Sharon Meyer
Tracks: ClientBase Fundamentals and Marketing |
| |
2:15PM - 3:30PM CB/TMA/TBO: Better
Together - Using the TRAMS Suite of Products
to Maximize Your Sales & Profits - Peer-To-Peer Training |
This class is designed for anyone who is interested in how
the TRAMS, Inc.
suite of products can be used as the one stop shopping way
of meeting all of your travel agency marketing, sales, accounting,
and financial analysis needs. TRAMS Marketing Alliance, ClientBase,
TRAMS Back Office, and TRAMS Crystal Reports work together
seamlessly to give you the edge you need in an industry thin
on margins and big on change. Through a series of brief demonstrations
highlighting the impact on bottom line results, this class
will show the powerful advantages of using the TRAMS, Inc.
suite of products. |
Suggested for: Advanced
Instructor: Donna Sisson
Track: None |
| |
| 2:15PM - 3:30PM TBO: Closing Out
an Accounting Period - Understanding the Basics |
A review of the steps to complete the monthly activities
needed to post your General Ledger and receive accurate financial
statements. You should already have your Core Reports set
up and accurate. If you are already completing the daily and
weekly activities and keeping your Core Reports accurate,
then this class shows you how to go to the next level. Covered
in Class:
— Review how the End of Period affects your general ledger
— Review various ways to journalize transactions
— Review the monthly checklist which includes:
— Completing the Bank Reconciliation
— Reviewing the General Ledger Reconciliation Report
— Completing the End of Period
— Comparing the Core Reports to the General Ledger
— Posting the General Ledger |
Suggested for: Beginner/ Intermediate
Instructor: Sarani Gaines
Track: TRAMS Back Office Fundamentals |
| |
| 2:15PM - 3:30PM TBO: Advanced
Payments & Cleaning Up Client Balances |
This class is designed to assist you in entering payments
in TRAMS Back Office and cleaning up your Core Reports. Demonstrated
are the following:
—Navigating the payment screen - Client, Vendor and Global
Settings
—Creating & using Client Negative vouchers
—Using a voucher to close an invoice
—How to close of a group of invoices on different client profiles
with a single payment
—How to close of a group of invoices on different vendor profiles
with a single payment
—Writing off a Client Balance
—Writing off a Vendor Balance
—How to clear up a Unapplied Balance |
Suggested for: Intermediate/Advanced
Instructor: Shirley Sweeney
Track: None |
| |
| 2:15PM - 3:30PM Accelerate Your
Marketing With TMA - Making Your Data Work for You (repeated) |
This workshop picks up where TMA – The Ultimate Solution
workshop ends and covers how to effectively and consistently
reach out to your clients using TMA. Learn the processes for
client segmentation and selection and get to know the role
of your marketing manager. This session takes the TMA programs
and demonstrates how they can be used to fit the needs of
your clients and your agency. In this session you learn how
to:
— Work effectively with your TMA Marketing Manager
— Use the TMA site
— Tips to maximize your marketing
— How to follow up and use reports for sales
— Update key profile fields
— Use res cards for marketing
— How synchronization works
— Connecting to booking engines
— Review results: reporting, response rates |
Suggested for: All
Instructor: Lindsay Chomyn
Track: Marketing Skills |
| |
| 2:15PM - 3:30PM Advanced SQL:
Running Queries & Accessing the TRAMS Database |
| This class will go in depth on the structure of the TRAMS
database and how to use SQL statements to extract data for
reporting purposes. Basic familiarity with SQL syntax is recommended,
as taught in the Introduction Class at 11:45AM. |
Suggested for: Intermediate/Advanced
Instructor: Dan Palley
Track: None |
| |
| 2:15PM - 3:30PM ClientBase: Open
Forum & Idea Exchange |
Enhance your TMU experience by attending this informal forum.
This session provides the perfect opportunity to share your
success stories and ideas as well as hearing how other agencies
are successfully using ClientBase. Attendees will determine
the direction of this session but some possible topics for
discussions include how agencies are:
—Successfully implementing ClientBase Plus?
—Training their staffs?
—Motivating and "selling" their staff on its use?
—Most benefiting from using the program?
—Using their favorite features successfully?
—Utilizing Res Cards, Invoicing and Live Connect?
—Gathering client marketing preferences?
—Obtaining client E-mail addresses?
—Creating mailings?
—Tracking the success of mailings?
We welcome all users to join us and share their ClientBase
success stories. |
Suggested for: All
Instructor : Mindy Schwab and Ken Jonker
Track: None |
| |
| 2:15PM - 3:30PM Sabre Shortcuts:
Learn How to Do More In Less Time! (repeated) |
You know the saying… “Time is Money”. How true!
|
