Get easy-to-use Real Estate Marketing Customer Relationship Management PowerPoint Presentation Slides. Present challenges faced in the real estate business and solutions to overcome them by using our content-ready PPT slide deck. Discuss the key benefits of a real estate business, including built-in phone, email, customizing your sales process, and finding the best sales need using this template. Demonstrate the organizational structure of real estate by introducing this template. Depict information related to the customer of real estate business with the help of easily editable slides. Showcase estate end-to-end sales execution like a site visit, sending details, lead management, location tracking. Explain return on investment on CRM in real estate, such as boost sales and minimizing expenses. Describe how the implementation of CRM helps in boosting sales in the real estate business. Download our ready-to-use real estate marketing CRM PPT slideshow and identify the best methods to grab the real estate customer’s attention. https://bit.ly/33H3te7
2. 2
Agenda
Identifying the best methods to grab the real estate
customer attention towards the business
Speed up the routine procedures and stay in touch with
the clients to better understanding of their needs
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3. Table of Content
3
Real Estate Activity Dashboard
CRM Real Estate ROI
• CRM Real Estate Return on Investment
• Implementation of CRM boosts the Forecasted Sales
Real Estate Customer Tracking
• Customer tracker in real estate business
• Old customer data tracker in real estate business
• Real estate end to end sales execution
• Using channels to capture customers
• Customer/lead distribution criteria
• Responses to prospects of clients
• Lead generation roadmap of CRM in real estate
• Email platform for CRM in real estate
CRM Real Estate Structure
• Organizational Structure of CRM in Real Estate
• Flow Chart of CRM in Real Estate
• Benefits of CRM in Real Estate Business
• Modes for Collecting Complaints from Customers
• Software Cycle of CRM in Real Estate
• Role of CRM in Real Estate Business
CRM Real Estate Overview
• Challenges faced by CRM in Real Estate Business
• Solutions related to CRM in real estate business
• Why our CRM is Best For Real Estate Business
01
02
03
04
05
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4. 4
CRM Real Estate Overview
• Challenges faced by CRM in Real Estate Business
• Solutions related to CRM in real estate business
• Why our CRM is Best For Real Estate Business
Table of Content
5. Challenges Faced in Real Estate Business
5
This slide shows the challenges faced by the real estate company without CRM which includes attaining right audience, lead management, manage multiple projects etc
Attaining the Right
Audience
• It's a very difficult job for a
real estate developer to
find the correct market or
target potential buyers to
highlight the interest by
properly positioning the
differentiators.
• Text Here
Manage Multiple
Projects
• With each real estate
developer running a
number of projects, they
might face challenges
such as: effectively
managing lead generation
strategies for different
projects; maintain and
analyze the leads for
every project; seeking
cross-selling / up-selling
opportunities etc.
• Text Here
Efficient Lead
Management
• It is a major challenge
to conduct effective
lead generation
campaigns, increase
footfall and efficiently
manage the leads.
• Text Here
Keeping
Records
• It is very difficult to keep
a record of buying /
leasing and analyze the
outcome of each
interaction, and to take
action to facilitate the
transformation from lead
to customer.
• Text Here
Your Text
Here
• This slide is 100%
editable. Adapt it to
your needs and
capture your
audience's attention.
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6. Solutions by CRM to Overcome the Challenges
6
This slide shows the solutions related to CRM in real estate which includes marketing campaigns, market segmentation, managing client enquiries etc.
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audience's attention.
Your
Text Here
• For CRM systems, automatic communications can be programmed and activated by email /
mobile messages, based on transactions that take place in the client / prospect account.
• Text Here
Account
Management
• CRM allows multiple customer interaction points to be produced and allows for high lead
conversion rates by prioritizing intelligence-based leads.
• Text Here
Managing Client
Enquiries / Leads
• Offering a centralized perspective for managing and scheduling all relevant marketing
strategies and campaigns for companies.
• Text Here
Managing Promotions &
Marketing Campaigns
• CRM helps to improve the scalability of segmentation for reaching millions of prospects. This
also helps to improve the efficiency of ads, to raise conversion rates and, surprisingly, to
reduce the cost of executing campaigns.
