Introduction
Introduction
In November 2023, our team has brought an update to internal management software (Agent CRM), called "Create Social Post" feature. This new launch assist Sale Agents in the early stages of customer engagement by allows users to effortlessly craft selling posts using pre-entered data. Moreover, agents can easily share these posts with customers via messaging apps or directly post them on social media platforms
In November 2023, our team has brought an update to internal management software (Agent CRM), called "Create Social Post" feature. This new launch assist Sale Agents in the early stages of customer engagement by allows users to effortlessly craft selling posts using pre-entered data. Moreover, agents can easily share these posts with customers via messaging apps or directly post them on social media platforms
Problem statement
Problem statement
One of the daily tasks of the real estate sales is to promote their property listings on social media to attract potential customers. Crafting a selling post involves compiling both information and images, which are typically stored across various apps such as Note, Excel, and Photo Library. They usually spend a quite amount of time to collect and double-check the details meticulously before hitting the "Post" button. This leading to the limitation of time in finding and taking care of customers, ultimately impacting their efficiency in closing sales and potentially reducing revenue for the business in the long run
One of the daily tasks of the real estate sales is to promote their property listings on social media to attract potential customers. Crafting a selling post involves compiling both information and images, which are typically stored across various apps such as Note, Excel, and Photo Library. They usually spend a quite amount of time to collect and double-check the details meticulously before hitting the "Post" button. This leading to the limitation of time in finding and taking care of customers, ultimately impacting their efficiency in closing sales and potentially reducing revenue for the business in the long run
Solution
Solution
01
01
01
Auto generate post
Auto generate post
Auto generate post
Generating based on pre-enter data, no need to input again
Generating based on pre-enter data, no need to input again
02
02
02
All relevant information
All relevant information
All relevant information
Such as: Image, price, location, instructure, interior,…
Such as: Image, price, location, instructure, interior,…
03
03
03
Template Library
Template Library
Template Library
Library with various template meet almost user's demands
Library with various template meet almost user's demands
Goal
Goal
01
01
Reduce time manually typing text and inputting information
Reduce time manually typing text and inputting information
02
02
Ensure selling posts include sufficient and accurate information
Ensure selling posts include sufficient and accurate information
03
03
Users can easily access and edit post according to their needs
Users can easily access and edit post according to their needs
Desk research
Desk research
The Vietnamese prefer searching for real estate information on the Internet rather than through offline channels or direct meetings
The Vietnamese prefer searching for real estate information on the Internet rather than through offline channels or direct meetings
Source: Batdongsan.com, "The Real Estate Search Journey 2021"
Users have a habit of using Facebook to search for real estate information
Users have a habit of using Facebook to search for real estate information
Source: Batdongsan.com, "The Real Estate Search Journey 2021"
There are many real estate buying and selling groups on Facebook with hundreds of thousands of members, operating actively on a daily basis.
There are many real estate buying and selling groups on Facebook with hundreds of thousands of members, operating actively on a daily basis.
RESEARCH FINDING
01
01
The majority of customers use Facebook when searching for suitable Property.
The majority of customers use Facebook when searching for suitable Property.
02
02
Facebook provides an interactive platform that allow buyers and sellers communicate quickly and easily
Facebook provides an interactive platform that allow buyers and sellers communicate quickly and easily
03
03
A familiar app with Vietnamese, it's more convenient to access than specialized real estate websites.
A familiar app with Vietnamese, it's more convenient to access than specialized real estate websites.
User Interview
User Interview
In our company, the Product Manager typically collaborates closely with the Sales team to gather their feedback and requirements. For this project, our PM, Ms. Hanh, conducted 1:1 interviews with five Sales Agents regarding their daily tasks, then narrowed down the focus to their social media activities. Here are some insights we found out:
In our company, the Product Manager typically collaborates closely with the Sales team to gather their feedback and requirements. For this project, our PM, Ms. Hanh, conducted 1:1 interviews with five Sales Agents regarding their daily tasks, then narrowed down the focus to their social media activities. Here are some insights we found out:
Ideation
Ideation
IDEATION 1
Enter data once, use for multiple times
Enter data once, use for multiple times
For each property added to CRM for management, the system will generate ready-made post based on suitable templates. Users just need to select the listing, then share or edit content as desired.
