Relgo Networks, Inc. Jubilee Hills, Hyderabad [email protected] Realty Enterprise Resource Planning...

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Relgo Networks, Inc. Jubilee Hills, Hyderabad [email protected] www.relgo.com Realty Enterprise Resource Planning (ERP)

Transcript of Relgo Networks, Inc. Jubilee Hills, Hyderabad [email protected] Realty Enterprise Resource Planning...

Page 1: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

Relgo Networks, Inc.Jubilee Hills, Hyderabad

[email protected]

Realty Enterprise

Resource Planning (ERP)

Page 2: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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)

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)

Venture and Unit managementSales and lead managementLead generation & acquisition FinanceResources utilizationCRM and customer portalExecutive View Return on investmentAdministrator controlled tasks and

permissions

Agenda

Page 5: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

• 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

Page 6: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 7: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 8: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 9: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 10: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 11: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 12: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 13: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 14: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 15: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 16: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

Leads collected from Web and SMSIn house referralsBanner adsReferral EmailersCampaigns

Easy management of leadsLead statisticsBenefits

Consolidated leads and tracked by Management

Lead Generation

Page 17: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 18: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 19: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 20: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

Customer paymentsPayment HistoryTally SynchronizationPayment reminders

BenefitsReceivables informationRevenue reportsCustomer accounts access to relevant peoplePayment reminders based on status

Finance

Page 21: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 22: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

List of customers based on due dates

List of Alerts & notifictaions

Make an payment

Demo – Cashier Dashboard

Page 23: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

Make payment entry

Demo –Make payment [Cashier ]

Page 24: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 25: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 26: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 27: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 28: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 29: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 30: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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

Page 31: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

Return on Investment

Page 32: Relgo Networks, Inc. Jubilee Hills, Hyderabad info@relgo.com  Realty Enterprise Resource Planning (ERP)

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