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Blog entries tagged with "crm":
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Driving to work this morning, I suddenly realized that I was about five miles away from completey running out of gas. This doesn't happen all that often. I tend to be pretty careful about checking how much I have left, and I usually don't like going under a quarter of the tank. I pulled into … (9 comments)
Don't just use your contact manager program as an address book. Set up campaigns, action plans but it all starts by categorizing your contact records.
I put all of the people I know into distinct groups --
Prospects - people that you don't know but are in your market area and … (6 comments)
What marketing tools are top agents using to appeal to and close more prospects, in order to close more transactions?
Last weekend, while driving around different areas of the Silicon Valley of California, I saw multiple open home fold out signs on corners sporting a picture and name of a Realtor® and pointing the way to the open home. This is nothing new and I've seen these same signs week after … (0 comments)
I met with a fellow Active Rain member yesterday who suggested looking into Outlook 2007's Business Contact Manager.
Hi Everyone!
Someone recently asked:
How are you managing leads? When you start to put that marketing out and that phone starts ringing, how are you managing the seller and buyer calls that are coming in? How are you following up with your prospects?
If you are in the Real Estate Industry and you are not using email as a means of marketing you are spending to much money or you are not communicating with your customer. E-Mail is the most cost effective and easiest way for you to communicate with your customers. In fact … (0 comments)
Most Customer Relationship Management (CRM) tools I have looked at seem bloated to me. I am curious, as a realtor, what tools do you use and which features are useful? I am thinking of making a striped down version that is inexpensive yet useful and would love to hear from you. … (0 comments)
I worked in the mortgage business for 7 years and had a ton of success. I have a background in computer science and math, so it was a major switch for me to get into the business. I found a lot of people struggling to find a GOOD EASY TO USE … (11 comments)
Click here to see an example of a property listing on the REIcreator Property Selling Website Demo. We set up a YouTube account and started our own channel to host the video tours of our properties. When listing a property on a REIcreator website, you simply paste the code that YouTube … (0 comments)
The latest version of the world’s most popular commercial open source Customer Relationship Management (CRM) application. CRM tools in today’s business environment provide accurate assessments of your customers’ needs and how you can best serve them. Sugar Professional allows your business to better track and manage your sales leads, opportunities, accounts, … (0 comments)
Mike Haltman here. I wanted to pass this along to you. I'm being interviewed next week by Jan Schrader as part of a "An Hour With The Experts" tele-seminar: "Commercial Lending ~ Technical and Marketing Fundamentals"I'm suggesting you sign up for this F.R.E.E event because I believe it will help you … (1 comments)
I did this almost as much to check out vidler and try recording directly from my webcam. It would make for a simple way to do video blogs. My webcam is pretty low end, so I'm sure the quality would come up with a better cam also, but I was happier … (3 comments)
Over the last many months I have ran several experiments with my online advertising to gauge the overall effectiveness of the different ads I run in different web properties. Through this experimentation I have gained some valuable insight and expertise that I thought some of my fellow real estate professionals might … (8 comments)
Realtor.com Showcase Accounts for All Major Agents. ($212/per agent to $1,200/per agent value, but free to Major agents). As of May 2008 all agents of Major Enterprises, Inc. will be issued Realtor.com Showcase Accounts, which they will be able to administrate. Realtor.com Showcase is included in the New CRM AgentToolsTM. Some … (3 comments)
Regardless how you view it, a CRM, or customer relationship management, always has a customer relationship marketing dimension in it. CRM enhances customer relationship marketing. Repeat business and referrals provide your company the most lucrative source of business. Existing customers recognize you, already believe you, and value all your efforts accomplished … (0 comments)
I speaking at the REALTOR Rally in Denver next week on Client Relationship Management and am curious as to how many of you currently use email to keep in touch with your client base. I really appreciate any feedback on services or software that you use as well. … (4 comments)
While at NAR, I was introduced to Wise Agent. I have also spoken to Brandon Wise and Heidi several times over the past few months. With that being said, I believe that any agent looking for an alternative to the current online CRMs on the market should look at Wise Agent. … (4 comments)
The Ulster County Development Corporation, the Ulster County Planning Department, and the Ulster County Industrial Development Agency sponsored a project for Ulster County, NY to establish a framework to advance new economic opportunities, improve living standards, create more individual choice and freedom, improve worker autonomy, build stronger communities, and increase citizen … (0 comments)
7 Steps to program Outlook and run your whole real estate business in 5 minutesBeing a salesman, I love networking. I use Outlook for most of the emails and contacts I get from networking. I don't like having to open up different programs for different applications. Outlook syncs well with my Blackberry. … (16 comments)
My background before starting Yourdoormat.com in 2000 was in advertising sales for Newscorp. and Time/Warner . CPM's were most important to clients. But you have to be in right medium and you have to be in a medium that enables you to create a reasonable amount of awareness (i.e. there must … (0 comments)
So back to the great CRM hunt. If any of you have been following my blog lately you know that I have been on the hunt for a different CRM for my business, for those who do not know what CRM means: Customer Relationship Manager or database.
