What Makes a Great CRM?
When looking for a CRM for the first time, we recommend developing a checklist of features and a ranking system for each of those features. Try this criterion: Feature Importance to Me Ease of Use Here's a brief walkthrough of how you might rank a feature.
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5 Reasons You Need a Real Estate CRM
Do you want to be more productive, better organized and have more control over your business? Use a real estate CRM. A Customer Relationship Management program is intended to help professionals stay on top of their businesses and succeed. Here's how an investment in a real estate CRM will take your business to the next level.
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Success Story: San Diego Team Triples Their Transactions with Software Switch
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7 Reasons Why Real Estate Video Marketing Is a Wise Choice for You
Marketing has evolved at breakneck speed and Realtors that don't keep up fall behind fast. Take video, for example. What wasn't even a "thing" in digital marketing a few short years ago is now the THING that catches the attention of your prospective clients. Moreover, video isn't just for your website. Video has come to CRM, even to the most common communication channels like email and text. What makes using video with your CRM so powerful for real estate, you might ask? Just count these ways – seven to be exact:
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Success Story: Exploring How Agents Choose Real Estate Technology
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5 Signs You're Doing Real Estate Contact Management the Right Way
Managing your real estate contacts is the foundation of a successful career as a real estate professional. When you properly care for your database, you save time and energy that you can dedicate to other important aspects of your career and even your personal life. Ultimately, using a real estate CRM will help you to stay more organized and get more out of your workday. If you're looking for a real estate CRM, these five items can help you choose one that's right for you. Already using a CRM? How many of these five items are you already doing?
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How Kyle Whissel became the #1 Team in San Diego
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6 Quick Tips For Real Estate Contact Management
Managing your real estate contacts is the foundation to a successful career as an agent. When you properly care for your database, you save time and energy that you can dedicate to other important aspects of your career and even your personal life. Ultimately, using a real estate CRM will help you to stay more organized and get more out of your workday. If you're just getting started and are looking for some advice, here are six quick tips for real estate contact management, and how a CRM can help you:
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Friday Freebie: Holiday Weekend Freedom Edition
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How Healthy Is Your Database?
Do you have a healthy database? The last time you went to your physician's office for a check-up, was everything great? I sure hope so. If you passed with flying colors, it probably made you feel good. You may need to make some adjustments to your diet or exercise routine but, hopefully--overall--you were in good health. Of course, the reason we have physical check-ups is not to make us feel good. We go to find out if something's wrong so we can take action to fix it.
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Got a CRM? If So, You Need a F.O.R.D.
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Spring Cleaning for Your Real Estate CRM
Spring is in the air and you know what that means--lots of fresh new leads looking to buy and sell homes! The arrival of spring reminds us of new beginnings, fresh opportunities and, yes, spring cleaning. Now I don't know if you use this season to wash your windows or reorganize your closet, but I do know that it's a good time for agents to re-evaluate your real estate contact management.
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7 Do's and Dont's of Handling Client Relationships
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Contact Management Is a Contact Sport
Being a speaker, trainer and presenter supporting the real estate community for the past 19 years, I must say my attendees have taught me so much! During breaks and after my sessions, agents are quick to share their experiences with me. Many years ago, I was preparing to give my customer relationship management presentation when a 50-year real estate veteran approached me and asked if I was the presenter.
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Leveraging Insights to Drive Higher Lead Conversions
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Top Tips for Dominating Your Local Market this Spring
Are you ready to make the most of the spring buying season? Here are the tools you need to maximize your time and productivity. The stage has been set for a competitive spring season in most markets. In the whirlwind of these busy times, it might start to feel like you're stuck putting out fires left and right and tending to the squeakiest wheels without focusing on a strategy or engaging a holistic approach to managing your business. Don't let the overwhelm get you. And don't get bogged down in admin tasks and marketing campaigns that could be put on auto-pilot. Here are the best ways to stay organized, keep on top your prospects, and leverage the right tools to do the heavy lifting.
