crm: What does a CRM do anyway? - 10/12/09 02:39 PM
If you don't know what a Customer Relationship Manager does, how can you know if you need one?
Do you run your business like a business? You're probably tired of hearing that old question, but it's one of the many things a CRM helps you do better. So what doe s … (0 comments)
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crm: Contact Management & CRM's - A healhty dose of patience can be required - 06/16/09 02:35 PM
Based on many conversations I continue to have where certain issues keep coming up, I think it is time to re-visit a few points about trying to find, and learning how to use, Contact Management and CRM Solutions.
1) Do not judge a CRM by its graphics alone. There are several products available that … (5 comments)
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crm: Agent Office Serial #1 - 06/04/09 11:03 AM
Recently I received an order for an Agent Office upgrade, which in and of itself is nothing unusual. But this order was different. One detail one must provide when ordering the upgrade is the serial number of the software. Well I looked at this order and saw that the serial number … (2 comments)
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crm: Everything you ever wanted to know about Real Estate Contact Management and CRM but did not know what to ask - is now available in an informative and easy-to-use Matrix. - 03/12/09 10:01 AM
After almost six months of research, interviews and design, the Matrix is ready! It started as a way for me to be able to answer all of your questions when you called to ask about the various features of each. After mentioning it to some people and hearing the interest it generated, I … (3 comments)
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crm: How safe is your data? Web based vs. Desktop CRM's - 12/11/08 09:09 AM
Following is a little known fact. If one were to think about it, it makes perfect sense, but I had simply never thought about it. Everyone who likes Web CRMs always says, “I like Web based databases because I don’t have to worry about backing up.” Let us think about this … (4 comments)
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crm: OK - I bought a CRM, now where do I start? - 10/28/08 08:54 PM
This is one of the most common questions I hear. Some Contact Managers and CRM (Customer Relationship Management) solutions have fairly good training materials. Some have great materials. Some have none. But what none of them really excel at, is a tutorial to take you through the basics, in a "Where … (3 comments)
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crm: CRM or PDA? - Chicken or Egg? - 07/23/08 08:51 AM
Someone recently asked:
I'm getting a 1st gen iPhone as a gift from my brother and am very excited to get going with it. Before I jump in I'm looking for suggestions, tips & ideas from the iPhone users out there:
1) What CRM solution are you using & how does … (17 comments)
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crm: The Value of ‘Canned’ content in CRM’s - 05/08/08 01:34 PM
On a fairly regular basis, I hear people comment that this person’s or that program’s form letters or fliers are bad/not for their market/hokey, you-fill-in-the-blank.
The value in ‘canned’ content is not necessarily in that you can take them as they are, and start using them. While it is … (0 comments)
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crm: Top Producer 8i - What's different from Top Producer 7i? - 03/24/08 03:34 PM
Following is a list of the core differences, as communicated to me by Top Producer. If you have any questions about other things it may or may not do, feel free to e-mail me about them.
Technology:
Top Producer 7i is based on Microsoft Java technology which does not come installed on new … (10 comments)
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crm: Agent Office Compatibility - Version 10.0 - 07/05/07 03:38 PM
I have had people ask me what 'Vista' is, so I'll start out by saying it is the Windows Operating System (OS) which succeeds Windows XP.
AgentOffice has just released Version 10.0.
99.9% of the difference between Version 9.x and Version 10.0 is Vista compatibility. The other .1% is aesthetics. By the latter I … (7 comments)
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crm: 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 … (4 comments)
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crm: Get ready for a huge variety of opinions! - 04/25/07 10:12 AM
It's always intrigued me that this subject often generates some very strong opinions. Many people feel that they have gone through so much 'pain' to arrive at their decision, that they know which Contact Management/CRM solution is best for everyone.
I've been involved with Real Estate CRM since 1989, and as I say in the … (0 comments)
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crm: Transaction Management Platforms - 10/24/06 04:06 PM
It is inevitable that Online Transaction Management Platforms will be pervasive in the Real Estate industry at some point in the relatively near future. I've heard numbers from agents saying that it saves them 30% of their time per transaction. It saves agents, ancillary service providers, and consumers, time. That said, … (17 comments)
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