Why are Real Estate specific CRMs promoted as opposed to Outlook or other generic CRMs? Is it really worth having one? What real benefits are there? The best way to answer these questions is to see an example of what they can do for you in a real life setting, so let's do that.
We will now walk through a scenario made possible by using a CRM solution to its maximum potential. It is important to note that there are several CRMs available today that will do the vast majority of what follows. This is no futuristic … (0 comments)
crm best practices: Choosing and Using a Contact Manager or CRM - an eBook
- 10/06/10 08:17 AM
Now available at http://garydavidhall.com/ChoosingAContactManager.htm The primary goal of this book is to help insure that one sentence never comes out of your mouth, after you have purchased a Real Estate Contact Manager or CRM. That sentence begins with: "I wish I had known..." Far and away the biggest issue I see facing the majority of agents who are just beginning to search for a CRM is a very simple and universal one. You do not know what you do not know. I hope to minimize that problem here. This book covers every facet I could think of concerning the many considerations … (1 comments)
crm best practices: CRM Best Practices - Sources of business
- 06/18/10 04:20 AM
A good CRM allows you to record essentially two sets of ways someone who did business with you, found you. One set is that they were a personal referral, made by an individual, such as another agent, or by a non-agent such as someone in your sphere of influence. If they came from one of these two sources, you should record that persons name in the contact's record. A good CRM will give you a specific place to store that information so you can look at someones contact record and clearly see how many people they referred to you, and if that person should be treated especially well if they have bee … (0 comments)
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Gary David Hall
Real Estate CRM Sales, Training and Implementation
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