crm: Breaking news! WiseAgent adds new mobile interface!
- 08/07/13 04:49 AM
Synching has always been the way to view your CRM data on your phone. Unfortunately there tend to be inherent problems with it. Sometimes the synch doesn't work well, especially with calendar items. It also doesn't offer any more than the address book and calendar and on occasion some to-do's. A mobile interface is not a synch. It is looking at the live database on the CRM's servers so there are no synching issues. This is the way the industry is trending and it's a welcome change.
Not only does WiseAgent's mobile interface give you more than just contact and calendar (calendar coming very … (1 comments)
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crm: I'm proud to announce a new affiliation with Contactually!
- 07/17/13 08:33 AM
"There is a major buzz around the Internet on this one, and with good reason.
Although I feel it is my job to counsel agents that they should be using their CRM to truly run many aspects of their business, including transaction management, it often falls on deaf ears. They just don't want something that involved. Many agents I speak with are just tired of following up too late with people, only to find that they have lost out on a potential listing or sale. If that's your primary pain point and all you want is something to really keep you … (2 comments)
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crm: IXACT Contact now works for teams!
- 07/15/13 03:38 AM
Each team member has their own calendar and task list which can be shared among team members. You can assign leads, appointments and tasks to other team members. You can choose to send each marketing communication with either Team or individual team member branding. You can assign all the tasks and key date reminders related to the management of Active Business or Marketing and Listing/Closing Activity Plans across multiple team members. The Team Leader can set restrictions on importing, exporting, deleting, or wirelessly synching contact data. And much, much more...
The monthly fee for Team Leaders remains unchanged at $34.95, … (0 comments)
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crm: Online Dominance Webinar tomorrow
- 07/14/13 11:56 PM
The Top Ten Must-Haves for a Real Estate CRM Tuesday July 16, 2013 from 5:00pm - 6:00pm EASTERN
Need to double check the session start in your time zone? Check Here!
If you don't know what features should be in your CRM, how do know if what you have is the best one for you, or the one you are looking at is better?
To make a better decision, don't miss REDominance Live Group Coaching this Tuesday when Gary David Hall joins us.
Gary literally wrote the book on Real Estate CRM - "Choosing & Using a Contact Manager or CRM - … (1 comments)
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crm: Listing & Closing Checklists now available for WiseAgent
- 07/10/13 06:04 AM
People have been asking when my “Trans-Plans” Listing & Closing Plans & E-mails/Letters would be ready for Wise Agent. I’m happy to announce that they are ready! The folks at Wise Agent have been working diligently on it and they are now available. You can see the details or purchase them by clicking here.
Trans-Plans is an extremely comprehensive set of activity plans/checklists and a set of e-mails/letters that enable you and/or your assistant to stay on top of your listings and closings like a truly organized professional. Regardless of how much help you have, these plans will ensure smoother transactions and … (0 comments)
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crm: What's your e-mail reputation?
- 06/13/13 03:56 AM
Do you know that if you are sending an e-mail regularly to your Sphere of Influence, but you are not doing it responsibly, you could be doing a great deal of damage to your domain name's e-mail reputation?If you're not following up with your SOI consistently, you're losing money in lost referrals and repeat business. If you are, and you're using e-mail as one method of doing so, are you doing it responsibly? If not, you could end up on various e-mail server's blacklists, and that is not somewhere you want to be. That could stop all of your e-mails from … (3 comments)
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crm: Activity Plans and Assistants
- 05/21/13 01:25 AM
If you have an assistant, how long did it take to train them? How many hours did you lose in productive listing and selling time? Your production went down did it not? And now if that assistant quits next month you have to start all over again. One way to minimize the time it takes to train a new assistant is to have an Operations Manual. The problem is that If you have ever written an Operations Manual you know that the day after you get it done and printed up, it is already on its way to becoming … (0 comments)
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crm: Do you send something like this to your buyers?
- 05/14/13 06:14 AM
There is usually no shortage of phone calls and questions coming from the client just prior to closing. Two things I always tried to accomplish throughout my transactions was to keep the client informed, and to reduce time consuming/unneccessary phone calls to a minimum by doing so.
Following is an e-mail/letter that is in my Trans-Plans Listing and Closing Plans. I would send this out about ten days to two weeks prior to closing/settlement. It's a template e-mail and like all template e-mails, it can't be perfect for everyone's personality and market. But it's a good start that you can use … (2 comments)
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crm: 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)
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crm: Teams Capability is coming to IXACT Contact
- 03/09/13 01:29 AM
Below is their announcement.
"The TEAMS Module is still on track for release to production around the end of this month. We are currently planning to launch TEAMS in two phases. Phase 1 will be a “soft launch” to our existing customer base and to prospects who have requested notification when TEAMS is available. In May we’ll do a “hard launch” entailing all the PR and marketing communications we normally do to promote major new enhancements such as this."