I just upgraded my website, and now it is actually much more than a website. It is a phenomenal combination of a website and a client relationship management system and a marketing system.Within the first hour of the new www.CandiMunguia.com being live, I received a text message on my phone that … (15 comments)
I think I'm falling in love... In love with a Customer Relationship Manager, The Wise Agent. 
In this series I am going to point out some of the technology used today to
generate and convert leads. I am going to focus this on the three types of
leads that I mentioned in
Managing the lead incubation lifecycle - Vol. 1 Leads Overview so you will
not see … (2 comments)
I spent Wednesday night delivering pies to some of my past clients. Another agent in my office has her clients just come by and pick them up. She happens to have a lot more clients than I do so it wouldn't be possible for her to get to all of them, … (7 comments)
Do you ? 
There seems to be another "guaranteed system" on every page in every real estate magazine I read. One after another, they promise me fortune and riches, (without working!).I am no stranger to hard work and expect equal return from my contribution, but.... surely there is something out there that assists in making … (2 comments)
I am looking at CRM solutions that have a sales management function to assist with business planning, quantitative opportunity analysis and forecasting. It seems like most of the CRM products are either "pure" contact management solutions with drip systems and very light on business planning / forecasting OR they are heavy on … (9 comments)
Where do you keep your stack of business cards? How often do you send email to that stack to remind them that you exist? Did you know that low cost, high powered CRM software is available to make all those cards worth something? The idea behind a CRM (Customer Relations … (3 comments)
When we first started our independent real estate company, contact management or CRM was the last thing on our mind. Even when the question was raised in the early days, it was usually answered by someone's sarcasm: "Well that's a good problem to have. Gee, what are we going to do … (5 comments)
by Cory Potter / Fidelity Mortgage Services, Inc.These marketing tips (what you should not do) could help to alleviate some problem areas in your marketing campaign.Sponsoring the hardest hole on the golf course (or any hole for that matter) - Do you really want people to see your name when they just … (6 comments)
In Real Estate, we hear the term "drip email" thrown around a lot, however how many companies/programs actually offer this option? We recently went in search of a program that would take care of our drip emails for us, with the following features: The ability to brand the emails going out with … (8 comments)
After months and months of looking at data management programs, I finally took the plunge and signed on to Top Producer. I've now been a user for, oh, about thirty days or so. You think I would have this program down pat by now....NOT!I can't seem to let go of my … (2 comments)
How many times have you given a colleague a lead and found out after the fact that the deal fell through because there was no follow up or follow through?CRM solutions are one of the biggest sales requirements for today's sales force. In order to be effective you need to have … (5 comments)
Customer Relationship Management (CRM) systems have come a long ways! There are now customized CRM systems for all industries and a lot of companies have moved towards online systems. I know Loan Toolbox sells an ACT template specifically for loan officers. While I do not have one from them, I do … (3 comments)
I was discussing various CRMs with Brian Brady at lunch yesterday, and Top Producer 7i and Salesforce.com got a lot of attention. When doing research later in the day I came across "Maximizer". I have not yet had a chance to dig into it in depth, nor does it appear to … (4 comments)
What does your client database look like? Do you have a client database? I sure hope so...or how else would you keep in touch with clients, reference their information, log key information from conversations with them, and keep track of your resources (repair and maintenance companies, title agencies, mortgage brokers, etc.).Do … (0 comments)
What should be the lag time to follow up to an email lead on your listing? Is it 1 hour, 2 hours, next day, or 3 weeks?! 3 weeks! As a test I filled out a contact form for a new condo development in NYC (a National recognized condo developer) and … (8 comments)
As participants in ActiveRain, we all are growing to understand the impact that technology and online social networks are having on how we do business. We all enjoy the blogs and the "virtual" relationships that we are forging with this group, and a recent article in the Mercury News best stated … (3 comments)
Susan Milner was kind enough to bring up the topic of CRM or Contact Relationship Management in her blog today, so I thought I would give you some of the offline options that are available to you if you're one of those folks who doesn't like having their client information sitting … (10 comments)
I think one of the most important things that we can do as professionals is remember our clients birthdays. I have a friend that has been in the Real Estate business for 5 years, and he will call his clients on thier birthdays before their own mother will. This is a … (1 comments)