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<< Connections |
| The Connections homepage is simply designed to give Broker/Agents an overview of their connections and to quickly access an individual connection or a group of connections. |
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Connections Display Window: It displays list of all connections. |
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Create New: Allows broker/agents to create a new connection. See Connections Detail Page description and mock in accompanying excel Master Doc to see fields and features of the New Connection page. |
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Search for new people on Facebook and Linkedin from Socialite, bring them in to your CRM and start interacting |
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Search: Allows broker/agents to search connections from list of connections using search criteria. |
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| Social Media >> |
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| Social media has forced its way into the world of marketing, and it's here to stay. Social networks and blogs are among the most popular online activities, and their popularity will continue to grow as more businesses utilize them to directly engage customers. |
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Do a live search on facebook, Linkedin... for your new prospects.
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Start communicating.
- See their shared netowork and look for common friend.
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My lead features allows you to cross reference your new prospects and their shared networks with friends on your netowork to look for common connections. |
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<< Campaigning |
| Let agents create eMarketing campaigns that can be sent as emails, IM
or posts. Additionally, Agent can track which recipients have opened and
viewed a campaign. |
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Create New Campaign tool to create custom campaigns
and includes tools for adding graphics, images and charts. |
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The Campaign report summary page lists all of the active and closed campaigns and ranks campaigns
based on total views and percent of total recipients who viewed at least one message in a campaign. |
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The individual campaign report allows users to see which recipients of a particular campaign viewed/
opened the campaign and viewed a particular campaign. |
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| Communication >> |
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| Communications dashboard gives you to connect with all email. social network and communications and single calendaring for all agent activities in one place |
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Integrates with google calendar, Outlook, yahoo, CRM and planetre Compliance transaction management calendar. |
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Ability to communicate with all your prospects using multiple social media blast |
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Communicate back and forth with prospects on Twitter, Facebook and LinkedIN |
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Search all in/out social media communication on multiple channels in one place. |
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<< Predictive Analytics |
| For the first time Agent/Broker can see Real Time Predictive Analytics on all their prospects and groups, where they should be spending their resources for better ROI. |
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Predictive models analyze past performance to assess how likely a customer is to exhibit a specific behavior in the future in order to improve marketing effectiveness |
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This category also encompasses models that seek out subtle data patterns to answer questions about customer propensity to make a decision. |
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Predictive models often perform calculations during live transactions, for example, to evaluate the risk or opportunity of a given customer or transaction, in order to guide a decision. |
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| Single sign on with planetRE paperless and DocuSign® integration |
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| Electronic Signature |
| Sending the doccuments electronically for electronic signature. |
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| Gets Unique Envelope ID |
| Document will get electronic signature with unique envelope ID. |
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| Compliance |
| Open the transaction folder in Compliance to import the docs from DocuSign. |
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| Importing Documents |
| Import Documents from DocuSign to the respective folder. |
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