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1
CRM In
Real Estate
Company
Your Company Name
CRM
In
Real
Estate
Company
Agenda
2
Speed up the routine
procedures and stay in
touch with the clients
to better understanding
of their needs
CRM
In
Real
Estate
Company
Table of Content
3
Real Estate Customer Tracking
o Customer tracker in real estate business
o Old customer data tracker in real estate business
o Real estate end to end sales execution
o Using channels to capture customers
o Customer/lead distribution criteria
o Responses to prospects of clients
o Lead generation roadmap of CRM in real estate
o Email platform for CRM in real estate
CRM Real Estate Overview
o Challenges faced by CRM in Real Estate Business
o Solutions related to CRM in real estate business
o Why our CRM is Best For Real Estate Business
CRM Real Estate Structure
o Organizational Structure of CRM in Real Estate
o Flow Chart of CRM in Real Estate
o Benefits of CRM in Real Estate Business
o Modes for Collecting Complaints from Customers
o Software Cycle of CRM in Real Estate
o Role of CRM in Real Estate Business
CRM Real Estate ROI
o CRM Real Estate Return on Investment
o Implementation of CRM boosts the Forecasted Sales
Real Estate Activity Dashboard
CRM
In
Real
Estate
Company
CRM Real Estate Overview
4
o Challenges faced by CRM in Real Estate Business
o Solutions related to CRM in real estate business
o Why our CRM is Best For Real Estate Business
Table
of
Content
CRM
In
Real
Estate
Company
Challenges Faced in Real Estate Business
5
Manage Multiple Projects
o With each real estate developer running a number of
projects, they might face challenges such as: effectively
managing lead generation strategies for different projects;
maintain and analyze the leads for every project; seeking
cross-selling / up-selling opportunities etc.
o Text Here
Your Text Here
o Text Here
o Text Here
o Text Here
o Text Here
o Text Here
Keeping Records
o It is very difficult to keep a record of buying /
leasing and analyze the outcome of each
interaction, and to take action to facilitate the
transformation from lead to customer.
o Text Here
Efficient Lead Management
o It is a major challenge to conduct effective lead
generation campaigns, increase footfall and
efficiently manage the leads.
o Text Here
Attaining the Right Audience
o It's a very difficult job for a real estate developer to find
the correct market or target potential buyers to highlight
the interest by properly positioning the differentiators.
o Text Here
This slide shows the challenges faced by the real estate company without CRM which includes attaining right audience, lead management, manage multiple projects etc.
CRM
In
Real
Estate
Company
Solutions by CRM to Overcome the Challenges
6
o Offering a centralized perspective for managing and scheduling all relevant marketing strategies and campaigns for
companies.
o Text Here
Managing Promotions &
Marketing Campaigns
o Text Here
o Text Here
o Text Here
Your
Text Here
o CRM helps to improve the scalability of segmentation for reaching millions of prospects. This also helps to improve the efficiency
of ads, to raise conversion rates and, surprisingly, to reduce the cost of executing campaigns.
o Text Here
Market
Segmentation
o CRM allows multiple customer interaction points to be produced and allows for high lead conversion rates by prioritizing
intelligence-based leads.
o Text Here
Managing Client
Enquiries / Leads
o For CRM systems, automatic communications can be programmed and activated by email / mobile messages, based on
transactions that take place in the client / prospect account.
o Text Here
Account
Management
This slide shows the solutions related to CRM in real estate which includes marketing campaigns, market segmentation, managing client enquiries etc.
CRM
In
Real
Estate
Company
Why our CRM is Best for Real Estate
Business
7
This slide shows the key benefits of CRM software and why its is important for the Real
Estates Business. Key benefits include built in phone, E-mail, Best sales lead etc.
Built - In Phone &
E-mail
Customize your
Sales Process
Your
Text Here
Get Smarter
with E-mail
Manage Sales
Pipeline Better
Find The Best
Sales Leads
Automate Actions
Using Workflows
Your Text
Here
CRM
In
Real
Estate
Company
CRM Real Estate Structure
8
o Organizational Structure of CRM in Real Estate
o Flow Chart of CRM in Real Estate
o Benefits of CRM in Real Estate Business
o Modes for Collecting Complaints from Customers
o Software Cycle of CRM in Real Estate
o Role of CRM in Real Estate Business
Table
of
Content
CRM
In
Real
Estate
Company
Organizational Structure of CRM in Real Estate
9
This slide shows the organizational structure of CRM in real estate business which includes Head- Loyalty Management, Customer Support etc.
