Industry: Real estate Client Name: Calloway Home Investments, LLC System Definition:Web based Customer Relationship Management (CRM), and a lead tracking system for real estate industry.
Problem:
Difficult to track real estate work flows.
Complex business process involvement.
Difficult to manage workers as they work from remote locations.
Difficulty of tracking data real time and update all parties involve.
Difficult to track agent activities as they operated on remote locations.
Solution:
Provide a hosted solution to support remote access and on demand data upload and retrieval.
Fully detail dashboard to give a summarize view of the current state of the business.
Collaborative interface to support centralized information sharing and task allocation.
Added Links in lead edit page. Agents can click on the relevant link and send an email to lead while on call with the lead.
Added “meeting” buttons which open the link page to agent.
Lead process changed. Force agents to make an appointment for the next call so the leads will not left out.
Outcome/ Benefits:
Administrator can monitor the process through the system.
Increases time to sell and track potential buyers.
Sales staff can manage the entire sales process using one system.
