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Client CollaborationOffice Presentation
Client CollaborationOffice Presentation
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Client Collaboration
All Windermere Technology tools are designed to increase productivity and interaction.
Windermere’s Client Collaboration is a great example.
www.windermere.com
WHow it Works
When a client signs up for myWindermere and associates you as their preferred agent, you will get an e-mail initiating Client Collaboration with this client.
• From this point on, you have access to that client’s entire list of favorites and their comments on each one
• When the client saves a comment on their favorites list, you receive an immediate e-mail notification
• You become the primary listing agent on listings and AENs (automated email notifications)
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Increase Client Service
Client Collaboration gives you another way to be available, attentive and show clients you care about their search.
• Gain access to listings that piqued your clients’ interests• Easily communicate about property and neighborhood info• Learn about unique client needs and preferences• Be able to offer suggestions to help their home search
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Save Time & Increase Productivity
Client Collaboration makes it easy to increase your level of productivity while saving valuable time.
Instead of dealing with difficult schedules or “phone tag,” you can offer clients this convenient communicate option and still provide unmatched service and results.
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Build Branding Exposure
When clients log into myWindermere, they will see your contact information for every listing they click on.
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More Branding Exposure
Automatic Email Notifications – your client will see your email address in the “from” field instead of Windermere.com. They can quickly reply to you with a note or question.
RSS Feeds – If a client clicks a link of interest, the e-mail return address will have you listed as the primary agent.
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WHow to Get Started
You can encourage your clients to use these great features by inviting them to collaborate with you.
Email an invitation to your client from your Contact Management System (CMS) by clicking on their name, and then clicking on “Online Collaboration.”
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WInvite Clients to Collaborate
Next, click on “send invitation” and your client will receive an email asking them to select you as their primary agent on myWindermere.
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Accessing Favorite Listings
To visit your client’s favorites, go to WORC > Contacts > Client. A Collaboration Manager screen will show a list of your associated clients. Click on a name for Client Favorites.
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Replying to Comments
You have two options for replying to a listing comment.
Option #1)
Email your client back directly from the email notification you receive.
It will go to their email address, not their myWindermere account.
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WReplying to Comments
Option #2)
Inside the Client Detail Page, type a message.
Click save to post the response and save the log of communication.
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WSign-up is Easy
Client Collaboration is a free service offered exclusively to Windermere agents and clients. Clients can sign up by creating a myWindermere account on Windermere.com and clicking on “my agent” tab.
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myWindemere FeaturesOnce your client signs up for myWindermere, they can access these features to make the home-buying process more convenient than ever:
> Client Collaboration
> Agent Association
> My Favorites
> Saved Searches
> RSS Feeds
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Resources Available To You
• HTML email
• Color Presentation Sheet
• Help Document
• A promotional ad will be created for our public site to raise awareness about myWindermere
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Thank You!Thank You!
