TW202025071A - Sales agent appointment management system and method suitable for joint sale of real estates managing an appointment state and customer information by utilizing the system, so that the work efficiency is increased - Google Patents

Abstract

This invention relates to a sales agent appointment management system and method suitable for joint sale of real estates. The system includes an electronic device, a server and a terminal device, wherein the electronic device is interconnected with the server and the terminal device by virtue of a network; the electronic device is used by a sales agent; the electronic device retrieves customer data and/or centralized appointment and showing object data to the server by virtue of the network; a processor searches and pairs a corresponding customer list in a customer data module according to the centralized appointment and showing object data and relevant characteristics thereto, invites eligible customers to participate in centralized appointment and showing and manages an appointment state and customer information by utilizing the system, so that the work efficiency is increased.

Description

Sales broker appointment management system and method suitable for real estate joint sale

The present invention relates to a sales agent appointment management system and method suitable for joint sales of real estate. Through electronic devices, servers and terminal devices, unified and centralized appointment information and appointment procedures are integrated.

When the agent of a general real estate agency receives an entrustment for the sale of a real estate property from the homeowner (hereinafter referred to as the development agent), in addition to actively matching with potential buyers on hand, they often rely on other brokers in the same industry. The client resources of people (hereinafter referred to as sales brokers) are used to discover more potential buyers, and the development brokers and sales brokers conduct joint sales together to promote the possibility of transaction of the real estate item.

During the joint sales process, the development broker has multiple real estate items in his hands, while the sales broker has multiple customer data, which currently does not have systematic management.

Therefore, how to effectively integrate the resources owned by development brokers and sales brokers through scientific and technological means and devices in a systematic way, especially when sales brokers have a large amount of customer information, and each customer’s needs are different , It will take a lot of time to find suitable real estate items individually, or even take each customer to see the house in person. Therefore, an appointment management system suitable for joint sales is needed to enable sales agents and Development brokers all improve work efficiency, that is, the direction of research and development breakthroughs for the industry players.

The main purpose of the present invention is to provide a sales agent appointment management system suitable for real estate joint sales, which includes an electronic device, a server and a terminal device, wherein the electronic device, the server and the terminal device are connected to each other via a network.

The electronic device further includes a display module and a message sending and receiving module. The server further includes a customer data module, a processing module, and a centralized database for viewing objects. Among them, the electronic device is used by sales agents, and the server There are many pre-stored customer data in the customer data module. The customer data includes the sales agent’s own collection and storage in the customer data module and/or the sales agent’s house agent company provides and stores in the customer data module The customer data on the Internet, centralized viewing of the object data inventory has many audited centralized viewing object data.

The electronic device retrieves customer data from the server through the network and/or intensively looks at the object data, and displays the information on the display module. The data of the objects that can be viewed collectively includes the name and address of the objects that can be viewed collectively, the upper limit of the number of people (groups), the date, the time period that can be reserved, and/or the remaining number of groups, according to the collective appointment displayed by the display module Take a look at the object data, and also include the relevant characteristics of the object, such as: number of floors, floor, age of the house, etc.

The processor searches for and matches the corresponding customer list in the customer data module according to the centralized viewing object data and its related characteristics. The pre-stored customer data contains the customer's preferences, object types and/or specific conditions. , The processor is based on the data and features contained in the centralized viewing object to make a pairing, and list the customers.

The message sending and receiving module in the electronic device sends a notification message to the terminal device. The terminal device is used by customers and invites qualified customers to participate in the centralized appointment viewing. The notification message includes the centralized appointment object data and related characteristics. The terminal device replies the confirmation message to the message sending and receiving module, and the sales agent finally sends the appointment scheduling message to the server from the message sending and receiving module.

Another object of the present invention is to provide a sales agent appointment management method suitable for real estate joint sales, the steps include S1, S2, S3, S4, and S5.

