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The OnsiteAgent customer relationship management (CRM) solution is specifically designed for developers' sales and sales management staff. The system starts the moment the prospect registers on our customer-interactive Kiosks. Some highlights of the web-based software that can be customized to your specific needs include: |
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Automation |
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Automated follow-up |
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Automatic follow-up email campaigns for each registered prospect on the kiosk |
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Automatic follow-up email campaigns from your website, distributing the leads to the appropriate sales agent |
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Emails branded to your company or a particular development |
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“Autominder” email when you need to follow up on something |
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Sends development newsletters and customized surveys |
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Sends birthday cards, home anniversary greetings, e-cards, etc. |
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Data Management |
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Automatically distributes prospects to the onsite sales agent working at a given time, eliminating office disputes |
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Easily transfers prospects’ data from one sales agent to another |
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Easily queries customer data for reporting or follow-up |
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All data is automatically backed up for you |
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Management View |
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Provides sales management all the information necessary for tracking feedback, traffic, and follow-up efforts for the entire sales staff |
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Daily reports automatically emailed to you |
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Generates data comparing each agent’s performance |
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Automatically monitors traffic flow of developments |
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Real-time view of the number of prospects in your system |
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Real-time view of marketing and where your traffic is coming from |
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Customized system to fit all your needs—just ask |
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Notes |
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Prospects’ notes are time/date-stamped |
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Uploads files for agents to use, including current contracts, disclosures, etc. |
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Tracks multiple visits made by prospects |
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Compares prospect visits with dates and times of sales agent’s schedule |
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Support |
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Designated OnSite Agent staff member to handle all your needs |
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Web-based, can be used from any computer |
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No additional server needed to operate the program |
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No additional seat licenses needed |
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Continual upgrading of features by our staff at no additional cost |
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Customizable to your needs—just ask |
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