I offer IXACTContact with an extended free trial. For more information go to http://IXACTContact.GaryDavidHall.com
… (0 comments)
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crm: Top Producer - Meet DropBox & Google Drive
- 03/07/13 06:38 AM
One by one Top Producer is filling any holes they had left. One glaring such hole has been the lack of the ability to store documents in the CRM. So what they did was teamed up with DropBox and Google Drive to accomplish that. Now there is a box on the contact screen that looks like this:
I've been pushing them to add the capability to store documents in the CRM for years, but the response was always that they had too many users and that it would take too much server space. Since that is no longer an issue, - … (2 comments)
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crm: WiseAgent hooks up with Contactually
- 03/06/13 02:11 AM
Wise Agent is excited to announce our new integration with Contactually – helping you “gain more customers by building a relationship network.” Merge all your connections with friends, followers, and more, then have those contacts automatically sync to your Wise Agent account. The integration will also help you manage the history you have built with your contacts, whether from Facebook or Twitter messages, or emails, everything will be accessible from your Wise Agent “client summary” page.
… (3 comments)
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crm: IXACT Contact extends support hours
- 03/04/13 10:24 PM
Just a quick note. IXACT Contact has announced that they have extended their support hours. They are now available from 9:00 AM to 8:00 PM EST. This should make the west cost people happy!
… (0 comments)
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crm: What do you think of Market Leader?
- 01/03/13 04:16 AM
I'm doing some research and I would very much appreciate any feedback positive or negative you have about Market Leader. What do you like most about it? What do like least about it? What would you like to see that it does not have? How do you like the CRM aspect of it? Thanks for your time!
… (2 comments)
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crm: Top Producer is Having a Sale for December!
- 11/29/12 04:28 AM
Top Producer has been getting better and better and they are one of my top recommendations at this point!
The following are often available only to certain franchises, but this month they are all available to everyone. They are only available if you call me directly as they are not shown on the their site or my store pages. Call me at 215.813.2495 to order or for more information.
Below are the continued specials that will be available company-wide for the month of December 2012:
1. Complete QR Bundle – (Market Snapshot + TP CRM + Website) - … (1 comments)
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crm: Choosing Your First CRM, or Considering Moving to a New One?
- 11/15/12 03:06 AM
Choosing one –
First and foremost, if you are not committed to making (as opposed to getting) the time to learn, implement, and consistently use it, don’t waste your time and money.
Right now is typically one of the best times to do it in most markets. Some resort markets get busier this time of the year, but most start slowing down next month, so it’s a good time for most.
Do not pick your first CRM based on price, planning to move to a “better” one when you can afford it. Moving from one CRM to another creates two issues:
The learning curve … (0 comments)
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crm: What do you NOT like about Top Producer?
- 10/10/12 05:11 AM
For those of you who are getting all excited to have a chance to bash Top Producer - this is NOT for that purpose. General "I hate Top Producer" comments will be deleted as quickly as they are posted.
I am doing some research. For those of you who have used, or are using Top Producer, what did/do you NOT like about it? PLEASE be very specific, right down to the click streams if necessary. General comments like "it is too hard to use" or "I don't use enough of it" are not helpful.
I am looking for genuinely helpful specific … (12 comments)
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crm: 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)
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crm: Exporting CRM Data – The rest of the story
- 07/24/12 07:31 AM
A common misconception agents have about Real Estate CRMs is that some of them intentionally make it difficult to export your data. In interviews with over 30 Real Estate CRM developers, that does not ring true. It is true that some export more fields than others and some do it in more usable formats. However, how many different data fields your existing CRM will export is only half the equation. How many of those fields your new CRM will import is equally important and sooner or later you may decide to switch CRMs.
When you started in Real Estate, you did … (0 comments)
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crm: Top 10 features to look for in a CRM
- 06/19/12 02:10 AM
While everyone has their preferences of what are the most important features to them, the following should be basic requirements for everyone. Each of the following is a topic which I have written about extensively in my book, but the following is a brief description of each.
E-mail stored with the contact record – This is a major issue about which I have written an entire article in the past. Please click here to see that article. Bulk e-mail – If you don't already do a periodic e-mailing to your sphere of influence, you should. It must have a good perceived … (0 comments)
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Synching has always been the way to view your CRM data on your phone. Unfortunately there tend to be inherent problems with it. Sometimes the synch doesn't work well, especially with calendar items. It also doesn't offer any more than the address book and calendar and on occasion some to-do's. A mobile interface is not a synch. It is looking at the live database on the CRM's servers so there are no synching issues. This is the way the industry is trending and it's a welcome change. 
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