CRM 2.0

CRM defined: a tool to assist in (1) identifying and targeting your prospects and customers, (2) managing marketing campaigns and (3) generating quality leads for your sales team.

  • Prospect Lead Generation -- automate your website lead-to-CRM process so prospects are available to sales agents and the marketing team sooner and more reliably. No more emails, data input mistakes or time wasted.
  • Prospect and HomeBuyer Followup and Marketing -- Developed specifically for homebuilders, CRM 2.0 helps your team efficiently input on-site prospects, develop effective follow-up processes based upon specified criteria, manage marketing campaigns and provide management reports.

CRM 2.0 provides the tool so homebuilders can quickly & easily access/update/track visitor and buyer information, remind home shoppers of targeted upcoming events and match prospect needs with product offerings. And, incorporate co-op agents into this process so their referrals become a bigger part of your sales!

Builders tell us CRM 2.0 offers features unique to the homebuilding industry:

  • Enter all prospect information on one screen -- no more hunting & pecking to find the "right place" for this piece of information!
  • Quickly retrieve last 15 prospects agents have worked with -- or review the last week's prospect detail ... day-by-day.
  • Pull-up prospects by rating, date-range -- and sort them by key criteria.
  • Manage co-op agents as the key resource they are - associate them with specific prospects, manage agent events, and find out who your most productive co-op agents are!
  • Web-based, anywhere/anytime access!
  • Personalization options abound.

To view a sampling of CRM 2.0 screenshots, click here.


Tools, Techniques & Strategies:

Webinar

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"keeping in touch with prospects".

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CRM 2.0 - the tool for sales staff, marketing teams and management!

Call (916) 635-3487 for a CRM 2.0 demonstration.
 

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