• Text Here
Market
Segmentation
7. Why our CRM is Best for Real Estate Business
7
Built - In Phone
& E-mail
Customize your
Sales Process
Your Text
Here
Get Smarter with
E-mail
Manage Sales
Pipeline Better
Find The Best Sales
Leads
Automate Actions Using
Workflows
Your Text
Here
This slide shows the key benefits of CRM software and why its is important for the Real Estates Business. Key benefits include built in phone, E-mail, Best sales lead etc.
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8. 8
CRM Real Estate Structure
Table of Content
• Organizational Structure of CRM in Real Estate
• Flow Chart of CRM in Real Estate
• Benefits of CRM in Real Estate Business
• Modes for Collecting Complaints from Customers
• Software Cycle of CRM in Real Estate
• Role of CRM in Real Estate Business
9. Organizational Structure of CRM in Real Estate
9
Head - Customer
Support
Head - Loyalty
Management
Customer
Care Head
Text Here Text Here Text Here Text Here
Project Incharge & RM
team as per requirement
Project Incharge & RM
team as per requirement
Back end Team – Manages
operations & system support
& document management
This slide shows the organizational structure of CRM in real estate business which includes Head- Loyalty Management, Customer Support etc.
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10. Flow Chart of CRM in Real Estate
10
Booked
Unit on
Rent
Rent
Invoice
Sales
Follow Up
Possession
Customer
Details
Agreement
Unit Cost
Estimation
Campaign/
Leads
Payment
Follow Up
Invoice/
Receipt
Post Sales
Activity
Unit
Allocation
Enquiry
Details
This slide shows how CRM works/Flow chart in Real Estate business which includes campaign, enquiry details, unit cost estimation, sales follow up etc.
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11. Benefits of CRM in Real Estate Business
11
This slide shows the benefits of CRM in real estate business which includes maximize conversion rates, gives reminders, update information tec.
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Maximize
conversion rates
Helps to get updated
information of your sales
executive’s activities
Stores details of
completed booking for
future references
Gives timely reminders for
pending or up-coming
payments, pending
documentation etc
Makes the process of
sales smooth &
transparent
Keeps all the information of
follow-ups & communication
chain with the customers, in
one platform
Manages detailed
information related to
builders, their projects &
pricing etc
12. Modes for Collecting Complaints from Customers
12
Modes of Receiving Enablers for Registering the Complaints
Telephone
• Telephony device system with call recording facility
• Text Here
Personal Visit
• Interaction of Relationship Manager with feedback form
• Text Here
Email
• Tagging the email to the history of customer interaction and then assigning the tasks to the department concerned for coordination
• Text Here
Web Portal
• Web portal alert to RM and Client Interaction history for immediate action
• Text Here
Mobile Application
• Text Here
• Text Here
Written Communication
• Text Here
• Text Here
This slide shows the various modes by which customer complaints can be collected which includes telephone, personal visit, E-mail etc.
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13. Software Cycle of CRM in Real Estate
13
• Master
• Communication
• Permission
• Text Here
ERP Admin
• Marketing
• Enquiry
• Branding
• Text Here
Pre-Sales (CRM)
• Customer
• Receipt
• Unit Allocation
• Text Here
Sales
• Post sales activities
• Complaints
• Agreement
• Text Here
Post Sales
• Dashboard
• MIS Report
• Custom Reports
• Text Here
System Report
Add On
• Click to Call
• E-mail
• Text Here
CRM
This slide shows the Software cycle of CRM in real estate which includes ERP Admin, Pre-sales, Sales, Post sales, System report etc.
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14. Role of CRM in Real Estate Business
14
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
This slide is 100% editable. Adapt it to your needs and
capture your audience's attention.
Plan Effective Publicity
Campaigns
Management Reporting &
Dashboards - Made Easy
Better
Customer Servicing
Cross Sell" & "Up Sell"
More Effectively
Analyze
Sales Efforts
This slide shows the role of CRM in real estate business which includes Plan effective publicity campaigns, analyze sales efforts, management reporting etc.
