DO NOT BUY A CRM… unless you are committed to: - 03/22/10 04:46 PM
Making the time to learn it - note the use of the word making as opposed to getting the time. It is so very important to understand that this one point can make all the difference in the world between someone who implements the CRM and reaps the benefits, and someone who eventually simply regrets spending the money, and blames it on the CRM. Maybe you have heard the time management axiom that a meeting takes as long as the time you allot to it. The same goes for your Real Estate day. You cannot keep putting off learning your CRM … (35 comments)

Been planning to implement activity plans, but just can't get the time? - 03/02/10 02:39 PM
Get up to "Tech-Speed"
You can finally implement the plans and e-mails/letters that keep you on track during listings and closings, instead of just wishing you could get to it.
If you have Top Producer, Agent Office, Active Agent for Outlook, or AdvantageXi, Trans-Plans are included and will be installed as a starting point, saving time. If not, we simply start from scratch with whatever CRM you use, using the plans as a written template. I will consult free online to see what can be done to organize you with your CRM if it is other than the above listed ones.
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What do Top Producer, Agent Office, Active Agent & AdvantageXi have in common? - 03/02/10 10:40 AM
Trans-Plans!
If you have one of these programs, are you using the Activity Plans capability? Most people are familiar with using plans to automatically follow up with prospects, or to follow up with clients after closing, but what about in between?
What will Real Estate Transaction Management Trans-Plans do for you?
Reduce your overall stress level more than ANY other single action you can take
Stop the details from "falling through the cracks"
Save you approximately 150 - 200 hours by not having to create and key in the plans yourself
Keep you in touch with automated letters or e-mails, for … (3 comments)

What could I be doing with my CRM/Contact Manager - 03/02/10 09:53 AM
The following is a list of functions that a good CRM enables you to do. Many people buy a CRM because they are told they need one, or because they want to get more organized. Often while evaluating a CRM or after purchasing one, they then end up saying that it cost too much for what they need, because it does so much that they do not need. The reality is that the CRM does so much because it is what you need, IF you want to grow your business significantly, while at the same time; having more of a personal … (4 comments)