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5 Habits that Make You a Less Productive Agent
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Why the Top Agents Leverage Success Metrics in a Shifting Market
3 key metrics you should be tracking There's been a lot of buzz lately about the shifting market, and you've likely been hearing steps and strategies to help you be prepared for what may come in your local market. Whether it just shifts slightly to a more balanced, normalized market, or there's a noticeable lull in home sales, the name of the game is being fully prepared at any time with a solid business model, that's evergreen and "shockproof," so that your profitability doesn't suffer. One tactic that will help solidify your profitability (no matter the market), is clearly tracking and measuring success metrics.
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The Secret to Success with Prospects Pro
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Everything You Need to Know About Setting Up and Using a CRM
When you first started entertaining the idea of a career in real estate, you may not have known about the horde of acronyms that would rule your life: MLS, IDX, NAR, etc. Each one is extremely important for running an effective real estate business. Another acronym that's often underrated but is actually one of the most important is CRM. CRM stands for Customer Relationship Management, and it's the system that helps you turn a lead into a client and a client into a referral source.
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Getting New Business from Old Clients
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5 Types of Real Estate Clients You Need to Understand
In the "Age of the Customer," any business looking to survive puts their client at the center of their operation. Today, it's the consumer, not businesses, who are driving business decisions, which means that it's vital for real estate agents to understand their clients on a deeper level in order to make the sale. Don't assume you know what your real estate clients want
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8 Steps to Reconnecting with Real Estate Clients
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Anatomy of a Successful Real Estate Agent
Oversaturated markets give consumers an abundance of options, but make it difficult for brands and vendors to stand out. With so many choices in a competitive playing field, real estate agents really have to differentiate themselves to stand out from the crowd – and become a powerful player in the market for the long-term. Here are the seven essential ingredients that lead to success in real estate.
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Don't Let Your Contacts Fall Through the Cracks
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Five Simple Ways to Become the Go-To Agent in Your Community
You know the community you serve like the back of your hand. You know the best schools, restaurants, community programs and more. But does your community know you as the go-to real estate agent? With the level of knowledge you have, they certainly should. Luckily, we've outlined five simple ways for you to make that happen.
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4 Surefire Ways Your CRM Will Help You Grow Your Business
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The 4 Most Efficient Ways to Organize Client Contacts
Your database of contacts is only as good as the data you put in. It is absolutely vital for real estate agents to keep their database up-to-date, complete, and well segmented in order to get full value out of it. Segmentation enables you to group your contacts based on requirements that fit your sales process. Reach the right people, with the right message, at the right time. By associating your contacts with certain groups, you can effectively filter your database, include groups in marketing campaigns, or reach out to certain segments. Below are four efficient ways to organize clients contacts in order to keep your database neat and tidy and reap all of its benefits.
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The Most Important Part of Your CRM
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6 Tips for Nurturing Leads in Real Estate
Think of all your real estate leads as a garden (stay with us here!): Some grow fast, some take a little bit more time, but you want them all to thrive. That's why lead nurturing is so important. It's the action you take after someone connects with you via referral or advertising so you're top of mind with prospective clients. Some leads take just days to nurture, while others might take months to develop into a client. But it's worth it to try to nurture them all, even if that looks different depending on how you reached them and how ready they are to move forward. Our tips for getting started:
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How to Choose the Best Real Estate CRM
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Six Ways to Engage with Your Sphere This Fall
Ah, fall. The time of the year when it suddenly becomes socially acceptable (if not encouraged) to drink pumpkin spiced lattes with virtually every meal as we all helplessly watch our timelines get taken over by "throwing leaves" pics. Aside from the pumpkin overload and sweater weather, fall also brings tons of new opportunities to engage with your sphere. Here are a few fall inspired ideas to kickstart your sphere marketing this season!
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Keeping Your Sphere of Influence Warm When the Real Estate Market Cools
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5 Fun Ways to Engage with Your Sphere
Saying that client relationships are tricky is an understatement, everyone knows that. For you as an agent, relationships are more than just tricky – they are the foundation of your career, so keeping them strong and healthy is essential to your success. If you've ever been one to miss an important event, an anniversary for example, it's likely safe to say that you've found out (the hard way) the important role that timing plays in building said client relationships. Mediocre efforts to maintain them and get the timing right will cause you to fall short, meaning that you must go above and beyond to stay top-of-mind and wow your clients, constantly. Don't stress – we've got you covered. Read on for ways to utilize personalized client insights in order to maintain long term engagement with your sphere, and keep the business rolling in.
