REW's new CMS 2.5
Posted Sep 5, 2009 @ 10:59 am, Viewed by 440 Visitors, Read 466 Times.I just wanted to give a little insight to anyone considering the upgrade to REW's 2.5 CMS. Here are a few of my personal insights and impressions. I'm not going to go into all the new features hoping others will "chime in" and offer their insights and impressions...
Overall:
First off the REW devs did a great job on not only the interface, but also several of the new enhancements. Well done everyone!
First looks and impressions:
The new interface while taking a few minutes to adjust to, is not terribly different then previous versions. This really helps minimize the amount of time to learn the various new features. Having several agents who struggle with technology on our team, they managed to adjust very well with a short training course provided by my I.T. Staff.
Part of the new look and feel are hidden items that become unhidden when activated. These include: Reminders and Action plans. You can select to hide these or unhide as needed which is a very nice feature for admins.
The enhancements
There are significant enhancements that went into the new CMS which include:
A Calendar - This is one welcome addition, I'll tell you that! Not only can the entire team use the calendar to set events (which we have sorely needed for a very long time), but also individuals can use the calendar for lead events: Scheduled showings, closings, inspections etc.
There is also a small calendar that helps to assist in setting date ranges for viewing leads. This feature is very handy and helps to indentify leads within a date range.
Action Plans - This new feature is perhaps one of our favorites. By establishing action plans, agents have a schedule of tasks to complete for each lead. This not only helps keep the agent focused, but also provides a means for the agent to monitor their leads and the responses they receive. Well done REW, great new feature.
For admins - There are now 2 modes available to view leads. The current mode is handy to see new leads while the system mode is very handy to get an overall view.
Details
The Lead details page has been significantly improved with several features. One of these is the phone number (if available) for a lead being displayed prominently at the top of the lead detail information. Excellent!
The lead status now displays as a colored quasi button. This helps the lead status stand out and allows for quick and easy recognition of various lead types/status'.
Summary
If you are an REW customer and have not upgraded I highly recommend CMS 2.5. The many new features, enhancements and visual displays help make working leads simpler and more straight forward then in the past.
Adding these new features to the already easy to use lead management portion of REW websites has not only helped our team agents, but also our administrative assistants to achieve better quality customer services for our valued customers.
Thank you REW for continuing to provide us the finest website tools available.
If you have anything to add, please feel free to share with everyone. The more we share with eachother, the more we each grow and prosper.
Best wishes to all.
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Good point Cal.
Unfortunately (or fortunately depending how you look at it) my agents were all admins before with a system we developed and have since abandoned.
This actually is a blessing in disguise as we can train them on both a new back end and a new system for working their leads.
*cracks the whip*
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Something important to point out to your agents is that the daily, weekly, and monthly time frames are different. They are calendar based and not hours or days back based. For example, today is Sunday - the weekly view will show the week for Sunday forward. Those that were not on top of their game and familiar with the old system could easily overlook leads that were assigned on Saturday even thjough they think they are looking at the prior 7 days. I am sure this will hold true on the monthly view - i.e. it is the 6th of the month - old version would show prior 30 days in monthly view - new version would show from the 1st to present. Important that everyone is cognizant of this so they do not waste any leads from simply not knowing they are there, even if they were diligent in checking the old way.