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real estate crm: Not using all of your CRMs features. That's OK. - 02/22/12 07:22 AM
There is a common complaint with agents feeling that if they don’t use all the features of a CRM, that they are spending more money than they should for features they don’t use. Developers have to build a CRM to suit the needs of the many, so there will undoubtedly be features that not everyone wants. It’s one thing if all you want is an electronic Rolodex. If that’s the case then just use Outlook or Google and be done with it. But if you want other features, chances are you’re going to have to take a CRM that has what … (5 comments)
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real estate crm: A Brief History of CRM & who will survive? - Part 2 - 02/09/12 08:18 AM
So what determines which CRMs will survive? There are certainly no hard and fast rules because there are far too many variables. Issues to take into account other than the obvious, “Is it a good CRM?” are:
How long have they been out of beta? (meaning when they finished testing and started selling it) How big is their user base? How many people are in the company? Are they part of a larger company that can support it for a while, or is it a mom and pop using personal funds? How is their support? While the length of time a … (1 comments)
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real estate crm: 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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real estate crm: A Brief History of CRM & Who Will Survive? - Part 1 - 02/02/12 11:34 AM
Currently, there are about 40 Real Estate specific CRMs (Customer Relationship Managers) and they are surprisingly unique in many respects. Can the industry support them all? If not, how do you pick one that is most likely to survive?
Moving from one CRM to another is very costly in terms of loss of data and the investment of time in a new learning curve. If at all possible, you want to pick the right one the first time.
The very first Real Estate specific CRM was Howard Sanderson’s Howard & Friends in 1982. Around 1986, another came out called Real Estate … (1 comments)
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real estate crm: Is Google apps the answer? - 07/07/11 10:52 PM
It used to be Outlook. Now it is common to hear people saying Google apps will do the trick for CRM for Real Estate agents. I have no doubt that it is sufficient for some people, as is Outlook. My caveats for Google apps being sufficient are much the same as they have always been for Outlook in concert with MS Office products.
While Google apps has a nice array of features, it is still not real estate specific. This means it requires a significant amount of manipulation and customization so that it does more of what you need it to … (10 comments)
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real estate crm: Advantage Xi adds Facebook and Twitter Interfaces - 06/08/11 04:51 PM
A new tab is now appearing on the contact screen in Advantage Xi. It's called "Social Media". Clicking on it allows you to view the contact's Facebook or Twitter account with a few simple clicks. You no longer have to get out of your CRM to check out their FB or Twitter page. If you get a call from someone in your database, just do a "Quick search" find them, click on their Social Media tab while you are talking, and you can see what they have been up to lately within a few seconds, while they are still saying hello! They just might think … (2 comments)
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real estate crm: Do you send a HUD-1 Letter/E-mail to your clients? - 12/22/10 04:50 PM
This is not a new or unique idea, but if you have never heard of it, you may want to consider doing it.
Each year, at the very beginning of the year, I send an e-mail to everyone who bought or sold a home through me. That e-mail basically says "If you need a copy of your HUD-1, I'll be happy to get one to you". This is part of my closing plan drip campaign in my Trans-Plans.
It is a value added touch opportunity that is appreciated, even though it is rare that you actually need to send them the HUD-1. … (6 comments)
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real estate 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 in some detail. Let us say your computer is stolen. With a Web based product, all you have to do is get another computer, log in, and everything is there like you left it. Very nice! And that’s the type of scenario people always think about when they think about … (4 comments)
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real estate crm: Agent Office purchased from FNRES by Emphasys Software! - 11/17/08 09:31 AM
Well it is official! While Fidelity National Real Estate Solutions (FNRES) is still "taking care of business" until everything is transitioned over, as of October 29th, Emphasys Software is now at the helm of Agent Office! Emphasys is a Real Estate management, financial and compliance software solutions company. It offers a long list of Real Estate related software solutions.
Personally, I am happy about the potential for this move, obviously pending seeing what happens. Emphasys is a Software company, as opposed to a Title company. Their interest in having Agent Office is to actually make money by making the product better, … (16 comments)
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real estate 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 do I start" format. Maybe I can propose a bit of a solution.
One of the issues making a starter tutorial problematic is that different people consider different things to be the basics, and the CRM's themselves can be quite varied as to what it is they are capable of … (5 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
This blog is dedicated to the dissemination of information about Real Estate specific contact management and CRM software.
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