| |
|
|
Buyer Summary:
|
| |
| Username: |
|
| Feedback Score: |
Rating: (No Feedback Yet)
|
| Award Reliability: |
2 posted 0 paid |
| |
|
| Location: |
Wichita, KS, United States
|
| Member Since: |
December 17, 2007 |
| |
|
|
|
| Invited Users: |
There are no invited users
|
Description
This project is as convoluted as I can possible imagine – and desperately needs some organization, skilled programmers, an open mind and great user-interface developed.
Quite simply – I wish to automate as much of the Real Estate Sales industry as I can for my small brokerage using as many open-source tools and FREE tools as possible which we can later release as a viable solution for sale-force automation and web-based file/document management with some fun twists for management tool sets and communication services which all tie into a very well-planned assault and strategic online marketing campaign and client follow-up campaign which targets numerous niche markets and verticals.
I wish to do this by:
Integrate SugarCRM with OpenGoo style and function for back office along with connections to joomla based community website for real estate brokerage.
Modify sugarcrm or other similar for detailed workflow process flow services for office, manager, agent/sales team processes for faster and automated marketing and response as well as deal flow tracking where multiple individuals can be assigned to a file for specific tasks to be completed.
I may just start writing it all from scratch as nothing I have found can do everything I am looking for - but so much of the code is already there - just in bits and pieces from one project to the next...
Ideally I would like a solution which could also take my realty IDX site and integrate into our web front-end for customers as well as tracking to be imported to the CRM and process/deal flows. I am also looking at options for outlook and google aps connections to track correspondences related to a specific customer/client and then related to a specific file. It’s fairly complex but not that difficult to understand when mapped out…
Compile and Track Incoming Sales Leads and Opportunities
Multiple website sources:
GENERATE LEADS – ideas welcomed
• Create template based or easily modifiable “squeeze” page for inclusion into specific niche websites designed to capture leads and traffic info.
• Develop targeted niche and custom mini-sites with specific SEO in mind – 10-40 mini sites or pages.
o Assist sales teams in generating key-words and market segments which are under-served online for our specific regions our offices serve as well as top competitive and specific business-related phrases which will generate the most traffic to our site(s) and likely result in lead information capture [ for later sales staff follow up but also automated email and “drip” follow-up campaigns which can be turned off or on by agent/staff.]
o Site Submission and SEO work to promote clean sites created above
o Link Referrals between sites and other networked sites
• Integrate automated Drip Email campaign system
o We can initially do this manually, but would be beneficial to all sales team and company to set a group of templated auto email campaigns that can be modified for a specific opportunity/customer/lead and/or closed transaction. We have a system we are using that is entirely hosted by a 3rd party who also hosts one of our many websites. It does a fair job at giving details about when the email was sent, when the next in the campaign will be sent – and integrates specific code to track when email are read by recipients as well as when they are downloaded (unique image files downloaded are tracked).
o Copy existing email campaigns as a base – import to our new system/CRM for use by our sales agents and staff – i.e. setup existing email campaigns into CRM so agents can manually assign/remove specific groups/clients/customers/opportunities/partner businesses to each campaign.
o Create CRM drip-email and predictive automation to auto-assign new leads as they come in to the system from manual input, import or cron jobs running to import into crm in real tiem…
• Modify existing MLS (homes database) IDX code to use RETs compliant data from new MLS vendor for the SCKMLS.
o Contact new data provider/vendor “Solid Earth” and get temporary data feed or sample data to build compliant RETs based MLS solution – build upon our existing code at http://www.finehomeswichita.com/mlssearch
 Must track all guests and users as current code does
 Must have back-end for agents and staff to manage imported / downloaded data from RETs server – ability to have agents and managers modify and add additional fields as well as pictures.
 Google maps
 User Interface upgrades
o Ensure existing users are serviced who use iframes on personal sales agent websites to provide MLS Search capabilities to their website visitors – ensure unique IDs from MLS are imported and correct sales team data is displayed for contact info for all listings included/imported based on which sales person’s website the traffic originated from – create custom css design change web-based admin area so agents can manually create their own color codes to match their existing websites, or use a generic website frame and basic page editor for custom site template for individual agent(s).
