Using EstOffice CRM to Solve Real Estate Development Challenges

Transcription

1 CRM solution for residential real estate developers In-depth overview 2015

2 Be on the cutting edge In the Digital Age automation of the main processes is extemely important for any business to succeed. It helps to save resources, provide better service for customers and, at the end of the day, beat competitors in the battle for revenue and market shares. EstOffice CRM resolves issues undercutting sales, improves control and business intelligence of real estate developer. It is designed with complete understanding of internal business processes and nuances of collaboration with external partners.

3 For the first time industry got an opportunity to electronically formalize and automate interaction of development company with external partners. This won t be possible without cloud-based architecture. WHAT IS ESTOFFICE CRM EstOffice CRM is a communication solution for all parties involved in real estate sales process, both inside and outside of a development company. Each type of user has different level of permitions and information access, so everyone gets their benefits working with EstOffice application. Internal Sales Force Real Estate Reseller Senior Management Marketing Department Bank

4 Work in your favourite browser using device you have right now. EstOffice CRM provides you information when you need it: through PC, laptop, tablet or even smartphone. SENIOR MANAGEMENT 1. Sales force under control Monitor sales team performance 24/7 from anywhere in the world. Information will be available for you on any device: PC, laptop, tablet, and even smartphone. Be able to analyze performance in real-time and never ever distract sales executives from their main work to create a report. How many phone calls we got today?, Is there a positive response to our last promo-campaign, How many units are booked? You will have answers to each of these questions in EstOffice CRM. One of the main challenges of property sales process is strong negative influence of the human factor. Employees can t maintain accurate lead interaction history and provide high-quality service to prospects and customers at the same time. The application logs every action made by each user automatically, highly reducing manual data entry. You will have necessary information and your sales executives would be able to concentrate on servicing prospects and customers. 2. Better decision-making Get vital information about your sales in graphical and easy-to-understand form, presented as schemes and diagrams. In a while, with accumulation of historical sales data, EstOffice CRM will be able to recommend you certain promo-action or even suggest to add certain types of apartments to your units stock. All this will help you make wise decisions about marketing and pricing. 3. Gold standard of data safety The solution is designed in a way that eliminates chances of data loss or interface freezing. It will work even on cheap low-performance computers since the only requirement is Internet connection. Data transmission between SAAS application and browser occurs in an encrypted environment (SSL), the database of each client is separated (multi-tenant SAAS). All data is stored in Amazon S3 cloud.

5 4. Automatic updates How much do you spend for maintenance of IT-infrastructure? EstOffice CRM won t add a figure to this budget since it is distributed using SAAS model (software as a service) and will be updated to the latest version automatically. No upgrade fees, no new servers to buy, no annoying and costly training and consultations. 6. Zero IT infrastructure investment How much does automation of company processes cost today? Usually, a lot. The investment required to setup EstOffice at your sales department is zero. You do not need to purchase new equipment, send your staff to training center, pay for costly consulting. All you need is just sign up on our website, choose suitable pricing plan and start your work. 5. Fits your business processes Your company has established sales process that is really unique? The solution will be easily tailored to your specific needs with no additional costs. You may add different types of bookings, add custom fields to units, leads, deal parameters; create custom analytical reports. Almost every aspect that can vary from company to company is prepared for easy tuning with no IT-personnel involvement. Monitor your sales 24/7 from any device IT-DEPARTMENT EstOffice CRM is a SAAS web application Just make sure that employees computers have latest versions of Chrome or Firefox. It s a good idea to establish a second line of Internet connection. Just in case. That s all.

6 HEAD OF SALES 1. Quick adding of new projects Our advanced stacking plan modeller allows to add new project s units to stock and start selling in less than twenty minutes. Simple and fast process of solution implementation will not paralyze work of your Sales Department. Comparing to other software solutions Estoffice CRM is pretty easy to setup and start using. It s enough to register account, add information about your projects, users, and customize things a bit. That s all, you are ready to push your sales up. 2. Easy hiring and training Perhaps, the most important task of the person leading Sales Department is to hire and train right salespeople. How much time is it usually takes to train new sales executive?, How he/she hurts performance of more experienced team members during internship?, What to do when demand is on peak and you need to quickly add new people to serve prospects and turn them into customers? Those questions were hard and never had a satisfactory answer. Now we propose new solution that will help to manage your team more effectively. 3. Better interaction with resellers Save your time and money working with real estate resellers. Monitor their performance selling your flats, reward the best, cancel partnerships with those who hurt your sales. All with the click of a button. Manage reseller s fee right in your EstOffice account. Now it s not necessary to sign a new contract each time conditions change.

