Optimize Your Lead Management System Workflow for Real Estate

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hey a very good afternoon to everyone who's joined thank you so much for joining another lead squared webinar so our session today is exclusively for real estate marketers not just marketers even sales agents of course so anyone who has anything to do with real estate marketing you're most welcome on the show and of course our speaker for today's ashish gupta who needs no introduction if you are a regular join your queensguard webinars you know who he is he's taken several sessions now he's also been a part of leads with for several years so don't worry about how much knowledge you're going to get in this session he has a wealth of knowledge and he's here to share all that with you so Ashish please tell us what you're going to talk about today in the session and of course tell us a little bit about yourself as well Thank You Shivani for for the nice introduction so good afternoon everyone to join the session thank you thank you very much I'm working with leaf square from six here and I'll dealt with various consumer with the different industry verticals so real estate is also one of the core segment we you should get a and so today agenda will be most off real estate agents broker business owners so all these guys require a business holistic view where they can see what all functionality or basically what all users are doing it how many dealers are getting stuck where they are performing where they're not performing what is a business sense of what going to happen a next one month to month and what all things should be needed to drive the business properly so we'll be talking about how to optimize the process of sales how to empower your sales team on field which goes out and create a site visit for prospect which comes on office visit also and all that so let's start with the session so I will start with the easy endure for the webinar so first of all will will capture the inquiry so basically will speak about what all inquiry channels which you have to capture the leads and how we can cap in lead square or any-any software which you using currently and so how to organize your daily effort basically sales guy have a lot of leads to follow up and it will not make sense to bombard the leads and they need to have a nice few and nice is in doubt to follow up every day what all activities they need to do so that's a smart way which we have brought in as a new feature in the system and we'll be talking about the more on automation how to automate the sales process and marketing process to nurture the leads and as well as so mobile app how effectively you can use for your sales team which on Fielder and how to track them properly and so leads anyways coming to different medium but how we can retarget them on a facebook because mostly i will give you an analysis of marketing market analysis where how the current users are purchasing up projects from your bad segments and what all segments you have and how we can manage that in the system so let's speak about first point and so very stressed point which we have in realistic sector so you can see on the left side so you have a new property sees rental ready to move in commercial property or resale property these are the main major segments with real estate customer vista catering to okay so either they will be selling themselves with their field sales team or inside deli calling team or some some agents but apart from it they will be selling out through a broker and partner which is a which is a core segment which anybody want to cater it that's possible in lead squared and then you can see on the right side where i segmented the users so end-user is basically who purchasing home for himself and for consuming him he will be residing in that home and then you'll be having a different segment of broker investor and corporate where you'll be talking to these guys also for rental or maybe commercial property or investor will be having different investment or on different fresh launch or we sell properties and all that so these are various touch point which sales guys in a real sex sector will have our touch points we'll start with the capturing part so so we have a lead capture mechanism so capture we have inquiries will be coming up for real estate segments various medium it may be micros eyelids it may be a google adword Facebook Gmail you'll be having a via telephony or a system which you'll be using on or on our website you'll be having chat are maybe a events which you're running or maybe if guy who is sitting on site and collecting leads from there itself so those all leads we can capture in the system I'll I'll talk about that each and every point and so let's drive first point from the lead square itself I'll show you the lead view and so this is lead square screen where so we have app marketplace so we have app marketplace in the system we need to navigate here so we have a store storage of all the connectors available so pre-built connector to connect different sources in the system so you can see on the left side this is chat protocol so if you using any of the chat system which we already have like the open chat or life's chat Allah or anything you can connect that through so this ready plug in connector which we have okay the major segment which we in real estate mostly will be capturing through a marketplace which is basically so what we have as a connector credible which is like 99 acre or magic breaks or any kind of third-party sources you can capture through that so we can Envy it to the app marketplace deep marketplace via which told it so yeah we can connect the rivairy sources from here so maybe common flow Shiksha no trick shot in your case it will be 19 anchor or magic breaks or anything so those can be