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activity 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)
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activity 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)
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activity plans: A History & Partial Listing of Contact Management Tools in Real Estate - Part 3 of 3 - 05/08/07 11:12 AM
Believe it or not, there are many more out there! I spend much of my time asking people specific questions to determine their needs, and then recommending the solution that best suits their needs. Let me please make one thing clear. There is NO one program/application that is THE BEST! Which one is the best depends upon you. I have my opinions about which ones are the best, generally speaking, for most agents, but I don't believe any one of them is clearly 'the best'. It all depends upon your level of comfort with technology, your current needs, and your future … (4 comments)
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activity plans: "Stressed out? Get Organized with Activity Plans" - 09/15/06 04:38 PM
One of my other posts about combining activities in plans, prompted me to expand on that topic and go a little further. The result is the following post. Some of it is a repeat, but most is not.
There are a fair number of ‘Agent Productivity’ software programs and services available that enable the user to create ‘Activity Plans’, or ‘Campaigns’. These Plans have several tremendous benefits, and if you are using one of those programs (listed below), and you have not yet seriously looked into using the activity plan capability in them, you are missing out on an incredibly valuable tool … (6 comments)
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activity plans: Just Released! Gary David Hall's 'Trans-Plans' - 07/27/06 02:55 PM
Agent Office Activity Plans & Letters for Listings & Closings
"It's a dynamic operations manual
for the listing & sale process!"
Click here for the rest of his comments...
Chris Newell
Description of the Agent Office Activity Plans Package
Detailed Content of Each Plan
List of Letters
Introduction/Instructions
Ordering Information
Screen Shots
Letters Only
The Plans/Letters are available separately for OTHER programs too!
To schedule a live online demonstration click here to request one.
Are you where you want to be with regards to being organized? When you take a listing, or sell a home, are you confident that the entire transaction will flow smoothly?
Was your original intention when you bought Agent Office, to … (2 comments)
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Gary David Hall, RE CRM Broker, REALTOR,e-PRO,RECS
Doylestown,
PA
More about me…
RE-ACT, LLC
Office Phone: (215) 345-5222
Email Me
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