RamQuest Data at Your Fingertips 👌

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
March 13, 2019

RamQuest Data at Your Fingertips 👌

What if you could access RamQuest data from your CRM?
Learn how to process Orders smarter, without working harder, by combining the relationship skills within your CRM with the data prowess of RamQuest.

Aa16011fadc08150f36617c50e50a1c0?s=128

W-Systems

March 13, 2019
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  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    © W Systems Corp. | www.w-systems.com Land Title CRM: RamQuest Data at Your Fingertips March 13th, 2019
  2. © W-Systems Corp. | www.w-systems.com Your Presenters Anthony Carrillo W-Systems

    acarrillo@ w-systems.com Katie Liesmann W-Systems kliesmann@ w-systems.com
  3. © W-Systems Corp. | www.w-systems.com Agenda • About W-Systems •

    Feature Topic: Land Title CRM ⁃ CRM Systems ⁃ The Story Behind the Platform ⁃ What is Land Title CRM? ⁃ Feature Overview • Q&A
  4. © W-Systems Corp. | www.w-systems.com We Loved Meeting You!

  5. © W-Systems Corp. | www.w-systems.com RamQuest User Group Annual Conference

  6. © W-Systems Corp. | www.w-systems.com Customer Relationship Management (CRM) Systems

    • CRM’s Manage every aspect of business relationships • Centralized Data - CRM’s provide visibility into all interactions with customers and prospects • Performance Metrics - CRM’s help to establish baselines to use in goal setting and KPI Mgmt. • Instant access from anywhere, at any time
  7. © W-Systems Corp. | www.w-systems.com • 1,000 CRM Deployments over

    20 years • Gatehouse Media Company • Focus on Sales & Marketing solutions • Concentration on mid-size organizations About W-Systems
  8. © W-Systems Corp. | www.w-systems.com W-Systems & RamQuest

  9. © W-Systems Corp. | www.w-systems.com Place your screenshot here What

    is Land Title CRM? RamQuest data at your fingertips via our integrated CRM & RamQuest solution. • Built on industry knowledge • Ease of use #1 priority for sales, escrow and title processing teams • Industry specific configuration • Full Integration with RamQuest
  10. © W-Systems Corp. | www.w-systems.com Land Title CRM Feature Overview

    Dashboards Order Management Relationship Management Filtering & Reporting Process Automation
  11. © W-Systems Corp. | www.w-systems.com Dashboards • Dashboard & drill-down

    functionality • Views by user types (Sales Rep, Title Officer, Escrow, Closing Agent) • All roles have visibility into: ⁃ Open orders by Order Type, Referral Contact, and Lender ⁃ Open Orders with Funding Date ⁃ Closed Orders by Order Type, Referral Contact and Lender ⁃ Region & branch performance Dashboards Filtering & Reporting Order Management Relationship Management Process Automation
  12. © W-Systems Corp. | www.w-systems.com Dashboards

  13. © W-Systems Corp. | www.w-systems.com Filtering & Reporting CRM Users

    Can: • Create filters and reports on their own, without technical help • Build and save their own filters based on ⁃ Location ⁃ Closing date ⁃ Referral Source ⁃ Listing Info Filtering & Reporting Order Management Relationship Management Process Automation Dashboards
  14. © W-Systems Corp. | www.w-systems.com Filtering & Reporting

  15. © W-Systems Corp. | www.w-systems.com Order Management • Access order

    data inside CRM ⁃ Order documentation ⁃ Loan documentation ⁃ Order notes ⁃ Listing Information • Flexible sync options • Syncs via Closing Market Order Management Relationship Management Process Automation Dashboards Filtering & Reporting
  16. © W-Systems Corp. | www.w-systems.com Order Management

  17. © W-Systems Corp. | www.w-systems.com Relationship Management • Centralized data

    • Company wide visibility of customer interactions • Searchable records • Document Storage • Native DocuSign Integration Relationship Management Process Automation Dashboards Filtering & Reporting Order Management
  18. © W-Systems Corp. | www.w-systems.com Relationship Management

  19. © W-Systems Corp. | www.w-systems.com Process Automation • Out-of-the box

    workflows notify users of key milestones: ⁃ File openings ⁃ File closings ⁃ Scheduled closings ⁃ Disbursement of funding • W-Systems can review any additional process and automate them in Land Title CRM. Process Automation Dashboards Filtering & Reporting Order Management Relationship Management
  20. © W-Systems Corp. | www.w-systems.com Process Automation

  21. © W-Systems Corp. | www.w-systems.com Place your screenshot here What

    Next? We’ll be in touch to schedule a customized demo for your team. acarrillo@w-systems.com Questions or Feedback? Shoot us an email.
  22. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  23. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thanks!