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Are you using or considering Outlook 2007?

By
Real Estate Technology with Altos Research 72732

I'm curious to know if you are using Outlook - or considering it - what are your primary questions about Outlook 2007?

Do you have Technical questions that hinder your decision to use Outlook 2007?

"How to" issues? 
What would you like to learn how to do...what is the most important action you want Outlook to do for you?   No, not cook your dinner or do the laundry.

Cost Savings?
For example this could be using the internet more instead of direct mail to reduce costs or maybe you are currently paying to have access to your database online...and frankly, you're tired of paying the $$$ each month..

Any comments would be appreciated.

Thank you.

Jeff

www.ImpactYourSalesNow.com

Shane OnullGorman
Eau Claire Realty, Inc. - Eau Claire, WI
Eau Claire Wisconsin, Real Estate Agent & Realtor- Buy or Sell

I have a great question.

Without using exchange how can I synch my outlook at home and my office.

I want the same exact folders of saved messages on both.

A synced inbox on both. If I delete a message on one it deletes on the other.

Synced calander between the two and my entire contact list replicated. If I add an event or contact to have that synced between the two as well.

I have a Moto Q to go between but it sometimes overwrites the contacts and does not carry all the information over such as if I form a contact grouping.

So far I have been unable to find a good solution for this. As far as I know exchange is pay only and therefore does not interest me. I also do not have direct access to my company email server so any option like that is not an option. I thought gmail but that requires a gmail addie.

I have outlook 2007 on both machines. Oh and I just remembered I need this in 3 places, my laptop.

Jan 18, 2009 01:13 PM
Robert Schwabe
Herron Real Estate - Orange Park, FL
Orange Park Real Estate

Jeff  - I'm using outlook 2007 and thinking about changing to top producer. I believe that top producer has a e-mail drip campaign with it.

Jan 18, 2009 01:13 PM
Mike Klijanowicz
Cummings & Co. Realtors - Perry Hall, MD
Associate Broker @ Cummings & Co. Realtors

Nope, I use my own spreadsheet in Excel to keep track of my contacts.  I have heard that there are too many glitches with 2007 OUtlook...

Jan 18, 2009 01:26 PM
Brian Lee Burke
Kenna Real Estate - Lone Tree, CO
Broker & Advising Expert-Kenna Luxury Real Estate

I have just today moved away from outlook - too many problems. ~Rita

Jan 18, 2009 01:31 PM
Jeff Graves
Altos Research - Sunnyvale, CA
More than just beautiful market trend reports

Robert...you are correct - Top Producer does have an email drip campaign.  You can accomplish a drip campaign with Outlook as well - if you are doing a small campaign it's fairly simple to use quick parts to insert your email text and then schedule the date for it to go out.  There are also companies that provide add-ins for less than $40.  Let me know if you are interested in obtaining that info.

Eau...wow!  My first question is if you have a laptop why on earth do you have two other computers.  I've used only a laptop for 8 years and have never missed a desktop pc.  You are creating unnecssary extra work and expense for yourself - no wonder you want to figure out a way to sync all this.

The two simplest methods for you to accomplish what you want...and all you are syncing is what you mentioned

  1. a simple PDA or smart phone may do the trick for you.
  2. You could also Export your email-calendar info put it on a jump drive and then plug it into a USB port on each computer and import the files

Another option is you can use a service like GoToMyPC and transfer files.

Jan 18, 2009 01:41 PM
Shane OnullGorman
Eau Claire Realty, Inc. - Eau Claire, WI
Eau Claire Wisconsin, Real Estate Agent & Realtor- Buy or Sell

Jeff I have explored all of those options but they are all manual. None are easy either. I am thinking of getting rid of outlook and looking at another solution that does this. I was hoping thunderbird but I dont think it will.

Jan 18, 2009 01:58 PM
Bob & Carolin Benjamin
Benjamin Realty LLC - Gold Canyon, AZ
East Phoenix Arizona Homes

We used to use Outlook but switched to Thunderbird and are very happy with it. We never used Putlook for calender items  - only e-mail .

Jan 18, 2009 02:56 PM
Andrew Monaghan
The Monaghan Group - Glendale, AZ
CRS, GRI, EPro Associate Broker

I use outlook 2007 and have had no problems at all,

Jan 18, 2009 11:41 PM
Jeff Graves
Altos Research - Sunnyvale, CA
More than just beautiful market trend reports

I appreciate everyone's comments thus far.  There are many database options for agents..here's a partial list:

  • Act
  • Active Agent for Outlook
  • Agent 360
  • Agent Office
  • Eurekaware
  • Respond
  • Top Producer
  • The Wise Agent

Oh, I'm sure there are more.  Take some time and figure out what you need your database to do for you and what you are willing to pay for it...in time, upkeep and monthly fees, once you figure that out then you can make a decision.  Please, don't base your decision on what some trainer is telling you...but base it on your needs, your requirements and your research.  It's not a database program that will make you successful...as some might want you to believe.

Jan 19, 2009 04:05 PM
The Brad Papa Team
Realty Executives of Kansas City - Olathe, KS
Olathe Real Estate Agents

I use Outlook 2007 and really think it works well for my program. I use the Business Contact Manager a lot. I set up re-occuring tasks and link them to specific records. Then I look at my task list daily to let me know who I need to call/email etc.

