技术
- 分析与建模 - 过程分析
- 分析与建模 - 机器人过程自动化 (RPA)
适用功能
- 采购
- 销售与市场营销
用例
- 库存管理
- 过程控制与优化
关于客户
SOHO Realty, Inc 是一家总部位于美国的提供全方位服务的精品房地产经纪公司。该机构在休斯顿和亚特兰大市场开展业务,帮助其客户(大部分是首次购房者)实现他们的房地产目标。该机构致力于改善购房流程并降低客户的复杂性。它采用客户至上的方法,注重代理商和客户之间的高效协作,并确保所有销售流程步骤和程序得到正确执行。
挑战
SOHO Realty 是一家提供全方位服务的精品房地产经纪公司,在管理其销售和营销流程方面面临着挑战。该机构已经在使用交易管理工具 dotloop 来管理电子签名和其他文档需求。然而,这并不是一个完整的解决方案。该机构需要一个更全面的系统来自动交付文件、跟踪房屋买卖过程中的任务状态以及管理来自买家和卖家的潜在客户。现有系统效率不够高,无法确保正确、快速的后续行动。此外,该机构希望让其客户(大多数是首次购房者)的购房过程变得更简单、更轻松。
解决方案
为了应对这些挑战,SOHO Realty 与现代软件和数字解决方案咨询公司 Optimum 合作。 Optimum 使用 Nintex for Office 365 为 SOHO Realty 开发了一款定制 CRM。该解决方案是围绕 SOHO 运营方式设计的,包括一个高级且完全定制的 Nintex 表单和三个 Nintex 工作流程。该解决方案从该机构的在线查询网络表格开始。完成并提交后,信息将添加到 SOHO Realty 的 CRM 中,从而触发 Nintex 工作流程,通知 SOHO Realty 销售代表跟进线索。销售代表收集更多信息,并将其输入到 Nintex 表格中。如果潜在客户符合资格,则会将客户分配给代理,并通过 Nintex 工作流程通知代理。随着销售过程的进展,代理商继续使用 Nintex 表格收集更多信息,并在适用的情况下启动工作流程,将购买或销售及其他法律文件添加到 dotloop。
运营影响
数量效益
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