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Filling Your Pipeline: Origination vs. Order Taking
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Friday Freebie: Slip into Fall with a 60-day Trial of this CRM
Seasons change--and so do the software solutions that real estate professionals rely on to run their business. This summer, a longtime favorite CRM completely overhauled their look and platform to better serve agents... and to help agents better serve their clients. In this week's Friday Freebie, we'll take a closer look at the newly redesigned IXACT Contact, and show you how you can check it out for yourself with an extended free trial! Free 2-month trial of IXACT Contact's reimagined CRM In June, IXACT Contact unveiled their redesigned CRM, an update that the company calls "the largest single upgrade to the system since it was first launched nine years ago." In July, IXACT Contact teamed up with us to offer RE Technology readers an in-depth look at the new system during a live webinar. So what's new in the revamped IXACT Contact? You can check out the webinar at the link above to find out, but here's a quick rundown: A Dashboard that offers a visual snapshot of your entire business, including lead status, goal progress, and more. A Goal Setting and Tracking module that lets you set financial and activity goals, and track your progress toward those goals. A Business Pipeline where you can monitor the status of all your leads, clients, and referral sources, and manage your business pipeline from a "big picture" perspective. In addition to those new features, here's a list of existing highlights that you'll be able to check out during your free trial: Integrated agent website with lead capture capabilities A Prospecting Activities panel where you can identify hot leads at a glance Extensive email marketing capabilities with a library of pre-written templates Fully automated and customizable e-Newsletters sent to your sphere each month Email campaign analytics to track the success of your marketing efforts Built-in Activity Plans for Marketing, Listing a Home, and Closing a Transaction An Original Source Reporting feature where you can see where your leads come from, which lead type closes most often, and understand your ROI for each lead source Detailed contact profiles, and an activities/history log Wireless smartphone sync, plus ability to sync with Mac Address Book and Microsoft Outlook Mail merge letters and labels Support for real estate teams of all sizes This trial offer is exclusively for RE Technology readers, and is twice the length of their standard trial. Still need a little extra incentive to try this "next generation" CRM for yourself? IXACT Contact is also including a month-long trial of social media management tool Social Stream, lifetime price protection, and their Concierge Setup Service at no cost. Ready to try it for yourself? Claim your FREE, 60-day trial of IXACT Contact here, or use code "RETECH" on any sign-up form on their website.    
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10 Questions to Ask About Real Estate CRMs
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What's Your Client Management IQ? 3 Questions to Ask
Realtors Who Get the "M" in CRM Get More Closings There's no "secret sauce" to customer relationship management (CRM), but there is a process that isn't followed by many real estate professionals, and it's costing them money. Often it's the simple things, those "I should have thought of that" moments, that take a Realtor from mediocre to top producer status. Ask yourself the three questions below to uncover where hidden weaknesses in your CRM process may lie.
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4 Strategies for Building Your Real Estate Database
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3 Ways Artificial Intelligence Can Help You Close a Deal
There's a big misconception around what artificial intelligence (AI) really is and how it can impact your real estate business. To make matters more confusing, many of today's real estate software platforms have latched onto the term but fail to explain what's really behind the curtain. So what is AI, exactly? Simply put, AI automatically gathers information and behavioral patterns to generate meaningful data that you couldn't process on your own. It offers insights that can be used to generate a more personal and timely response to leads. It can improve the way you manage your business, priorities, and day-to-day interactions. It's designed to work behind the scenes. It's not something you need to learn or take hours to implement. So how can AI truly impact your bottom line? We've seen three practical ways that AI gives agents an advantage.
