1. Created By AEs for AEs
For more information about RAMCO, contact:
Belton Jennings, RCE CAE CIPS APR, Marketing Director
marketing@ramcoams.com
2. Why RAMCO?
• Technology has outpaced “legacy” systems
• Face of membership changing fast
November 12, 2014 Created for AEs by AEs
3. These days are over!
• Social media
• New core standards
• Advocacy
• Consumer outreach
• “Realtor® of the Future”
4. What it means for REALTOR® associations
Goodbye “Bake Sale Board of REALTORS®”
• Must be flexible, member-focused
• Must invest in new technologies
• Must meet members’ expectations
• The choice is simple:
Be competitive…
or become irrelevant!
November 12, 2014 Created for AEs by AEs
5. How it began…
• Only system designed by AEs for AEs
• Surveyed 400+ AEs and staff
• Focus groups at AEI
• 95 critical “FaFs” identified
• All FaFs included in RFP
• Funded by NAR as “Second Century Initiative”
– Over $3.0 million invested through 2016
November 12, 2014 Created for AEs by AEs
6. Subscriber snapshot, November 2014
• 127 associations, regional MLSs
• 89 live
• Plus 41 “Multi-Board Managed”
• 42 states & territories, 9 time zones
MO-22; MN-18; CA & GA-10; FL-9; AR & RI-
7; WA-6; TX, MA, MD, SC-5; AK, OK, WY-4
• Locals from 150 to 31,100
• 55% “NRDS-only” - no previous system
November 12, 2014 Created for AEs by AEs
23 States/Territories- 43%
(Live)
Alaska
Arkansas
Delaware
Guam
Hawaii
Idaho
Indiana
Illinois
Kansas
Kentucky
Massachusetts
NAR uses RAMCO to manage:
• Center for Specialized Realtor® Education
• Realtor® Party Initiative
• YPN Network
• RAMCO itself
Minnesota
Missouri
Nevada
New York
Oklahoma
Pennsylvania
So. Carolina
Tennessee
Vermont
Virginia
Washington
Wyoming
7. What makes RAMCO better?
• Break-even
• No multi-year contracts - just 90-days notice
• Non-proprietary, proven software
– Open architecture –anyone can write to it
– Microsoft’s robust SDK (software developer’s kit)
means easy feature/app development
– Free two-way API. Vendors can easily integrate
products, apps
• Cloud-based “Software as a Service” (SaaS)… just like MLSs
• Independently hosted. Not part of NAR, NRDS
November 12, 2014 Created for AEs by AEs
8. What makes RAMCO better?
• We’re building it together
– User-customizable screen views & report sharing across system
– Seamless app, data and workflow sharing
– You control how and with whom data is shared
• Per-user permissions, data storage/backup
• Integration: Full NRDS, NAR e-commerce, websites, MLS
& lockbox systems, many 3rd party vendors
• Fast, reliable tech support by developer
• Multi-board management
– Just ask Missouri (16), Arkansas & Atlanta (6), Wyoming, Middle
Georgia & Providence RI (2), Duluth & St. Paul (1)
November 12, 2014 Created for AEs by AEs
9. What makes RAMCO better?
It’s OUR system.
