Outline of Implementation Steps
Outline of Implementation Steps
1
Finalise office needs
yy Work with Business Development Manager to decide on the right product(s) and package(s) for the office
Implementation commences
yy Phone call from Product Implementation Consultant
stage
2 3 4 5
yy Discuss additional requirements, such as: »» Data entry – import or manual entry »» Additional training needs
yy Finalise requirements arranged with Business Development Manager yy Provide information, including: »» Logo* »» realestate.com.au authorisation form* »» List of websites for portal pushing* yy Schedule training appointments with Training Consultant yy Follow up email sent by Product Implementation Consultant summarising next steps
stage
Go live preparation
yy Training sessions completed
Go live
yy Active portal pushing to websites*
Follow up
yy Touch base by Product Implementation Consultant to ensure all is running smoothly
stage
yy Import listings using data provided by realestate.com.au* yy Data entry – either contacts imported by Implementations team or manual data entry
yy Actively using ClientManager as database
stage
yy For the first 3 months you will have a dedicated customer care consultant – email [email protected]
stage
6
After care support
stage
yy Support 7:30am – 6:30pm Monday to Friday via Phone, Email or web cases logged online through HelpDesk yy Weekend support on Saturday and Sunday 8:30am – 5:00pm AEST for email and web cases logged online yy Monthly eNewsletter sent to customers, including: »» Upgrades »» New products »» Helpful hints, tips and FAQ’s
*Not required if already live with WebChoice system
1
Implementation Package Training
12 hours
6 x 2 hour sessions One on one with a Training Consultant Topics covered: yy Introduction and setup yy Listings Management yy Client Management yy Sales Agent Training yy Business Rules and Templates yy Additional Modules/Q&A Listings and administration
Data Import Property data is obtained from realestate.com.au and imported into your ClientManager account. There is the ability to import contact records into ClientManager. These contacts must be in a CSV file format (which is basically an excel spreadsheet without formatting) and be in line with the Onthehouse ClientManager CSV template. Your Product Implementation Consultant will discuss this process in detail with you during your implementation.
Training is conducted online using Citrix© screen sharing software; GoToAssist, GoToMeeting or GoToTraining.
Configuration of branded eMarketing As part of your ClientManager implementation, the eMarketing is branded with your logo and colours: yy eNewsletter yy Premium Tracker yy The ‘All properties’ report yy Print Manager* yy eWindow* yy eMag* yy Mobile Website* *Logo is configurable by user – covered in training
2
1
Finalise office needs
yy Work with Business Development Manager to decide on the right product(s) and package(s) for the office
Implementation commences
yy Phone call from Product Implementation Consultant
stage
2 3 4 5
yy Discuss additional requirements, such as: »» Data entry – import or manual entry »» Additional training needs
yy Finalise requirements arranged with Business Development Manager yy Provide information, including: »» Logo* »» realestate.com.au authorisation form* »» List of websites for portal pushing* yy Schedule training appointments with Training Consultant yy Follow up email sent by Product Implementation Consultant summarising next steps
stage
Go live preparation
yy Training sessions completed
Go live
yy Active portal pushing to websites*
Follow up
yy Touch base by Product Implementation Consultant to ensure all is running smoothly
stage
yy Import listings using data provided by realestate.com.au* yy Data entry – either contacts imported by Implementations team or manual data entry
yy Actively using ClientManager as database
stage
yy For the first 3 months you will have a dedicated customer care consultant – email [email protected]
stage
6
After care support
stage
yy Support 7:30am – 6:30pm Monday to Friday via Phone, Email or web cases logged online through HelpDesk yy Weekend support on Saturday and Sunday 8:30am – 5:00pm AEST for email and web cases logged online yy Monthly eNewsletter sent to customers, including: »» Upgrades »» New products »» Helpful hints, tips and FAQ’s
*Not required if already live with WebChoice system
1
Implementation Package Training
12 hours
6 x 2 hour sessions One on one with a Training Consultant Topics covered: yy Introduction and setup yy Listings Management yy Client Management yy Sales Agent Training yy Business Rules and Templates yy Additional Modules/Q&A Listings and administration
Data Import Property data is obtained from realestate.com.au and imported into your ClientManager account. There is the ability to import contact records into ClientManager. These contacts must be in a CSV file format (which is basically an excel spreadsheet without formatting) and be in line with the Onthehouse ClientManager CSV template. Your Product Implementation Consultant will discuss this process in detail with you during your implementation.
Training is conducted online using Citrix© screen sharing software; GoToAssist, GoToMeeting or GoToTraining.
Configuration of branded eMarketing As part of your ClientManager implementation, the eMarketing is branded with your logo and colours: yy eNewsletter yy Premium Tracker yy The ‘All properties’ report yy Print Manager* yy eWindow* yy eMag* yy Mobile Website* *Logo is configurable by user – covered in training
2
