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10th June, 2014
Starts at 10am AEST
How To Build A Successful
Relationship With Your Agents
Kim Beresford
Customer Success Manager, Rezdy
kim@rezdy.com
WEBINAR PRESENTER
Christabelle Tani
Marketing Manager, Rezdy
christa@rezdy.com
WEBINAR MODERATOR
Type your comments and
questions into this box.
We will address it at the
end of the webinar.
On Twitter use the hashtag
#rezdyacademy
JOINING IN TODAY
Good relationships with your agents are
necessary for successful distribution
How many agents do you work with?
● 1-3
● 4 or more
● None (yet!)
POLL:
AGENDA
Finding the right agents to work with
2
3
Defining your terms of trade
Managing ongoing bookings
1
YOU MIGHT BE THINKING...
I don’t need to plan out my
agent relationships… I’ll
just approach potential
partners and see how I go!
1 - FINDING THE RIGHT AGENTS TO WORK WITH
THE
CUSTOMER
IS KING
1 - FINDING THE RIGHT AGENTS TO WORK WITH
WHAT AGENTS LOOK FOR
Solid reputation - quality product
Good communications
Good product education
1 - FINDING THE RIGHT AGENTS TO WORK WITH
1 - FINDING THE RIGHT AGENTS TO WORK WITH
WHAT YOU SHOULD LOOK FOR
FINANCIAL STABILITY
Good credit rating
Good financial resources
1
1 - FINDING THE RIGHT AGENTS TO WORK WITH
RELEVANT EXPERIENCE
Selling similar tours or
activities
Know how to market to
your ideal customer base
2
1 - FINDING THE RIGHT AGENTS TO WORK WITH
BUSINESS MANAGEMENT SKILLS
Business has been up and
running for some time
Examples of successful
relationships with partners
like you
3
1 - FINDING THE RIGHT AGENTS TO WORK WITH
ADEQUATE RESOURCES
The right
technology
Enough staff
4
1 - FINDING THE RIGHT AGENTS TO WORK WITH
PRODUCT MIX
Can give you
sales projections
Genuinely
interested in your
success
5
1 - FINDING THE RIGHT AGENTS TO WORK WITH
SALES CAPABILITY
Policies that
motivate staff
Good staff
training
6
1 - FINDING THE RIGHT AGENTS TO WORK WITH
PROMOTIONAL EXPERTISE
Clear marketing
budget & plan
Good network
contacts
7
→ Product range
→ Marketing materials
→ Market
→ Commission rate sheet
→ Delivery
→ Booking management
→ Reporting
→ Troubleshooting
2 - DEFINING YOUR TERMS OF TRADE
AGENT-SUPPLIER AGREEMENT
3 - MANAGING ONGOING BOOKINGS
ADD AN AGENT TO REZDY
3 - MANAGING ONGOING BOOKINGS
3 - MANAGING ONGOING BOOKINGS
3 - MANAGING ONGOING BOOKINGS
3 - MANAGING ONGOING BOOKINGS
3 - MANAGING ONGOING BOOKINGS
3 - MANAGING ONGOING BOOKINGS
3 - MANAGING ONGOING BOOKINGS
NEXT STEPS
1
2 Add an agent to Rezdy
Full Tutorial: https://support.rezdy.com/entries/29398370-Invite-Agents
3 Create a sales report of your Partners in Rezdy
Full Tutorial: https://support.rezdy.com/entries/28921634-Sales-Report-Orders
Build a Partners Catalog with Rezdy
Full Tutorial: https://support.rezdy.com/entries/30031964-Share-your-Products-with-an-Agent
bit.ly/S6hmuW
?

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How To Build A Successful Relationship With Your Agents [Rezdy Academy Webinar]

  • 1. 10th June, 2014 Starts at 10am AEST How To Build A Successful Relationship With Your Agents
  • 2. Kim Beresford Customer Success Manager, Rezdy kim@rezdy.com WEBINAR PRESENTER Christabelle Tani Marketing Manager, Rezdy christa@rezdy.com WEBINAR MODERATOR
  • 3. Type your comments and questions into this box. We will address it at the end of the webinar. On Twitter use the hashtag #rezdyacademy JOINING IN TODAY
  • 4. Good relationships with your agents are necessary for successful distribution
  • 5. How many agents do you work with? ● 1-3 ● 4 or more ● None (yet!) POLL:
  • 6. AGENDA Finding the right agents to work with 2 3 Defining your terms of trade Managing ongoing bookings 1
  • 7. YOU MIGHT BE THINKING... I don’t need to plan out my agent relationships… I’ll just approach potential partners and see how I go!
  • 8. 1 - FINDING THE RIGHT AGENTS TO WORK WITH THE CUSTOMER IS KING
  • 9. 1 - FINDING THE RIGHT AGENTS TO WORK WITH WHAT AGENTS LOOK FOR Solid reputation - quality product Good communications Good product education
  • 10. 1 - FINDING THE RIGHT AGENTS TO WORK WITH
  • 11. 1 - FINDING THE RIGHT AGENTS TO WORK WITH WHAT YOU SHOULD LOOK FOR FINANCIAL STABILITY Good credit rating Good financial resources 1
  • 12. 1 - FINDING THE RIGHT AGENTS TO WORK WITH RELEVANT EXPERIENCE Selling similar tours or activities Know how to market to your ideal customer base 2
  • 13. 1 - FINDING THE RIGHT AGENTS TO WORK WITH BUSINESS MANAGEMENT SKILLS Business has been up and running for some time Examples of successful relationships with partners like you 3
  • 14. 1 - FINDING THE RIGHT AGENTS TO WORK WITH ADEQUATE RESOURCES The right technology Enough staff 4
  • 15. 1 - FINDING THE RIGHT AGENTS TO WORK WITH PRODUCT MIX Can give you sales projections Genuinely interested in your success 5
  • 16. 1 - FINDING THE RIGHT AGENTS TO WORK WITH SALES CAPABILITY Policies that motivate staff Good staff training 6
  • 17. 1 - FINDING THE RIGHT AGENTS TO WORK WITH PROMOTIONAL EXPERTISE Clear marketing budget & plan Good network contacts 7
  • 18. → Product range → Marketing materials → Market → Commission rate sheet → Delivery → Booking management → Reporting → Troubleshooting 2 - DEFINING YOUR TERMS OF TRADE AGENT-SUPPLIER AGREEMENT
  • 19. 3 - MANAGING ONGOING BOOKINGS ADD AN AGENT TO REZDY
  • 20. 3 - MANAGING ONGOING BOOKINGS
  • 21. 3 - MANAGING ONGOING BOOKINGS
  • 22. 3 - MANAGING ONGOING BOOKINGS
  • 23. 3 - MANAGING ONGOING BOOKINGS
  • 24. 3 - MANAGING ONGOING BOOKINGS
  • 25. 3 - MANAGING ONGOING BOOKINGS
  • 26. 3 - MANAGING ONGOING BOOKINGS
  • 27. NEXT STEPS 1 2 Add an agent to Rezdy Full Tutorial: https://support.rezdy.com/entries/29398370-Invite-Agents 3 Create a sales report of your Partners in Rezdy Full Tutorial: https://support.rezdy.com/entries/28921634-Sales-Report-Orders Build a Partners Catalog with Rezdy Full Tutorial: https://support.rezdy.com/entries/30031964-Share-your-Products-with-an-Agent
  • 29. ?