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Relationship Management for
         Property & Investment Management



Nahi Simon
Director of Strategic Services
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.
Ignite




                     Professional Service Managed Services Cloud Services




         Copyright 2012 © Sentri, Inc. All rights reserved.
The Agenda




        Copyright 2012 © Sentri, Inc. All rights reserved.
Business Challenges




          Copyright 2012 © Sentri, Inc. All rights reserved.
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.
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.
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.
Why Property Hub?




        Copyright 2012 © Sentri, Inc. All rights reserved.
Property Management
360 Degree view of property information




                    Copyright 2012 © Sentri, Inc. All rights reserved.
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.
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.
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.
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.
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.
Analytics
Gain Visibility & Improve Decision Making




            Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
Demo
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.
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.
Copyright 2012 © Sentri, Inc. All rights reserved.

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Relationship Management for Property Investment Management webinar 2.5.13

  • 1. Relationship Management for Property & Investment Management Nahi Simon Director of Strategic Services
  • 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.
  • 5. Business Challenges 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.
  • 9. Why Property Hub? Copyright 2012 © Sentri, Inc. All rights reserved.
  • 10. Property Management 360 Degree view of property information 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.
  • 16. Analytics Gain Visibility & Improve Decision Making Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
  • 17. Demo
  • 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.
  • 20. Copyright 2012 © Sentri, Inc. All rights reserved.