Step S1: The sales agent logs in to the electronic device 10, Step S2: Query the session of the centralized appointment viewing, Step S3: The system automatically matches or manually matches the customer list, Step S4: Notify the customer about the related information of the centralized appointment viewing, and steps S5: Make an appointment for the customer to watch.

The following is a more detailed description of the implementation of the present invention in conjunction with the drawings and component symbols, so that those who are familiar with the art can implement it after studying this manual.

Please refer to FIG. 1, which shows a system schematic diagram of a sales broker appointment management system applicable to real estate joint sales of the present invention. The system includes an electronic device 10, a server 20, and a terminal device 30. The electronic device 10 and the server 20 and the terminal device 30 interact with each other. Connect with the Internet.

The electronic device 10 further includes a display module 11 and a message sending and receiving module 12. The server 20 further includes a customer data module 21, a processing module 22, and a centralized viewing object database 23. The electronic device 10 is for sale Used by brokers, and the client data module 21 in the server 20 stores a large number of pre-stored client data. The client data includes the sales broker’s own collection and storage on the customer data module 21 and/or the sales broker’s belonging The customer data provided by the house agent company and stored on the customer data module 21, the centralized viewing object database 23 stores a large number of centralized viewing object data that have passed the review.

The electronic device 10 retrieves customer data from the server 20 through the network and/or intensively looks at the object data, and displays the information on the display module 11. The data of the objects that can be viewed together includes the name and address of the objects that can be viewed together, the upper limit of the number of people (groups), the date, the time period that can be reserved, and/or the remaining number of groups, according to the concentration displayed by the display module 11. Approximately look at the object information, and also include the relevant characteristics of the object, such as: number of floors, floor, age of the house, etc.

The processor 22 searches for and matches the corresponding customer list in the customer data module 21 according to the centralized viewing object data and its related characteristics. The pre-stored customer information includes the customer's preferences, the types of objects of interest, and/or Under certain conditions, the processor 22 makes a pairing based on the data and characteristics contained in the centralized viewing object, and lists the customer list.

The message sending and receiving module 12 in the electronic device 10 sends a notification message to the terminal device 30. The terminal device 30 is used by customers and invites qualified customers to participate in the centralized appointment viewing. The notification message includes the centralized appointment object data and related information. Characteristically, the customer replies the confirmation message to the message sending and receiving module 12 through the terminal device 30, and the sales agent finally sends the appointment scheduling message from the message sending and receiving module 12 to the server 20.

The present invention is suitable for a sales agent appointment management method for joint sales of real estate. Please refer to Figure 2. The steps include S1, S2, S3, S4 and S5.

Step S1: The sales agent logs in to the electronic device 10, Step S2: Query the session of the centralized appointment viewing, Step S3: The system automatically matches or manually matches the customer list, Step S4: Notify the customer about the related information of the centralized appointment viewing, and steps S5: Make an appointment for the customer to watch.

In step S1, the sales agent connects to the server through the application or browser on the electronic device 10 to log in to the sales agent appointment management system suitable for real estate joint sales; in step S2, the electronic device 10 of the sales agent Obtain the data of the focused viewing object from the server 20 through the network, and display it on the display module 11 of the electronic device 10, and query the session of the focused viewing object.

In step S3, after selecting a centralized appointment to see the real estate session, the processing module 22 matches the customer data module 21 in the server 20 and finds the corresponding or qualified customer list, and then generates a customer list displayed in The display module 11, in addition, can also search for suitable customers through manual search by the sales agent.

In step S4, a notification message is sent to all suitable or qualified customers to inform the centralized appointment viewing object information and inviting customers to participate in the centralized appointment viewing; in step S5, after the customer responds and confirms, the sales agent uses the electronic device 10 Send an appointment scheduling message to the server 20 to make a centralized appointment appointment for the client.

Furthermore, for the embodiments of the present invention, reference may be made to FIGS. 3 to 6 at the same time, which are only used as an example for illustration and do not limit the present invention.

