Relationship Management for Property Investment Management webinar 2.5.13
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Transcript of Relationship Management for Property Investment Management webinar 2.5.13
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Relationship Management for Property & Investment Management
Nahi Simon
Director of Strategic Services
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Copyright 2012 © Sentri, Inc. All rights reserved.
Partner of the Year
Microsoft 2010/2011 Northeast
Partner of the Year
Microsoft 2011 Northeast VOICE
Israel - Development &
EngineeringBusiness since 1999
About Sentri
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Copyright 2012 © Sentri, Inc. All rights reserved.
Professional Service Managed Services Cloud Services
Ignite
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The Agenda
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Business Challenges
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Lack of visibility into property activities
Consequences:
• Missed critical tasks that should have been completed on specific dates, leading to penalties or lost revenue, etc.
• Property Manager leaves the company and all the history related to the property goes with him
• In the event of emergencies not able to easily identify emergency tenant contacts
• Training new Property Managers can be challenging when there is no visibility into past history
Business Challenges
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Copyright 2012 © Sentri, Inc. All rights reserved.
Antiquated systems, and not able to access data anytime and anywhere
Consequences:
• Not able to make informed, timely decisions
• Spend a lot of time searching for information
Tracking and cultivating industry relationships
Consequences:
• Not able to easily identify the best Investors for new ventures
• Not able to recruit the best and most talented Property Managers
• Sourcing best Vendors is difficult
Business Challenges
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Copyright 2012 © Sentri, Inc. All rights reserved.
Property HubProperty-Hub is a relationship management solution designed for Professional Property Managers & Building Owners who manage a portfolio of commercial and residential properties and are focused on maintaining and enhancing relationships with tenants, investors, brokers and vendors.
• 100% cloud based, on-premise also available
• Real-time access anytime, anywhere through a web browser, Outlook, mobile phone, iPad or Tablet PC
• Hosted and powered by Microsoft Technologies
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Why Property Hub?
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Property Management360 Degree view of property information
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• Manage the portfolio of each legal
entity
• Understand Investors or Entities and
their % of ownership in other entities,
as well as assets owned
• Manage mortgage obligations
associated with properties
• Receive alerts when critical mortgage
events are due
• Automatically generate Investor
ownership schedules for your Investors
using Property-Hub’s mail merge
features
• Track all correspondence with Investors,
Brokers and Lenders
Investor Portfolio ManagementEasily manage complex investment hierarchies with Property- Hub
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Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
Deal ManagementManage your hot list of potential investors more efficiently
Centralize Investor Contacts
Segment Investors
Track Investor’s Commitment
Win / Loss Analysis
Document Management
Maintain all Investor contacts in a centralized
system that can be accessed through a web
browser or mobile phone
Categorize and segment Investors based on
their investment profiles to see which
Investors are a better fit for potential deals
Understand and track the Investor’s
commitment level
Understand why you are winning or losing
Deals by performing a Win / Loss Analysis
Store documents associated with your deals
in a central repository for archiving and easy
retrieval
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Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
Critical Date Reminders
• Distribute alerts to a distribution list or individual
• Tasks are automatically created and assigned to the right individual
• Critical Event Tasks can be managed within Outlook
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Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
Document Management
• Instantly search & retrieve property related documents
• Storage of electronic documents & other digital information such as:
• Leases
• Certifications
• Vendor Contracts
• Eviction notices
• Property information & images
• Security to the document level
• Upload content to a secured database
• Track document versions and history
• Apply meta data values to document in order to organize and quickly find document
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Copyright 2012 © Microsoft Corporation and Sentri, Inc. All rights reserved.
MarketingGain Actionable Insights
Track Campaigns & Programs
Manage effectiveness of Programs
Generate Target Marketing Lists.
Use templates to generate standard messaging for your email communications
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AnalyticsGain Visibility & Improve Decision Making
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Demo
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Scenario 1
Day in the life of the Property Manager
Scenario 2
Business Development Manager sourcing investors for newbusiness ventures
Scenarios
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$44 per user/month for property hub online
$8 per user/month for document management
For a 30 day free
trial please contact us
Subscription Pricing
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