Customer
Care Head
Head - Customer
Support
Head - Loyalty
Management
Text Here Text Here Text Here Text Here
Project Incharge & RM
team as per
requirement
Project Incharge & RM
team as per requirement
Back end Team – Manages
operations & system support
& document management
CRM
In
Real
Estate
Company
10
This slide shows how CRM works/Flow chart in Real Estate business which includes
campaign, enquiry details, unit cost estimation, sales follow up etc.
Booked
Customer
Details
Rent
Invoice
Unit
on Rent
Campaign
/ Leads
Post Sales
Activity
Agreement
Sales
Follow Up
Unit
Allocation
Invoice/
Receipt
Unit Cost
Estimation
Payment
Follow Up
Possession
Enquiry
Details
Flow Chart of CRM in Real Estate
CRM
In
Real
Estate
Company
Benefits of CRM in Real Estate Business
11
This slide shows the benefits of CRM in real estate business which includes maximize conversion rates, gives reminders, update information tec.
Gives timely reminders for pending or up-coming
payments, pending documentation etc
Keeps all the information of follow-ups & communication
chain with the customers, in one platform
Makes the process of sales smooth & transparent
Manages detailed information related to builders, their
projects & pricing etc
Stores details of completed booking for future references
Helps to get updated information of your sales executive’s activities
Maximize conversion rates
CRM
In
Real
Estate
Company
Modes for Collecting Complaints from Customers
12
Modes of Receiving Enablers for Registering the Complaints
Telephone
o Telephony device system with call recording facility
o Text Here
Personal Visit
o Interaction of Relationship Manager with feedback form
o Text Here
Email
o Tagging the email to the history of customer interaction and then assigning the tasks to the department concerned for coordination
o Text Here
Web Portal
o Web portal alert to RM and Client Interaction history for immediate action
o Text Here
Mobile Application
o Text Here
o Text Here
Written Communication
o Text Here
o Text Here
This slide shows the various modes by which customer complaints can be collected which includes telephone, personal visit, E-mail etc.
CRM
In
Real
Estate
Company
Software Cycle of CRM in Real Estate
13
This slide shows the Software cycle of CRM in real estate which includes ERP Admin, Pre-sales, Sales, Post sales, System report etc.
o Master
o Communication
o Permission
o Text Here
ERP Admin
o Marketing
o Enquiry
o Branding
o Text Here
Pre-Sales (CRM)
o Customer
o Receipt
o Unit Allocation
o Text Here
Sales
o Click to Call
o E-mail
o Text Here
Add On
o Post sales activities
o Complaints
o Agreement
o Text Here
Post Sales
o Dashboard
o MIS Report
o Custom Reports
o Text Here
System Report
CRM
In
Real
Estate
Company
Role of CRM in Real Estate Business
14
This slide shows the role of CRM in real estate business which includes Plan effective publicity campaigns, analyze sales efforts, management reporting etc.
o Text Here
o Text Here
o Text Here
Plan Effective Publicity
Campaigns
o Text Here
o Text Here
o Text Here
Analyze
Sales Efforts
o Text Here
o Text Here
o Text Here
Management Reporting &
Dashboards - Made Easy
o Text Here
o Text Here
o Text Here
Better
Customer Servicing
o Text Here
o Text Here
o Text Here
Cross Sell" & "Up Sell"
More Effectively
CRM
In
Real
Estate
Company
Real Estate Customer Tracking
15
o Customer tracker in real estate business
o Old customer data tracker in real estate business
o Real estate end to end sales execution
o Using channels to capture customers
o Customer/lead distribution criteria
o Responses to prospects of clients
o Lead generation roadmap of CRM in real estate
o Email platform for CRM in real estate
Table
of
Content
CRM
In
Real
Estate
Company
Customer Tracker in Real Estate Business
16
This slide shows the information related to the customers of real estate business which includes customer name, permanent address, mail address, property type etc.
Customer
Name
Permanent
Address
Mail
Address
Contact
No.
Property
Type
Property
Size
Property
Address
Property
Prize
Nick xxxx acnsj@abc.com 6956569 Commercial Plot 2,500 Sq. Ft. xxxx $ 65,000
John xxxx wegsfg@abc.com 8755464 Residential Plot 500 Sq. Ft. xxxx 35,000
Rahan xxxx safef@abc.com 4521565 Flat 1,500 Sq. Ft. xxxx 25,000
Jazz xxxx asfgs@abc.com 2582261 Land 6,500 Sq. Ft. xxxx 85,000
Add Name Here xxxx acsfwrg@abc.com 5158655 Your Text Here Your Text Here xxxx xxxx
Add Name Here xxxx acfsfrg@abc.com 3254754 Your Text Here Your Text Here xxxx xxxx
CRM
In
Real
Estate
Company
Old Customer Data Tracker in Real Estate Business
17
This slide shows the Data Tracker of old customer in real estate business which includes customer name, address, contact information, last property purchased etc.