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5 Agent Best Practices to Dust Off Your Sphere this Spring
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The Useful versus the Detailed Real Estate CRM
CRM stands for Customer Relationship Management, so real estate CRM certainly applies, as real estate is a relationship business. So, the more detailed your real estate CRM records the better, right? Wrong is the answer in most cases. Taking a step back to look at the big picture, what is involved in a real estate customer relationship? It's keeping in touch, answering questions, helping with property buying and selling, and managing transactions. Notice that all of those activities involve actual interaction with the customer. Problem: Real Estate CRM Glut
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Artificial Intelligence: What It Is, What It Isn't, and How It Benefits Your Business
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Friday Freebie: 100 Ways to Segment and Market to Your Sphere
Personal data. As consumers, we leave it everywhere--and marketers love it because it provides insight into who we are and the kind of products we're likely to buy. But did you know personal data can also benefit real estate professionals? With a little insight into your clients, you're better able to pinpoint when they're ready to list their home--and potentially even know how to better connect with them. Now, we say 'potentially,' because just knowing that your client is a dog lover doesn't necessarily mean you'll know how to use that information to connect with them. That's why in this week's Friday Freebie, we're highlighting a guide full of 100 ideas you can use to connect with your sphere--whether they're dog lovers, sports fans, foodies, gardeners, or something else entirely. Read on to learn more!
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3 Ways You Aren't Using Your Real Estate CRM (and Should Be)
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Top Apps for Real Estate Agents in 2018
Your job as a real estate agent is complex, with lots to remember and lots to get done every single day. There are innumerable contact management, CRM tools and apps available. But you need to be sure they actually help and don't simply add more work for you. Instead, take advantage of this list of contact management software and customer relationship management tools we've gathered from top agents to help you accomplish things more quickly and efficiently.
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Triple Your Leads with Better List Segmentation
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How a Real Estate CRM can Help Convert Referrals to Clients
Digital marketing has undeniably changed the way real estate agents have done business over the years, but there's one thing that remains constant – referrals are still one of the best ways for real estate agents to boost sales. In one study, 88 percent of buyers said they would use their agent again or recommend them to others. Even with all of the digital information and options we have at our fingertips these days, we still look to those we trust for referrals and recommendations. In fact, 84 percent of consumers say that they almost always trust referrals or recommendations from their friends or family when it comes to products and businesses. A real estate CRM not only helps you get more referrals, but it also helps you track referrals more effectively, increasing your odds of converting them to clients – whether it's right away or down the road. What you do with your referrals, specifically how you manage and keep in touch with them, can make a significant impact on your business.
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Friday Freebie: An Extra Long Trial of a Favorite Real Estate CRM (plus Bonus Goodies)
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CRM Best Practices for Real Estate Agents
CRM stands for "Customer Relationship Management," and over the years real estate agents have used a variety of tools to manage and track their client relationships. In the old days, we used a Rolodex and handwritten notes. Then we migrated to a Microsoft Excel spreadsheet, which gave us an enhanced ability to organize and sort our contacts. However, these "old school" tools can't begin to compare to the power and capabilities offered by the CRM software systems on the market today. There are a number of excellent CRM options, many of which are customized for the needs and uses of real estate agents. We personally use Realvolve in our brokerage, GoodLife Realty, and we recommend it to Paperless Agent Coaching Club Members, as well.
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4 Powerful Reasons Why a CRM Will Improve Your Real Estate Business
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Boyenga Team Delivers Online Excellence through Chime
Eric and Janelle Boyenga are a husband and wife real estate team working with buyers and sellers in one of the most technology focused markets in the world for two decades. California's Silicon Valley is not only the epicenter of global technology, but also real estate technology. To position their company, the Boyenga Team comfortably promotes themselves as Property Nerds. They aim to deliver the best digital experience to their clients with an abundance of software applications. They target their services to engineers and other employees of companies like Google, Facebook, Sun Microsystems, Apple, and many of the leading technology firms in the Silicon Valley. "You cannot grow a successful real estate team in the Silicon Valley without a constant investment in cutting edge technology," says Eric Boyenga.
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Get More from Your Database: 6 Ways to Boost Referral and Repeat Business!
