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The Pivotal CRM for Home Building and Real Estate sales suite provides easy-to-use tools that automate repetitive and low-value parts of the sales process to maximize the amount of time sales representatives actually spend selling.
Pivotal® CRM for Home Building and Real Estate: Sales Force Automation Improve sales productivity and accelerate the sales cycle to generate more business and reduce the cost of sales Pivotal CRM for Home Building and Real Pivotal CRM for Home Building and Real Estate is a complete home Estate offers a sales force automation suite that enables home sales professionals to sell builder–focused customer relationship management (CRM) solution, more homes by improving productivity and featuring a sales force automation suite that gives home builder streamlining sales processes. sales professionals tools to collect and leverage critical homebuyer • Reach prospects more consistently information, manage opportunities, produce accurate quotes and through multiple communication channels contracts, centrally manage divisions across the enterprise, and • Analyze homebuyer behavior, buying consistently adhere to proven sales processes and best practices. history, and demographics The award-winning Pivotal CRM for Home Building and Real Estate is built on the highly flexible • Increase sales productivity through Pivotal CRM platform, which can be easily tailored to meet individual home builders’ business automated contract, loan, and home- requirements today and quickly adapted to evolving future needs. configuration tools In the home building business, the sales cycle can be lengthy and labor-intensive. Any task that • Reduce sales cycles and increase distracts from valuable selling time cuts into revenue generation. The Pivotal CRM for Home conversion rates by providing more Building and Real Estate sales suite provides easy-to-use tools that automate repetitive and low- qualified prospects to sales agents value parts of the sales process to maximize the amount of time sales representatives actually To learn how Pivotal CRM for Home Building spend selling. By taking advantage of time-saving tools, home sales professionals can identify and Real Estate can address your firm’s promising customers, configure personalized options, assemble quotes, and issue contracts more unique needs, call +1 877-PIVOTAL quickly. Leveraging more in-depth prospect information increases productivity, reduces time spent (+1 877-748-6825). with the wrong prospects, and increases sales conversion rates. Provide Sales Representatives with the Information They Need to Close Deals Today, homebuyers shop around; research resources available on the web have made them more knowledgeable—and discriminating—than ever before. In response, home sales professionals must be able to enter, search, and reference rich prospect information quickly when they receive or interact with a qualified lead. Pivotal CRM for Home Building and Real Estate’s sales force automation features make valuable prospect information instantly accessible, including interests, preferences, and all previous contact with the organization, such as marketing touches and visits to other neighborhoods or divisions. Management, meanwhile, has full insight into revenue pipelines for precise forecasting. Standardize on the Successful Sales Processes of Top Earners A small percentage of home sales professionals in a given home building organization usually sell a disproportionately high share of available homes because they combine inherent skill with methodical, structured sales processes. In addition to its range of time-saving sales tools, Pivotal CRM for Home Building and Real Estate supports structured sales methodologies, allowing home builders to consistently implement the sales processes that have proven most effective. Modeling the success of the most productive home sales professionals maximizes revenue and improves the efficiency of the entire homebuyer lifecycle. Fully personalized “SmartPortal” starting page with top information and resources Increase productivity with a comprehensive list of scheduled activities Get instant access to sales status Pivotal CRM | Datasheet Feature Description Contact Management Manage the full spectrum of company contacts: define multiple contact types, such as customer, broker, and loan officer, and multiple customer types, such as lead, prospect, and buyer. Automated Action Plans Define sales process workflows at the division, neighborhood, user, or customer priority level. Neighborhood/Division Activity Apply a workflow template to quotes and contracts to drive various approval or procedural processes. Workflow Activity Management Create and store notes on customer-contact occurrences; save associated files and e-mails in their original form. Monitor tasks through the personalized SmartPortal interface. Mail-Merge Capabilities Merge database information into letter, fax, or e-mail follow-up items; identify and manage top-priority leads. Realtor Referral Tracking Enable sales representatives to associate contacts, such as realtors, to quoted configurations. SmartPortal Dashboard Leverage a one-stop dashboard customized by role that can be fully personalized to reflect individual user needs and preferences (e.g., hot leads, top contacts). Enterprise Integration Connectors Integrate easily with back-office systems using integration connectors to third-party systems for import and export of data such as options pricing and category codes and configuration and change-order details. Microsoft® Office Integration Store Outlook® e-mails, PowerPoint® presentations, Excel spreadsheets, and Word documents within associated Pivotal records in a single step thanks to integration with the Microsoft Office suite. Automatically synchronize activities, contacts, and calendars between Pivotal and Microsoft Outlook. Geographic Administration Designate division- and neighborhood-level contacts for sales, construction, service, and warranty. Product Administration Maintain plan, homesite, and option data according to effective date; categorize products based on their type, such as homesite, plan, structural option, or design center option. Homesite and Home Inventory Configure quotes without impacting inventory; track and display all inventory information, including community, homesite, plan, elevation, options, and pricing. Home Configuration and Quoting Associate multiple opportunities with each prospect; support cross-selling between neighborhoods. “What If” Financial Calculator Educate homebuyers about the benefits of home ownership versus renting using variables such as insurance, property tax, real-estate tax, rental cost, mortgage payment, mortgage factors, and personal income-tax savings. Contract/Change-Order Management Define a legal contract template that is securely managed at a division level; merge sales data into a single contract. Contract-Approval Workflow Implement structured workflows to obtain approval for proposed contracts prior to presentation to the customer; view up-to-date contract status at any time. Enterprise-Wide Sales and Pipeline Share lead contact data across neighborhoods and divisions; control, track, and measure sales interactions using Tracking a prospect repository. Take the Pivotal Step with Pivotal® CRM for Home Building and Real Estate: Sales Force Automation Contact us today to learn more about how Pivotal CRM for Home Building and Real Estate can address your firm’s unique sales force automation needs. Call +1 877-PIVOTAL (+1 877-748-6825) or visit us at www.pivotal.com/homebuilders. Copyright © CDC Software 2007. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.
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