Post by shati106 on Nov 2, 2024 6:51:19 GMT
Realtors help developers reach more potential buyers, reorient clients from buying secondary housing to buying new buildings. But working with agency channels is not only leads, but also dozens of chats in WhatsApp and Telegram, double-checking duplicates in CRM and constant calls from agents to the sales department about the status of the deal. When agents send 20 leads a month, you can still cope, but if there are 200 leads a month, then it is almost impossible to cope alone. The development company Progress faced such a challenge, and at the peak of sales, it decided to transform its work with the agency channel. Read the case study to find out what this led to.
"There are 10 times more reservations": why the developer decided to change the format of work with agents
The developer Progress has been building residential complexes in Astrakhan and Yekaterinburg for over 20 years. The partner network in Yekaterinburg has over 600 agents. Previously, the work was structured in such a way that one manager worked with the agents: realtors sent leads to the chat, the manager checked for duplicates in the CRM system, answered questions about the progress of the transaction and the availability of premises. But at that moment the company greatly scaled up, there were 10 times more requests, and this process stopped “flying” as before.
"Previously, we received about 20 leads from agents per month, but recently, when we opened sales of a new residential complex, more than 200 reservations came into the chat, one manager social media marketing service could no longer cope with them. It was decided to automate the process, but in such a way that sales did not stop," - Kirill Kupyshev, IT specialist at the Progress group of companies.
The goal of the implementation is to transfer agents to the new system without stopping sales
"Progress" decided to use a new product from Profitbase — Agent Cabinet — a system for managing partner sales. "We have been working with Profitbase for a long time, we use their solution for amoCRM. Having learned about the update of the agent panel*, we became interested in the extended functionality of the system, especially, checking duplicates in CRM," — Kirill Kupyshev, IT specialist of the Progress group of companies.
Agent Panel is an old version of the Profitbase Agent Cabinet with limited functionality.
Agent's Account is a set of solutions for managing a partner sales channel. Agents register in the system and can check the uniqueness of a client in the developer's CRM in their personal account, select a room, create a presentation of the selected properties for the buyer and book an apartment for him. And the developer can set up agent rights, train partners in the account and monitor the effectiveness of partner sales.
Express implementation and support at every stage
It was important for the client to quickly implement the new system, since sales of the new residential complex were already underway and it was impossible to stop this process.
Typically, the implementation process takes a month and is divided into 3 large blocks:
→ filling out the brief;
→ interface setup and agent migration;
→ user training.
"Our task was not just to sell the product, but to help the client solve his problem. Therefore, we made every effort to reduce the implementation period of the Agent Cabinet by 2 times, and supported the client at each stage," - Anastasia Sumina, Agent Cabinet product manager.
The Profitbase team managed to reduce the implementation period - after just 14 days, the developer's agents were using the Agent's Cabinet
Stage 1: Fill out the brief
The brief is needed to determine what specific features of the client's work there are, how to adapt the system to the developer's processes as much as possible. Usually, it takes clients 1-2 weeks to fill it out. To speed up this process, the developer filled out the brief directly at a meeting with the Profitbase team.
“The brief was filled out in two meetings: we asked the Profitbase team on the spot where to find information on the domain, fields in the CRM and immediately entered it into the document,” says Kirill Kupyshev, IT specialist at the Progress group of companies.
Stage 2: Setting up the service and transferring agents to the new system
Based on the brief, the developers set up the Agent's Account, and then technical support transferred the developer's agent database.
“We had a list of agents from the old agent panel, we transferred it manually, and we looked for missing information, for example, the legal address of the agency, OGRN, on the Internet,” says Anastasia Sumina, Agent Cabinet product manager.
"There are 10 times more reservations": why the developer decided to change the format of work with agents
The developer Progress has been building residential complexes in Astrakhan and Yekaterinburg for over 20 years. The partner network in Yekaterinburg has over 600 agents. Previously, the work was structured in such a way that one manager worked with the agents: realtors sent leads to the chat, the manager checked for duplicates in the CRM system, answered questions about the progress of the transaction and the availability of premises. But at that moment the company greatly scaled up, there were 10 times more requests, and this process stopped “flying” as before.
"Previously, we received about 20 leads from agents per month, but recently, when we opened sales of a new residential complex, more than 200 reservations came into the chat, one manager social media marketing service could no longer cope with them. It was decided to automate the process, but in such a way that sales did not stop," - Kirill Kupyshev, IT specialist at the Progress group of companies.
The goal of the implementation is to transfer agents to the new system without stopping sales
"Progress" decided to use a new product from Profitbase — Agent Cabinet — a system for managing partner sales. "We have been working with Profitbase for a long time, we use their solution for amoCRM. Having learned about the update of the agent panel*, we became interested in the extended functionality of the system, especially, checking duplicates in CRM," — Kirill Kupyshev, IT specialist of the Progress group of companies.
Agent Panel is an old version of the Profitbase Agent Cabinet with limited functionality.
Agent's Account is a set of solutions for managing a partner sales channel. Agents register in the system and can check the uniqueness of a client in the developer's CRM in their personal account, select a room, create a presentation of the selected properties for the buyer and book an apartment for him. And the developer can set up agent rights, train partners in the account and monitor the effectiveness of partner sales.
Express implementation and support at every stage
It was important for the client to quickly implement the new system, since sales of the new residential complex were already underway and it was impossible to stop this process.
Typically, the implementation process takes a month and is divided into 3 large blocks:
→ filling out the brief;
→ interface setup and agent migration;
→ user training.
"Our task was not just to sell the product, but to help the client solve his problem. Therefore, we made every effort to reduce the implementation period of the Agent Cabinet by 2 times, and supported the client at each stage," - Anastasia Sumina, Agent Cabinet product manager.
The Profitbase team managed to reduce the implementation period - after just 14 days, the developer's agents were using the Agent's Cabinet
Stage 1: Fill out the brief
The brief is needed to determine what specific features of the client's work there are, how to adapt the system to the developer's processes as much as possible. Usually, it takes clients 1-2 weeks to fill it out. To speed up this process, the developer filled out the brief directly at a meeting with the Profitbase team.
“The brief was filled out in two meetings: we asked the Profitbase team on the spot where to find information on the domain, fields in the CRM and immediately entered it into the document,” says Kirill Kupyshev, IT specialist at the Progress group of companies.
Stage 2: Setting up the service and transferring agents to the new system
Based on the brief, the developers set up the Agent's Account, and then technical support transferred the developer's agent database.
“We had a list of agents from the old agent panel, we transferred it manually, and we looked for missing information, for example, the legal address of the agency, OGRN, on the Internet,” says Anastasia Sumina, Agent Cabinet product manager.