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Relationship Management for Property Investment Management webinar 2.5.13
- 2. About Sentri
Israel - Development &
Business since 1999 Engineering
Partner of the Year
Microsoft 2010/2011 Northeast
Partner of the Year
Microsoft 2011 Northeast VOICE
Copyright 2012 © Sentri, Inc. All rights reserved.
- 3. Ignite
Professional Service Managed Services Cloud Services
Copyright 2012 © Sentri, Inc. All rights reserved.
- 4. The Agenda
Copyright 2012 © Sentri, Inc. All rights reserved.
- 6. Business Challenges
Lack of visibility into property activities
Consequences:
• Missed critical tasks that should have been completed on
specific dates, leading to penalties or lost revenue, etc.
• Property Manager leaves the company and all the history
related to the property goes with him
• In the event of emergencies not able to easily identify
emergency tenant contacts
• Training new Property Managers can be challenging when there
is no visibility into past history
Copyright 2012 © Sentri, Inc. All rights reserved.
- 7. Business Challenges
Antiquated systems, and not Tracking and cultivating industry
able to access data anytime and relationships
anywhere
Consequences:
Consequences: • Not able to easily identify the
• Not able to make informed, best Investors for new ventures
timely decisions • Not able to recruit the best and
• Spend a lot of time searching most talented Property
for information Managers
• Sourcing best Vendors is
difficult
Copyright 2012 © Sentri, Inc. All rights reserved.
- 8. Property Hub
Property-Hub is a relationship management solution designed for
Professional Property Managers & Building Owners who manage a
portfolio of commercial and residential properties and are focused
on maintaining and enhancing relationships with tenants, investors,
brokers and vendors.
• 100% cloud based, on-premise also available
• Real-time access anytime, anywhere through a web browser,
Outlook, mobile phone, iPad or Tablet PC
• Hosted and powered by Microsoft Technologies
Copyright 2012 © Sentri, Inc. All rights reserved.
- 11. Investor Portfolio Management
Easily manage complex investment hierarchies with Property- Hub
• Manage the portfolio of each legal
entity
• Understand Investors or Entities and
their % of ownership in other entities,
as well as assets owned
• Manage mortgage obligations
associated with properties
• Receive alerts when critical mortgage
events are due
• Automatically generate Investor
ownership schedules for your Investors
using Property-Hub’s mail merge
features
• Track all correspondence with Investors,
Brokers and Lenders
Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
- 12. Deal Management
Manage your hot list of potential investors more efficiently
Maintain all Investor contacts in a centralized
Centralize Investor Contacts system that can be accessed through a web
browser or mobile phone
Categorize and segment Investors based on
Segment Investors their investment profiles to see which
Investors are a better fit for potential deals
Understand and track the Investor’s
Track Investor’s Commitment commitment level
Understand why you are winning or losing
Win / Loss Analysis Deals by performing a Win / Loss Analysis
Store documents associated with your deals
Document Management in a central repository for archiving and easy
retrieval
Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
- 13. Critical Date Reminders
• Distribute alerts to a distribution list or individual
• Tasks are automatically created and assigned to the right individual
• Critical Event Tasks can be managed within Outlook
Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
- 14. Document Management
• Instantly search & retrieve • Security to the document level
property related documents
• Upload content to a secured
• Storage of electronic documents database
& other digital information such
as: • Track document versions and
• Leases history
• Certifications
• Vendor Contracts • Apply meta data values to
• Eviction notices document in order to organize
• Property information & and quickly find document
images
Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
- 15. Marketing
Gain Actionable Insights
Track Campaigns &
Programs
Manage
effectiveness of
Programs
Generate Target
Marketing Lists.
Use templates to
generate standard
messaging for
your email
communications
Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
- 18. Scenarios
Scenario 1 Scenario 2
Day in the life of the Business Development
Property Manager Manager sourcing
investors for new
business ventures
Copyright 2012 © Sentri, Inc. All rights reserved.
- 19. Subscription Pricing
$44 per user/month for For a 30 day free
property hub online trial please contact us
$8 per user/month for info@sentri.com
document management
Copyright 2012 © Sentri, Inc. All rights reserved.