ABMS – Optimizing Work Efficiency for the Real Estate Industry

What issues do real estate companies typically need to optimize?

Distributed data, prone to duplication during collection.

Most real estate companies today run multi-channel marketing campaigns to find customers. However, this method is like a double-edged sword: the company collects a large amount of customer data, but from many different channels. Therefore, without the support of data analytics and deduplication from the management system, it becomes very difficult for the company to manage this data effectively.

Customer care often relies solely on phone calls and face-to-face meetings.

Meanwhile, email and SMS are mainly used when there is a new program or offer. This causes the support tools to not fully utilize their useful features, leading to the loss of many business opportunities.

Difficulties in managing real estate products manually, with delays in updating the status of properties when changes occur.

Difficulties in manually managing real estate products and not updating the status of properties in a timely manner when changes occur.

It is a group of high-value items with varying payment terms (one-time payment or installment payments over different stages).

Therefore, managing payments, receivables, and payables in real estate businesses is relatively complex and requires a range of skills and accounting tools to support.

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The operational process of a real estate business.

01

Implement Marketing campaigns to attract customers

Through marketing campaigns carried out on various marketing channels such as Website, Landing page, Facebook, Zalo, etc. Additionally, Email Marketing and SMS Marketing are also effective tools to support this activity. From this, businesses will collect a large amount of customer data. This is considered the raw customer group, with no interactions or exchanges with the company yet.

02

Convert raw customer group into potential customers

From the raw customer list collected from marketing campaigns, the company's sales team and consultants will investigate the customers' needs regarding buying, selling, renting, or leasing real estate through phone calls, emails, or face-to-face meetings. Once customers with genuine interest are identified, they will be converted into a potential customer group.

03

Customer care, evaluation, and conversion into Opportunities

For customers who have specific needs for buying, selling, renting, or leasing real estate, the sales staff will convert them into corresponding sales opportunities. During the interaction and exchange with customers, if the communication fails, the sales staff will close that opportunity and focus on other sales opportunities. On the other hand, if the interaction is successful or, better yet, a deposit is received, the sales staff will convert this Opportunity into a confirmed Customer.

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04

Closing sales and signing contracts

After confirming the customer's need for real estate, the sales staff will negotiate and discuss the final price with the customer. Once an agreement is reached between both parties, the sales staff will create a new contract and submit it for approval from the Board of Directors. The basic types of contracts include:

✓ Real estate brokerage service contract
✓ Investment consultancy and brokerage contract
✓ Apartment rental contract
✓ Apartment purchase contract
✓ …

05

Payment and contract implementation

The sales staff will guide the customer to complete the necessary procedures and make payments according to the signed contract. Subsequently, the relevant operational departments will implement the contract.

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06

Post-sales service

At this stage, the sales team, as well as the company’s consultants, will carry out specific post-sales care steps as follows:

✓ Call to check customer satisfaction or any issues that need assistance.
✓ Send email surveys to assess customer satisfaction.
✓ Send bulk SMS from Brandname wishing customers a happy birthday.
✓ Send bulk Email Marketing notifications about seminars, new promotions, and offers.

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Proposed Features of ABMS for Real Estate

01

Multi-Channel Integration

✓ Seamlessly combine multiple marketing channels such as Facebook, Zalo, Website, and Landing Pages for marketing campaigns. Synchronize customer data into the ABMS system for centralized management.
✓ ABMS automatically removes duplicate data, ensuring high accuracy without missing any customers.

02

Customer Management

✓ Centralized management of customer data, effectively categorized into groups such as Leads, Opportunities, and Official Customers. The system automatically updates customer status after each interaction stage.
✓ Reasonable allocation of Leads to individual sales representatives.
✓ Stores interaction history between sales representatives, consultants, and customers.
✓ Easily search, filter, and retrieve customer data based on authorized access levels.

03

Supplier Management

✓ Manage supplier lists by categories such as property rentals, property sales, and partners.
✓ Record interaction history with suppliers: calls, emails, SMS, direct meetings, etc.
✓ Update or modify supplier information as needed.
✓ Highlight key or prominent suppliers for priority management.

04

Property Management for Active Listings

✓ Track the current status of properties being marketed.
✓ Update any changes promptly and accurately.
✓ Add notes for important considerations or unique property features.
✓ Highlight potential or standout properties for sales team focus.

05

Statistical Reporting

✓ Marketing campaign performance reports.
✓ Customer analysis reports.
✓ Sales performance reports.
✓ Income, expense, receivables, and revenue reports.
✓ Periodic business activity reports.
✓ Other related reports as needed.

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