All I want for the holidays is a database!

Reblogger Marsha Booth
Real Estate Agent with Remax Executive Group, Inc., Marsha Booth & Associates

Thought this post was very good and something I feel is very important to my business.

Original content by Claudia Wicks

We have been discussing preparing a postcard, letter or e-card to thank our customers, past clients, sphere, etc. over the Thanksgiving holiday for their support.  Many of you would prefer to send out an E-card or email rather than mail something and incur the printing expense and postage.  There is one obstacle however, because some of you do not have a database organized.

You can use Outlook.  But, you really need a CRM customer relationship management system- not only to send out a Thanksgiving card, but to stay in touch with a large database throughout the year.  There are many to choose from: Point2Agent has a CRM attached to the PRO package, Top Producer, Market Leader, Sharper Agent, among many others.  My Virtual Assistant likes Constant Contact and my business partner likes My Real Future- a free service.

Regardless of the type of CRM you select to use, you still need the email addresses of your past customers and your sphere, at least.  How can you obtain them?

CALL THEM!  I know many agents HATE to call.  You always feel like you need an excuse.  You really don't.  For example, if you called your past clients (even if it has been 2 years) all you really need to do is let them know you have been thinking of them and wanted to be in touch.  Ask them how they like their home, how are they doing, what is happening....They will usually be thrilled to hear from you.  That's it.  It is that simple!

To obtain email addresses to build a database here's is your (unnecessary) excuse to call.

"Hi, this is___. How are you?

The reason I am calling is that the holidays will be here before we know it.  I am updating my address list.  Do you have a minute for me to confirm your contact information?

Address- correct zip code?  Phone number is obviously ok? How about a cell phone number?  And, what is your email address?  (Or, let me confirm your email address?)  May I send you my e-newsletter periodically; it is filled with homecare tips and real estate market info.  Most of my customers really seem to like it; I want to make it available to all of my friends as well.

Great- I'll check back with you from time to time.  Look for my Thanksgiving email!"

Do it!

This is the beginning of your database:                                                                                                                   

  • You have obtained their email address
  • You have received permission to send them real estate information - your e-newsletter
  • You have reminded them you are in real estate
  • They will look forward to your email and get them used to receiving business email



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Matthew Hardy

You are absolutely correct - the simple basics of communicating with clients and prospective clients in a routine and organized manner is key to success. A well-designed customer relationship management system can undergird and support that effort, especially in handling the details of relationships as they're developed. I've designed many CRM systems and know the positive effect they can have on a business's bottom line.

Nov 18, 2008 04:48 AM #1
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