Customer Name Permanent Address Mail Address Contact No. Last Property Purchased
Nick xxxx acnsj@abc.com 6956569
Property Detail:
Date Purchased:
Text Here
John xxxx wegsfg@abc.com 8755464
Property Detail:
Date Purchased:
Text Here
Rahan xxxx safef@abc.com 4521565
Property Detail:
Date Purchased:
Text Here
Jazz xxxx asfgs@abc.com 2582261
Property Detail:
Date Purchased:
Text Here
Add Name Here xxxx acsfwrg@abc.com 5158655
Property Detail:
Date Purchased:
Text Here
Add Name Here xxxx acfsfrg@abc.com 3254754
Property Detail:
Date Purchased:
Text Here
CRM
In
Real
Estate
Company
Real Estate End to End Sales Execution
18
This slide shows the sales execution of real estate business which includes lead management, site visit, sending details, location tracking etc.
Yes
No
Requests
Site Visit
Send Details
of Site Visit
Site Visit
Happened
Lead Comes In
Lead Interested in
Residential Property
Residential
Lead Interested in
Commercial Property
Commercial
Transfer to
Commercial Team
Transfer to
Residential Team
Lead Stage Changed
to “Opportunity”
Location
Tracking
Transfer to
Call Center
Send Relevant
Offers Periodical
CRM
In
Real
Estate
Company
Using Channels to Capture Customers
19
This slide shows the channels to capture customers in real estate business which includes social media, digital advertisement etc.
Real Estate Marketplace
Market Place 3
Market Place 2
Market Place 1
Social Media
Facebook
Twitter Linked-in
o Text Here
o Text Here
o Text Here
o Text Here
Others
Offline
Channels
o You Tube
o Text Here
o Text Here
o Text Here
Digital
Advertisements
o Channel 1
o Channel 2
o Channel 3
o Channel 4
CRM
In
Real
Estate
Company
Customer/Lead Distribution Criteria
20
This slide shows the lead distribution criteria which follows by the real estate company. It includes customer names, preferences, budget etc.
Customer Name Preferences Budget Location Property Type
Nick Residential Property $ 25,000 Premium Flat
John Commercial Property 35,000 Semi-Premium Shop
Rahan Agricultural Land 85,000 On Road Land
Jazz Residential Property 35,000 Premium House
Add Name Here Commercial Property 40,000 Premium Showroom
CRM
In
Real
Estate
Company
Responses to Prospects of Clients
21
This slide shows the responses to prospects of clients which includes property type, financing, location, loan option etc.
Customer
Name
Permanent
Address
Mail
Address
Contact
No.
Property
Type
Financing Location
Property Options
by realtors
Loan
Option
Nick xxxx acnsj@abc.com 6956569 Residential Yes Project 1 Option A
xx% for 3 years from
Bank A
John xxxx wegsfg@abc.com 8755464 Commercial No Project 2 Option B
xx% for 5 years from
Bank A
Rahan xxxx safef@abc.com 4521565 Residential Yes Project 1 Option C
xx% for 7 years from
Bank A
Jazz xxxx asfgs@abc.com 2582261 Land Yes Project 3 Option D
xx% for 5 years from
Bank A
Add Name Here xxxx acsfwrg@abc.com 5158655 Commercial No Project 2 Option E
xx% for 2 years from
Bank A
Add Name Here xxxx acfsfrg@abc.com 3254754 Residential Yes Project 1 Option F
xx% for 5 years from
Bank A
CRM
In
Real
Estate
Company
Lead Generation Roadmap of CRM in Real Estate
22
This slide shows the Lead Generation roadmap which covers the unassigned, partner leads, responsible assigned etc.
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
+ Schedule’s
1
1
1
Partner Leads
(12)
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
+ Schedule’s
1
1
1
Waiting for Details
(20)
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
+ Schedule’s
Responsible Assigned
(17)
1
1
1
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
Your Name Here
Date:
Activities
+ Schedule’s
Unassigned
(44)
1
1
1
CRM
In
Real
Estate
Company
Email Platform for CRM in Real Estate
23
This slide shows the E-mail Platform for CRM in Real estate which includes E-mail send, Click response, Offer Ending etc.
Week 1 Week 2 Week 3 Week 4
Resend (?)