Jan 27, 2009 07:43 AM
Scott Cowan
RE/MAX Professionals - Olympia, WA

I am currently using Outlook 2007 and Business Contact Manager on my computers. I have never had any problems with Outlook (any versions) but wish it was a bit more robust for real estate related issues. I am considering moving to Heap for my CRM needs. From what I have seen it meets many of my needs.

With regards to keeping your multiple Outlook installs insync between multiple machines I have yet to find a way without using Exchange. I will continue to look though as it would be of great value to me as well.

Best,

Scott

Feb 15, 2009 04:32 AM
Robert Schwabe
Herron Real Estate - Orange Park, FL
Orange Park Real Estate

Jeff - Could you tell me what types of ad-ins are available for doing a drip campaign for outlook. 

Feb 16, 2009 12:50 PM
Jeff Graves
Altos Research - Sunnyvale, CA
More than just beautiful market trend reports

Anthony...you must be using Outlook 2003 if you haven't upgraded to 2007 yet (there wasn't a 2006 version).  2003 is a good version...in fact the only reason I switched was because of the number of requests I was receiving for training on 2007 outnumbered the requests for 2003 training.

Good luck with whatever version you decide to use.

Feb 18, 2009 06:17 AM
Jeff Graves
Altos Research - Sunnyvale, CA
More than just beautiful market trend reports

SCOTT
...frankly I haven't found a great solution.  Of course there are some simple things you can do...but there may be some limitations.  For example, if you are syncing between two machines a PDA will work fine - although you may need to buy an add-in to update "subfolders" (i.e. under Contacts maybe you have another folder for "Business Sphere" and another for your "Farm").  Personally I would just have those as Categories and not seperate contact folders.

Another option is to export your data on a regular basis and then Import it onto the other machine.  This is a bit cumbersome but works and can be done rather quickly depending on whether or not you are also exporting your calendar, task, and email along with your contacts.

ROBERT
...Add-ins -I haven't found a good "drip campaign" add in for Outlook.  Email me and tell me a bit more about the campaign - how many emails, how many people, over what duration, etc. and it may be that Outlook will work just fine for you.

Happy Sales

PS Technology should help your business, not hinder it.

Feb 18, 2009 06:29 AM
Eileen Begley
Coldwell Banker, DelMonte - Carmel, CA
Monterey Real Estate

Hi Jeff: i have Outlook 2007 on my tablet and 2003 on my desktop. 07 has some nice features - if you want to use One Note with it. Otherwise not sure it's worth upgrading.

Do you know of any easy way to save a client folder of emails and back it up elsewhere so you can include it with a closed escrow file?

Feb 18, 2009 12:09 PM
Jeff Graves
Altos Research - Sunnyvale, CA
More than just beautiful market trend reports

Eileen...
I'm going to break your question up into a couple and address each one.

1. An easy way to save a client folder of emails.  I have an email folder called "Clients" in that I have other folders listed by client names.  Some of the emails that I feel are important I drag from my Inbox into their folder.

2. Back the folder up elsewhere - I'm assuming you mean off the computer so it's protected.  You can Export any folder in Outlook - including a particular clients email folder.  It can be saved it in a variety of formats depending on how you want the email content formatted to go with the closed escrow file.

3. Include it (?) with a closed escrow file - not sure what you mean here.  Printed or as a Outlook folder?

Hope that helps.  If you need more direction shoot me an email or give me a call.

Feb 18, 2009 05:34 PM
Theresa Welti
Prudential Select Properties - Saint Louis, MO

I love the new 2007 office suite, especially word and outlook.  I find that complex tasks such as mail merge, envelopes, etc, have become much easier.  I am looking though for a real estate specific add on to work with Outlook.  I'm torn between Respond and RealeSeller.  I'd be interested in hearing what others had to say about the two.

 

Apr 01, 2009 05:01 AM
Jeff Graves
Altos Research - Sunnyvale, CA
More than just beautiful market trend reports

Theresa...if you love the new 2007 office suite...and you've found the mail merge easier...What are you looking for Respond or RealeSeller to do for you?  Let me know and perhaps I can provide you with some information that will help you make a decision.

Apr 01, 2009 06:09 AM
John Slocum
Premiere Property Group, LLC - Vancouver Washington - Vancouver, WA
Broker, SFR - Vancouver WA Real Estate

Hi Jeff, we are still on 2003, with Business Contact Manager on my PC.  My new desktop has some real horsepower and an evaluation version of Windows 7 on it.  I think in a couple of months we'll get Kat an upgraded PC with the Windows 7 as well, then I'll go for the MS Partner Pack to upgrade the Outlook elements.  Still stuck with a Comcast home Internet account that only allows 1,000 outbound e-mails a day, however.  Mahalo!  John

Jul 20, 2009 01:52 AM
Jeff Graves
Altos Research - Sunnyvale, CA
More than just beautiful market trend reports

John...sounds like you are gearing up for some serious business...awesome!

1000 outbound emails a day isnt' bad...many limit you to 250 a day and when you exceed that they freeze your account (yes I had this happen once about 2 years ago with Comcast).  Once I discovered my emails not going out I had to contact comcast and explain to them what occurred and that everyone I was emailing had subscribed to receive my emails.  Since then I've used Constant Contact to do large mailings.

Aloha,

Jeff

Jul 20, 2009 07:33 AM