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Forever Cloud Platform
• BHHS REsource Center
• BHHS Marketing REsource
• BHHS Social Media REsource
• BHHS SAGE CRM – powered by Salesforce
• Text, Lead Routing
• BHHS Analytics - Einstein Analytics/ AI
• BHHS SAGE Websites – Powered by Adobe
Experience Manager
• BHHS Learn Center (Raven 360)
• BHHS REflex Integration/ App Exchange
• Project Elixir
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Website & CRM Marketing & Campaigns
App Exchange Partners
Transaction & Accounting
Syndication
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Campaigns
Leads
Contacts
Opportunities (deals) Active Sales
Engagement Plan
Business Generation
Closed Transactions
• Campaigns will be used to generate leads• Lead Sources: SOI/COI, Geographical Farming, Phone-based
prospecting, Online leads from 3rd party, FSBO, Expired, Open Houses, BHHS.com and more…
• Identify key criteria: Lead Source, Transaction Type, Lifestyle Interests, Ideal Close Date
• Optimize and automate the best course of action to qualify and move toward active sales opportunity
• Ideal Close Date is specified, contact has responded with interest from the engagement plan
• Moved to Active Sales Opportunity• Track through the Sales Pipeline
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Sneak Peek!
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2019
August Sept/ Oct Nov/ Dec Jan/ Feb Mar/ Apr May/ June July/ Aug Sep/ Oct
Salesforce CRM Release 1
Adobe Website PageRelease 1
Salesforce CRM Release 2
18 days
25 daysSalesforce CRM Release 3
Salesforce CRM Release 4
Adobe Full Websites Broker/Agent Sites
Salesforce CRM Release 5
Salesforce CRM Release 6
Project Elixir
Salesforce CRM Release 7
2020
Salesforce CRM Release 8
Salesforce CRM Adobe Experience Manager Websites
• Team Functionality • Integrated Text Messaging • Lead Routing/ Text Response• Email Integration • Opportunity Module/ Sales Pipeline• Coaching Dashboards • Advanced Marketing Campaigns • Einstein Analytics/ AI/ Voice
• Team Functionality • Full Agent Websites • Brokerage Websites • Advanced Analytics/ Lead Insights • Personalized REsource Center