Open, Click,
Subscribe
Open/Click
Abandoned
Subscribe
Unsubs
Non-Open
Open, Click,
Subscribe
Open/Click
Abandoned
Subscribe
Unsubs
Non-Open Telesales (?)
DM (?)
Open Click,
Subscribe
Email 2
Extra
Incentive
Email 3
Extra incentive
Offer ending
Email 5
-Survey
Email 4
- Loyalty
Email Send
CRM
In
Real
Estate
Company
CRM Real Estate ROI
24
o CRM Real Estate Return on Investment
o Implementation of CRM boosts the Forecasted Sales
Table
of
Content
CRM
In
Real
Estate
Company
CRM Real Estate Return on Investment
25
This slide shows the Return on Investment on CRM in real estate which includes Boost sales, Minimize Expenses etc.
o CRM are known to improve customer retention, by as much as 30%
o CRM adoption can reducer customer service labor cost by 50%
o Text Here
Minimize Expenses
o CRM can increase revenue by 50%
o 80% of leads fail to convert without CRM
o Text Here
Boost Sales
o Helps in cutting costs and using one can lead to reduce marketing costs by 30%
o 70% of marketing automation users saw an increase in the number of leads
o Text Here
Enhance Marketing Campaigns
CRM
In
Real
Estate
Company
Implementation of CRM boosts the Forecasted Sales
26
This slide shows the boost in sales in next forecasted years because of implementation of CRM in real estate business.
Key Takeaways
o CRM helps to boost the
overall sales of the real estate
company by almost 40% from
the year 2020 to 2025.
o Your Text Here
10%
15%
20%
25%
32%
40%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
2020F 2021F 2022F 2023F 2024F 2025F
Sales (In %)
CRM
In
Real
Estate
Company
Real Estate Activity Dashboard
27
Table
of
Content
CRM
In
Real
Estate
Company
Real Estate Activity Dashboard
28
This slide shows the dashboard related to CRM in real estate business which includes number of properties, last 12 months data etc.
18
13
16 15
21
11
9
6
29
9
1 1
7
10
8 7
15 16
7
20
9
3
1 1
0
5
10
15
20
25
30
June,20 July,20 August,20 September,20 October,20 November,20 December,20 January,21 February,21 March,21 April,21 May,21
No. New Properities No. Properties Sold
Real Estate Activity
Number of
properties
Median
Price
For Add Name Here
From Jun 1, 2020 to May 31, 2021
Add Location Here
Your Text Here
Your Text Here
List Last 12 Months
No. New properties
250
Avg. Days on the market
90
Median sold price
$ 68,000
No. Sold properties
100
CRM
In
Real
Estate
Company
CRM in Real Estate Company Icons Slide
29
CRM
In
Real
Estate
Company
Additional
Slides
30
01 Area Chart
02 Column Chart
03 Welcome to Our Agenda
04 Our Financial
05 Comparison
06 Puzzle
07 Post It Notes
08 Magnifying Glass
09 Venn
10 Our Goal
11 Thank You
CRM
In
Real
Estate
Company
Area Chart
31
4.3
2.5
-3.5 -4.5
2.4
4.4
-1.8
-0.8
-5
-4
-3
-2
-1
0
1
2
3
4
5
Sales
in
million
This graph/chart is linked to excel,
and changes automatically based on
data. Just left click on it and select
“Edit Data”.
Product 02
This graph/chart is linked to excel,
and changes automatically based on
data. Just left click on it and select
“Edit Data”.
Product 01
CRM
In
Real
Estate
Company
Column Chart
32
0
10
20
30
40
50
60
70
80
90
100
FY' 13 FY' 14 FY' 15 FY' 16 FY' 17 FY' 18 FY' 19 FY' 20
Market
Size
(RMB
100
Million)
This graph/chart is linked to excel,
and changes automatically based on
data. Just left click on it and select
“Edit Data”.
Product 02
This graph/chart is linked to excel,
and changes automatically based on
data. Just left click on it and select
“Edit Data”.
Product 01
Years
CRM
In
Real
Estate
Company
Agenda 01 Agenda 02 Agenda 03 Agenda 04 Agenda 05
Welcome to Our Agenda
33
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
CRM
In
Real
Estate
Company
34
Our Financial
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
23%
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Minimum
82%
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Maximum
CRM
In
Real
Estate
Company
Comparison
35
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
30%
Male Users
70%
Female Users
CRM
In
Real
Estate
Company
Puzzle
36
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editable. Adapt it to your
needs and capture your
audience's attention.
Text Here
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editable. Adapt it to your
needs and capture your
audience's attention.
