What is meant by Business trips and customer visits?
The term "business trips and client visits" refers to travel undertaken by a company's employees to meet with business partners, clients, or potential new customers. These visits are often an essential part of the sales process, customer support, or business development. Typical software functions in this area support the planning, organization, and tracking of business trips and client visits, as well as related costs and outcomes.
Typical software functions in the area of "business trips and client visits":
- Travel planning and booking: Assisting with the planning and booking of transportation, accommodations, and other travel details.
- Calendar and appointment management: Integrating visits and trips into the calendar to ensure better scheduling.
- Expense management: Recording and managing travel expenses and reimbursements.
- Reporting: Documenting and generating reports on visited clients and conducted meetings.
- Route planning and geolocation: Optimizing travel routes to multiple clients and integrating navigation services.
- CRM integration: Linking client visits with CRM systems to capture relevant customer data and meeting notes.
- Travel expense reporting: Automating the reporting of travel expenses, including transportation, accommodation, and meals.
- Success analysis: Analyzing the results of business trips to evaluate ROI (Return on Investment).
- Mobile app support: Providing access to travel and scheduling information and tools via mobile devices.