For each property added to CRM for management, the system will generate ready-made post based on suitable templates. Users just need to select the listing, then share or edit content as desired.
IDEATION 2
Copywriting - the key value to attract user attention
Copywriting - the key value to attract user attention
The templates are meticulously crafted to ensure working well on different property (with same type). The library will gradually be supplemented with templates of different tones and moods to bring freshness
The templates are meticulously crafted to ensure working well on different property (with same type). The library will gradually be supplemented with templates of different tones and moods to bring freshness
IDEATION 3
All the information you need is in one place
All the information you need is in one place
Instead of accessing multiple applications, users now just use this feature only, where manage all property-related details. Working on one listing at a time to avoid information confusion
Instead of accessing multiple applications, users now just use this feature only, where manage all property-related details. Working on one listing at a time to avoid information confusion
User flow
User flow
This user flow describes the activities users need to take on the journey to successfully create a selling post on social media or basically a listing brief to send to customers on other communication platforms
This user flow describes the activities users need to take on the journey to successfully create a selling post on social media or basically a listing brief to send to customers on other communication platforms
Final Design
Final Design
Create Post
Choose listing you want to create social post, if not, create a new one
Waiting a bit to generate content, you can edit later
Choose listing you want to create social post, if not, create a new one
Waiting a bit to generate content, you can edit later
Edit Post
Typing what you want on text area or Using tool on fixed bottom to bring more interesting content
Typing what you want on text area or Using tool on fixed bottom to bring more interesting content
Add Photo
You can add photos or videos from your phone or from within the system. These media stuffs will be displayed in the exact order you select.
You can add photos or videos from your phone or from within the system. These media stuffs will be displayed in the exact order you select.
Template
The templates have both general models for all real estate and specific templates optimized for each type. Users can mark their preferred pattern as default, and following listings will be generated according to this version.
Whether using the default template or a system-selected one, users can always change the model as desired, and the corresponding data will be automatically applied
The templates have both general models for all real estate and specific templates optimized for each type. Users can mark their preferred pattern as default, and following listings will be generated according to this version.
Whether using the default template or a system-selected one, users can always change the model as desired, and the corresponding data will be automatically applied
Prototype
Prototype
Impact
Impact
After go live, we run a quick meeting with Sale Team (Manager level) to introduce new feature and collect their feedbacks. Then we spent 2 weeks to follow importance metrics on Internal Data tracking tool and here the result:
After go live, we run a quick meeting with Sale Team (Manager level) to introduce new feature and collect their feedbacks. Then we spent 2 weeks to follow importance metrics on Internal Data tracking tool and here the result:
Usage of Listing module
Usage of Listing module
+10%
+10%
Activation rate
Activation rate
75%
75%
Adoption rate
Adoption rate
36%
36%
"Create social post" is a feature within module LISTING, so, beside observing datas specific to this feature, we also follow the metrics of module LISTING to evaluate the impact of the child funtion on the usage of the parent module.
"Create social post" is a feature within module LISTING, so, beside observing datas specific to this feature, we also follow the metrics of module LISTING to evaluate the impact of the child funtion on the usage of the parent module.
Improvement Plan
Improvement Plan
Painpoint
Users are not allowed to access the posts they created previously and have to generate a new one if they want to introduce property on social media
Sale members in a team usually share listings to quickly close deal, so each member need to create many posts for same property
Users can't follow up the posts they created and have no idea about which property should be promoted more
Each seller has their own technique to create attractive contents, using system-made templates might limit their creativity
Users are not allowed to access the posts they created previously and have to generate a new one if they want to introduce property on social media
Sale members in a team usually share listings to quickly close deal, so each member need to create many posts for same property
Users can't follow up the posts they created and have no idea about which property should be promoted more
Each seller has their own technique to create attractive contents, using system-made templates might limit their creativity
Solution
Save completed posts after creation, have a storage area for management with each property having from one to severals
Share posts internally among sales team members to post on their community or send to their own customers.
Statistically track the number of sent posts of each listing, ensuring all property have been introduced to the customer
Allow users to create new or edit templates.
Save completed posts after creation, have a storage area for management with each property having from one to severals
Share posts internally among sales team members to post on their community or send to their own customers.
Statistically track the number of sent posts of each listing, ensuring all property have been introduced to the customer
Allow users to create new or edit templates.