CP Maxx™

This CP Maxx™ catalog provides courses on the use of our newest proprietary technology solution and the next-generation booking and Customer Relationship Management system

CP Maxx™: Dashboard Configuration (2:24)

Did you know that you can change the order of the panels on your dashboard? In this video, we will guide you through the steps of customizing the dashboard to meet your needs.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: CP Mobile (2:19)

CP Mobile is available for both iPhone and Androids smartphones. It is an app for your clients which lets them stay in touch with you as well as accessing their trips and searching for booking cruises and travel deals.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Quick Actions (1:44)

in this segment you will learn how to find the quick action feature within CP Maxx™. Also you will discover the various functions that are easily accessible from the quick action feature.


Training and Development Department

training@cruiseplanners.com

CP Maxx™: iCalendar Feed (3:48)

Did you know that you can link your CP Maxx calendar to Outlook? In this video, we walk you through the steps of getting your calendar integrated with Outlook.


CP Training & Development

training@cruisitudeacademy.com

CP Maxx™: Buckets (2:20)

Introduction to a new feature called "Buckets". This feature will allow you to research and organize the different aspects of your clients travel.


CP Training & Development

training@cruisitudeacademy.com

CP Maxx™: Client Profile (1:58)

Provides an overview of how to manage your clients in CP Maxx™ by describing the sub menu functionality and how to manage segments for your clients.


CP Training and Development

training@cruiseplanners.com

CP Maxx™: CP Hub


CP Maxx™: CP Insights

Through a third-party partnership, CP Insights provides you with socio-economic information about your clients / contacts. For a nominal fee, you can retrieve a client’s “spend capability” including their income tier, median age and a description of the spending habits (e.g. high discretionary spending or credit card reliant). Your franchise must be enrolled in the Full Sails program and a client must have an address in order to take advantage of this innovative functionality.


CP Maxx™: Find a Hotel (5:41)

This course will show you how to find and book a hotel through CP Maxx with the use of eConnect.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Find a Flight Tool (16:18)

Cruise Planners has partnered with the top air consolidator in the business, Global Marine Travel. The Find a Flight tool, found in CP Maxx™, provides you the opportunity to book flights for your clients.


CP Training & Development

training@cruiseplanners.com

The Sales Life Cycle in CP Maxx


CP Maxx™: Reservations & Bookings


Insurance: Selling Allianz Travel Insurance without a Booking (4:17)

Did you know that you can quote and sell Allianz travel insurance as a stand-alone product? SO, if you have a client that purchased their own trip, but is shopping to protect their vacation investment, you have the ability to quote and confirm Allianz travel insurance to your client in CP Maxx™ without the need to attach it to a reservation.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Cruise Sheets


CP Maxx™: Trip Summary Overview (51:11)

This webinar, hosted by Houston Callaway - Technical Product Manager, is about Cruise Planners’ proprietary itinerary builder, Trip Summary. This is a comprehensive demonstration on how to get information from CP Maxx™ into the tool, how to navigate the tool and how it applies to your business and the best way to use it.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Trip Summary


CP Maxx™: Entering a Cruise Group in CP Maxx (3:55)

Learn how to enter a cruise group into CP Maxx.


CP Training & Development

training@cruiseplanners.com

CP Maxx™: Client Snapshot (8:42)

Learn how to use the Client Snapshot feature within CP Maxx™ and understand how you can use this for your retention marketing and proactively serve your clients.