Sales Manager Plus
March 3, 2009 by admin
Sales Manager Plus provides the sales and marketing department with the tools to track prospects from the time they visit your models to the time they happily move in. It automates the buyer qualifying process and provides professional looking print-outs and the ability to track every key date in the escrow cycle. It is designed to run in your sales offices and fully automates sales processing and tracking.
Real-time Communication of Sales Information
Using Microsoft Terminal Services© or Citrix© your sales offices can link through the Internet directly to you corporate database so that sales related information is updated in real-time.
Automated Letter Preparation and Follow-up
Letters and mailings to prospects and / or buyers are tracked and created automatically via a simple mail merge with Microsoft Word. Create as many letters and documents as you need and schedule regular letters for automated processing. You can also print mailing labels with a simple click of a button. In a similar way phone calls can be logged and scheduled so that you never forget to do the necessary follow-up with your homebuyers and prospects.
Mortgage Plan Alternatives
Pre-qualifying a prospect can be done as easily as selecting the right loans from a list of alternatives as setup in IBSWIN. Each loan can be setup with its own rates, terms, and other details as per the loans requirements and restrictions. This includes the ability to setup loan types such as (but not limited to) VA, FHA, Piggyback, and Interest Only.
Pre-qualifying Reports
Track valuable information about the quality of each prospect by providing amortization schedules and mortgage worksheets for the different programs you offer and show the affordability.
Traffic Tracking & Demographic Analysis
Using a simple traffic screen you are able to enter the traffic information by day and traffic source for each of your communities. Analyze the demographics of your prospects and even buyers by setting up your questionnaires and inputting the responses to generate a comparison of the responses given.
Options Sales Automation
Pre-select options and upgrades for your prospect or buyers from within the sales module. Options can be selected by option category and with the appropriate security options past cutoff cannot be ordered. Enter deposits or payment and print buyer options agreements ready to submit to your purchasing department. As an additional option, Webview uploads the options available in IBSWIN to the internet to allow buyers to pre-select options from home using full color catalogue linked to your website.
Sales Agreement Preparation
Sales and purchase agreements are generated instantly using your established documents using the mail merge feature automatically filling in all the details pertaining to the purchase as entered in to IBSWIN.
Contingency and Escrow Tracking
Sales status tracking is made easy through the escrow status and contingency screens which monitor key dates and activities through the sale process, close of escrow, and buyer move in. Print reports of this key information instantly without the need for time consuming report creation in Excel.
Extensive Sales Management Reporting
All of your weekly and monthly sales reports can be printed at the touch of a button. With real-time updating of information everybody has access to the most current information and with over 40 reports available almost any information can be derived from our database. No more Monday morning fire drills.
Sales Manager Plus is designed to make your sales and marketing department more productive by reducing the amount of redundant data entry, automating a lot of time consuming procedures, and providing all your sales reports with a "push of a button.
Sample Reports
- Conforming Mortgage Worksheet
- Prospect Listing
- Traffic Report
- Weekly Sales and Traffic Report
- Weekly Sales and Inventory Report
- Escrow Summary
Other Services
October 28, 2008 by admin
We provide various other services to help you gain the most productivity from our products. These services are intended to help you accomplish more with less staff, complete common tasks easily, and improve the performance of our products.
Custom Programming & Reporting
If our software is missing features or reports that are essential to your business, then we can add them for you!
Advanced Mail Merge Functionality - Training
Learn how to create merge documents and letters in MS Word with your IBSWIN data. You can even merge calculated fields, which is especially useful for purchase agreements.
Mail Merge Document - Service
We can perform the setup required in order for you to use mail merge. E-mail us your documents and one of our staff will perform the setup for you and return the documents, usually within 24 hours.
Export to Excel Using ODBC - Training
Learn how to export any of your IBSWIN data to MS Excel in order to create your own reports or import the data into another application that can red MS Excel files.
Export to Excel Using ODBC - Service
We can export your data to MS Excel if you would like us to, but please note that if you would like to regularly export the same data it would be more cost-effective for us to modify IBSWIN to do so.
Export to MS Outlook - Training
You can export any or all of your prospect, buyer, or subcontractor contact information into MS Outlook in order to create custom mailing lists.
Create Mailing Labels & Print Envelopes - Training
Learn how to create custom mailing labels and print envelopes from your prospect, buyer, and subcontractor information in IBSWIN.
Zetafax - Training
We can show you how to get the most out of Zetafax and IBSWIN; learn how to set up custom fax cover sheets, print logs, perform fax archiving, and more.
Database Review - Service
We can review your IBSWIN database setup and make recommendations on how it can be modified to improve your productivity and ease-of-use.
Database Clean Up - Service
If we found problems during our Database Review Service and you would like us to be more actively involved in helping you resolve any issues, then we can certainly do so. One of our staff will work closely with your department heads to fix things up.
Purchasing Power - Advanced Training
We can show you how to get the most out of IBSWIN’s Purchasing Power module in this advanced training class.
Customize WebView Website - Service
Our Webview product’s look and feel is entirely customizable; if you do not have a web designer we can assist you in this area.
You may request additional information about any of these services.