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15. 15
Real Estate Customer Tracking
Table of Content
• Customer tracker in real estate business
• Old customer data tracker in real estate business
• Real estate end to end sales execution
• Using channels to capture customers
• Customer/lead distribution criteria
• Responses to prospects of clients
• Lead generation roadmap of CRM in real estate
• Email platform for CRM in real estate
16. Customer Tracker in Real Estate Business
16
Customer
Name
Permanent
Address
Mail
Address
Contact
No.
Property
Type
Property
Size
Property
Address
Property
Prize
Nick xxxx acnsj@abc.com 6956569 Commercial Plot 2,500 Sq. Ft. xxxx $ 65,000
John xxxx wegsfg@abc.com 8755464 Residential Plot 500 Sq. Ft. xxxx 35,000
Rahan xxxx safef@abc.com 4521565 Flat 1,500 Sq. Ft. xxxx 25,000
Jazz xxxx asfgs@abc.com 2582261 Land 6,500 Sq. Ft. xxxx 85,000
Add Name Here xxxx acsfwrg@abc.com 5158655 Your Text Here Your Text Here xxxx xxxx
Add Name Here xxxx acfsfrg@abc.com 3254754 Your Text Here Your Text Here xxxx xxxx
This slide shows the information related to the customers of real estate business which includes customer name, permanent address, mail address, property type etc.
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17. Old Customer Data Tracker in Real Estate Business
17
Customer Name Permanent Address Mail Address Contact No. Last Property Purchased
Nick xxxx acnsj@abc.com 6956569
Property Detail:
Date Purchased:
Text Here
John xxxx wegsfg@abc.com 8755464
Property Detail:
Date Purchased:
Text Here
Rahan xxxx safef@abc.com 4521565
Property Detail:
Date Purchased:
Text Here
Jazz xxxx asfgs@abc.com 2582261
Property Detail:
Date Purchased:
Text Here
Add Name Here xxxx acsfwrg@abc.com 5158655
Property Detail:
Date Purchased:
Text Here
Add Name Here xxxx acfsfrg@abc.com 3254754
Property Detail:
Date Purchased:
Text Here
This slide shows the Data Tracker of old customer in real estate business which includes customer name, address, contact information, last property purchased etc.
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18. Real Estate End to End Sales Execution
18
Yes
No
Requests Site
Visit
Send Details of
Site Visit
Site Visit
Happened
Transfer to
Commercial Team
Lead Stage Changed to
“Opportunity”
Location
Tracking
Transfer to Call
Center
Residential
Lead Interested in
Residential Property
Send Relevant Offers
Periodical
Lead Comes In
Commercial
Lead Interested in
Commercial Property
Transfer to Residential
Team
This slide shows the sales execution of real estate business which includes lead management, site visit, sending details, location tracking etc.
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19. Using Channels to Capture Customers
19
Digital Advertisements
• You Tube
• Text Here
• Text Here
• Text Here
Offline Channels
• Channel 1
• Channel 2
• Channel 3
• Channel 4
Others
• Text Here
• Text Here
• Text Here
• Text Here
Real Estate Marketplace
Social Media
Market Place 1
Twitter
Market Place 2
Facebook
Market Place 3
Linked-in
This slide shows the channels to capture customers in real estate business which includes social media, digital advertisement etc.
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20. Customer/Lead Distribution Criteria
20
Customer Name Preferences Budget Location Property Type
Nick Residential Property $ 25,000 Premium Flat
John Commercial Property 35,000 Semi-Premium Shop
Rahan Agricultural Land 85,000 On Road Land
Jazz Residential Property 35,000 Premium House
Add Name Here Commercial Property 40,000 Premium Showroom
This slide shows the lead distribution criteria which follows by the real estate company. It includes customer names, preferences, budget etc.
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21. Responses to Prospects of Clients
21
Customer
Name
Permanent
Address
Mail
Address
Contact
No.