7 «SALES EXECUTIVES 1. Effective process more sales Visual scanning of multiple spreadsheets is not the most pleasant part of sales exec s work. This process takes a great part of your working day distacting from what s really important: prospect s needs understanding, establishing relations and nurturing until he/ she converts into a happy customer. EstOffice CRM will accelerate the processing of requests received via phone and in a sales office by providing convenient and simple search interface. Laborious job of unit searching will be done by a computer. 2. Less mistakes One of the hardest in sales is communication among executives. Using EstOffice CRM you simply follow process guidelines set by senior management thereby avoiding such unpleasant things as double sale or expired booking that wasn t removed on time. 3. Don t lose prospect if you have nothing to propose right now How often you have to decline incoming request just because there are now appropriate units in the stock? We are sure that such a request should be kept in a database (something we call Interested leads ). Then you may organize /SMS campaign with tailored proposals and promotions. And finally turn those leads into customers. 4. Task management built-in Manage your working time using built-in task management system. Smart notification system won t let you forget about things that must be done. 5. Remote work? Now real To start working you need nothing but a login credentials and a browser. You can answer calls, process prospects requests even from the comfort of your home. Internet connection is the only thing needed. 6. Easy booking management Large part of sales executive s work is follow up calls/ with prospects. Those processess can be automated. Simply adjust customer notification preferences and offload your routine work to a computer. «I am very excited about implementation of EstOffice CRM in our company. It should finally take a ton of routine work that we all hate. Finally, I can be focused on negotiation with potential clients. Julia, Sales Executive

8 DEPARTMENT OF MARKETING 1. Effective advertising Advertising campaign audit is still very painful for most real estate marketers. With CRM like EstOffice you finally don t need to sit the whole day in a sales office to track incoming calls and visits. This information will be aggregated automatically. Dive deeper into Analytics section to gain insights and see what actually works. Know more about prospects requests, demographics, create highly-effictive marketing campaigns with ease. 2. Market analysis Get data about your market share and other regional statistics from EstOffice CRM. You can use it defining marketing strategy for the next quarter and year. We don t disclose data about your market share to your competitors and other market players, this piece of information will be available only to you. 3. Update website easier Your corporate website is extremely important for long-term sales success in dense, competitive environment. Today leads often start real estate search process exploring development company websites. The first impression is very important, so the website and information on it must be top-notch. Our widget can be easily embedded into any website. It ll provide visitors an ability to view information about objects and choose suitable appartments among your unit stock. The best part you can integrate widget by yourself. It s that easy.

9 MAIN COMPONENTS

10 EstOffice CRM main components: Units Leads Resellers Analytics tool to change apartment status from free to sold/booked in one click. So, implementation of our CRM solution in the middle of the sales process isn t an issue. You will have working solution with 100% accurate unit stock in a matter of a day. Units Leads This is the main working interface for sales executives. Units screen shows a stacking plan of high-rise building block. This view helps to surf quickly through objects and see current status of each unit (free, booked, sold, etc.). We ve created an advanced stacking plan modeller that allows to add new project to the unit stock in minutes. Also, administrative interface has the great Quick Marking Company s leads database in a form of a searchable list. Keeps contact, demographic and other data about all people sales departments interacted with. Each lead has its status (booker, customer, interested), list of units he/she asked about, and complete history of interactions. It helps sales exec s to understand who they work with and be aware of what their colleagues did.

11 Resellers Component responsible for collaboration with external partners: banks, real estate agencies, etc. EstOffice CRM records every action of reseller s sales force, providing senior personnel of development company valuable data about sales performance. This, eventually, leads to better management decisions. Analytics Get vital statistics and analytics in a form of descriptive charts and diagrams. We designed EstOffice CRM in a way that reduces manual data entry aggregating most of the information automatically. Main benefits of EstOffice CRM - Better sales coordination (live management of resellers) - Unlimited number of salespersons and resellers working on objects of developers - More accurate data (eliminates human factor) - Increased requests processing speed - Historical data for better planning - Sales anytime/anywhere without manual synchronization - No IT infrastructure needed - Low learning curve (1 week to be 100% efficient in system for a new user) - Increased quality of customer service

12 USER INTERFACE Step 1. New project adding Step 2. System setup Add sales executives and invite resellers.

13 Customize application to fit your company needs «Я очень жду внедрения EstOffice в нашей компании. Это должно забрать из моей работы рутину,» которая мне так не нравилась. Я наконец-то смогу сконцентрироваться на общении с клиентами. Юлия, менеджер по продаже

14 Step 3. Start sales This image shows stacking plan with search filter applied. This image shows a popup with detailed information about apartment

15 IMPLEMENTATION It will take only 3 steps to implement EstOffice CRM in your company: 1. Request a demo on our website. 2. Prepare data to input into the system. 3. Switch to our solution during one working day Contacts support@estoffice.com