connected here directly either through a web book or either a credential you need to put in in the system ok so let's talk about other sources which we have as to be captured so very uh is very important to capture the lead from each and every medium where your leaves are getting in so one of the medium can be telephony vendor if you are connected from the system so you have various players which we have connected already naal LT is their exotel horizontal and if you do not rely with or these services or maybe you have any other vendor which is serving you you can have a generic telephony connector to connect to prospect or enquiry into the system okay now coming to the system of emails so you'll be having enquiry system which comes in the system directly so you'll be having email ID which will be on the website as our info or something where the Leafs will be coming in so it's it's very necessarily tall so so what we have is email connector which is email sync a virtual basically whenever the inquiry comes into the system and it will capture the email as well as it will capture a lead in the system or email communication now we have attachment also if they attach anything document on all that so that will also come as a communication in the system okay so let's talk about other medium so inbound phone call let me spoke about it or like telephony call or inquiry which comes and in the system so either two ways it will be captured one is I where system which you're using in the system so sister Kathleen connect through connector other ways if you're getting calls that so how to capture that so to capture that we have well up so mobile app have a nice functionality where the pop-up form will appear then those leads can be captured as a lead so you can see on the right side this is a small form where lead can be entered and it will be available in the version as well so we'll go about the other section where the website is also a source or micro sites so what we have functionality as so there are plug-in play different connectors available for WordPress you have a nice API interface where you can connect leads directly okay or maybe form we can create in the system so to have a mechanism or you can create our own landing pages so what we have as a landing pages in marketing section so you can create nice micro sites which you are creating as of nondifferent medium you can create from here itself or maybe on those micro site the forms will be there those forms can be embedded as in lead squared so leader will capture those heats in the system so this interface where the Lightning page can be designed you can choose any of the different pages you can see here this is a nice responsive landing page which we have this is all customizable section which we can create and you can publish and you can link it with your ads and different medium Google Facebook or wherever you are creating a lead ok so that's another medium to capture lead okay so look about a calm About section where Facebook as a journal source in real estate medium they'll be capturing a lead from Facebook Ads so we'll navigate to the ask marketplace again so Facebook ad lead we have a nice connector which is available already Facebook ad lead connect we just change to it so what functionality provide us is basically it will give you a complete lead in the system campaign level configuration is also available so you can capture the campaigns also and so so that Facebook ad lead connector so first steps to what you need to do you need to log into the account of ads then you have page will display then you need to map it for mapping the lead will be captured in system and the campaign level also is possible you must be knowing about the cam breach analytic glitch which happened for hampering so still the Facebook provide the interface there they are pumping their process APA and transfer so in that still the Facebook Lite ad is working properly okay apart from it what we have is the landing pages which I just shown you so we have forms we can create or maybe a landing page like any page you can create from the system which will help you out to capture lead okay now so coming to the part of Google so we'll be doing ad on Google so but how to capture those - you can divert to the website or a landing page of Fleet square that will capture lead in system but the enrichment of the data which Google provides basically based on a GC le GCL ID so that and Richmond can from here so what we have the google adword data sync so what it does is is basically from every lead or every email ID number have a GCL ID code which will be associated with the google and it will track how many happen which keyword which campaign are what all things you have Google provide like say time frame add creative and all that so this will come as our activity in the system to enrich the data of stamp and that will help you to segregate marketing medium is more working which keywords over for you and that's a add-on point which we have as a Google okay now coming to the point where all the sources whether it is offline eats if you talk about sawfly needs what we can do is we can capture through form directly form available and import functionalities available in the system and mobile app also is there so field guys can under lead from the system so all the leads now is the same less capture so that's first point where leads to be captured from each medium so now we have captured the lead so let's run a poll so Shibani will be running up all social Ben thanks Ashish guys this is the first poll for the day so we want to know a little more about you and here's how you can tell us that so there you have it the first poll question are your lead source is integrated with your lead management system so I understand that not all of you are leads wet customers so