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Quick Tech Hack! Export Your Facebook Contacts to Your CRM
If you tend to collect friends on Facebook easier than you collect contacts for your CRM (and who doesn't?!), this is the tip for you. To get started, you'll need: An active personal Facebook account A Yahoo email account (can be brand-new) A Gmail email account (can be brand-new) Why do you need two separate email accounts? Here's the scoop:
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How to Grow Your Real Estate Database
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10 Segmentation Strategies for Your Client Database
A customer database is the lifeblood of a real estate agent's business. Within their contacts are all the buyers, sellers, and prospects they've worked with in the past and hope to work with in the future. A timely, but vital task is keeping that database up-to-date and organized in the most efficient fashion. There's one way to ensure database success—marketing segmentation. With that in mind, here are ten customer segmentation strategies:
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20 Years of Staying in Touch Leads to Multiple Transactions
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LinkedIn hack! Export the email addresses of all your LinkedIn contacts
We spend hours developing Facebook ads, but we tend to overlook LinkedIn as a potential source of business. And even more than that, we may not realize that every LinkedIn connection has entered in an email address that we have access to. Here are the four steps to exporting your connections from LinkedIn, then importing them into your CRM. From there? Engage them with one-to-one follow up and leverage your favorite market report to nurture them over time.
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Create a Conversion Funnel to Turn More Facebook Leads into Clients
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4 Ways to Build More 'Client for Life' Relationships
We spend so much time talking about the importance of repeat business and referral business, but the reality is that MOST agents have still not come up with the right way to keep in touch naturally over the long-term. The result? Will your clients hire you the next time you buy or sell your home? Are you sure? After closing, 70 percent of sellers say they would "definitely" use their agent again — but only 25 percent of repeat buyers and sellers actually do. We aren't here to lecture you. Creating one client for life relationship is tricky enough, and aiming to keep in close touch with every client you've ever had is nearly impossible. Still, there are a few low key ways to ensure that you don't break a bond that could end up paying off — both in business and in friendship — after you walk away from the closing table. Below are four tactics you can employ to create more long-term, business-boosting client relationships.
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Do This One Thing, and You'll Double Your Business Next Year
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Friday Freebie: Take Your Business to the Head of the Class with this CRM
It's back-to-school time! This fall, if there's one important lesson that you need to learn it's that you don't have to keep using the same old clunky, confusing tools for your real estate business. For many real estate agents, one tool that gets a failing grade is their CRM. After all, if your system is difficult to use, it's likely you won't use it much—and that's almost as bad as not having a CRM at all! If that's a problem you're having, we have just a few words of wisdom for you: Get a new CRM! In today's Friday Freebie, we'll highlight one CRM that's offering an extended free trial for a limited time.
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4 Ways to Supercharge Your Closing Activity Plans
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Don't Be 'That' Agent! Remember Your Sphere
When it comes to being a Realtor, I am totally understanding of the fact that there are always many balls in the air, many hats you have to wear, all competing with the fact that there are only so many hours in the day. Based on this understanding, I understand why sometimes agents will drop certain things in favor of dealing with a more pressing, immediate issue. What I cannot forgive, though, and completely cannot comprehend letting slip is keeping up with your sphere of influence. Your sphere of influence is the lifeblood of your real estate practice. They not only are a support unit for you, giving you encouragement as you close listings, keeping you positive and moving forward, they are also an invaluable source of new business via referrals. For those of you that are behind in following up regularly with your sphere of influence, today I'll share four quick, easy tips to get you on the right track and growing your real estate practice.
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How to Balance CRM Data with Your Natural Gut Instincts
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Win More Business from Your Sphere: 3 Ways to Tweak Your Marketing
The ads and flyers you run to your geographic farm often act as an introduction to you, your brand and your business niche. It's acceptable (and expected) that your Just Listed flyers explain who you are and what you do. But when it comes to marketing to your sphere — the people who know you best — it's important that you work to reinforce your value proposition, not introduce it. Because while a refrigerator magnet with your face and email on it may be a suitable giveaway for 500 people in your farm, it's a weird gift to offer the cousin who bunked with you every summer at Camp Lakota. Your goal, then, is to make Cousin Jim feel more special than anyone in your CRM. Here are three ways you can tweak your marketing to better appeal to your sphere contacts.
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5 Steps to a Healthy Repeat and Referral Business
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10 Must-Have Business Relationships for Realtors
When it comes to things related to "home," prospects and current and past clients will turn to you for your expertise. But it's impossible to offer everything to everyone, and you run the risk of spreading yourself too thin in trying. The saying goes, "You're only as strong as your network," and it definitely holds true for real estate professionals. Building a network of relevant professionals will help you when asked questions that fall beyond your scope. Instead of responding with "I'm not sure" or "Gee, I wish I could help with that," you can say, "While that's not my expertise, a lot of my clients trust *blank* or *blank* for that sort of thing. I'll text you their contact information." In doing so, you prove your honesty, integrity, and willingness to help your client throughout the entire process of purchasing or selling a home.
