Top Producer adds "Follow-up Coach"

By
Real Estate Technology with RE-ACT, LLC

 

There's a a great trend developing in the CRM industry. They are recognizing that one of our biggest pains is not being good at follow-up. We need someone or something in our face to make sure we get it done, and get it done in an organized and intelligent way.

Contactually may have been the first one to do it by having you separate your contacts in Buckets, which is just another way to say Categories. You would then tell the system how often you wanted to follow up with the people in each Bucket. Contactually is a good CRM if you want something pretty much strictly for follow-up,but not for marketing or transaction management. Top Producer is much more, but they have implemented something similar conceptually.

Top Producer’s new Follow-up coach works with the data you have.  By scanning your data, follow-up coach will intelligently bubble up 5 contacts that it thinks you ought to reconnect with.  Follow-up has been simplified, you can skip a contact if you don’t want to deal with them now, or you can further organize that contact by specifying the right pipeline status, contact types, or assignment if you’re on a team.

So you click on one of these suggested follow-ups and it opens a new window that allows you to do many things without having to click around.

You don't have to open up a different window to do anything. It allows you to make a note of the phone call, e-mail them, schedule a follow up or skip for the time being and it will come up again later. You can change their contact type, or move them along in the Sales Pipeline.You can bang out a good number of calls quickly and clicking on Refresh brings up five more if you choose.

If you want to see it demonstrated live online just contact me and we'll do it.

If this article has prompted you to take a look at TP or any other CRM, please do me the kindness of contacting me or visiting my site to trial or purchase them. As always, I can not be beat on price or terms on any of the 30+ CRMs on my site.

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Topic:
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Technology - Contact Management / CRM for Real Estate Agents
Tags:
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Rainmaker
4,798,978
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

I'm not sure if I like this or not yet.  I definitely would like the option to make it smaller.

Aug 08, 2013 09:55 PM #1
Rainmaker
100,288
Gary David Hall
RE-ACT, LLC - Doylestown, PA
Real Estate CRM Sales, Training and Implementation

I see that in the settings for the Home page that you can not eliminate it there like you can the other sections. Seems like an oversight to me. I'm looking into it for you.

Aug 09, 2013 05:22 AM #2
Rainmaker
100,288
Gary David Hall
RE-ACT, LLC - Doylestown, PA
Real Estate CRM Sales, Training and Implementation

OK so it may or may not have been an oversight, but that change is "not something on the radar any time soon". While I continue to think TP is one of the very best out there, they continue to tick me off when it comes to things like this. I'm not a programmer but I would be very surprised if that change was not easy to make with a minimal resource cost.

Note that you can move it to the bottom of the page. There’s a button on the top left corner of the follow up coach window to do it. 

Aug 19, 2013 04:43 AM #3
Rainmaker
4,798,978
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

I've moved it down some, Gary.  Surprisingly, I find myself using it occasionally, though there are much more pressing changes I would have liked to see them make.

Aug 29, 2013 10:59 PM #4
Rainmaker
100,288
Gary David Hall
RE-ACT, LLC - Doylestown, PA
Real Estate CRM Sales, Training and Implementation

I'm meeting with them next month so do tell. What would you like to see?

Aug 29, 2013 11:23 PM #5
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Rainmaker
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Gary David Hall

Real Estate CRM Sales, Training and Implementation
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