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contact manager: All Clients adds Gmail Integration - 10/06/11 10:33 AM
You can now bring up a client record and not only see the emails you sent to them from AllClients, but also the emails you sent and received from your outside Gmail account for this client. It will work with a standard Gmail account as well as a Google Apps Gmail account. Check it out here: http://www.youtube.com/watch?v=qwH0In6UDpg Also, in case you didn't hear, They have also added powerful Team functionality that will allow you and others to share a database, or have separate databases, assign each other tasks, work deals together and all the info rolls up nicely … (7 comments)
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contact manager: The most important thing you need to know about choosing & implementing a CRM - 08/11/11 11:41 AM
It can all be summed up in one word – PATIENCE.
NOTE: When I write, I am opinionated, like to shoot straight and I don’t like mincing words. As a result I tend to be a little blunt. Some people like that and some people don’t. If you don’t, please take my style with a grain of salt. I am much less intense on the phone J
We live in a society that demands instant gratification, no matter what the cost. In this case the cost is making an informed decision.
Everyone seems to think that because they are a … (0 comments)
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contact manager: CRM Best Practices - Sources of business - 06/18/10 11:20 AM
A good CRM allows you to record essentially two sets of ways someone who did business with you, found you. One set is that they were a personal referral, made by an individual, such as another agent, or by a non-agent such as someone in your sphere of influence. If they came from one of these two sources, you should record that persons name in the contact's record. A good CRM will give you a specific place to store that information so you can look at someones contact record and clearly see how many people they referred to you, and if that person should be treated especially well if they have bee … (0 comments)
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contact manager: Need help setting up your CRM/Contact Manager? - 04/15/10 01:18 PM
A question I get every day is, "After I buy this CRM, how do I get started?" If you have had a Contact Manager or CRM before, and the one you just got is relatively intuitive (easy to learn), then you may be fine. However, if you have never had one before, you may find yourself spending too long just sitting and staring at it. Also, just because you have had one before, does not mean you did not get into many bad habits.
With regards to learning how to use a CRM, many people are fine if they have training … (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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