WATCH: Make 2020 Your Best Year Ever with the Best CRM

December 19 2019

2019 is winding down and that means it's that time of year: New Year's resolution season. Whatever your specific goals are for your business in 2020, one thing is certain--you're going to need a plan to get there.

In a recent webinar, we helped agents do just that. Special guest Shannon McGee of IXACT Contact shared an 11-item checklist for changing your business game in 2020. Shannon ran us through each item on the list and even gave us a brief demo of features in IXACT Contact's real estate CRM that can help you achieve that objective.

So if you're looking to make the year ahead your strongest one yet, tune in to the webinar recording below to find out the actions you can take to achieve all your goals in 2020.

Webinar Guests

  • Shannon McGee, Sales Director, IXACT Contact
  • Moderator: Marilyn Wilson, Co-founder and President, RE Technology

Video Timeline

0:00 - Moderator Marilyn Wilson introduces the webinar topic and guest.

1:59 - Shannon McGee outlines the objectives of the webinar and what a CRM is, what it can do for your business, and how real estate CRM IXACT Contact can help.

7:13 - Shannon shares an 11-point "wish list" for changing your business game.

7:40 - #1: Get my contact list organized.

12:05 - #2: Never again miss the opportunity to follow up with a prospect or past client.

16:53 - #3: Automate my lead capture, nurture, and conversion.

18:22 - #4: Stay in control and have better management of my business pipeline.

21:03 - #5: Become an email and text marketing superstar.

29:15 - #6: Go mobile!

30:30 - #7: Develop your online presence.

35:08 - #8: Turn my social media marketing into a lead-gen machine.

37:58 - #9: Get more referrals and repeat business.

39:57 - #10: Stay organized and in control of your business.

40:08 - #11: Set business goals and achieve them.

45:37 - Shannon talks about IXACT Contact's Concierge service that gets you up and running with no heavy lifting on your part.

48:41 - Shannon reveals an exclusive offer for RE Technology readers.

49:12 - Question and answer segment.

A Special Offer for RE Technology Readers

For a limited time, RE Technology readers can get an extended free trial of IXACT Contact. Claim your FREE 60-day trial at www.ixactcontact.com/RETECH.

Next Steps