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"Prophet gives us the power to develop and manage customer relationships rather
than fighting fires or simply tracking information. We now deliver a higher
level of customer service while, in turn, working more efficiently individually
and as a team."
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Ben Zhang, CEO
Greater China Industries
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| How a Real Estate Agent Sets-Up and Uses Prophet
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| This Guide takes a user step by step on how to launch and use
Prophet for the real estate industry. It includes the basic tasks and
activities of transitioning from using plain Outlook, to fully utilizing
Outlook and Prophet together as a business relationship machine. This Guide
does not detail all of the features of Prophet, but gives a clear understanding
on how to start getting the most out of the product by using a real life
example. |
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| Let’s take Jane Martin, an experienced real estate agent who needs
to track and organize her clients and prospects more effectively as well as
reach out and strategically market to her contact base more often. |
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| Step One – Outline Your Sales Process |
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| Jane has never formally analyzed her sales process, but she has a
very clear idea of the stages she goes through from meeting a potential client
to closing a house or office space. |
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1. |
Introduction - Jane receives referrals for from a number of
sources: |
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- Friends |
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- Real Estate Office |
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- Current Clients |
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- Yellow Pages Ad |
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- Networking Events/Business Associates |
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- Other |
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2. |
Interview - Once Jane speaks with a new client, she sets-up an
interview in order to meet them in person and get details on what they are
looking for. During the interview she connects them with a mortgage broker and
gets the pre-approval for financing ready. |
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3. |
Financing & Research - Research begins after the interview to find
the right homes or office space for the client. These two tasks go on
simultaneously so she doesn’t see a need to separate them into two steps. |
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4. |
Showings - Determine times and dates for the client to view the
potential properties.
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5. |
Offer – Fill out the paperwork and negotiate with the owners |
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6. |
Inspection – Arrange the inspector and coordinate details of the
process. Janes knows this is a critical time for the home buyer as Its their
last chance to back-out of the deal without losing escrow money. |
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7 |
Closing – Follow up and finalize any loose ends, keeping in touch
with the clients. It usually takes 2 – 4 weeks after inspection. |
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8 |
Follow-up – Congratulate the new property owners now the deal is
done! Updating the new address and telephone number is in order. |
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| Next Step –
Define and Organize Your Products |
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