The sales agent wants to know what items are currently available for centralized viewing, and which suitable customers can invite centralized viewing, and then connect to the server 10 through the application or browser in the electronic device 10 to log in In the real estate joint sales agent appointment management system, the electronic device 10 obtains the centralized appointment viewing object data from the server 20. As shown in Figure 3, the sales agent will see many options after entering the application or browser. Click the Participate Concentration Approximate Watch option 121 to enter the screen shown in Figure 4.

In Figure 4, there are many items that have been reviewed and can be viewed collectively, including the date of collective appointment, the name of the object, the upper limit of the number of groups, the available time period, the number of remaining groups, etc. The sales agent wants to When the client is invited to participate in the centralized appointment to see the object, the I want to participate option 122 is selected, and the screen shown in Figure 5 is entered.

Figure 5 mainly shows the customer list automatically matched by the processing module 22 in the server 20 based on the customer data in the customer data module 21 and the centralized appointments selected by the sales agent. The processing module 22 matches The principle is based on the customer’s preferences and interests in the customer profile, as well as the features contained in the selected centralized appointment viewing object. The customer list includes the customer’s name, contact information, recent viewing records, etc. In addition, the sales agent can also Search column 123 and manually enter the customer name to find the customer that the sales agent thinks is suitable.

After matching or finding a suitable customer, the sales agent informs the customer to submit an invitation. The notification method can be telephone, SMS, email and/or communication software, and sends a notification message to the customer through the message sending and receiving module 12 of the electronic device 10 In the terminal device 30, the notification message includes the information and related characteristics of the object that is collected and viewed.

After the customer replied to confirm the date of the invitation, the centralized appointment to see the object, and the appointment time, the sales agent clicks the appointment option 124 next to the customer profile in Figure 5, and then enters the screen shown in Figure 6, showing the centralized appointment to see the object in detail Relevant information, customer name, date, time period, the sales agent selects the time period that the customer wants to make an appointment, and can record the customer’s needs, attention to details, customer status, etc. in the blank space at the same time, so that it can be more useful in centralized appointments. Efficiency, and increase the probability of a transaction, the final selection is sent to complete the appointment and viewing.

The main effect of the present invention is to use a sales broker appointment management system suitable for real estate joint sales to match and find suitable customers, and through a unified appointment management system, it is convenient to integrate customer information and improve the efficiency of sales brokers.

The above descriptions are only used to explain the preferred embodiments of the present invention, and are not intended to limit the present invention in any form. Therefore, any modifications or changes related to the present invention made under the same spirit of the invention , Should still be included in the scope of the invention's intention to protect.

10: Electronic device 11: Display module 12: Message sending and receiving module 121: Participate in the centralized appointment and see option 122: I want to participate in the option 123: Search bar 124: Reservation option 20: Server 21: Customer data module 22: Processing module 23: Focus on the object database 30: Terminal device S1: First step S2: Second step S3: Third step S4: Fourth step S5: Fifth step

Fig. 1 is a schematic diagram of an appointment management system for a sales broker of the present invention applicable to joint sales of real estate; Fig. 2 is a flowchart of an appointment management method of a sales broker applicable to joint sales of real estate of the present invention; Fig. 3 is a display in an embodiment of the present invention A schematic diagram of a screen displayed by the module; Figure 4 is a schematic diagram of another screen displayed by the display module in an embodiment of the invention; Figure 5 is a schematic diagram of another screen displayed by the display module in an embodiment of the invention; and Figure 6 is an implementation of the invention In the example, a schematic diagram of another screen displayed by the display module.