• “Non-profit cooperative” -- legal docs already in place
– Activated once financially stable – est. 2016
• Independent
– We’re our own vendor, not a “hostage”
– Own perpetual source code license
– Not a joint venture/partnership with any vendor
– Elected RAMCO Board will make all decisions
November 12, 2014 Created for AEs by AEs
10. “Cobalt” is our development partner
• Built on MS Dynamics CRM 2011
– Easily adapted to Realtor® association/MLS operations
– 80% of FaFs right out of the box
– Proven. CRM 2011 is “Version 5”
– Well-known platform (.NET)
• We benefit from millions invested by…
– NAR ($2.5+ million since 2009)
– Microsoft™
– Cobalt and its other association customers
– MS Dynamics users worldwide via “Marketplace”
November 12, 2014 Created for AEs by AEs
11. Who uses…
• Ford Motor
• Cisco
• Nortel
• Renault
• Dallas Cowboys
• Mitsubishi Caterpillar
• AutoTrader.com
• Enterprise, Alamo &
National Car Rental
• City of London
• Hard Rock
• Portland Trailblazers
• Jones Lange LaSalle
• Sara Lee
• General Mills
• Convergys
• Summit Realty Group
• U.S. Air Force
• Booz Allen Hamilton
• Barclays Capital
• ING
• Raymond James
• Hewlett Packard
• Nikon
• Volvo
• Cold Stone Creamery
• Arizona Diamondbacks
• Phoenix Suns
November 12, 2014 Created for AEs by AEs
13. Our goal: Work smarter, not harder
• Automate routine “drudge” tasks
– Dues/MLS billings
– Meeting, event notices, registrations
– New member processing
• Tailor screen displays/reports to your job
• Real-time dashboards for critical
management info
• Secure access from anywhere
• Built-in, searchable Knowledge Base
• Call/case/e-mail tracking ensures follow-up
November 12, 2014 Created for AEs by AEs
14. Tailor RAMCO to fit your organization
• Upload docs/photos to any record
• Event, Education, Committee, Convention,
RPAC, Call/Case Tracking modules included
• Add fields “on the fly”, import data yourself
• Create badges, tent cards, sign-in sheets,
personalized emails…and more
• Track anyone! Affiliates, broker staff, vendors,
exhibitors, legislators…even the public!
• Baked-in marketing module for events,
products, services
• Inventory tracking. Low item alerts.
Created for AEs by AEs
16. Secure portal puts members in control
• Access with any browser, iPhone or Droid (responsive design)
• Class, event & committee registration (with “auto-pop”)
– Register themselves and/or others for events and courses
• Automated e-mail confirmations & receipts
• Pay dues, MLS fees, donate to RPAC, shop the store
• Update member & NRDS profiles
• Print committee & education history, CE certificates
• Update NRDS communication preferences
• Credit card data securely saved in NAR ecommerce
Esurance: “Technology when you want it.
People when you don’t.”
November 12, 2014 Created for AEs by AEs
17. Web portal – the “member side”
Members,
affiliates,
public
Association/MLS
Website
Secure web
portal interface
Via links
• Secure “middleware” designed by Cobalt
• Members access via your web site
• You’re “open for business” 24/7/365
• Part of Custom & Standard Source packages
• Optional for NRDS-only customers @ $2,735.
Note: RAMCO does not participate in the web portal revenue stream.
November 12, 2014 Created for AEs by AEs
18. Informed leaders make better decisions
Accurate, timely info for our leaders
• Real-time custom reports
• Committee chairs: Rosters, course & event registration updates
• Treasurers: Dues updates, store sales, event income
• RPAC Chairs: Report formats & frequencies they prefer
– By amount, company, donor…any combination!
• Leadership: Data mining for membership analysis & trends
Brokers can…
• Pay dues for multiple agents
• Inactivate agents
• Approve transfers
November 12, 2014 Created for AEs by AEs
19. Demo Disclaimers
• We can’t cover everything it can do
• You will not know everything after this demo
As you watch…
• Actual system. No vaporware!
• Think “management system”, not just member
records & billing
Then…envision it working for your
organization!
Created by AEs for AEs!
21. “How soon if we applied today?”
Good news!
• No backlog!
