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Coldwell Banker
Coldwell Banker Apex, is the North Texas based affiliate of Coldwell Banker Real Estate, the oldest real estate organization in America. Managing nearly 5500 house sales a year, it is a leading residential property brokerage in the region and operates primarily in the counties of Dallas and Plano. The company has nine offices located in Forney, Garland, Mesquite, Plano, Richardson, Rockwall, Rowlett, and Terrell, Texas.
Sales in Real Estate
Sales Associates are the reason clients continue to work with Coldwell Banker, transaction after transaction. Their knowledge and experience can guide property buyers and sellers through the real estate process with all of the details before, during and after the sale.
Coordination and collaborative effort amongst Associates and corporate teams is of prime importance to deliver the Coldwell Banker promise of superior service. This includes exchange of information & documents, sequencing of tasks, merging of disparate schedules and management of deadlines and meetings.
This is made difficult by the fact that Associates are constantly on the run; traveling between towns, visiting clients, arranging for house visits etc. Moreover, they operate through a variety of communication devices such as mobiles, handhelds, laptops and desktops.
Pitfalls of disorganization
Earlier, communication amongst the dispersed 425 sales associates and team members at the nine CB Apex offices used to be ad-hoc, cumbersome and error prone.
Non-specialized tools were used, since legacy software apart from its forbidding cost did not fit well with the Apex system. The company did not have an IT Department of its own, and contracted out services and support.
Everyone had to email everyone else and wait for changes, or even send documents back and forth by messenger! says Lori Arnold, President of CB Apex.
Any goof-up and delay had the possibility of resulting in exasperated customers, strained client-relations, and even lost business!
As webware, HyperOffice allowed Apex the power and productivity of collaboration software only companies with a mammoth IT budget could otherwise afford -- business-class email without spam and viruses; document management with online storage, versioning, user rights and workflow; contact management, scheduling, task management, discussion groups, security, backup, portal customization, customer portals, extranets and intranets, time and expense tracking, and more.
Top sales agents and teams now extensively use HyperOffice's document sharing features like sharing of documents across teams and locations, global access, version control, online storage, permission based access etc.
Online calendar features allow remote teams to set up group calendars to track meetings, conference calls, and project deadlines. Teams can now schedule events to recur daily, weekly, or monthly and be automatically reminded of important events through pop-up, email, or phone alerts. Users are automatically notified when events are rescheduled. Calendars of different associates can also be merged.