Introduction

H.O.M.E.S. Contact Management System is a contact/customer relationship tracking sales tool specifically designed for homebuilders and condominium developers. It is an optional component of the ‘H.O.M.E.S.’ homebuilders’ software system, designed to reduce the workload and maximize the efficiency of sales agents thereby helping to increase new home sales. The system can be integrated with the main H.O.M.E.S. system, or can be used as a stand-alone customer relationship tracking system.

The principle of the system is to maximize efficiency of sales agents by maintaining a database of potential customers and their preferences and particulars, and ensuring important dates, appointments or facts are not missed. In addition, the H.O.M.E.S. Contact Management System includes powerful analysis and communication tools to assist with mass mailings and advertising budget decisions.

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Key Benefits

• Tracks and categorizes potential purchaser contacts including pertinent details, preferences, dates and tasks to complete.

• Categorizes contacts by Age Group, Gender, Project or Custom Category, Model/Home Type preference, Home Size preference, Traffic Source, Sales Agent, Interest Level and Miscellaneous Information. All lists are user-definable so you can categorize contacts exactly the way you want.

• Tracks tasks to complete and their associated dates for each user and provides a To Do list of tasks to complete for today or any specified range of dates by sales agent. Never miss another important call or appointment with a customer!

• Powerful Contact Analysis lists contacts by any combination of information tracked. This is the ultimate analysis tool to list contacts and tasks using any valid combination of contact characteristics maintained. Can also be used as a powerful search tool to find contacts by any field such as address, spouse, age group, preferred model, home type and size etc.

• Instantly analyzes traffic sources to measure advertising effectiveness.

• Integrates with your default email client to send email by double-clicking on any email address.

• Export specified contacts to separate or merge databases by any combination of demographic, geographic or preference information categories. 

• Use stand-alone or integrated with main H.O.M.E.S. system. (Create an offer in H.O.M.E.S. from a contact's information with no double-entry.)

• Powerful customizable reports available on-screen & printed:

  • Contact Analysis

  • Contact List

  • 'To Do' List (Lists tasks to be completed today or for any range of dates)

  • Traffic Source Analysis

  • Contact Information Sheet

• Powerful integrated Mail Merge to automatically generate individual or mass mailings filtered by any combination of information maintained. Easily personalize letters, emails, forms, envelopes and labels for specific groups of contacts. 

• Fully integrated with MS-Word® (templates for mail merges etc can be easily customized.)

• Uses a convenient multiple document interface so that multiple contacts, reports etc may be loaded and viewed simultaneously.

• Manages multiple MS-Access® compatible databases simultaneously. (Use separate databases for each project, or combine into one database)

• Outstanding Security! Individual user accounts and user groups may be defined with permissions/denials specified by database and by all appropriate individual program features.

• Microsoft Terminal Services compliant for shared remote access from anywhere via the Internet

• Multi-user/network ready.

• Easy to use intuitive interface even for novice computer users.

• Built in pop-up context sensitive Help Manual for new users.

• Quickly pays for itself by raising efficiency of sales agents, improving sales and helping to maximize advertising expenditures.

• Priced affordably even for small builders!

Pricing / Evaluation

System Requirements

• Microsoft Windows® Vista, XP, 2000, NT 4.0 or 98

• Microsoft Word® 2007, 2003, XP or 2000

• Pentium II class processor (or better)

• 64Mb RAM (or more)

• 30Mb hard disk space (varies depending upon installation)

• Colour monitor with minimum 800x600 resolution (1024x768 or higher preferred)

• CD-ROM, keyboard, mouse and printer

(Remote users accessing via the Internet using Microsoft Terminal Services® need only an Internet connection. Local installation is not required. Refer to the H.O.M.E.S. main system requirements for details.)

Conclusion

The H.O.M.E.S. Contact Management System is the ideal addition to ensure your sales team  maintains the same level of efficiency as your other departments enjoy using the main H.O.M.E.S. system.

For more information call Falcon Software at (705) 652-1999, or e-mail to: Sales/General Information.

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