Property
Type
Financing Location
Property Options
by realtors
Loan
Option
Nick xxxx acnsj@abc.com 6956569 Residential Yes Project 1 Option A
xx% for 3 years from
Bank A
John xxxx wegsfg@abc.com 8755464 Commercial No Project 2 Option B
xx% for 5 years from
Bank A
Rahan xxxx safef@abc.com 4521565 Residential Yes Project 1 Option C
xx% for 7 years from
Bank A
Jazz xxxx asfgs@abc.com 2582261 Land Yes Project 3 Option D
xx% for 5 years from
Bank A
Add Name Here xxxx acsfwrg@abc.com 5158655 Commercial No Project 2 Option E
xx% for 2 years from
Bank A
Add Name Here xxxx acfsfrg@abc.com 3254754 Residential Yes Project 1 Option F
xx% for 5 years from
Bank A
This slide shows the responses to prospects of clients which includes property type, financing, location, loan option etc.
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22. Lead Generation Roadmap of CRM in Real Estate
22
Responsible Assigned
(17)
Partner Leads
(12)
Unassigned
(44)
Waiting for Details
(20)
Your Name Here
Date:
Activities 1
Your Name Here
Date:
Activities 1
Your Name Here
Date:
Activities 1
+ Schedule’s
Your Name Here
Date:
Activities 1
Your Name Here
Date:
Activities 1
Your Name Here
Date:
Activities 1
Your Name Here
Date:
Activities 1
Your Name Here
Date:
Activities 1
Your Name Here
Date:
Activities 1
Your Name Here
Date:
Activities 1
Your Name Here
Date:
Activities 1
Your Name Here
Date:
Activities 1
+ Schedule’s + Schedule’s + Schedule’s
This slide shows the Lead Generation roadmap which covers the unassigned, partner leads, responsible assigned etc.
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23. Email Platform for CRM in Real Estate
23
Week 1 Week 2 Week 3 Week 4
Open, Click,
Subscribe
Open/Click
Abandoned
Subscribe
Unsubs
Non-Open
Resend (?)
Open, Click,
Subscribe
Open/Click
Abandoned
Subscribe
Unsubs
Non-Open Telesales (?)
DM (?)
Email Send
Email 2
Extra Incentive
Email 3
Extra incentive
Offer ending
Open Click,
Subscribe
Email 5 - Survey
Email 4 - Loyalty
This slide shows the E-mail Platform for CRM in Real estate which includes E-mail send, Click response, Offer Ending etc.
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24. 24
CRM Real Estate ROI
Table of Content
• CRM Real Estate Return on Investment
• Implementation of CRM boosts the Forecasted Sales
25. CRM Real Estate Return on Investment
25
Boost
Sales
• CRM can increase revenue by 50%
• 80% of leads fail to convert without
CRM
• Text Here
Minimize
Expenses
• CRM are known to improve
customer retention, by as much as
30%
• CRM adoption can reducer
customer service labor cost by 50%
• Text Here
Enhance
Marketing Campaigns
• Helps in cutting costs and using one
can lead to reduce marketing costs by
30%
• 70% of marketing automation users
saw an increase in the number of
leads
• Text Here
This slide shows the Return on Investment on CRM in real estate which includes Boost sales, Minimize Expenses etc.
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26. Implementation of CRM boosts the Forecasted Sales
26
10%
15%
20%
25%
32%
40%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
2020F 2021F 2022F 2023F 2024F 2025F
Sales (In %)
Key Takeaways
• CRM helps to boost the overall sales of the real estate company by almost 40% from the
year 2020 to 2025.
• Your Text Here
This slide shows the boost in sales in next forecasted years because of implementation of CRM in real estate business.
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
28. Real Estate Activity Dashboard
28
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
18
13
16 15
21
11 9
6
29
9
1 1
7
10 8 7
15 16
7
20
9
3 1 1
0
5
10
15
20
25
30
June,20 July,20 August,20 September,20 October,20 November,20 December,20 January,21 February,21 March,21 April,21 May,21
No. New Properities No. Properties Sold Median Price
Number of properties
Real Estate Activity
List Last 12 Months
For
From
Add Name Here
Add Location Here
Jun 1, 2020 to May 31, 2021
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Avg. Days on the market
90
No. New properties
250
Median sold price
$ 68,000
No. Sold properties
100
This slide shows the boost in sales in next forecasted years because of implementation of CRM in real estate business.
33. Our Financial
33
Minimum
85%
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Medium
55%
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audience's attention.
Maximum
35%
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