• Create generic template website for basic hosting that agents can use instead of using a larger system like company and larger agents use that is hosted elsewhere ( like Point2Agent)… basic design and custom admin area so agents and sales teams can modify design easily as stated above.
 Open Realty?
 Simple generic 2 column frame with links for an “about me” page, MLS Search page/Listings Page, Contact Us page. Simple layout that can be used by any agent if they do not already have a website to integrate our solutions into.
 Others?
See picture of notes and process flow for ideas on solutions to deploy – if we need to write it from scratch for better overall operability – this is acceptable.
The basic modules in this project are as follow:
1) GENERATE TRAFFIC
2) Capture Lead Data
3) Sort Lead Data for import to CRM
a. Buyer?
b. Seller?
c. Company Generated Lead? (source)
d. Agent Generated Lead? (source – automatically sends to CRM for lead source/agent)
4) CRM *(File Tracker) - “Advantage Tracker”
a. Multiple user access levels
b. Online Contract File/sales process flow tracking and management
c. Management level process and productivity reporting
d. Allows 3rd party access (for client access and 3rd party access such as loan officer or title office to upload or see specific docs uploaded to system located in a specific transaction ID or under a customer name – must be secured file access and ability for staff to modify read/write permissions and assign which users/clients/3rd party users may access a given file. I.E. Seller, Buyer, Listing Agent, Buyer Agent, Broker/Manager/Staff, Lender/Banker/Loan Officer, Title Officer, Closer (title officer), Vendor (Termite Company, Inspector, electrician, plumber, roofer, structural inspector, engineer, other…)
e. Includes an upload function to allow users to attach specific docs and possible “fax to online transaction folder” using barcodes for each transaction…
f. Possible future electronic signature services for all docs and doc management and record storage. Tracks changes and dates.
5) Agent Tools / User Tool Chest / Back Office This - “Advantage Office”
a. Web-based (opengoo style) back office for time management, task management, accepting new orders and responding to clients via webmail solutions.
b. Data-mining for deals
c. Reverse Marketing – allow users/agents with buyer/seller information to seek other users who have listed or have buyers offering similar traits. Allows buyer agent to input custom search criteria and automatically scans MLS and company SELLER listings to find potential matches
d. Online Email
i. Track lead emails/associate incoming and sent emails with specific accounts/leads/files – may be linked to multiple files contained in the CRM solution or the File Tracker Program
ii. Initiate, modify and track “Drip Email” campaigns for assigned leads and clients/opportunities.
e. Visual Deal-Flow management – simple overview of progress for each file or client or lead – custom front page to display per user request on initial load, then search page for detailed search – i.e. show all leads and progress (age of lead, number of times contacted, pre-qualified, other metrics to determine viability of lead, number of emails in current email campaign actually opened, number of homes searched, average price, etc… to be determined) or show file progress in a simple green, yellow, or red (urgency or action required or on tract ((green))) status indicators with progress bar symbolizing specific milestones each transaction must meet to proceed to the next stage. I will give you a checklist of required documents which must be included for a “buyer file” for a “seller file/listing” and then for a “transaction file” when an agreement is made. Listing File Progress will indicate all docs necessary to be uploaded are in, all are then audited by company staff for completeness and compliance, then if any changes need to be made to specific forms or pages staff can task agent/proper person to make corrections and progress bar will indicate (yellow or red as needed) to make corrections then will return to green and that specific step will be passed – thermometer style left to right or top to bottom depending on page view and what makes it visually appealing user interface to quickly show to each user/agent/staff/client/3rd party logging in to our back office system what items that specific user needs to accomplish – and if the file is waiting on that user or another user for input.
f. Deal Flow management and tracking should also include a “white board” for notes for all parties and contact management for all parties involved.
g. Ability to specify types of sellers/buyers (specified by admin/staff/agent for each file/tracker).
