What We Did for Donna
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About Donna
Donna Sells New Homes ... and she does it
well ... She wants to do it better.
Donna works for a new home builder,
dedicated to their existing paper system. In short, not only was she
on her own in modernizing her sales operation; whatever she did had
to mate exactly into the existing paper system and business practices
of the parent company.
What was done
A program was constructed that :
- Duplicates and cleans up the existing
agreement, schedules ( 21 of them ), change orders, amendments,
mutual release and waiver forms
- Keeps a complete library of house model
statistics
- Provides both photograph and floor plan
libraries
- Provides a contact library of purchasers
and lawyers which is used for the "One Click" entry into any
agreement
- Provides a step by step agreement
creation process
- Provides a step by step amendment
creation process
- Allows an unlimited number change order
items per request
- Allows an unlimited number of change
orders to be completed
- Allows an unlimited number of amendments
to be created
- Provides extensive administration
capabilities, allowing the capture of execution dates for all
documents
- Captures all subsequent changes to the
original agreement and displays the current status of the contract
values at all times
- Allows any agreement to be followed from
inception to closing
- Provides facilities to edit the
agreement forms from time to time without disturbing the
agreements already written (Editable Forms)
- Allows the actual amendment of forms in
a particular agreement (Live Forms)
- Prevents forms that have been fully
executed from being further altered (Secure Forms)
- Provides extensive search facilities so
that market research on the purchasing habits of customers can be
conducted
- Provides networked performance for a
three person sales office
- Provides a remote version of the program
so that the program can be used in a satellite office
- Provides for synchronization between the
networked and remote programs
- Follows the parent company's business
rules
- Is useable by people with minimal
computer knowledge
The Result
At last check, there are over 700 agreements
and all of the ancillary amendments and change orders generated by
the main program. There has also been deployed a remote version of
the program for servicing a second site.
Time savings have been obtained with the
auto entering of most key information into forms, leaving more time
for selling. This is also resulting in greater accuracy.
The forms look great.
The search facilities have allowed the
creation of data lists for appraisers instantly, eliminating sales
down time.
The networking ability of the program has
allowed the whole sales team to work as a team, without getting in
each other's way.
In general:
- The quality of the documents produced
has improved
- The time to create documents has
decreased
- The ability to monitor the current
status of a deal has become instant
- Efficiency has increased
- The professional image of this sales
team has been greatly enhanced
A job that was being very well done, is now
being done that much better.
Followup
This program is now being used by both indenpenent sales
offices for this home builder, at the insistance of the builder. The
second office had no need for networking so the program was deployed
using a run time engine to reduce costs to the sales person.
The original copy of the program now has well in excess of one
thousand deals ...and counting.
The Home Builder's sales documentation is now constistent through
both sales offices.
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- Last altered
02/06/2005
- www.lichen-software.com