Best practice with ContactBuilder: automated steps to reservation and easy online payments
The key focus for all housebuilders is sales. Homes need to be sold, preferably within a short timescale, to make the company run efficiently and profitably. Therefore, anything that can streamline and speed up the customer journey from initial enquiry to reservation and completion has to be a top priority for any housebuilder and their sales teams.
ContactBuilder helps streamline your reservation process, allowing quick and easy communication with your purchasers, as well as facilitating online payment for reservation fees and other costs. Saving time with this, as well as utilising automated alerts and reminders, means your sales team has more time to focus on potential purchasers at the start of the customer journey who may need more attention to encourage them to convert to definite purchasers.
Our housebuilder-specific CRM system allows you to set a series of standard (but customisable) reservation steps that are automatically applied against each purchaser. These steps allow you to communicate automatically with your purchasers via email or SMS to ensure all the pre-reservation steps are completed as easily as possible. With our e-signing capability and online Worldpay payment facility, your purchasers can sign legal documents and make payments that are then recorded in the system and stored against the contact for your sales team to view and check.
Automated reminders are a key part of these steps, meaning that your customers can be prompted to complete forms, provide outstanding information and make payments without taking up any of your sales team’s time.
Facilitating you to be GDPR compliant, ContactBuilder also reduces the risk of any form-filling errors as the information is pulled directly from the contact’s record. This in turn helps to streamline the process and helps to avoid possible frustration on both sides as paperwork won’t need to be amended and resupplied due to misinformation or missing details. As the process is fully digitised, there is no need to make appointments for face-to-face meetings. Your sales team can securely access all the information they need from any internet-enabled device, and your purchasers can complete their steps in the same way.
To help sales managers and directors with an overall picture of reservation levels, time from enquiry to reservation etc, ContactBuilder provides easy-to-digest reports on all contact activity. This provides a real benefit in either being able to see a real-time picture of reservation levels, and to enable housebuilders to identify whether there are any common “sticking points” during the process that may need to be ironed out.
For a streamlined, accountable, time-saving and easy-to-use CRM system to help maximise your house sales potential, ContactBuilder is the ideal solution. The leading lead-management system for housebuilders: we make working the way you do easier.
Please contact our knowledgeable and friendly team to find out more or to arrange a demonstration.