Frequently Asked Questions

A. CRM stands for Customer Relationship Management and usually refers to a data management software solution, used by businesses of all sizes to improve customer relationships. A CRM records and analyses customer purchasing behaviour, activity and engagement levels. This enables a company to extract more meaningful insight, helping to enhance and improve customer retention, develop journey flows and lead generation performance.

A. EliteCRM is a data management, customer engagement and reporting software solution, specifically designed for businesses operating the holiday park industry. Our CRM solution can integrate with any park management software – but has a unique and seamless link with our flagship product, EliteParks. It centralises booking and ownership enquiries, finance, marketing and customer service data, as well as recording all communication that your team has with every customer.

One of the main benefits of EliteCRM is the ability to automate campaigns and communications, transforming the relationships you have with your customers, suppliers and partners. Its advanced marketing tool enables you to design your own unique automated customer journeys across all departments, using your park’s branding and tone of voice.

A. Customer 360 is a term used to describe how EliteCRM centralises all customer data and their touch points. Their personal information, sales history and customer service interactions are all recorded against one record in EliteCRM– enabling full visibility and access to all system users across your holiday park business.

A. Built-in, templated booking and owner journeys are included within EliteCRM, allowing for automated consistent communication.

For example, instead of manually sending a customer booking confirmation acknowledgement – you can set up an email to be sent automatically containing all the details of their holiday. This automated process for ownership communications works in the same way.

You can customise these out of the box or create your own journey templates. The communications can be personalised to each recipient, designed with your branding, plus you can create your own messages that matches your park’ tone of voice.

A. Monitoring marketing and website performance is easier than ever in EliteCRM. You can view email open, click through and unsubscribe rates to measure email campaigns, as well as having your website’s traffic and visits tracked in the same system… all in your own dashboard.

There is also the functionality to send SMS individually and in bulk to your holidaymaker and owner audiences. After you hit send, you’ll be able to view the SMS delivery rate.

Feedback is important to every department, which is why we’ve included a survey feature within EliteCRM. The tool lets you create, distribute and collect survey responses, so you can easily track submissions and answers as it’s linked directly to a customer’s record when a form has been submitted.

A: You can log into EliteCRM at any time, on any device, from any location – as long as you have at least a 3G connection. You would be required to login via web browser, or through the Microsoft Dynamics’ App.

A: All of Elite Dynamics’ products are built on the Microsoft Dynamics 365 platform. EliteCRM works seamlessly with all your commonly used Office applications; such as Outlook, Word, Excel and OneNote. You can use Outlook with EliteCRM to track emails, arrange tasks and add appointments to a customer’s correspondence timeline; and integrate with SharePoint to share, store and manage internal documents. Functionality from the PowerBI and PowerPlatform applications are included in EliteCRM, allowing you to compile, share and save customised reports across all departments – helping you to work smarter and more efficiently.

A: Yes you can! The system centralises all past and current customer data, which includes their actions, correspondence and booking history. Therefore, being able to identify who hasn’t rebooked for this year can be easily setup and communicated with through targeted email, SMS campaigns and customer journeys.

A: EliteCRM captures any extras associated to ownership deals, including the unit, holiday home manufacturer and finance data to ensure your sales and marketing teams have everything necessary to tailor their promotional activity to specific target audiences.

A: If the data exists in EliteCRM, then it can be used in a report – resulting in a unified reporting process across your sales, marketing, customer service and accounts departments.

Creating reports is easy and straightforward.. We’ve adopted the design and functionality of Excel; so you can filter, perform calculations, create charts and graphs using a familiar tool – all within EliteCRM.

A: Before going live, we will work with you to setup your customer journeys to your requirements. However, if something changes in the future, you will receive training to enable you toedit these yourself. You’ll also be able to create new or remove old journeys as required.

Our professional blended training programme will ensure you achieve competency in how to use the customisation capabilities within EliteCRM. However, if you need further support after your system has been implemented, our customer service team is always here for you to call, 5 days a week.

A: As our company name suggests, our industry-leading products are developed to be dynamic and fully integrated. Our CRM software solution can easily be adapted to suit your evolving business requirements and scalable as your grow.

Arrange your own personalised demo today to see how EliteCRM can transform your customer relationships.