nonetheless do let us know is it integrated with lead squared is integrated with the tool you use you don't know you are sure that it's not integrated as of now Ashish I can tell you that 22% of the audience say it is integrated with lead square so that I'm guess okay now it's 33% that says Lee square integrated with Lee square 38% say that it's integrated with the tool they use 0% says they don't know and about 31% said no it's not indicated so those of you say it's not indicated you should get it integrated as usual tell you the benefits of that final results Ashish about 29 and 43 percent respectively say that it is either integrated with lead squared or with the tool they use great so guys I think that's a pretty much 33 percent of customer doesn't have an integrated option and so see that's very important all lead should be captured automatically otherwise the manual effort is going up and as soon as inquiry comes you know that in real estate sector there will be data purchase and there are different mediums of me a check box is sending a data to you and other vendors also so it's very important to reach out customer in a stipulated time which would be 15 minutes or 10 minutes of time otherwise that guy will go with other vendor or broker or anything else so so it's very important so what I want to ask a question here as what all channel do use currently to get inquiries so we can just type in on a chat I'll just continue on the condition so now after capturing a lead now you have a lead management and distribution take place so leader Matt Bhushan so first comes at the distribution so once you have a capturing part is clear now you have aizen's need to boot a lead on a different team which will be maybe a telecoil link team maybe our sales team which fill which will go out and site visit or maybe phase team is there these teams get lead on enquiry automatically so we need to have a MSO guy to distribute Heat's on basis or different way so let's see this is flow which is created on a PPT I will create that flow in the system also how to create is very easy to do it so landing page you are capturing Lee heat now call received totally calling thing which is inbound call anyways we're capturing that after capturing in query will have assignment of based on agents it can be based on urgency basically urgency is you apartment or maybe flat right now or maybe within a 5 days or 10 days of time so if they have a node which is path and to lead squared that on that basis also we can do it based on lead they seek Lee at query the end user so that you can J such location and budget so these are the things we can automate a let's see how to do it in the system so we'll talk about that so there's a marketing section which we have in our mission as a functionality do you have a floor domination we can create here so how come how can we do it so this is lead distribution automation I've created so what we have is whenever the new leaders getting the system we have this automation flow we can create any time so these are trigger points so whenever the new lead comes in the system our update happens so maybe state change or any field value of the it may be budget has changed or anything or activity happens on the website or maybe up activity may be site visit anything those will be entered by a sales user so these are different take a point maybe a date field which is basically site visit if you do arrange a schedulers I to is it then before they or time you should get a reminder mail to the prospect as well as a sales agent so that's a different trigger point which we organized so now we we are talking about lead distribution so whenever the me loot created what we can do is we have a if and else card so we have functionality here these are conditions and these are actions which we can take so actions can be a messaging action SMI section or modification the lead or notification into the user creating a task distribution or maybe sending to Facebook retargeting or anything else any other system so these are different ways so what we are doing is newly whenever this created so what we are choosing a condition of if ennals so we are having a free list system which approximate budget the should be a drop-down value which is belong to that cell let's leave this segment so ingly I can distribute the leads I can create a rule here and I can choose a user who my into a sign okay and there's a nice functionality which we have as a dish will happen only the user when it is available he's online okay so it's a small function that I will just show you after finishing this and what who is a default owner for that distribution right so this is how we can distribute among a team member on the basis of budget maybe location or maybe delete type so as we spoke about now right and any other way so it can be any other condition also you can apply so you can choose a fennels condition and any any other factor if you want you can do that also so that's the easy way to create a lead distribution okay now coming to the lead issue Asian part where so currently what we have done is we have just arranger normal distribution loop now what we can do is on the basis of user availability so so how we can do it user ability and lead quota basis assignments so every daily sales agent will be getting a lead so you should cap those lead otherwise they'll not be having associated follow up with the leads so what we can do is we have a user and permission where we can this we have assignment quota assignment Co ties basically you can assign a quota of bird if the leak to a specific agent so they'll be getting in a fleet every day they should follow up on the lead and donor really they'll get a notification manager walls no deviation and you can also have ask right so teach how many they'll get it or leads with the cross-state