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How Healthy Is Your Sphere? 10 Tough Questions to Ask Yourself
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Building the Foundation of Your Database
Your database serves as your own personal encyclopedia, and managing this list daily will always generate a large percent of your business – if you do it correctly and stick to it. Consider this: people that know, like, and trust you already want to do business with you, so it makes sense to grow your database on an ongoing basis – rather than letting it grow stagnant, dull and uncared for. Here are 6 essential guidelines to help you make sure your database is vibrant and growing.
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How to Reconnect with Past Clients
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How a Real Estate CRM Can Build Your Customer Advocacy Program
Companies became wise many years ago that putting their happy customers in front of prospective buyers was paying dividends, because advocates do exactly that, they advocate on behalf of you brand. Nowadays, with all of the marketing messages overloading one's system, consumers are skeptical to believe what an advertising campaign is telling them – but they’ll listen to someone who was once in their shoes. Customer advocacy is one of your most important assets – because it can help sell for you.
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The Art of Planning Client Appreciation Events
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Get in Touch with Past Contacts with this Quick LinkedIn Hack
Sending emails to warm lead and cold prospects is a great idea — but what if your prospects are currently saved in a variety of databases or platforms? Today, we'll show you how to export every connection you have in LinkedIn, so you can quickly and efficiently build up your contacts. Build your database from LinkedIn contacts We spend hours developing Facebook ads, but we tend to overlook LinkedIn as a potential source of business. And even more than that, we may not realize that every LinkedIn connection has entered in an email address that we have access to. While you should be respectful of your connections and be sure not to add them to a drip email marketing campaign without their permission — remember, CAN SPAM laws apply to you — it's perfectly okay to connect with them one-on-one to discuss your specialty and their real estate needs. Here are the four steps to exporting your connections from LinkedIn, then importing them into your CRM. 1) Log in, go to Connections Start off by logging into your LinkedIn account. If it's been a while, be sure to review any new connection requests and check your inbox for pertinent messages. Then, from your home page, click on Your Connections:
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The 5 Types of Real Estate Clients You Need to Understand
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Six Guidelines for Growing Your Database
Your database is your personal gold mine. Managing this list daily will always generate a large percent of your business. People that know, like, and trust you already want to do business with you. Consequently, it makes sense to grow your CRM database on an ongoing basis – consider it your people farm. Here are 6 "growth guidelines" to help you do just that: 1. Who should be on your list? Everyone who knows you. Who are they? Past clients Friends/relatives New leads Old leads Social networking Service providers Service clubs Prospecting contacts (example: open house leads) Business acquaintances Internet contacts In other words, EVERYONE
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Five Steps to Getting Back in the Groove, Fast
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Top Producer: Ask Us Anything!
Wednesday, March 15, 2017 at 10:00 AM PDT If you have questions regarding Top Producer® and Market Snapshot® that you want to be discussed in an interactive method, then our live "Ask Us Anything" session might be just what you're looking for! Ask Us Anything is a new concept led by our Product and Customer Service teams. Come ask questions, or just listen to the dialogue and learn something new that you can incorporate into your business. Who knows maybe a sneak peak here and there into things we are working on... shhhh! Register now!
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9 Signs You're Doing Real Estate Contact Management Right
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Contact Your Real Estate Customers in Small Bites
The best way to grow your business is old fashioned, and centered on building and maintaining trust relationships with people who you know. 1000Watt Consulting says it best: "A lead is a customer that someone else lost." You want to know why Ferry, Buffini, Staver, and the Ninja selling systems work? They all teach you to farm your relationships and expand them. Moreover, never, ever let a customer go. They are a prospect until they die. CRM systems have made the management of your selling time more effective. You can manage your work and work your plan to stay connected to your prospects and clients. But we recommend working in small bites: 10 calls a day 10 emails a day 10 door knocks a day In a couple of hours of your day, you will reach 30 people. Even if you do not reach them, they will know you reached out. But keep it real. If you call, call with something meaningful. If you send an email, make it meaningful. If you are door knocking – have a reason and a purpose. Be prepared.
