relgo networks, inc. jubilee hills, hyderabad [email protected] realty enterprise resource planning...
TRANSCRIPT
![Page 1: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com Realty Enterprise Resource Planning (ERP)](https://reader035.vdocument.in/reader035/viewer/2022062516/56649dbf5503460f94ab3614/html5/thumbnails/1.jpg)
Relgo Networks, Inc.Jubilee Hills, Hyderabad
Realty Enterprise
Resource Planning (ERP)
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Realty ERP - Highlights Land AcquisitionIntegrated Internet, mobile
MarketingLead and Sales AutomationProperty DevelopmentFacility ManagementConstruction Planning and
ProgressCustomer Relationship
ManagementCustomer PortalExecutive Dashboards Role based Tasks and Dashboards
![Page 3: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com Realty Enterprise Resource Planning (ERP)](https://reader035.vdocument.in/reader035/viewer/2022062516/56649dbf5503460f94ab3614/html5/thumbnails/3.jpg)
Intuitive web based application Streamline, simplify the sales and business
operationsEnhance the employee efficiency & productivityImproves customer satisfaction and Loyalty360 degrees view of the business operationsReduce enterprise cost of operationsSecure and Privacy protected databaseCustomized for you and build on SOA framework
Relgo ERP - Benefits
![Page 4: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com Realty Enterprise Resource Planning (ERP)](https://reader035.vdocument.in/reader035/viewer/2022062516/56649dbf5503460f94ab3614/html5/thumbnails/4.jpg)
Venture and Unit managementSales and lead managementLead generation & acquisition FinanceResources utilizationCRM and customer portalExecutive View Return on investmentAdministrator controlled tasks and
permissions
Agenda
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• Segregating the Work Flow into appropriate functional groups
• Centralized customer and sales data
• Role based data access and tasks
• Automatically aggregated real-time sales reports
• Fully Menu driven and highly user friendly.
• Design your own format for receipts and reminders.
• All Reports available for any flexible duration, User,
Payment mode, Department, etc.
• Bird's Eye view of availability status and Reports.
Our Approach to Realty Sales operations
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Add Ventures, layout, images, description and details
Add units to venture and mark the boundaries
Set unit status (“Adjustment, blocked…”)Associate unit and customer history to
Venture unit Add Payment PlansIdentify construction stages & link payment
plan
Venture Management
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View venture detailsView layout map marked with unit status
(Sold, Available, Blocked…)View unit specific information
Size, location, owner, payment details etc.View construction history and updates
Customer can see customer unit info Sales personnel can see real time unit infoRestricted unit information available based
on the role
View Venture and Units
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Demo – Venture Management•Dynamically add any venture. •Specify location, area, layout, route map, status, sold out status
• Add any number of image gallery for the venture for customers
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Demo – Venture Management •Create unit inventory
•Specify Unit info for Sales rep/customer
•Update Unit Status toBlocked/booked/adjustment etc.
•Set coordinates for the unit dynamically
•Unit image galleryor sales and customer
•Color coded unit status
•Lead and payment info
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Demo – Construction Plan and Progress updates
Unit wise project plan Update project plan based on projected datesUpdate construction dates with current status and notify customer, sales teamAccess restrictions to update construction statusUpload construction image for CRM and customerView unit layout to see unit, customer, payment, image details for the unit
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Create payment plans for venture• Create payment based on construction plan•Bind doc requirement based on unit stage•Payment reports are based on the stages Payment notifications based on plan for CRM and customer
Demo – Construction stages based Payment Plan
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ProcessLead GenerationLead assignment and Follow upLead communicationSales conversionRole based Dashboard & Reports
BenefitsCustomer, sales and lead Information at fingertipsVelocity of decision makingEnhanced handling capacity of sales personnel and
managementUtilizing employee and customer referralsAccountability and ArchiveLeads against marketing campaigns
Sales and lead management
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Lead management Dashboard Notifications, reminders
Sales statistics and status Unified lead status
Lead assignment & hierarchy Sales conversion reports
Lead follow up for sales closure View follow up, lead record
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Lead contact and preferences info Venture and Unit Selection
Lead’s unit(s) details Specify lead Status, followup actions Graphical view of lead status Select payment model, sold priceNotification/current customer status Detailed follow up history
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Customer contact and unit info Venture and Unit Selection
Drop Unit Detailed view of customer Payment details