these are stages the prospect stages how many they should get it not my particular account and just save it so after saving it what it does is it will check the criteria when you release and then only it will distribute we just need to set this out what we brought in any was so we have a percept of you check in and check out so whenever the user check in happens so we can assign a role on the role basis you can them to check in and check out so small functionality which which you can kept own and so that's me interface you can it's a personalized manner also do it so this is pop-up window you can apply a photo that we easily apply it and you can just chin so whenever the check-in happens the lead will be distributed okay so whenever they check out the leap will not be distributed so small okay so let let's talk about other functionality it will come up a part of please addition so how to create Isley's now distribution happened different location maybe grow or steal now it's time to pride prioritize is a protection we can do in a different way so how to create a prioritization view in the system but you have a which we can create in the system as it comes under elite set and smart views so smart see arrangement where the same sky or age and will have a view it's also available in mobile app so this fill our options to create a different type of segments so these segments we can create we get all the leads which runs in the system on a particular time range you can see the count of lead available in the system then you can create segment basis on budget based on property site visit so budget is basically any any user who has a budget of approximately these are the range of V and it's about 50 lakh budget these are the leads which we have in the system okay so what we can also do it we can subscribe to this report so what it does is it will show you II every morning so how many leads which have a budget of 50 lakh and above come to your inbox every day that's the subscription now how many so for agent so to follow up a new lead that's important and then second part ences budget-wise they couldn't follow second third importances so let's say they have created their visit today so they need to have which all clients which have a site visit today so that I created here so we have two sites is it so you can create segments that in that way also and the four segments which they'll be working on the tasks which is pending for them on a particular time range so this lead segment we have created now these segments are predefined also and segment you can create yourself with it so creation you can do it on the right side this arrow option you have a Denari tab you can create tasks from here given him give your color coding you can create your condition basis on any factor you can create it so let's say it is on location I'll create a locations site let's say some deeds with a location of Martha Lee I'm just adding a random name here settings location filter and save it so it can be basis on tasks can be with is on lead activity anything and save it so if if it matches any of the condition it will show the counter there is no eat in the segment so these kind of it so as a prioritization we can do for the user user can do it okay so that's about smart view and also I will be speaking about more on the side of a sales automation will will speak about different ways automating sales process let's speak about the market analysis the different segments so free research does majority of the buyer comes with a segment of 18 to 24 age group or and 25 to 34 so that age group have a 36 to so most of 86 percent or more more than 80 percent guy guys it the property that's a segment so these why I'm showing you is this will have impact so these guys will Moshe on the social media sites this will have a more interactive and they have a web searching so they'll in lies on web mostly they'll surf on web before buying property it will take dition without that will not take this in so what influences them to take this in so we'll check this out so when is property photo which should be proper on email on or on your website it should be proper information you should push in you have virtual video if you have for the site then it's good or interactive map or maybe builder repetition is required so if your developer then is fine but if you have different builder which you are catering to a Brook booking form so or reputation of builder is very important and if the reference you got from any of the friends and all that that also influence it on the website they'll serve those kind of properties and they are more keen on the site of whenever they inquire they should get an email and SMS instant so it's is basically a enrichment of data to the user at a right time and you are also and basically giving your feedback to the prospect that you are more proactive to the and where is you getting in right so conversion rate when will increase definitely so I will speak about how to automate that also so what is the expectation which the consumer is having so cached custom I expect that instant call email SMS and what is observed there's mostly the emails real estate email ourselves saw earlier so they have a banner or maybe a photo or image on the email which will not talk about everything it's just I'm age and they'll be linked to that okay so it's not good enough to give information to the prospect it should be informative where we can have a link click on the email where you can create a link where to brought into the website or anywhere and it should be more readable format not a because sometimes it happens there will be internet speed or maybe bases on they'll not be able to download those images and all that so no it will not help you out right so information will be pushed through email in a specified format