• Start 90-120 day install &
training by
January/February
It’s easy…
• Download .pdf app from website
• Non-refundable deposit: 25% of
Implementation Fee
November 12, 2014 Created for AEs by AEs
22. One-time Implementation Fee
Fee includes…
– Data conversion from “standard source” system or NRDS
Standard: Rapattoni Magic/Net Magic, iMIS, LAMPS, MMSI/MD, Avectra
– Unlimited member/office records
– Unlimited training via online video tutorials, Ask & Learn webinars
• Optional onsite training: $2,500/day (includes travel)
• Recommended depending on staff competency & IT resources
– Free custom tables/fields based on fee package
– $2,735 website portal interface (except NRDS Data-only)
• 25% with app; 25% start of implementation, 50% at Go Live
• One-time $250 set-up fee for support desk & billing accounts
• REALTORS® Federal Credit Union -- special loan packages
November 12, 2014 Created for AEs by AEs
23. Implementation packages – Nov 2014
This chart and monthly user fee matrix available on line
One-Time
Implementation Fee
Schedule
NRDS data only Standard Data Sources*
November 12, 2014 Created for AEs by AEs
Custom (niche or
“homegrown“
systems)
Implementation Fee** $950 $18,000 $12,000
Training webinars & videos Unlimited online Unlimited online Unlimited online
Support (unless system
glitch)
Unlimited 90 days, then 60/yr. Unlimited 90 days, then 60/yr.
Unlimited 90 days, then
60/yr.
Data conversion, records
import
NRDS data only
Unlimited member/office
records
Mapping and conversion @
$175/hr not incl. in fee
Initial customization*** None
10 custom entities, 50 custom
attributes
5 custom entities, 25
custom attributes
Web portal interface Optional @ $2,735 Included Included
*Standard Data Sources: Standard versions of Rapattoni Magic, Net Magic, LAMPS, MMSI/ MD, iMIS or Avectra, i.e. before custom
enhancements built for customer.
** Payment Schedule: 25% with application; 25% prior to Implementation Kick-Off ; 50% prior to “Go Live”.
*** Entities are data tables where attributes (fields) can be created. For example, a member record has attributes such as first/last name, e-mail,
home address. Custom entities & fields display, search, sort & export like any other field. For Standard Data Sources, number of
customizations above are credited toward imports of the legacy system’s standard tables and fields.
This matrix available online at www.ramcoams.com
24. Monthly User Fees
• Per-user, per-month. Tiered discounts
• All inclusive:
– Full use of all features and functions for all users
– All system upgrades, enhancements, features & functions as
developed – no “versions” to buy
– Help desk weekdays 8AM-8PM Eastern
• Unlimited first 90 days after Go Live
• 60/yr before service fee charged (system problems don’t count)
– Weekly Ask & Learn webinars
– RAMCO Community website
– Training & subscriber meetings at AEI, NAR meetings
• Billed monthly in advance
November 12, 2014 Created for AEs by AEs
25. RAMCO PER USER PRICING – November 2014
TIER ONE: $160/user TIER TWO: $140/user TIER THREE: $125/user
1st thru 3rd users 4th thru 14th users 15th user and above
Users Per Month Per Year Users Per Month Per Year Users Per Month Per Year
1 $160 $1,920 4 $620 $7,440 15 $2,145 $25,740
2 $320 $3,840 5 $760 $9,120 16 $2,270 $27,240
3 $480 $5,760 6 $900 $10,800 17 $2,395 $28,740
7 $1,040 $12,480 18 $2,520 $30,240
8 $1,180 $14,160 19 $2,645 $31,740
9 $1,320 $15,840 20 $2,770 $33,240
10 $1,460 $17,520 21 $2,895 $34,740
11 $1,600 $19,200 22 $3,020 $36,240
12 $1,740 $20,880 23 $3,145 $37,740
13 $1,880 $22,560 24 $3,270 $39,240
14 $2,020 $24,240 25 $3,395 $40,740
We operate at breakeven – always have, always will.
November 12, 2014
Matrix available online at www.ramcoams.com
Created for AEs by AEs
26 $3,520 $42,240
Explanation: First three users always billed at $160/mo.
Fourth through 14th users billed at $140; 15th and above
billed at $125. This tiered pricing is reflected in the Per Year
calculations above.
27 $3,645 $43,740
28 $3,770 $45,240
29 $3,895 $46,740
30 $4,020 $48,240
26. What AEs are saying about RAMCO…
Tracy Houtari, RCE
Chief Executive Officer
North Bay Association of REALTORS®
“We easily save the
monthly fees just in staff
efficiency and
productivity alone.”
