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action plans: Are you using your CRMs activity plans? - 02/02/12 12:49 PM
It's a shame so few people use their CRM for Transaction Management. Many agents use the CRMs activity plan/campaign/task series capability for following up with leads or for post closing follow-up. But very few understand the value of tracking your listings and closings with that same feature.
For those of you who have ever created a prioritized checklist of tasks for the day, you know what it feels like while you are burning through that list. It is so much easier and faster to complete your tasks for the day for a couple reasons. One is that you do not … (3 comments)

action plans: Trans-Plans Activity/Action Plans - 07/27/07 09:07 AM
As you hopefully know, I am a reseller Top Producer 7i, Agent Office, Active Agent for Outlook, and many other Contact Management/CRM solutions,and a trainer for Agent Office. Just in case you are unaware, I am also the guy that created Trans-Plans. Trans-Plans are available for Top Producer, Agent Office, and Active Agent for Outlook. ‘In Agent Office and Active Agent for Outlook, they are called Activity Plans'.  In Top Producer 7i they are called ‘Action Plans'.
These plans and letters import into the program you're using, and included in the plans are drip mail/email campaigns to thank referrers, keep your clients informed and … (8 comments)

 
Gary1000 Rainmaker_large

Gary David Hall, RE CRM Broker, REALTOR,e-PRO,RECS

Doylestown, PA

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RE-ACT, LLC

Office Phone: (215) 345-5222

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This blog is dedicated to the dissemination of information about Real Estate specific contact management and CRM software.


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