Text Here
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Text Here
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Text Here
CRM
In
Real
Estate
Company
Post It Notes
37
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editable. Adapt it to your
needs and capture your
audience's attention.
Text Here
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editable. Adapt it to your
needs and capture your
audience's attention.
Text Here
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editable. Adapt it to your
needs and capture your
audience's attention.
Text Here
CRM
In
Real
Estate
Company
Magnifying Glass
38
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
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it to your needs and capture your
audience's attention.
CRM
In
Real
Estate
Company
Venn
39
01 03
02 04 05
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editable. Adapt it to your
needs and capture your
audience's attention.
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editable. Adapt it to your
needs and capture your
audience's attention.
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
CRM
In
Real
Estate
Company
Our Goal
40
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editable. Adapt it to your
needs and capture your
audience's attention.
Goal 02
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needs and capture your
audience's attention.
Goal 03
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editable. Adapt it to your
needs and capture your
audience's attention.
Goal 01
CRM
In
Real
Estate
Company
Thank You
41
Address
# street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com

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CRM In Real Estate Company Powerpoint Presentation Slides

  • 2. CRM In Real Estate Company Agenda 2 Speed up the routine procedures and stay in touch with the clients to better understanding of their needs
  • 3. CRM In Real Estate Company Table of Content 3 Real Estate Customer Tracking o Customer tracker in real estate business o Old customer data tracker in real estate business o Real estate end to end sales execution o Using channels to capture customers o Customer/lead distribution criteria o Responses to prospects of clients o Lead generation roadmap of CRM in real estate o Email platform for CRM in real estate CRM Real Estate Overview o Challenges faced by CRM in Real Estate Business o Solutions related to CRM in real estate business o Why our CRM is Best For Real Estate Business CRM Real Estate Structure o Organizational Structure of CRM in Real Estate o Flow Chart of CRM in Real Estate o Benefits of CRM in Real Estate Business o Modes for Collecting Complaints from Customers o Software Cycle of CRM in Real Estate o Role of CRM in Real Estate Business CRM Real Estate ROI o CRM Real Estate Return on Investment o Implementation of CRM boosts the Forecasted Sales Real Estate Activity Dashboard
  • 4. CRM In Real Estate Company CRM Real Estate Overview 4 o Challenges faced by CRM in Real Estate Business o Solutions related to CRM in real estate business o Why our CRM is Best For Real Estate Business Table of Content
  • 5. CRM In Real Estate Company Challenges Faced in Real Estate Business 5 Manage Multiple Projects o With each real estate developer running a number of projects, they might face challenges such as: effectively managing lead generation strategies for different projects; maintain and analyze the leads for every project; seeking cross-selling / up-selling opportunities etc. o Text Here Your Text Here o Text Here o Text Here o Text Here o Text Here o Text Here Keeping Records o It is very difficult to keep a record of buying / leasing and analyze the outcome of each interaction, and to take action to facilitate the transformation from lead to customer. o Text Here Efficient Lead Management o It is a major challenge to conduct effective lead generation campaigns, increase footfall and efficiently manage the leads. o Text Here Attaining the Right Audience o It's a very difficult job for a real estate developer to find the correct market or target potential buyers to highlight the interest by properly positioning the differentiators. o Text Here This slide shows the challenges faced by the real estate company without CRM which includes attaining right audience, lead management, manage multiple projects etc.
  • 6. CRM In Real Estate Company Solutions by CRM to Overcome the Challenges 6 o Offering a centralized perspective for managing and scheduling all relevant marketing strategies and campaigns for companies. o Text Here Managing Promotions & Marketing Campaigns o Text Here o Text Here o Text Here Your Text Here o CRM helps to improve the scalability of segmentation for reaching millions of prospects. This also helps to improve the efficiency of ads, to raise conversion rates and, surprisingly, to reduce the cost of executing campaigns. o Text Here Market Segmentation o CRM allows multiple customer interaction points to be produced and allows for high lead conversion rates by prioritizing intelligence-based leads. o Text Here Managing Client Enquiries / Leads o For CRM systems, automatic communications can be programmed and activated by email / mobile messages, based on transactions that take place in the client / prospect account. o Text Here Account Management This slide shows the solutions related to CRM in real estate which includes marketing campaigns, market segmentation, managing client enquiries etc.
