Property sales companies have a unique set of requirements to manage their sales process. It will generally involve:
- An initial qualification process, generally via a telemarketing person or "qualifier". The qualifier is responsible for the initial sales contact, gathering information from the client and trying to schedule a meeting with a sales consultant.
- As a parallel process to the qualification and sales consultant meeting, a lead is referred to a finance consultant for a detailed qualification if needed. This is to determine the borrowing capacity of a particular lead.
- Once a meeting is scheduled with a sales consultant, SMS confirmations are sent to the assigned consultant to confirm the time of the meeting. A consultant has a requirement to confirm the meeting withing a defined period, or the lead is assigned to another sales consultant.
- 1 day prior to a meeting being held, an SMS reminder is sent to the client to confirm the meeting.
- Once the meeting is held, if a lead is ready to go to contract, it is converted to a contract.
Refer to the figure below.
The above diagram shows the flow of information from qualifiers through to contract administration. Once a contract is created, the system also manages the workflow associated with managing contracts via the CRM Online sequential workflow engine.
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