best practices: Do you Target Market? - 05/07/13 10:52 AM
Can you target market? Not if you don’t keep the right kind of information on your sphere of influence in your database.
What if you used categories or some other searchable field in your CRM to store information like hobby, alma mater, favorite kind of food, favorite sport, favorite team, favorite kind of books, favorite kind of movies, favorite actor, etc.
You need to get into the habit of asking those kinds of questions when you’re working with your clients. It can’t happen overnight, but over the months and years you will develop an extremely valuable set of demographics for your client … (2 comments)

best practices: Best Practices - Adding Contacts to Your CRM - Part Three - 03/24/13 01:28 AM
Different CRMs call them different things. Category, Contact Type, Classification, Group, etc. It is a field that identifies what that person’s relationship is to you. Buyer-Past, Seller-Active, Gold Partner, Title Rep, Mortgage Processor, etc. For you to truly interact with your database in an expedient, accurate, and profitable manner, being able to categorize your contacts is at the core of what you are trying to accomplish. Your CRM should at least have the ability to add as many categories as you choose, and be able to include a contact in as many categories as you need. 
Optimally there would be another … (4 comments)

best practices: Best Practices- Adding Contacts to Your CRM - Part One - 03/24/13 01:09 AM
This first part of three is pretty basic, but may help some people. The next two parts are a little more meaty.
Adding Contacts to your CRM - Some suggestions when adding contacts. Part One of Three
If you have all your contacts on paper, start entering them according to the ideas suggested in this series. If you already have them in an electronic format, you have to import them. A common question is if you should clean them up in the old database first, or clean them up once you get them into the new CRM. By cleaning up, we … (4 comments)

best practices: Adding contacts to your CRM – Some suggestions when adding contacts - 08/09/12 01:00 AM
 
If you have everything on paper, start entering them according to the ideas suggested below. If you already have them in an electronic format, you have to import them. A common question is if you should clean them up in the old database first, or clean them up in the new one. By cleaning up, we mean getting rid of contacts when we do not know who they are, or filling in a last name on contacts that have none, etc. One difference that may affect that decision is that if you do it in the new one, you are … (7 comments)

best practices: CRM Best Practices - The "Name" field - 06/09/10 10:40 AM
It may sound trivial but it is absolutely not. You should always, without exception, have both a first name and last name in every contact. When you have it, use a middle initial too, to distinguish between two people with the same name.
If all you have is the first name of John, and you have no last name, you should just put John, or maybe TBD (To Be Determined) in the last name field too.  This enables you to order your contacts by last name, and see for whom you need a last name.
Why? If you do not, you will eventually end up … (2 comments)

 
Gary David Hall, Real Estate CRM Sales, Training and Implementation (RE-ACT, LLC)

Gary David Hall

Real Estate CRM Sales, Training and Implementation

Doylestown, PA

More about me…

RE-ACT, LLC

Office: 215.345.5222

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This blog is dedicated to the dissemination of information about Real Estate specific contact management and CRM software.


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