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real estate: 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 may not appeal to the eye aesthetically, but if you look past the graphical appearance, you might be surprised. There is one product I have in mind in particular that definitely looks dated, but in actuality it has been improved more frequently based on user suggestions, and for a longer time, than any … (5 comments)
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real estate: Contact Management Tech Support - How much should you expect? - 02/18/09 02:21 PM
Different vendors have different ideas of what Tech-Support means. What I call Tech-Support, as defined in my Matrix, is "If it is broke, we will help you fix it". In other words, if their software is not working; it is not doing something it is supposed to do; or it is doing something it is not supposed to do, they will help you fix it. A different kind of support would be if you call and ask how to do a mail merge. Tech-Support will USUALLY refer you to a user's manual or training videos. What I call Help-Desk is a … (0 comments)
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real estate: 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 it work with your iPhone?
This person may have no choice. She is getting the iPhone as a gift. What I have been running into a LOT lately, is people going out and getting an iPhone, and THEN asking me what CRM to get, that works with an iPhone. That … (18 comments)
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real estate: 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 true that there are some things, some times, that can be good they way they are, or pretty close, it is rare. The value is in the fact that the content, the concept, is already there for you, and pretty much done. What is left for you to do is to … (0 comments)
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real estate: Do an export NOW if you have Top Producer 6i - 05/25/07 11:00 AM
For those of you who have not yet made a decision on what to move to if you have TP6i, you need to do this now!
If you are going to move to Top Producer 7i prior to the end of the month when support ends for 6i, you're fine. If you are going to continue to use 6i beyond the end of May 2007, you need to do an EXPORT, not a backup, now!
If your TP6i crashes after the end of this month, or your hard drive crashes, or your computer is stolen, your backup is useless. All your data will … (9 comments)
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real estate: A History & Partial Listing of Contact Management Tools in Real Estate - Part 2 of 3 - 04/24/07 02:20 PM
What else is out there? In the RES (Real Estate Specific) arena, there are 2 programs that are based in FileMaker, which is a highly respected database platform. Agent Business Builder is one of them, that started in 1995, and has a fairly significant user base as a result. Then there is REST, a relative newcomer with what I think to be some very good potential. Based in Filemaker, these two have some flexibility with respect to report generation, using a readily available group of programmers as a third party to generate them for you. Another interesting thing about them is that they … (11 comments)
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real estate: A History & Partial Listing of Contact Management Tools in Real Estate - Part 1 of 3 - 04/09/07 03:04 PM
This article is an ongoing work-in-progress on my site - click here!
They're coming out of the woodwork! It all started back in the mid '80's with Howard & Friends. I know many of you loved it, but waiting for "Blinky to gather my contacts" was a tad too silly for this transplant from computer operations to Real Estate guy...
During Howard & Friends tenuous tenure, another Real Estate Specific (RES) program came out called, interestingly enough, RES - Real Estate Specialist. I loved that program, but it never made it to Windows. As reticent as agents are now to invest the … (18 comments)
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real estate: Agent Office vs. Top Producer - Your opinion please? - 08/22/06 02:27 PM
Disclosure. I am a reseller for Agent Office. I am currently working on affiliating with TP, as I believe it can be a more appropriate choice, depending upon one's needs. That said, those of you that know me and my site, know that I am a reseller for several other CRM tools, and make a list of yet many others readily available for comparison. I try to fit the person/team with the tool that will best meet their specific needs and preferences.
It's been a while since I asked the following question, which is why I am now asking again. I would like to … (0 comments)
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real estate: 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
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