OBJECTIF CLIENT
Castatank est une agence immobilière en démarrage qui souhaitait développer un système de génération de leads et de gestion de la relation client capable de rationaliser le processus de vente.
Les éléments suivants étaient nécessaires pour rendre le système plus efficace que les autres sur le marché
- Recherche et inscription de propriétés MLS qui permettent aux acheteurs de demander des visites des propriétés qu'ils ont sélectionnées
- Système de workflow pour distribuer ces leads à plusieurs agences, chacune avec plusieurs agents.
- Système d'automatisation du marketing par e-mail qui permettrait des campagnes par e-mail et SMS pour les prospects.
- CRM sophistiqué permettant aux prospects de suivre toutes les communications, recherches, affichage de l'historique, etc.
DÉFI
Casatank had worked with many systems that were built to provide lead generation and prospect management. None of them included all the features they needed in one place. As well, many of the systems were bogged down with unnecessary complexity making them hard to use. There was a need to build a system that would be easy to use and provide the necessary functionality.
SOLUTIONS
A function storyboarding and design process was completed to ensure the needs were met. It took multiple iterations to get the necessary fundability while creating the flow needed. Since this was done through JIGs proven process, development costs were saved by avoiding unnecessary revisions. Throughout development the client was kept up to date of progress through a staging site until the final delivery and release. In the end a compelling easy to use system was created.
JIG Assistant