Monday, September 24, 2007

Real-estate CRM Dashboard

I came across Bluetree Direct today. They show a nice little CRM system for Real-estate agents. The dashboard portion of the product appears to have been created using xCelsius.I find it interesting how XCelsius dashboards show so much better in an interactive demo than in a screen grab. The engagement really seems to be about the animation of the charts - as a report writer, XCelsius is only average.

There is actually not much to like in this dashboard. Clicking on the "Source" pie chart likely changes the data shown in the other three charts, but this will cause you to have to remember the Email results in order to compare with the Direct Mail results which is what you want to compare. It would be much better to offer a view in which deal size, sales status and other information can be compared across the marketing "channels".

I do like Bluetree's full range service, including graphical template selection, automatic printing and direct mail along with email and other forms of marketing at the click of a mouse. The dashboard could use a bit of work.

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Information Dashboard Success

2 comments:

Unknown said...

Hi Floyd
Warwick Johnston from Bluetree Direct. Thank you for your write up on our company. Would you be open to seeing a demo of our whole solution. The reporting dashboard is a key, but minor part of our whole marketing automation solution. If so, I would value the opportunity. You can contact me on email at wjohnston@bluetreedirect.com or call me on 905-890-5600 x 242

Unknown said...

Hey!
I like the precious suggestions you shared with us in your expertly written blog post. I want to thank you for this. Nice work.

Vachel
Real Estate Lead Management Software
www.masterdigm.com