Customer’s unit(s) & payment details View unit specific construction image
Graphical view of Customer status Track Customer follow up activity
Sync payment entries in Tally Make payment entry
Notification/Current Customer status Detailed follow up Lead history & Customer History
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Leads collected from Web and SMSIn house referralsBanner adsReferral EmailersCampaigns
Easy management of leadsLead statisticsBenefits
Consolidated leads and tracked by Management
Lead Generation
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Unit Assignment & tag payment plan Unit Specific Projected Construction Plan
/Dates Actual Unit construction status updates Upload construction progress photosAutomated Notification to Customers &
Concerned personnelVenture report (availability, payment etc)Customer view on construction status, and
project dates for Customer ‘s units
Construction Plan updates
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Over view of entire Sales & CRM operations across the application
Aggregate view of campaign reports, leads to sales statistics
Venture Wise projections of payments receivables
Venture Wise Payments receivable- stage wise statistics
List of customers payment structure
View list of
Appointments , Notifications for the employee
Demo – MD Dashboard
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Demo – C.E.O Dashboard Over view of entire
Sales & CRM operations across the application
Aggregate view of campaign reports, leads to sales statistics
Venture Wise projections of payments receivables
Venture Wise Payments receivable- stage wise statistics
View list of
Appointments , Notifications for the employee
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Customer paymentsPayment HistoryTally SynchronizationPayment reminders
BenefitsReceivables informationRevenue reportsCustomer accounts access to relevant peoplePayment reminders based on status
Finance
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Venture Wise projections of payments receivables
Venture Wise Payments receivable- stage wise statistics
List of customers payment structure
View list of Appointments , Notifications for the employee
Update the payment entry
Demo – Finance Director Dashboard
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List of customers based on due dates
List of Alerts & notifictaions
Make an payment
Demo – Cashier Dashboard
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Make payment entry
Demo –Make payment [Cashier ]
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Personalized dashboard with info and tasksLead statistics assigned, convertedLeads assignmentsLeads to sales conversionRFID attendance
BenefitsProductivity increaseTarget vs. PerformanceAnalysis of sales Improved customer handling capacity and
efficiencyOperations transparency and efficiencyOperations view for executives
Resources Utilization
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Access to Customer history Customer communicationFollow-up and Payment remindersGroup email and SMSAlerts on customer unit updates
BenefitsCustomer data at one placeTimely updates on customer activityEnhance customer satisfactionUse CRM to keep customers updated and
improve corporate standings
Customer Relationship Management
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View List of Customers in payment Due(s)/reminder
Assign lead/customer follow up
Aggregate & Venture specific Leads Reports
Aggregate & Venture specific Unit Reports
Demo – CRM Dashboard
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Self service portal for all customersUpdated customer data at fingertipsCustomer payments and collaboration historyPhotos, neighbors and corporate events easily
updatedBenefitsReduce customer query phone calls Customer is always in touchCustomer have up to date progress
informationBulk and automatic notifications to customers
Customer Portal
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Customers login. View Customers
Unit Specific details & payment details
View Unit Construction history
View Unit Images Reminders from
RR Team View the history
of follow ups Contact RR Team
Online
Demo – Customer Dashboard
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Consolidated operations dashboard Drill down the detailsReal time statistics & operation InformationCampaigns and leads statisticsSearch customer and historyBlock & move unitsBenefits
Bird view of Organization operations Quick identification of problem areas.Optimize the operations infrastructureReduce communication charges
Executive View
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Aggregated view of sales operations
List of Leads/Customers follow up for the day
Update lead follow up
View leads & plots availability reports
Demo – Sales Executive Dashboard
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Return on Investment
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CRM: Payment dues reminder at each stage based on progress
Group message, customer history, construction history notification
Sales: New leads, view follow-up status by direct reports, sale reports
Finance: Finance numbers, ventures specific payment dues, projected revenues, customer payments history
Executive: Aggregated view of venture, leads reports, customer alerts, update construction status, lead status, payment information, dues, projections
L&R: Real-time unit status and documentation for a unit or customer
RR Team Comments