crm contact manager: WiseAgent - LES is More
- 11/04/15 03:55 AM
OK I made up the acronym but it wasn't too difficult. LES - Lead Enhancement System. How often does a lead come in with the only information being an email address? Or maybe you get a name too. But that bare minimum amount of information lead can be a pain. If you're smart, you'll do a search and see if you can find out anything about the person to make it easier to connect. Not too long ago WiseAgent added the ability to find any social media related data and automatically add it to their contact record. Now they've set it up … (0 comments)
crm contact manager: CRM Best Practices - Categories
- 06/11/10 01:35 AM
How do you best organize your contacts? Each software has it's own term for how they group the contacts. One of the primary functions of a CRM is to be able to select a certain group of contacts with which to work. You may want to contact a certain group of people to call them to follow up, send a form letter or e-mail to that group, a post card, etc. In order to accomplish that, the contacts need to be categorized or grouped.
After about 12 years of trial and error, some of the categories I recommend to my clients … (3 comments)
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Gary David Hall
Real Estate CRM Sales, Training and Implementation
OK I made up the acronym but it wasn't too difficult. LES - Lead Enhancement System. How often does a lead come in with the only information being an email address? Or maybe you get a name too. But that bare minimum amount of information lead can be a pain. If you're smart, you'll do a search and see if you can find out anything about the person to make it easier to connect.
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