  • 7. CRM In Real Estate Company Why our CRM is Best for Real Estate Business 7 This slide shows the key benefits of CRM software and why its is important for the Real Estates Business. Key benefits include built in phone, E-mail, Best sales lead etc. Built - In Phone & E-mail Customize your Sales Process Your Text Here Get Smarter with E-mail Manage Sales Pipeline Better Find The Best Sales Leads Automate Actions Using Workflows Your Text Here
  • 8. CRM In Real Estate Company CRM Real Estate Structure 8 o Organizational Structure of CRM in Real Estate o Flow Chart of CRM in Real Estate o Benefits of CRM in Real Estate Business o Modes for Collecting Complaints from Customers o Software Cycle of CRM in Real Estate o Role of CRM in Real Estate Business Table of Content
  • 9. CRM In Real Estate Company Organizational Structure of CRM in Real Estate 9 This slide shows the organizational structure of CRM in real estate business which includes Head- Loyalty Management, Customer Support etc. Customer Care Head Head - Customer Support Head - Loyalty Management Text Here Text Here Text Here Text Here Project Incharge & RM team as per requirement Project Incharge & RM team as per requirement Back end Team – Manages operations & system support & document management
  • 10. CRM In Real Estate Company 10 This slide shows how CRM works/Flow chart in Real Estate business which includes campaign, enquiry details, unit cost estimation, sales follow up etc. Booked Customer Details Rent Invoice Unit on Rent Campaign / Leads Post Sales Activity Agreement Sales Follow Up Unit Allocation Invoice/ Receipt Unit Cost Estimation Payment Follow Up Possession Enquiry Details Flow Chart of CRM in Real Estate
  • 11. CRM In Real Estate Company Benefits of CRM in Real Estate Business 11 This slide shows the benefits of CRM in real estate business which includes maximize conversion rates, gives reminders, update information tec. Gives timely reminders for pending or up-coming payments, pending documentation etc Keeps all the information of follow-ups & communication chain with the customers, in one platform Makes the process of sales smooth & transparent Manages detailed information related to builders, their projects & pricing etc Stores details of completed booking for future references Helps to get updated information of your sales executive’s activities Maximize conversion rates
  • 12. CRM In Real Estate Company Modes for Collecting Complaints from Customers 12 Modes of Receiving Enablers for Registering the Complaints Telephone o Telephony device system with call recording facility o Text Here Personal Visit o Interaction of Relationship Manager with feedback form o Text Here Email o Tagging the email to the history of customer interaction and then assigning the tasks to the department concerned for coordination o Text Here Web Portal o Web portal alert to RM and Client Interaction history for immediate action o Text Here Mobile Application o Text Here o Text Here Written Communication o Text Here o Text Here This slide shows the various modes by which customer complaints can be collected which includes telephone, personal visit, E-mail etc.
  • 13. CRM In Real Estate Company Software Cycle of CRM in Real Estate 13 This slide shows the Software cycle of CRM in real estate which includes ERP Admin, Pre-sales, Sales, Post sales, System report etc. o Master o Communication o Permission o Text Here ERP Admin o Marketing o Enquiry o Branding o Text Here Pre-Sales (CRM) o Customer o Receipt o Unit Allocation o Text Here Sales o Click to Call o E-mail o Text Here Add On o Post sales activities o Complaints o Agreement o Text Here Post Sales o Dashboard o MIS Report o Custom Reports o Text Here System Report
  • 14. CRM In Real Estate Company Role of CRM in Real Estate Business 14 This slide shows the role of CRM in real estate business which includes Plan effective publicity campaigns, analyze sales efforts, management reporting etc. o Text Here o Text Here o Text Here Plan Effective Publicity Campaigns o Text Here o Text Here o Text Here Analyze Sales Efforts o Text Here o Text Here o Text Here Management Reporting & Dashboards - Made Easy o Text Here o Text Here o Text Here Better Customer Servicing o Text Here o Text Here o Text Here Cross Sell" & "Up Sell" More Effectively
  • 15. CRM In Real Estate Company Real Estate Customer Tracking 15 o Customer tracker in real estate business o Old customer data tracker in real estate business o Real estate end to end sales execution o Using channels to capture customers o Customer/lead distribution criteria o Responses to prospects of clients o Lead generation roadmap of CRM in real estate o Email platform for CRM in real estate Table of Content
