Real estate agency sales automation (excel replacement)
The client has a real estate agency.
The main task is the desire, the task is to systematize everything. Currently using Excel. So that One Box comprehensively closes all processes. It is necessary to automate the sales process from the marketing stage (lead generation), call center, sales manager, communication with clients, who provides real estate and who buys, receiving payments, document management (paperwork).
1. Commodity accounting.
2. Document flow.
3. Sale of services.
4. Maintaining a customer base.
5. Integration with telephony.
6. Integration with messengers.
7. Mailing setup.
8. Schedule meetings.
How to implement these tasks in the system, we need the help of integrators.
Original question is available on version: ru
The main task is the desire, the task is to systematize everything. Currently using Excel. So that One Box comprehensively closes all processes. It is necessary to automate the sales process from the marketing stage (lead generation), call center, sales manager, communication with clients, who provides real estate and who buys, receiving payments, document management (paperwork).
1. Commodity accounting.
2. Document flow.
3. Sale of services.
4. Maintaining a customer base.
5. Integration with telephony.
6. Integration with messengers.
7. Mailing setup.
8. Schedule meetings.
How to implement these tasks in the system, we need the help of integrators.
Answers:
Good afternoon!
1. It will take 10-12 hours of a senior integrator to complete the settings + training
2. To implement the layout of one document template, it takes from 2-4 hours, depending on the complexity (examples of documents must be provided in excel, pdf format is not allowed).
3. To do this, you need to download the database of services and also build a BP for the sale of services for the implementation of this item, you need from 5 to 12 hours of a senior integrator.
4. It will be necessary to download the client database, for this the client must provide an electronic file (xml, exel) that meets the requirements of the OneBOx system + we recommend that you segment clients into groups, and also configure the interface for client groups to implement this.
(5 - 12h senior integrator).
5. If telephony is integrated with OneBox, it takes from 2-5 hours to connect it (the exception is telephony based on Asterisk, Octel needs from 10 hours to connect it and the telephony server administrator is on the client's staff).
6. Connections of one messenger account 3 hours of a senior integrator.
7. Training how to produce a mailing list will take 2 hours for a senior integrator.
8. To do this, it is necessary to implement a BP Meeting + conduct training for the client - 4 hours of a senior integrator
For a more accurate assessment or additional advice on implementation, we recommend contacting us at the contacts -
+380663508850
+380937846074
u.bolotian@shebo.com.ua
a.sheyko@shebo.com.ua
Thanks
1. It will take 10-12 hours of a senior integrator to complete the settings + training
2. To implement the layout of one document template, it takes from 2-4 hours, depending on the complexity (examples of documents must be provided in excel, pdf format is not allowed).
3. To do this, you need to download the database of services and also build a BP for the sale of services for the implementation of this item, you need from 5 to 12 hours of a senior integrator.
4. It will be necessary to download the client database, for this the client must provide an electronic file (xml, exel) that meets the requirements of the OneBOx system + we recommend that you segment clients into groups, and also configure the interface for client groups to implement this.
(5 - 12h senior integrator).
5. If telephony is integrated with OneBox, it takes from 2-5 hours to connect it (the exception is telephony based on Asterisk, Octel needs from 10 hours to connect it and the telephony server administrator is on the client's staff).
6. Connections of one messenger account 3 hours of a senior integrator.
7. Training how to produce a mailing list will take 2 hours for a senior integrator.
8. To do this, it is necessary to implement a BP Meeting + conduct training for the client - 4 hours of a senior integrator
For a more accurate assessment or additional advice on implementation, we recommend contacting us at the contacts -
+380663508850
+380937846074
u.bolotian@shebo.com.ua
a.sheyko@shebo.com.ua
Thanks
07.10.2020, 11:46
SHEBO
Original comment available on version: ru
The best quick presentation is video.
See how this business process works in the database
https://www.youtube.com/watch?v=X6_dtZeMcXk&feature=emb_logo
Need to test, order a test process
for a week, for only $1 per day:
https://icolor.in.ua/test-drayv-bp-rielter/
***
I provide unloading and setting up the business process
into the system with reference to ready-made settings.
A prerequisite for starting the process, in OneBox must be created:
- product cards: real estate objects;
- additional fields for working with objects have been created;
- configured groups of objects that are offered for sale;
- prepared templates of documents that are drawn up during the transaction:
- contracts;
- receiving the amount of the deposit;
- wallets, through which we transfer money from customers as payment.
This process is universal and suitable for conducting any real estate transactions:
04 REALTER
***
04.01 Apartments, rooms
04.02 At home
04.03 Earth
04.04 Commercial real estate
04.05 Garages and parking lots
04.06 Daily rental housing
04.07 Offers from developers
04.08 Real estate abroad
Order a full launch for conducting transactions here:
https://icolor.in.ua/bp-rielter-dlya-workoti-agentstva-nedvizhimosti/
See how this business process works in the database
https://www.youtube.com/watch?v=X6_dtZeMcXk&feature=emb_logo
Need to test, order a test process
for a week, for only $1 per day:
https://icolor.in.ua/test-drayv-bp-rielter/
***
I provide unloading and setting up the business process
into the system with reference to ready-made settings.
A prerequisite for starting the process, in OneBox must be created:
- product cards: real estate objects;
- additional fields for working with objects have been created;
- configured groups of objects that are offered for sale;
- prepared templates of documents that are drawn up during the transaction:
- contracts;
- receiving the amount of the deposit;
- wallets, through which we transfer money from customers as payment.
This process is universal and suitable for conducting any real estate transactions:
04 REALTER
***
04.01 Apartments, rooms
04.02 At home
04.03 Earth
04.04 Commercial real estate
04.05 Garages and parking lots
04.06 Daily rental housing
04.07 Offers from developers
04.08 Real estate abroad
Order a full launch for conducting transactions here:
https://icolor.in.ua/bp-rielter-dlya-workoti-agentstva-nedvizhimosti/
24.10.2020, 12:46
Вячеслав Легеза
Original comment available on version: ru
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