User70692_1_t Pamela Cendejas
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The secret to contact management is not so much which database system you use, but how current the information is and how you use it.  

Here are a few tips:  

Scrub it: People move and phone numbers change. Go through your contacts and update or delete as needed. Keeping your contact system up to date is a must if it is going to be effective in your business.  

Organize: Assign categories to each contact.  This way you can find a contact even when you don't remember their name. Categories can also be used as a "tickler file"  

Fill in the blanks: Use your management system for more than just an address book. Most systems have data fields for kid's names and important dates like birthdays.  Use them. If you sold them their current home, be sure to put the closing date in the anniversary section.  

Notes: When entering contact data, note when you met the person and why you are saving their information.  

Social Networks/Blogs: If your contact is part of a social network or has a blog, be sure to get this information. This will help you keep up with what is going on in their lives and get to know them better.  

Read: When you click on a contact name, be sure to read your notes and track your communications with them before you make a call or send an email.  

Automate: Set automated emails for drip systems, birthdays and other important dates. Use a contact management system with a calendar that will prompt you to make important phone calls, send newsletters, etc.  

Back-Up. If you are not using an online contact management system, be sure you perform a back up whenever a change is made.  

Use a Virtual Assistant: Maintaining a contact management system can be time consuming. Realtors do not make their living in the office performing administrative duties, so delegate.

 
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3 Comments on The Secret

I do try to scrub my lists periodically.  It's disheartening to see how much data is no longer current.

06/16/2008 03:37 PM by Brian Schulman - Your Lancaster County, PA Real Estate Professional (Coldwell Banker Select Professionals)


Great Ideas.  I will also set a reminder to call past clients.   I get a popup and an email reminding me to do so. 

 

 

06/20/2008 02:05 AM by MICHELLE TUCKER - Fort Rucker Real Estate (Realty World - SHAP)


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Virtual Assistant: Pamela Cendejas (Second Self Virtual Assistance)
Pamela Cendejas
Lake Havasu City, AZ
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