November 12, 2014 Created for AEs by AEs
28. Comparing apples to apples
First, do side-by-side comparison with RAMCO FaFs
Ask prospective vendors about…
• System purchase, installation fees (RAMCO: No purchase. Modest installation
fees)
• Cost of “Premium“ vs. “Standard “ system (RAMCO: Entire system -- one price.)
• Limit on number of support calls per month (RAMCO: Unlimited first 90 days,
60/year after before charges, except for system issues)
• Charges for…
• System customizations, enhancements (RAMCO: $175/hr or do it yourself!)
• Annual licenses and/or maintenance fees (RAMCO: Included)
• Add fields or create custom reports (RAMCO: None. You can do it yourself!)
• System or version upgrades (RAMCO: None)
• NRDS compliance upgrades (RAMCO: None)
• No in-house server: Eliminates IT support, software upgrades, firewalls, anti-virus,
hardware replacement, data backup, insurance, HVAC.
• Ships with apps many have been paying for separately
November 12, 2014 Created for AEs by AEs
29. Comparing apples to apples
The intangibles:
• Current vendor’s responsiveness, appetite for innovation
• NO multi-year contract. RAMCO: 90 days notice to terminate.
• ROI: RAMCO user fees average only 1-2% of most budgets
• Uses common Microsoft™ apps (Excel, Word, Outlook)
• New hires learn it more quickly than proprietary system
• Ongoing system investments by Microsoft, Cobalt & customers
• Sharing information and applications across systems
• 99.9% uptime guaranteed by hosting company
• Being part of a collaborative, customer-owned system
November 12, 2014 Created for AEs by AEs
30. RAMCO recap…
The basics any good system should offer
• Secure access from any PC, anywhere!
• Member access via web portal
• Billings and receivables system
• Sales: store, events, courses
• Meeting & convention management
• Committee management system
• MLS, lockbox, 3rd party system updating
• Inventory control
• Secure e-commerce (PCI compliant)
• Real-time two-wayNRDS updating
November 12, 2014 Created for AEs by AEs
31. But be sure to ask if theirs comes with…
• 90-day notice to cancel; all data returned to customer
• Free upgrades, system-wide enhancements, features & functions
• Free two-way API which lets any 3rd party or customer create custom applications
• Weekly Ask & Learn online training sessions for trainees and installed users
• “Community” site where users can post inquiries, share apps, workflows, custom views, etc.
• Access via Outlook without having to log in
• Call & e-mail tracking/monitoring/tasking
• Powerful marketing module for products, programs & services
• Staff communication/tasking system
• Searchable Knowledge Database
• Unlimited training, data & document storage
• Unlimited, customizable, online membership apps
• Ability to automate routine processes, workflows
• User-customizable screen views, dashboards, reports
• Powerful data import/export wizard
• “Dynamic” Excel spreadsheets/reports
• Open architecture that lets customers develop/share applications
• Data sharing among customer organizations
• Multi-board management
• Integration with NAR’s Aristotle system
Created for AEs by AEs
RAMCO recap…
32. Revolutionize…your management, member services,
and staff productivity!
What’s on www.ramcoams.com
• Application, Master Subscription Agreement
• Detailed Features & Functions (FaF) list
• Monthly user & implementation fee matrices
• State and Regional MLS Discount Plan
• Frequently Asked Questions
• Local system & browser requirements
• Responses to other association RFPs (downloadable)
• More on Sitefinity 4.0 and MS Dynamics CRM 2011
• This Power Point (downloadable)
November 12, 2014
Created by AES for AEs
Created for AEs by AEs
33. Let’s put it this way…
FINALLY!
A system that lets us
meet our members
and leaders
expectations...
because we created it!
“We created it, we own it, we operate it,
we believe in it!”
November 12, 2014 Created for AEs by AEs
34. Visit us at www.ramcoams.com
November 12, 2014 Created for AEs by AEs
----- Meeting Notes (1/20/14 19:17) -----
Your new YPNers have an expectation of agility that has never been available. RAMCO offers a "best in class" Member Relationship Management tool along with an easy to integrate API that can connect to today's technoligies, and tomorrows.