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Propel the Sales Cycle Forward with Integrated, Intuitive Broker Tools
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4 Ways Your CRM Can Take Lead Conversion to the Next Level
Leads. We all rely on them to bring new business into the pipeline, but their quality can vary dramatically, and a lousy lead is sort of worse than no lead at all. (Who wants to chase their tail?) Still, we work with what we have. Even if you don't have a full inbox of guaranteed conversions, it's important to manage your leads efficiently to optimize conversion. Taking into account leads of differing quality, most real estate professionals would be thrilled with a conversion rate of 5 percent. The industry average is closer to 1 percent. So finding new leads while making the most of the leads you have should be a priority. Many agents rely on lead sources such as Realtor.com, Zillow, and others to identify prospects—but making customers out of them can take some help. One of the things that a top-quality CRM can do is optimize those leads. A CRM can make the difference between just having lots of mediocre leads and having lots of approaches to use that will help you convert them. Here's how: #1: Response Time Automating your leads mean instant responses can be automatic. This is huge for conversion, since many inquiries go unanswered even though studies show that a quick (one hour or less) response will boost the likelihood of further contact by seven times.
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Build Your Real Estate CRM Database with 4 Easy Steps
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The Guide to Real Estate Holiday Cards
The holiday season has officially arrived, and this time of year is a time to give thanks to all the people that make our lives bright. With the first holiday card sent in the winter of 1843 by the famous educator and art donator Henry Cole, holiday cards have become an American tradition, and one that also causes lot of stress. Holiday cards are a great way to show your appreciation to the folks in your network. However, the more customers a business has, the harder it is to be personal and heartfelt in each individual card. Doesn't it always seem that each year we seem to get more cringe-worthy cards than the last? These cards end up being remembered for all the wrong reasons, and that's something important you'll want to avoid entirely when you're sending out your holiday cards—especially in a professional network. Here are our top tips for sending the best real estate holiday cards: Build authentic relationships this holiday season The holidays are a great time to show clients how much they are appreciated. Nurturing a relationship with your customers has become more vital in growing a business, especially in terms of customer base and revenue. According to Harvard Business Review, creating products that foster emotional connection with consumers increases the number of customers, in one specific case by 40 percent. With it being December, the best way to harbor customer relationships is through holiday cards. Almost 2 billion physical and 500 million electronic holiday cards sent around the country every year, but simply sending any holiday card will not do much. The potential to foster an emotional connection with your customers lies within the details. That's why we put together these quick tips for creating the best holiday card from your business to your network and clients.
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Leveraging Your CRM to Produce Clients-for-Life
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5 Mistakes that Ruin Real Estate Relationships Before They Start
If you're a regular reader of this column, you know that we often discuss the importance of building meaningful real estate relationships, establishing your sphere of influence and staying in touch with your past clients. Repeat and referral business are so valuable and achieved through what? You guessed it: relationships. Building quality relationships comes naturally to some people, but for many Realtors it can be a challenge—especially when you're scrambling to complete paperwork, prepare for a listing presentation, host an open house, and balance your personal life. In the midst of everything on your to-do list, are you still able to form meaningful real estate relationships that you can nurture to grow into happy lifetime clients? Or are you making errors that ruin your professional relationships before they even begin? Let's go over five mistakes that Realtors make that can potentially ruin your relationship with leads, and how to avoid making these errors. Mistake 1: You don't keep notes on your contacts. For years, I relied on my memory alone for storing important details about my friends, colleagues, and network of acquaintances. But after a couple of memory faux pas, I realized I needed to be more diligent about keeping notes to help me keep details straight so I can have more authentic conversations with people by recalling past conversations and information they've shared with me. Keeping notes about your past clients and prospects in your real estate CRM will help you have more meaningful conversations when you connect. Are you keeping notes about family details, pets, milestones and more? This lets you connect with your contacts better on a one-on-one level and build stronger relationships. Your contacts will feel valued and be impressed that you care enough to remember information they've shared with you!
