Yardi Q&A: How can I use Yardi to enhance customer experience?

Welcome to the second installment of our ongoing series where our Yardi services team answers questions from users of the software worldwide. This week’s topic centers around leveraging Yardi modules as a way to enhance your property’s digital presence and customer experience.

Meet Iris Esguerra

The Yardi services expert we tapped to answer this week’s question is Iris Esguerra. Iris has more than 20 years of experience in the property management industry, including virtually everything related to Yardi – evaluation, architecture, implementation, training, and managing new Yardi releases and system upgrades. She has been featured and quoted in Yardi articles about CORE system upgrading, VendorCafé and ScreeningWorks Pro. She also spoke on a panel about Modernizing Your Traditional Training Program at Yardi’s annual YASC conference in Washington, D.C.

Before she became a respected Yardi expert, Iris started her career as a leasing consultant.

“I know what it’s like to be the client,” Iris said. “I know how nerve wracking it is when implementing new software, being overwhelmed with getting staff sold and trained on new initiatives, and going live on a budget and against a deadline. I am able to take my past experiences and ease a client’s mind while ensuring business goals are met.”

Yardi Digital Strategy

One of Saxony’s Yardi clients recently posed this question to us: Now that there’s so much focus on virtual and digital interaction, how can we use Yardi to enhance the customer’s digital experience, in spite of the fact that our industry that has always relied on in-person, human interaction?

Here’s what Iris had to say:

There are several customer-focused, digital features that can be incorporated into Yardi modules. I’m thinking about RENTCafe Site Manager, for example.

Most companies now give prospects the option of booking a tour online – but a next-level engagement opportunity is allowing them to book what kind of tour they can take. For example, allowing prospects to come on-site to tour in person with agents, book a self-guided tour where a passcode is provided to them to enter the unit by themselves, or book a timeslot to virtually meet with agents via FaceTime (where the agent walks through the property and unit in real time as if the prospects are there with them).

RENTCafe Site Manager allows for each of these options – including the capability to schedule a self-guided tour. And yes, this can be accomplished while also ensuring that safety protocols for both the client and the property team are prioritized. Via RENTCafe, you can even automatically follow-up with prospects after the tour has been completed – providing one more touchpoint opportunity.

Saxony’s team of Yardi experts can help you explore the functionality and capability of your current modules and help identify more opportunities to engage with your potential and current clients virtually.

Saxony’s Yardi Managed Services

Module optimization is just one of many offerings available from our team here at Saxony Partners.

We provide managed services to help empower our clients to utilize Yardi to its full capacity. When you have a partner you can trust to correctly implement modules, train new staff, and troubleshoot problems, your organization will be armed with all the tools you need to be successful.

Here is an overview of the Yardi Managed Services we offer at Saxony Partners. If you have any questions, we’re here to help.

The Ultimate Yardi Guide

We’ve just released The Ultimate Yardi Guide for 2021. It’s packed with the best Yardi insights from professionals just like you:

  • Top Yardi Add-ons
  • Yardi Workflow Tips
  • Yardi Tips for Beginners
  • Security Concerns in 2021

Get your copy today!