and should be more informative and crispy and apart from that what we can do is related properties so let's say they I'm inquiring for a property in other a now shot so beside that any properties in that location which we have so we can educate them for that that's more important so that nurturing funnel should go on otherwise the interest will lose so the buyer will be similar like us so they'll be looking at property in that region or wherever the price or maybe a quality of builder or construction is good so that you need to inform then what is available in the market architects now apart from it for consumer I exact expect us you need to schedule a visit for that property which is an importance after the call you should create a visit or feel visit to that site so that can be automated also that can be manual process you can create in the system so let's speak about the automating process some through marketing automation so this is a flow which we have created whenever the lead is created in system what we will do is we'll push SMS or email to the user and on this best on this basis which check if the opening email or they ask for a request callback so you create a opportunity to a lead as a stage in the system or will create a task for the user and we will also create a offers ordinal setting emails so how to do it I'll let's think about that in the automation segment okay so we'll go to the automation part and marketing sec section right so now you have create automation on the right side you have I can create now itself right so whenever you enter the automation you have a segment to choose or maybe prefilled templates are available you can create from scratch so let's start from scratch whenever the need comes what I'll do is I'll so as per the notification or email so what we'll do is after the lead is created I'll send an email send email so it's just a basic email which you can send you can choose any of the template available or maybe a introduction mail you can send it out related to property also related to your organization to educate about your nation this and all that after that we'll wait for some time let's say one day or two day or either you can create a wait until email is being open so either of this you can do it so wait until till open will open happens after open happens what we can do is we can have a action to the same sky which can create a time ask so that means opened your area they have shown some interest to your property okay so I can create a follow-up task for the user to call of that feed so we have automation on the piece of lead creation and so what we have done is first is the email send weight and the lineal wings opened we creating a task when also similarly what do is we can create a bucket or segmentation of a list we system add to the list and that list can be insertion we can create a different type of list in the system to not sure or maybe leads which has opened your email or other way what we can do is after that you can send another kind of in just on location or as you getting other site or packages which we have so you can create those email templates available in the system and I'm just using a random dump it here right similarly this in born after day after Duty you can create that that's how we are creating a flow now segment based on the requirement so basically whenever the lead entered so you can just what is the requirement they have what is the budget they are looking at what property type or what matching property they have so ingly you can send the information of as a browser or newsletter or maybe a model of your pictures or your website links where the property is listed where you can divert them to that so how to do it as simply newly discreet it will create the flow here itself will check for condition so let's say a phenols I'll broughton I'll check for the budget or I'll check for location or anything I can create flu here after checking condition will apply up will give me a second as just like will go for the automation again I think my browser got hanged right we create automation here from scratch and creating it now scratch I will create an automation new lead now apart from it after creation will check for location or budget so let's say budget i'm proximately so whatever property you have in that particular segment if they belongs to this particular budget segment so I will create emailers ing to the segment and also I create a specific SMS which can be a customized SMS also we can send from the system send SMS and fill again link which you can create yeah so let's SMS I've created so this how we can nurture and also after that you can create another set of emails to until unless they'll get converted so we'll check again if the email is the user after wait for let's say 10 days now after 10 days we'll check a condition if the customer if this guy is converted or not so if that is converted so we'll have a stage change to a customer or maybe opportunity so in that case you don't want them to follow if not then you can again create an email or SMS it's copy paste we can do it similar kind of email also we can send or maybe as an a set of emails you can send or SMS right so a simple workflow which we can create now apart from it what what happens is deletes and query comes in the system but the proper details let's say budget or maybe CP location what which is very much needed to basically market leads or not nurturing lead so it's if it is missing so what we can do is we'll ask users your own callers to automate that process so whenever the needed is created wait for one day we'll check if this particular options or this particular activity or fields are not filled up will notify user to fill those options so how to do it is then of the newly created and creating flow here itself this is flow for string