i. Traditional/Regular Buyer
• Conventional Loan
• Cash Purchase
• Government Loan / FHA
• Other
ii. Investor Buyer
• Conventional Loan
• Cash Purchase
• Government Loan / FHA
• Other
iii. Short Sale Buyer (transactions marked as short sale for listing side)
• Conventional Loan
• Cash Purchase
• Government Loan / FHA
• Other
iv. Traditional/Regular Seller
v. Corporate Seller / Investor Seller
vi. Bank-Owned/REO/Foreclosure Seller
• Bank-specific seller types
1) REO/Bank Owned
a. Ocwen
b. Bank of America
c. Wells Fargo
d. First American Value View
e. … ability to create new listing banks and associate required forms as needed
2) Government Owned FOR SALE listings
a. HUD
b. Fannie Mae
c. Freddie Mac
d. SBA
e. VA
f. FDIC
g. State
h. County
i. City
j. Other
3) Other Asset Management company listings…???
h. Tracker Admin area – allow broker/staff to visually (web-based) apply and create a new track or modify new tasks to be completed for a specific type of transaction/track, default user rights, default required docs and milestones as well as timelines which are to be met for each process requirement.
i. Visual overview of all leads: Leadsïƒ Opportunitiesïƒ Deals/transaction
j. Automate Follow-up process:
i. initial marketing and lead qualification
ii. Client relations / client surveys / saved MLS search – listing notifiers based on specific client search criteria
iii. Past-client email drip and 12-60 month campaigns
• Pre close
• Post closing
• Drip email thank-you asking for referrals at all times
• Post-close survey
• Automated opt-in/out for direct mail (us mail) marketing – customer/client retention.
• Links to allow users/agents to send gifts or other marketing materials to clients
a. Gifts:
i. Send Out Cards links
ii. Flowers
iii. Embedded ppc with gift ideas – company account for commission junction style links or otherwise
iv. Ability to add links to local vendors and suppliers – i.e. local travel agent, chocolate shop, flower shop, mall gift certificate links, local movie/dinner combos – we can sell these links to local vendors and those who do business with us and can also be presented to our clients as special discounts in their follow up emails or online user account… ideas welcomed…
b. Professional Marketing Follow Up Campaign links – link to 3rd party vendors to purchase 1yr to 5yr print postcards, calendars, address labels, etc… PMS
• Other..???
k. Integration with tools or recreate similar sites for salesforce automation
i. http://www.insideview.com/cat-professional-2.html
ii. Other?
#1 Generating Traffic and leads consists of several things we need to maintain on an on-going basis:
Company Marketing Campaigns:
Update and maintain multiple online sites for maximum exposure and presence.
1) WichitaHomeCenter.com
2) FineHomesWichita.com
3) FreeWichitaMLSsearch.com
4) AdvantageMetro.com
5) Other niche or micro-sites which link back to company site or “squeeze pages” developed.
Traffic will be driven to these sites from multiple locations, ideas welcomed but must include:
Web Directory and Search Engine submissions
Pay per click and other online paid campaigns
3rd party unaffiliated links-building campaigns
Business Cards
Marketing pieces (give examples for how to brand and promote specific niche sites vs company site)
Print Media
Radio/TV media?
Other
Community Marketing Campaigns:
1) WelcomeToWichita.com – a free community Joomla-based site – ideas welcomed. Used for networking and creating online community website FREE FOR USE provided by our company and links back to us several places… free classifieds, user forums, movie and restaurant reviews, what’s happening in the city, dating, etc… user profiles – community builder? JoomSocial?
2) WichitaRental.com WichitaHomeRental.com – low-priced or free classifieds site to cater to local landlords (prospective investor clients for real estate brokerage). Upload and manage available rental units for public display. I am looking for additional code and ideas for this segment – current site was hacked and I have not had time to fix. It is a basic listings site with a couple levels of users and ability to modify custom form fields etc. We may want to expand on this site a bit more to link in with the community website WelcomeToWichita.com and its classifieds – or simply use these domains as a placeholder and for SEO to redisplay in different format data included in the joomla/community website’s classifieds listings sections… ideas welcomed. Monetization ideas welcomed
3) Parent Teacher Organization website hosting (FREE) – need basic templates selected members can manage = was thinking about customer user pages for joomla-based community site where each PTO can have a user page for its members and the school can have a page for itself – but each user/member/teacher/parent can have his her own login… to update, maintain pto calendar/community calendar, etc… not sure how to do this yet… just an idea I’d like to explore as I have hosted other PTO sites from basic static pages with minimal links to full community sites – but each joomla site in the past has been very specific to a single school allowing all users to be staff of the school, volunteers, teachers/administrators, or students – then allowing a page for the PTO updates with permission given to specific users to update its calendar of events etc… this it probably the best way to go… completely separate from the community websites…
4) Free Church Organization websites – hosting and basic design…
5) Political, News and other local Blog sites we develop or submit articles to for link-backs.