  • 16. CRM In Real Estate Company Customer Tracker in Real Estate Business 16 This slide shows the information related to the customers of real estate business which includes customer name, permanent address, mail address, property type etc. Customer Name Permanent Address Mail Address Contact No. Property Type Property Size Property Address Property Prize Nick xxxx acnsj@abc.com 6956569 Commercial Plot 2,500 Sq. Ft. xxxx $ 65,000 John xxxx wegsfg@abc.com 8755464 Residential Plot 500 Sq. Ft. xxxx 35,000 Rahan xxxx safef@abc.com 4521565 Flat 1,500 Sq. Ft. xxxx 25,000 Jazz xxxx asfgs@abc.com 2582261 Land 6,500 Sq. Ft. xxxx 85,000 Add Name Here xxxx acsfwrg@abc.com 5158655 Your Text Here Your Text Here xxxx xxxx Add Name Here xxxx acfsfrg@abc.com 3254754 Your Text Here Your Text Here xxxx xxxx
  • 17. CRM In Real Estate Company Old Customer Data Tracker in Real Estate Business 17 This slide shows the Data Tracker of old customer in real estate business which includes customer name, address, contact information, last property purchased etc. Customer Name Permanent Address Mail Address Contact No. Last Property Purchased Nick xxxx acnsj@abc.com 6956569 Property Detail: Date Purchased: Text Here John xxxx wegsfg@abc.com 8755464 Property Detail: Date Purchased: Text Here Rahan xxxx safef@abc.com 4521565 Property Detail: Date Purchased: Text Here Jazz xxxx asfgs@abc.com 2582261 Property Detail: Date Purchased: Text Here Add Name Here xxxx acsfwrg@abc.com 5158655 Property Detail: Date Purchased: Text Here Add Name Here xxxx acfsfrg@abc.com 3254754 Property Detail: Date Purchased: Text Here
  • 18. CRM In Real Estate Company Real Estate End to End Sales Execution 18 This slide shows the sales execution of real estate business which includes lead management, site visit, sending details, location tracking etc. Yes No Requests Site Visit Send Details of Site Visit Site Visit Happened Lead Comes In Lead Interested in Residential Property Residential Lead Interested in Commercial Property Commercial Transfer to Commercial Team Transfer to Residential Team Lead Stage Changed to “Opportunity” Location Tracking Transfer to Call Center Send Relevant Offers Periodical
  • 19. CRM In Real Estate Company Using Channels to Capture Customers 19 This slide shows the channels to capture customers in real estate business which includes social media, digital advertisement etc. Real Estate Marketplace Market Place 3 Market Place 2 Market Place 1 Social Media Facebook Twitter Linked-in o Text Here o Text Here o Text Here o Text Here Others Offline Channels o You Tube o Text Here o Text Here o Text Here Digital Advertisements o Channel 1 o Channel 2 o Channel 3 o Channel 4
  • 20. CRM In Real Estate Company Customer/Lead Distribution Criteria 20 This slide shows the lead distribution criteria which follows by the real estate company. It includes customer names, preferences, budget etc. Customer Name Preferences Budget Location Property Type Nick Residential Property $ 25,000 Premium Flat John Commercial Property 35,000 Semi-Premium Shop Rahan Agricultural Land 85,000 On Road Land Jazz Residential Property 35,000 Premium House Add Name Here Commercial Property 40,000 Premium Showroom
  • 21. CRM In Real Estate Company Responses to Prospects of Clients 21 This slide shows the responses to prospects of clients which includes property type, financing, location, loan option etc. Customer Name Permanent Address Mail Address Contact No. Property Type Financing Location Property Options by realtors Loan Option Nick xxxx acnsj@abc.com 6956569 Residential Yes Project 1 Option A xx% for 3 years from Bank A John xxxx wegsfg@abc.com 8755464 Commercial No Project 2 Option B xx% for 5 years from Bank A Rahan xxxx safef@abc.com 4521565 Residential Yes Project 1 Option C xx% for 7 years from Bank A Jazz xxxx asfgs@abc.com 2582261 Land Yes Project 3 Option D xx% for 5 years from Bank A Add Name Here xxxx acsfwrg@abc.com 5158655 Commercial No Project 2 Option E xx% for 2 years from Bank A Add Name Here xxxx acfsfrg@abc.com 3254754 Residential Yes Project 1 Option F xx% for 5 years from Bank A
  • 22. CRM In Real Estate Company Lead Generation Roadmap of CRM in Real Estate 22 This slide shows the Lead Generation roadmap which covers the unassigned, partner leads, responsible assigned etc. Your Name Here Date: Activities Your Name Here Date: Activities Your Name Here Date: Activities + Schedule’s 1 1 1 Partner Leads (12) Your Name Here Date: Activities Your Name Here Date: Activities Your Name Here Date: Activities + Schedule’s 1 1 1 Waiting for Details (20) Your Name Here Date: Activities Your Name Here Date: Activities Your Name Here Date: Activities + Schedule’s Responsible Assigned (17) 1 1 1 Your Name Here Date: Activities Your Name Here Date: Activities Your Name Here Date: Activities + Schedule’s Unassigned (44) 1 1 1