emails second flow I'll create here so that flow will have FN else condition will check if budget field is filled up or not so let's say I will take one example it's not define that means they are not filling up details so F yes then notify user to fill up the data right so we can create an email here high sales team so basically we can have a owner of the leads these are mail merge field which will look apply okay and you can put your content here and your signature to here right so simple email er and that content will have a link for the lead to fill up please fill necess data okay so this signal can be drafted so the small automation will have helped you out nurturing your lead and data will be enriched in the system okay apart from it now other workflow what we can do is so very important to notify user on the basis of web visit which happens on your website so we'll create another set of workflow that's workflow will help your sales team to automate or at the time of web visit which we spoke about very necessary whenever the lead is created should apply on time they should call or as soon as the visit side they should call the lead directly within timeframe so how to do it so let's say whenever the new activity happens so any activity maybe a website visit happens any page stay visiting or you can specific page also you can choose if they are visiting this page then what we can do is we can wait for let's say minutes of 15 will ask users fastest will will prompt users to act on that lead so will notify user first is that and will wait for 15 minutes will check if user has acted on that lead or not so acted on lead means they'll be inserting some kind of activity which we have as a comment will be inserted on the lead so that comment if they are inserted you can choose all those activities which they'll be inserting if years then you don't need to follow but if no then you should notify user its escalation mechanism I am creating it notify user and keep manager in see see this simple workflow I'm notifying user also sam'l is I can create tasks also for the user so that the lead will not be missed okay after certain time 15 after fluting minute the tasks will be created for them the South you are enriching your sales guys since auto machine you can give a name here and right so that's how the small process will help your team to nurture and activate your old leads which is coming on the website now and they are not following up so you'll get different kind of notification to the sales can also you can create a list on segmentation right okay so apart from that what else we can do so what else we can do is we can retarget those kind of rate which he spoke about so mostly you can see in market analysis I've shown you most of the user from age group of 18 to 34 they'll be purchasing of properties those are the most recent buyers for the real estate segment so those guys will have access to Facebook account and they will be surfing through so you can retarget them so how do we target them so retargeting can happen on an Eevee so you can apply any type of condition before trigger point so maybe new lead created or maybe website visit or something so let's say I will speak about now website visited only so whenever the visits website and we'll check another condition because we cannot show ash to all the team all the all the leads which is available so if you want to segment those what you can do is we can check if these belongs to the upper segment or sni and choosing all the budgets which all the leads which have budget of more than 60 lakh okay if it is yes now I can show that to those guys so at showing ad what lead squad will provide us the lead square will push that lead to a Facebook app and list of elites and the Facebook okay that's how we can retarget that so this is ad app which is available in the system and if you don't see in the your a plush then you can just contact your customer success manager and sales guys to check that out okay so Shivani I want you to run a poll now sure Ashish so as she showed you the benefits of automation let's dive straight into that I want to know are you using automations for your sales and marketing process so the questions there on your screen are you using automation for your sales and marketing process and like I said earlier I know not all of you are lead squared customers so if you have automations in the tool you currently use please respond to that as well so the options are yes we use lead square automations yes we use automation is provided by the tool we use no we don't use automations and you don't know actually I can see the majority are currently not using automations so you should really start using automation as you just saw what automations can do please do try to use it either by lead square and use automations or use automation provided by your tools whatever the case may be use it so final results Ashish 13 percent say they use lead square automation about 44% say they use automation is provided by the tool they use and about 44 percent say they do not use automations six percent of that say they don't know I would also like to just before I hand it over to Ashish I will also tell you some of the answers that we got based on your earlier question Ashish which is related to how do they generate leads for to capture enquiries some of the answers we got then were Facebook LinkedIn bulk email SMS Google mostly and then another once we go out that said Facebook Google AdWords website called email and SMS okay so I'm handing it over to Ashish again to take the session forward thank you thank you everyone for responses we got nice inputs here so channels mostly we we can capture and other channels which if they are not integrated you can check where x-factor providers or lead squared success stick in to do it so let's talk