Implementation
Set up REX-OPS around the way you sell.
Bring your properties, partner process and lead sources into the setup discussion. Prepare the data, automations and connections your sales operation needs.
From your sales process to daily use.
The sequence gives your team a clear way to plan adoption. Timing and deliverables depend on data quality, required connections and the scope agreed together.
- 1
Understand the operation
Map the route from enquiry to transaction. Identify the teams, existing systems and decisions that need a shared record.
Working outcome: A defined first workflow, responsible people and an agreed scope.
- 2
Prepare the information
Review a representative sample of projects, units, contacts and active deals. Agree which information is needed and who can validate it.
Working outcome: A data map, cleanup responsibilities and migration priorities.
- 3
Configure and connect
Review stages, access, templates and required channels against the agreed scope. Confirm the available configuration and any integration work.
Working outcome: A setup aligned with the first operating workflow.
- 4
Review the configured workflow
Walk through your sales process with the people who will use REX-OPS. Check records, permissions, configured automations and the handovers between teams.
Working outcome: A reviewed setup and clear responsibilities for daily use.
- 5
Roll out and establish ownership
Agree the move into daily use, team guidance and the route for questions. Give ongoing configuration and information quality a clear owner.
Working outcome: A practical operating plan for the next stage.
What to bring to the first discussion.
Your workflow
The stages and handovers that currently involve the most coordination.
Your information
A description of the unit lists, contacts and deal records you use today.
Your team
The people who own sales, operations, data and access decisions.
Your connections
The websites, portals and tools that need to exchange information.
The initial enquiry form does not need customer records, contracts or confidential files. Start with a description of your requirements.
See the product. Discuss your setup.
Tell us about your team, your projects and the workflow you want to improve.
A personal demonstration of REX-OPS.
- 01Explore units, partners and buyer enquiries
- 02See sales follow-up and configured automation
- 03Discuss the connections and setup you need
See the product at work.
In your sales context.