ClientBase Overview Database Administrators

ClientBase Overview for Administrators
progress by using ClientBase reports outlined in the QuickStart manual. As agents learn each new skill, they
slowly but surely learn how to use ClientBase.
Mary introduces her frontline agents to the ClientBase QuickStart Training Program found at
www.Sabretravelnetwork.com/Trams|Training|ClientBase Getting Started.
As her agents learn a new skill, Mary tracks agents’ progress by using ClientBase reports outlined in her
program. If she sees one agent is not following through, she offers one-on-one help. She also thinks of
ways to motivate agents as they practice each new habit.
Sample Reports:
1) Quantity - How many Profiles are being created/modified, and by whom? Query Profile Mod Date: From =-1,0,0 To
=-1,0,0 - User Stats/Client Survey.
2) Quality - What fields are being missed when a Profile is created, and by whom? Query Profile Mod Date: From/To =-
1,0,0 User Stats/Completed Field Stats.
3) Tools for Measuring Agents’ Progress -
• Why are agents not finishing reminders? Past Due Reminders (Activity Reports) Query Open Reminders To =-
1,0,0 – Current Query Results or User Stats by Type.
• How are Reminders being closed out? Closed Reminders (Activity Reports) Query Closed Reminders From/To
=-1,0,0 and look at remarks.
• How many new trips inquiries were made? By whom? Did agents set up reminder to follow-up on inquiry?
New Trip Inquiry (Res Card Reports) Query Res Cards, Sales Cycle Under Consideration, From/To =-1,0,0 List
or Agents Stats.
• When a trip is booked, are reminders being set up for first deposit, final deposit, documents check, and
Welcome Home? Query Res Cards, Sales Cycle Booked, From/To =-1,0,0 List.
For additional reports, refer to the ClientBase QuickStart Training Program.
Need help with training agents? Email training@trams.com.
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