about next portion where SEAL team how to empower those feel agent to track through mobile app ok so what we have is a mobile app functionality available in lead squared to track the user and track the usage of the field team how they are meeting a customer and how they are going out so is it's basically if we are like say users will be the sales user will be going out for a site visit but maybe they're sitting in hall and watching movie so we we can track that out so each query will help you and they'll follow on those users ok so how to do it so you should download a mobile app and we have a nice functionality of check-in checkout so it enables a check-in location service GPS app GPS location service on your app and it will track your real time location and where you are traveling in which pass you are taken and it also depends on device but mostly it gives you location when the location GPS location is on and when you check in the field track and it retracts within five minutes of time and so live tracking will happen you can see here that's a slide which we can see here and we'll have a activity so you can see the path on the left side with the guy has traveled this is green where the check in and there is a check out and below and in between this path they have a meeting different type of follow-up activity he has done and and what time he did and which is address which is the lead and what is the nodes and location everything is available okay that's a nice view where we can see a sales team is doing it and how much distance they travel across the path okay so I know that's a in real estate there is a part where you guys incentivize on the piece of meetings as well as the total conversion right so this is nice functionality which you can use through mobile apps now again what we have is functionality of location update says what we have as you can update the location of lead and update relocation as a functionality in the mobile app and that lead will be a will get an address proper address when you are going out and meeting that customer on there there is on home then you can do it and this will help so this will not help for the end user but maybe end user will come to your office and site visit but those guys may be a regional property will be going out for meeting those the prospect in house their house itself may be broker may be investor or may be corporate so in the on those cases those lead type you can manage those in query here and update location so what it helps you so it helps you to manage inquiry broke investor near me so I can see what all prospect near me what all leads the inverter broker near me or what all corporate near me which have address and and you'll see the distance you can see path travel everything will be available right so it's it's empowering your team fielding to go out and plan your meeting properly right so today as a day for brokering broking from meet broking firm or all the brokers which we have in the location so we can tap those brokers to basically they'll be your team we'll be engaging brokers also as well as corporate where they can tap HR managers and all that to have right so those things can be tagged and you can see all the leads near me now what we have as so all mobile functionality will have a tracking option so tracking is basically your calls will be tracked you can see on the right side duration of the call your miss call your SMS though I think few of the channels you have as SMS also right so SMS if you are sending from your own phone that will be captured if that is a lead in the system it will capture the response as well as everything will be captured so mostly the responses will be call email and SMS all three will be captured in the system so this app each which we have I and you can also add activity activity will be a field visit or anything you can record that from the system itself on mobile app and that will have attachment to it so you can attach a document off site visit or maybe photo of the prospect that is also possible or anything about activity so let's say they have given a check directly you can attach it the check here itself right that's that is very crucial for a field team to empower that so mobile app does those functionality so I'll quickly ask you money to run a poll again for you and yeah so Shivani do you thanks ashish so now let's talk about the lead squared mobile app which is also the mobile CRM there goes your question again for customers who and i mean for those who are not least squared customers who join the show today please let us know if you're using any other mobile app of course so here goes the question are you empowering your field sales agents with mobile apps you tracking them depend I do you know where they are like a she shed you know if they're sitting and watching a movie rather than doing their job so um here are the options yes we use lead square mobile app yes we use the mobile app or mobile say I'm provided by the tools so that means if you're using another tool I use in a mobile app provided by that tool no you don't use a mobile app and you're not sure 43% say they are using lead squad mobile app 21% say they are using a mobile app provided by the tool 36% say they are not using any mobile app yet thank you thank you Shivani for running a poll okay so great so I think most of these guys 43% uses mobile app of lead squared that's good and if you're not using mobile app functionality those guys can check it out sign up for lead square and check how it works and all that okay so we'll talk about the next functionality to track activities and sales action point where single lead you can see you the single lead have all those options how many times they visited a website page how many times they called upon what is email your send if you're not defying user all those