Creating Excellence in Owner Relations: The CRM Model. Presented by: Paul Herman, Tom Leddy and Linda Hess. What is “CRM”. Customer Relationship Management Becoming a common and important concept in many industries Beyond mere ‘Contact Management’
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Paul Herman, Tom Leddy
and Linda Hess
Current address and contact information
All financial information from properties
Current and past maintenance history
Take full advantage of capabilities
Email or regular mail
Do them, and publish the results
General site containing items of owner interest
Access to owners’ statement and work order history
Owners’ 800 number direct to liaison
Allow them to hear directly from guestsTools to Help Manage the Relationship
--Trade w/local golf, restaurant, etc.