  • 23. CRM In Real Estate Company Email Platform for CRM in Real Estate 23 This slide shows the E-mail Platform for CRM in Real estate which includes E-mail send, Click response, Offer Ending etc. Week 1 Week 2 Week 3 Week 4 Resend (?) Open, Click, Subscribe Open/Click Abandoned Subscribe Unsubs Non-Open Open, Click, Subscribe Open/Click Abandoned Subscribe Unsubs Non-Open Telesales (?) DM (?) Open Click, Subscribe Email 2 Extra Incentive Email 3 Extra incentive Offer ending Email 5 -Survey Email 4 - Loyalty Email Send
  • 24. CRM In Real Estate Company CRM Real Estate ROI 24 o CRM Real Estate Return on Investment o Implementation of CRM boosts the Forecasted Sales Table of Content
  • 25. CRM In Real Estate Company CRM Real Estate Return on Investment 25 This slide shows the Return on Investment on CRM in real estate which includes Boost sales, Minimize Expenses etc. o CRM are known to improve customer retention, by as much as 30% o CRM adoption can reducer customer service labor cost by 50% o Text Here Minimize Expenses o CRM can increase revenue by 50% o 80% of leads fail to convert without CRM o Text Here Boost Sales o Helps in cutting costs and using one can lead to reduce marketing costs by 30% o 70% of marketing automation users saw an increase in the number of leads o Text Here Enhance Marketing Campaigns
  • 26. CRM In Real Estate Company Implementation of CRM boosts the Forecasted Sales 26 This slide shows the boost in sales in next forecasted years because of implementation of CRM in real estate business. Key Takeaways o CRM helps to boost the overall sales of the real estate company by almost 40% from the year 2020 to 2025. o Your Text Here 10% 15% 20% 25% 32% 40% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 2020F 2021F 2022F 2023F 2024F 2025F Sales (In %)
  • 27. CRM In Real Estate Company Real Estate Activity Dashboard 27 Table of Content
  • 28. CRM In Real Estate Company Real Estate Activity Dashboard 28 This slide shows the dashboard related to CRM in real estate business which includes number of properties, last 12 months data etc. 18 13 16 15 21 11 9 6 29 9 1 1 7 10 8 7 15 16 7 20 9 3 1 1 0 5 10 15 20 25 30 June,20 July,20 August,20 September,20 October,20 November,20 December,20 January,21 February,21 March,21 April,21 May,21 No. New Properities No. Properties Sold Real Estate Activity Number of properties Median Price For Add Name Here From Jun 1, 2020 to May 31, 2021 Add Location Here Your Text Here Your Text Here List Last 12 Months No. New properties 250 Avg. Days on the market 90 Median sold price $ 68,000 No. Sold properties 100
  • 29. CRM In Real Estate Company CRM in Real Estate Company Icons Slide 29
  • 30. CRM In Real Estate Company Additional Slides 30 01 Area Chart 02 Column Chart 03 Welcome to Our Agenda 04 Our Financial 05 Comparison 06 Puzzle 07 Post It Notes 08 Magnifying Glass 09 Venn 10 Our Goal 11 Thank You
  • 31. CRM In Real Estate Company Area Chart 31 4.3 2.5 -3.5 -4.5 2.4 4.4 -1.8 -0.8 -5 -4 -3 -2 -1 0 1 2 3 4 5 Sales in million This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 01
  • 32. CRM In Real Estate Company Column Chart 32 0 10 20 30 40 50 60 70 80 90 100 FY' 13 FY' 14 FY' 15 FY' 16 FY' 17 FY' 18 FY' 19 FY' 20 Market Size (RMB 100 Million) This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. Product 01 Years
  • 33. CRM In Real Estate Company Agenda 01 Agenda 02 Agenda 03 Agenda 04 Agenda 05 Welcome to Our Agenda 33 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 34. CRM In Real Estate Company 34 Our Financial This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 23% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Minimum 82% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Maximum
  • 35. CRM In Real Estate Company Comparison 35 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 30% Male Users 70% Female Users
  • 36. CRM In Real Estate Company Puzzle 36 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here
  • 37. CRM In Real Estate Company Post It Notes 37 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here
  • 38. CRM In Real Estate Company Magnifying Glass 38 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 39. CRM In Real Estate Company Venn 39 01 03 02 04 05 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 40. CRM In Real Estate Company Our Goal 40 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 01
  • 41. CRM In Real Estate Company Thank You 41 Address # street number, city, state Contact Number 0123456789 Email Address emailaddress123@gmail.com