referral: 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)

referral: 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)

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

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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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