Optimize sales processes with Investagon

Why are process optimizations important for real estate sales?

Preparing properties, sending exposés, answering questions, keeping an eye on appointments – the daily routine of real estate experts consists of numerous recurring processes. Many of these were done manually in the past.

But thanks to digitalization, it is possible to automate work steps and streamline sales processes. Why does real estate sales need lean processes? To work more efficiently, productively and successfully.

The following reasons speak for optimizing the processes of sales teams with software:

• You save time and money thanks to the efficient organization of the entire sales process.

• Saving time means less work for the sales team and more capacity for strategic and value-adding tasks.

• Transaction lead times can be shortened from property acquisition through to completion of the purchase.

• Optimizing processes usually means digitizing them. This not only promotes efficiency, but also transparency.

• Lean and networked processes improve collaboration within the team and with partners.

• Everyone has the same level of information and knows where to find which information on properties or customers.

• Optimized processes contribute to customer satisfaction. This is because potential investors also benefit from transparent workflows and efficient advice.

• Process optimization can represent a major competitive advantage in the dynamic real estate market and set you apart from the competition.

• Flexible processes are easier to adapt to changing market conditions and trends.

Effects of digital tools on sales processes

Digital technologies have become an indispensable tool for long-term competitiveness in most companies. Digitalization has already made an important contribution to greater efficiency during the coronavirus pandemic.

A study by market research company Lünendonk has examined the positive effects of process optimization with the help of digital tools: According to the study, 74 percent of the companies surveyed recorded positive effects on process throughput times. 60 percent stated that they had saved costs and 61 percent of the companies reported an increase in customer satisfaction.

How does Investagon help to optimize processes?

Investagon’s real estate software offers everything you need to optimize your sales processes. The following functions support your team from the identification of potential properties to the conclusion of a contract:

• The software can be used to digitally document broker certificates or commission agreements and can be accessed from any device.

• All parties involved in the sale can track the status quo of the process at any time and bring the project to a conclusion together.

• The software enables clear and organized coordination of the entire reservation and notary process in one place. This minimizes misunderstandings and speeds up the transition from reservation to legally binding notarization.

• Consultancy documents and documents relating to the purchase process can be organized centrally in Investagon and are available digitally. This increases your efficiency and reduces manual sources of error.

• Use Investagon as a system for your Customer Relationship Management. Securely access customer data from anywhere to provide potential investors with personalized advice.

• Processes that go beyond your sales team are also in good hands with Investagon. Share documents and property information with your partners, notaries or customers and benefit from seamless communication without misunderstandings.

Digitize your sales processes

Find out how your daily work can be improved with the support of real estate software. Try Investagon now for 14 days free of charge and put the software to the test.