What’s New?
The Enquiry system connects agents and operators in one platform to streamline lead management and communication. You can track leads, get real time inventory updates, and communicate directly with operators. Operators can respond faster with up-to-date pricing & suggest spaces for your occupier requirements!
Key Features & Benefits
Centralised Lead Management: Seamlessly track the statuses of your leads sent to operators in one centralised platform, eliminating the hassle of juggling multiple communication channels.
Real Time Updates: Stay informed with confirmed inventory availability from operators, ensuring that you always have the most up to date information to present to prospects.
Enhanced Communication: Directly communicate with operators within the platform, reducing the risk of losing important emails or phone calls, and speeding up response times.
Increased Lead Response Rate: By streamlining communication and reducing bottlenecks, you can significantly increase the number of responses from operators, leading to a higher chance of placing occupiers.
Time Efficiency:
Reduce the time spent following up on leads, freeing you up to focus on higher-value activities, such as closing deals and nurturing client relationships
Access:
This is initially available to all Agent Beta customers to test the functionality. After successfully testing it, we will enable it for
Agent Standart
Agent Professional
Agent Enterprise
How to Use It?
Create & Send Enquiries:
Begin by selecting the buildings and operators you'd like to contact, then enter a personalized message outlining your requirements before clicking "Send Enquiry."
Once sent, each enquiry will be automatically updated in the Enquiries tab with the status set to "Lead: Pending," and you’ll receive a confirmation that your enquiry has been submitted.
2. Manage Lead Status
Navigate to the Enquiry page to view and update the status of any ongoing leads. Statuses are updated by operators, but you can still change it yourself within the building management page, if communication took place outside of Valve.
This feature ensures you have a clear record of where each opportunity stands, helping you prioritize next steps effectively.
3. Review availability
Within each enquiry, you can track if the operator confirmed the availability of your requested spaces/buildings. Operators can directly influence your option details, which will be reflected on your building management page & proposals.
4. Review & Respond to Operator Suggestions:
When an operator suggests additional spaces, you'll find these at the bottom of the enquiry details. You can choose to accept or decline each suggestion based on your client’s needs.
Accepting a suggestion adds the space to your active listing, while declining removes it, giving you full control over which spaces appear in your proposals and reports.
5. Communicate with Operators:
Use the integrated chat feature within each enquiry to send and receive messages directly from the operator, facilitating real-time collaboration on requirements and availability.
All messages are timestamped and logged in one place, providing a seamless and organized conversation history for future reference.
6. Sort & Filter Enquiries:
On the Enquiries page, click column headers to sort enquiries by factors like date, lead status, or operator name, helping you quickly locate the information you need.
For a more targeted view, apply filters to display specific enquiry statuses or operator names, allowing for efficient tracking and organization of multiple leads.
