Sugar CRM for Real Estate

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Sugar CRM for Real Estate

  1. 2. The Stages in the Process <ul><li>Stage 1 – Lead Management </li></ul><ul><li>Stage 2 – Project Master </li></ul><ul><li>Stage 3 – Building Master </li></ul><ul><li>Stage 4 – Unit Booking </li></ul><ul><li>Stage 5 - Report </li></ul><ul><li>Stage 5 – CRM (Yet to Be Done). </li></ul>
  2. 3. Create Lead Assign Lead to Sales Person Lead Follow up Report Monitoring Lead Closure (Dropped or Sold) Assign to CRM Team in case of SOLD Lead Management Flow
  3. 4. Lead : Example
  4. 5. Report : Lead Report
  5. 6. Report: Lead by Campaign
  6. 7. Project: Create Project
  7. 8. <ul><li>Buildings. </li></ul><ul><ul><li>Names & No. of buildings. </li></ul></ul><ul><ul><li>Building Type. </li></ul></ul><ul><ul><li>Count of </li></ul></ul><ul><ul><ul><li>Elevator </li></ul></ul></ul><ul><ul><ul><li>Shops </li></ul></ul></ul><ul><ul><ul><li>Offices </li></ul></ul></ul><ul><ul><ul><li>Parking Space </li></ul></ul></ul><ul><ul><li>Floor Rise Detail </li></ul></ul>VENTURE TRACKING
  8. 9. Unit Booking
  9. 10. Campaign Status
  10. 11. <ul><li>Generation of new enquiries through various marketing campaigns . </li></ul><ul><ul><ul><li>Exhibition. </li></ul></ul></ul><ul><ul><ul><li>Newspaper </li></ul></ul></ul><ul><ul><ul><li>Media </li></ul></ul></ul><ul><ul><ul><li>Banners </li></ul></ul></ul>MARKETING CAMPAIGN <ul><li>Tracking the marketing campaign with timeline & budget. </li></ul><ul><li>Assigning each activity to resource. </li></ul><ul><li>Tracking each activity. </li></ul><ul><li>Reporting . </li></ul>
  11. 12. REALITY SALES – The Process <ul><li>New enquiries generated through various marketing campaigns : </li></ul><ul><ul><li>personal details </li></ul></ul><ul><ul><li>property requirement. </li></ul></ul><ul><li>Capturing in depth customer requirement: </li></ul><ul><ul><li>Area </li></ul></ul><ul><ul><li>Budget </li></ul></ul><ul><ul><li>View </li></ul></ul><ul><ul><li>Payment schedule </li></ul></ul><ul><ul><li>Floor preference </li></ul></ul><ul><ul><li>Loan required </li></ul></ul><ul><ul><li>Facing preference </li></ul></ul>
  12. 13. Marketing activity New Enquiry Follow up Negotiation Documentation Flat Booking Sale Closed
  13. 14. STAGE 7 - HANDOVER Property Handover Stamp Duty NOC Facilities Check
  14. 15. Contact us

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