things communication will come as a lead history in the system you can track each and every point of the lead and apart from it sinter action will be captured through mobile app as well as the call recording will come in the system if you have connected your idea and email any we provide an email service in the system itself so that will be available in system as well as SMS will be captured in the system okay now keeping information captured about leads so which we spoke about now so as a marketing point of view all the interaction everything will be captured in the system we'll see the lead history and on the mobile app how it looks like and on desktop app how it looks like that's how the view will be available on both the screens okay so let's talk about all the reports which you should be looking at everyday as a real estate agent or manager or the sooner you'll be looking at everyday few of the report which will be useful for you so how how to get this reports available in the system so what we have a functionality of there are two set of reports will be available one is you have a - late so every day you can just create your own dashboard you have a - late available in the system so that's the - late which we have created for budget and stash stage analysis how many leads are there in the system and a particular time frame which which particular budget they belongs to so so you say you can see 45 to 50 like we have one lead 70 to 75 is one so and which stages they are in - so only one is converted which doesn't have value which we spoke about way we can ountry and is this field gap value through automation you can ask users to fill up properly and how many sites is it or not industry so this one of the way we're dashboard will show you all the different history or all the funnel of of the system how many how much do you have worked on apart from it a few of the report which fees we can explore from here we have a report section report home where you see all the analytics available and those analytics will we'll talk about that so analytics will have a different reports let's talk about the summary report where everyday user will be doing some tasks so this report comes in the system and you can see on the left side these are the users how many tasks they added on a particular time frame how many do how many completed how many pending there's important report you'll be looking at so tasks can be a site visit tasks also or any type of tasks you can create customize those kind of tasks also in the session and this can be scheduled and you can also download that an Excel format okay next report we should be looking at as user productivity somebody that is reports which comes under early user activity reports and you have a stage these are different filters which is available and you can see all the users and different details so how many times she has logged in last ten days how many activity she's done so he is having in 623 eats in her name and 260 t is not leads has been contact in last 10 days that is a good number and how many activity she has posted so these are different activities she has posted and you can also drill down those activities that'll be dil down report will be over so that's a user productivity summary then again so that's a lead dashboard so lead dashboard is will give you overall picture of how many leads you gotten in a particular time frame which sources you are getting in all the leads as percentage wise and number and stage which T is they are into and which origin basically how it is being generated either Trump Ella or bulk upload or you have a website form landing page form and thing and who is owning those kind of leads in the last 30 days of time 3 okay right yeah apart from minute so this is section we have a report there are me about hundred plus reports are available and you can explore that different set of reports and what we have as there are different elements of fleet field analysis distribution analysis basis on two field three field or four field where we can lice data bases on location city or source anything and we also have a conversion report which will give you overall picture of how many leads are being converted in the system that's a detail analysis but most of these reports will be useful for the marketing and admin person and this these reports will give you insight of how leads are being flowing into the system you can see this is a to field analysis you can see by owner or by source or you can change your type of fields so this should be available in the system as a field value and then only you can run the reports on the left side the field you choose and if you'll come and on the top this is how it will appear and you can schedule as well you can give a name to that report and that field comment box ever you can go and save report and schedule it right so this how these reports will be available to you okay it so all right so I want money in to run again in full and I think that's that's about relationship segment we talk about all the automations all the flow hope you find the session interesting thank you so much as she shop I can tell you it has been interesting I suppose we've got quite a few questions there are Co panelists here Rahul spinner dressing we've got some recommendations also for the product this is a final question for the day did you find this webinar useful yes so glad I joined which means we're glad you joined you found a few things that were useful so if that's the case then pick that option and no not at all so I can happily say Ashish then no one's picked the last option so far see 9 percent say yes they so glad the journal session and 31 percent say they found a few things useful thank you everyone for joining the session Thank You Rahul Thank You Ashish for a great session bye-bye have a good week