10: Electronic device

11: Display module

12: Message sending and receiving module

20: server

21: Customer Data Module

22: Processing module

23: Concentrate on the object database

30: terminal device

Claims (6)

A sales agent appointment management system suitable for real estate joint sales, including: a server, including a customer data module, a processing module, and a centralized database for viewing objects; an electronic device of the sales agent, sales The broker connects to the server through the application or browser on the electronic device. The electronic device includes a display module and a message sending and receiving module; and a client terminal device, the message sending and receiving module and The terminal device transmits messages in both directions; wherein, after the sales agent connects to the server through the application or browser on the electronic device, the display module displays the information in the centralized viewing object database Review the object information that can be viewed in a centralized manner. The object information includes the name of the house, address, the date of the centralized appointment, the time period of the centralized appointment, and/or the upper limit of the number of groups in the centralized appointment. After the sales agent selects the object, the processing mode Based on the customer data pre-stored in the customer data module that contains customer preferences, the group automatically selects and matches customers who are interested in the selected object and displays it on the display module. If the sales agent has additional suitable candidates, they can enter it by themselves Search for customer information, browse the customer list, and then send a notification message to the customer’s terminal device through the message sending and receiving module. The notification message can be sent via telephone, SMS, email and/or social media. The terminal device replies the registration message to the message sending and receiving module, and then the sales agent sends the appointment scheduling message to the server through the message sending and receiving module, and completes the appointment centralized appointment. For example, the sales agent appointment management system applicable to the joint sale of real estate described in the scope of patent application, wherein the electronic device sends a notification to the terminal device, and the telephone call is made by the sales agent through the application on the electronic device The program or browser automatically connects to the customer's phone number in the customer data module of the server, so that the sales agent can communicate with the customer; SMS transmission means that the sales agent automatically connects to the customer through the application or browser on the electronic device The customer’s phone number in the customer’s data module in the server is connected to the short message input and transmission interface of the electronic device, so that the sales agent can send notification messages to the customer’s terminal device; The application or browser on the electronic device automatically connects to the email in the customer data module of the server, and connects to the email input and sending interface of the electronic device, so that the sales agent can send notification messages to the customer The terminal device; social media sharing means that the sales agent automatically connects to the social media in the customer data module of the server through the application or browser on the electronic device, and connects to the social media sharing of the electronic device The interface allows the sales agent to share the notification information to the customer’s terminal device. For example, the sales agent appointment management system applicable to real estate joint sales described in the first item of the scope of patent application, wherein the matching principle of the processor is based on the customer data stored in the customer data module, and the customer data includes the customer Preferences, object types and/or specific conditions of interest, as well as the features contained in the focused viewing object database in the focused viewing object database. After a focused viewing object is selected, the processor Then, according to the features contained in the selected centralized viewing object, the customer data is matched to find the corresponding customers, and a customer list is generated and displayed on the display module. A sales agent appointment management method suitable for the joint sale of real estate, including; a sales agent logs in an electronic device, the sales agent connects to a server through an application or a browser on the electronic device, and the electronic device starts from the The server obtains the data of the centralized appointment viewing object; the sales agent browses the centralized appointment viewing object material on a display module of the electronic device, and queries the session, date, time period, and/or the maximum number of groups of the centralized appointment viewing object ; The sales agent selects one of them to make an appointment to see the objects, a processor in the server automatically matches matching customers to generate a customer list, and the sales agent can also manually find a list of suitable customers; Select a suitable customer in the customer list and send a notification message to invite the customer to participate in the centralized appointment viewing; and after the customer’s reply is confirmed, the sales agent sends the appointment schedule to the server through the application or browser on the electronic device Take a look at the message, make an appointment for customers to make an appointment. For example, as described in item 4 of the scope of patent application, the sales agent appointment management method applicable to the joint sale of real estate, wherein the matching principle of the processor is based on the customer data stored in a customer data module of the server. The customer data includes the customer's preferences, the type of objects of interest, and/or specific conditions, as well as the characteristics contained in the object in the database of the server, and in one of the collections After the object is selected, the processor matches the features contained in the selected intensive viewing object in the customer data to find corresponding customers, and generates the customer list and displays it on the display module. For example, the sales agent appointment management method applicable to the joint sale of real estate as described in item 4 of the scope of patent application, in which, the centralized appointment viewing object data includes the house name, address, centralized appointment appointment date, centralized appointment appointment time period and/ Or focus on the upper limit of the number of groups.

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