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The Ultimate "Clean Up Your CRM" Checklist
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5 Ways to Find NEW Business in Your Existing CRM
If you're using a CRM to manage your real estate business, good going. It's becoming an essential element for success. In a recent survey of agents and brokers, over 71 percent of respondents used a CRM system. CRMs integrate your contacts with data from sources like social media, transaction logs, market statistics, and public records. They also provide access to real-time information on how customers are responding. Research has shown that using a CRM can improve conversion rates by as much as 300 percent, while cutting marketing costs by one quarter. Basically the CRM is just a database full of people. So, beyond storing and managing information, what are some ways it can be used to generate new business? Glad you asked. 1. Generate referrals The best way to earn a referral is through extraordinary customer service. Using a CRM during the listing and transaction process provides a very smooth customer experience. You are able to meet their needs efficiently and provide any and all information in short order. In this way, just making use of your CRM helps to generate more referrals, and thus create new business. Making connections is the specialty of the CRM. It can help identify relationships among your clients and partners that can produce referrals for you.
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Growing Agents' CRM with Solutions from Homes.com
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Top Producer: Ask Us Anything! (9/21)
Wednesday, September 21, 2016 at 10:00 AM PDT If you have questions regarding Top Producer® and Market Snapshot® that you want to be discussed in an interactive method, then our live "Ask Us Anything" session might be just what you're looking for! Ask Us Anything is a new concept led by our Product and Customer Service teams. Come ask questions, or just listen to the dialogue and learn something new that you can incorporate into your business. Who knows maybe a sneak peak here and there into things we are working on... shhhh! Register now!
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3 Things You're Neglecting Today That You'll Regret in 5 Years
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Reesio Training (9/14)
Wednesday, September 14, 2016 at 12:00 PM PDT This webinar is a full-length demo of our entire product. You will walk away from the demo feeling trained and knowledgeable on all of our great features. Webinars are 1 hour long, and we'll be able to answer all of your questions during it. During the webinar, you will learn how to: Create transactions in Reesio Create and add compliance and workflow templates including creating and assigning tasks Manage your documents including uploading, sharing, editing, and eSignatures and more! Register now!
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Four ways to NOT think about your sphere of influence
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Propelling the Sales Cycle Forward with Broker Tools from Top Producer (9/13)
Tuesday, September 13, 2016 at 10:00 AM PDT In this one hour webinar with Broker Consultant, Luke Rogalsky, gain valuable insights into how the Top Producer® suite of products can help you build a thriving business by addressing: Actionable strategies to ensure your agents make the first connection Tools to foster and build trust after the initial prospect contact Data and relationship intelligence to move the sales cycle forward Seamless integration of technologies for quick agent adoption Real-time insights and marketing metrics for Brokers Register now!
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Introducing Wise Agent (9/13)
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[INFOGRAPHIC] Why Use a Real Estate CRM?
I'm always shocked when I meet a REALTOR who doesn't use a real estate CRM.  Don't they know how much easier their day-to-day tasks would be if they used the right tools? Having the right real estate contact management system can help you merge your real estate marketing efforts with your business process, allowing you to focus in on both current and prospective clients in a way that is timely, relevant, personalized, and most importantly, efficient and effective. Check out this infographic to learn more about what a real estate CRM is, and how it can help your business.
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Welcome to Top Producer: Build Relationships, Build Your Business (9/8)
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Propelling the Sales Cycle Forward with Broker Tools from Top Producer (8/30)
Tuesday, August 30, 2016 at 10:00 AM PDT In this one hour webinar with broker consultant, Luke Rogalsky, gain valuable insights into how the Top Producer® suite of products can help you build a thriving business by addressing: Actionable strategies to ensure your agents make the first connection Tools to foster and build trust after the initial prospect contact Data and relationship intelligence to move the sales cycle forward Seamless integration of technologies for quick agent adoption Real-time insights and marketing metrics for Brokers Register now!
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How to Master Real Estate Marketing Offline
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Reesio Training (8/16)
Wednesday, August 16, 2016 at 12:00 PM PDT This webinar is a full-length demo of our entire product. You will walk away from the demo feeling trained and knowledgeable on all of our great features. Webinars are 1 hour long, and we'll be able to answer all of your questions during it. During the webinar, you will learn how to: Create transactions in Reesio Create and add compliance and workflow templates including creating and assigning tasks Manage your documents including uploading, sharing, editing, and eSignatures and more! Register now!
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