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Relationship Management for Property Investment Management webinar 2.5.13
1.
Relationship Management for
Property & Investment Management Nahi Simon Director of Strategic Services
2.
About Sentri
Israel - Development & Business since 1999 Engineering Partner of the Year Microsoft 2010/2011 Northeast Partner of the Year Microsoft 2011 Northeast VOICE Copyright 2012 © Sentri, Inc. All rights reserved.
3.
Ignite
Professional Service Managed Services Cloud Services Copyright 2012 © Sentri, Inc. All rights reserved.
4.
The Agenda
Copyright 2012 © Sentri, Inc. All rights reserved.
5.
Business Challenges
Copyright 2012 © Sentri, Inc. All rights reserved.
6.
Business Challenges Lack of
visibility into property activities Consequences: • Missed critical tasks that should have been completed on specific dates, leading to penalties or lost revenue, etc. • Property Manager leaves the company and all the history related to the property goes with him • In the event of emergencies not able to easily identify emergency tenant contacts • Training new Property Managers can be challenging when there is no visibility into past history Copyright 2012 © Sentri, Inc. All rights reserved.
7.
Business Challenges Antiquated systems,
and not Tracking and cultivating industry able to access data anytime and relationships anywhere Consequences: Consequences: • Not able to easily identify the • Not able to make informed, best Investors for new ventures timely decisions • Not able to recruit the best and • Spend a lot of time searching most talented Property for information Managers • Sourcing best Vendors is difficult Copyright 2012 © Sentri, Inc. All rights reserved.
8.
Property Hub Property-Hub is
a relationship management solution designed for Professional Property Managers & Building Owners who manage a portfolio of commercial and residential properties and are focused on maintaining and enhancing relationships with tenants, investors, brokers and vendors. • 100% cloud based, on-premise also available • Real-time access anytime, anywhere through a web browser, Outlook, mobile phone, iPad or Tablet PC • Hosted and powered by Microsoft Technologies Copyright 2012 © Sentri, Inc. All rights reserved.
9.
Why Property Hub?
Copyright 2012 © Sentri, Inc. All rights reserved.
10.
Property Management 360 Degree
view of property information Copyright 2012 © Sentri, Inc. All rights reserved.
11.
Investor Portfolio Management Easily
manage complex investment hierarchies with Property- Hub • Manage the portfolio of each legal entity • Understand Investors or Entities and their % of ownership in other entities, as well as assets owned • Manage mortgage obligations associated with properties • Receive alerts when critical mortgage events are due • Automatically generate Investor ownership schedules for your Investors using Property-Hub’s mail merge features • Track all correspondence with Investors, Brokers and Lenders Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
12.
Deal Management Manage your
hot list of potential investors more efficiently Maintain all Investor contacts in a centralized Centralize Investor Contacts system that can be accessed through a web browser or mobile phone Categorize and segment Investors based on Segment Investors their investment profiles to see which Investors are a better fit for potential deals Understand and track the Investor’s Track Investor’s Commitment commitment level Understand why you are winning or losing Win / Loss Analysis Deals by performing a Win / Loss Analysis Store documents associated with your deals Document Management in a central repository for archiving and easy retrieval Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
13.
Critical Date Reminders •
Distribute alerts to a distribution list or individual • Tasks are automatically created and assigned to the right individual • Critical Event Tasks can be managed within Outlook Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
14.
Document Management • Instantly
search & retrieve • Security to the document level property related documents • Upload content to a secured • Storage of electronic documents database & other digital information such as: • Track document versions and • Leases history • Certifications • Vendor Contracts • Apply meta data values to • Eviction notices document in order to organize • Property information & and quickly find document images Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
15.
Marketing Gain Actionable Insights
Track Campaigns & Programs Manage effectiveness of Programs Generate Target Marketing Lists. Use templates to generate standard messaging for your email communications Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
16.
Analytics Gain Visibility &
Improve Decision Making Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
17.
Demo
18.
Scenarios
Scenario 1 Scenario 2 Day in the life of the Business Development Property Manager Manager sourcing investors for new business ventures Copyright 2012 © Sentri, Inc. All rights reserved.
19.
Subscription Pricing
$44 per user/month for For a 30 day free property hub online trial please contact us $8 per user/month for info@sentri.com document management Copyright 2012 © Sentri, Inc. All rights reserved.
20.
Copyright 2012 ©
Sentri, Inc. All rights reserved.
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