6) Social Networking - Virtual Assistant or other staff assistance to maintain.
a. Facebook for company
b. Facebook for community site
c. Facebook for EVERY agent/broker
d. Myspace autolinks for the same
e. Twitter updates for the same
f. Automated Social Networking updater to plugin to agent-back-office tools to update all social media sites with listing changes, agent/user updates, friend messaging/IM/chat
Eventually we need in integrate custom code such as CraftySyntax live help into all company websites for live staff to use to generate additional hot-leads and connect better with site visitors and community members. Its already running on wichitahomecenter.com – it would be nice to have link in agent tool box to allow download and install instruction to install the live help operator desktop application or web link to web version of operator desk for use – need to figure out how to segment and automate live help operator userID and permissions based on which site they are allowed to “watch” and be the operator for… perhaps integrate a custom solution to generate a userID and password in the live help operator programs for each user upon creation – then allow each user to cut and paste custom-generate code on the pages they are allowed to maintain with instructions on how to do so and where to place the code in the html for best performance and a basic overview of each process.
Reminder
You may not start working in this and any request before
your bid is accepted. Users who violate this policy
may have their accounts permanently suspended.
|
|
|
|
| |
| Get the Free
Step-by-Step Guide on How to Use GetACoder |
The act of
outsourcing jobs has become easy in the past few years
thanks to GetACoder. However, our team aims at making the
whole process even easier. So, it has now come the time to
provide you with a step-by-step guidance on how to use this
service and succeed in the outsourcing world totally for
FREE.
It doesn't matter if you are a more experienced user or a
novice; using GetACoder will become even simpler with the
help of this E-book. There are two major sections: a Buyers
section and a Coders section.
Buyers will learn:
- How to outsource safely
- How to pick the best freelancers
- How to manage time and money
Coders will learn:
- How to get the best jobs
- How to secure their payments
- How to build a long-lasting relationship with buyers
...and MUCH MORE
Clear examples and pictures illustrating key situations,
great tips and real testimonies of some of our best users...
all in this Outsourcing Guide. So don't loose the
outstanding opportunity to download GetACoder FREE E-book.
|
 |
|
 GetACoder is a leading Global Services Marketplace doing business in more than 200 countries. Our unique system accelerates your time to market and provides your business with key competitive advantages. When you use GetACoder you are stretching your budget and saving as much as 60% over traditional outsourcing. GetACoder is changing business, now it's no longer about what you own or build but which resources and talent you can access. With GetACoder you reduce expenses, increase efficiencies, aggressively grow your business, and create a sustainable competitive advantage. GetACoder makes outsourcing to any part of the world an easy task! With GetACoder it's simple to outsource any business request, gain access to global talent and manage jobs online. One of the main advantages of GetACoder is the low labor cost. The typically rates are about seven times lower than the ones in the US or Europe. Posting a request at GetACoder allows the right professional or company to find you and to bid for your work. We are building a reputation for exceeding our customers' expectations and for becoming an extremely cost effective way to outsource work. Use GetACoder when you want to save money, increase efficiency or accelerate the development of your request. With GetACoder you focus on growing your business and let others do the tedious work. Post your request on GetACoder for free. Find out why people outsource jobs with us day after day. Thousands of Satisfied Customers - Submit/View Quotes
| - | We got a beautiful place to prove ourself. - | | - | GetACoder is very helpful. - | | - | We view GetACoder as an opportunity to provide a global exposure to our knowledge and experience. - |
|
|
| |
© 2004-2012 GetACoder. All rights reserved. |
|
