Is Top Producer a good value?

I posted this in another spot and then decided to post it here as well. I would like to comment on the cost of TP. I want to be clear that I am not addressing any faults it may have, as all of the CRMs have faults. I am solely addressing cost. Bear in mind […]

Best Practices: Adding properties

To add or not to add – that is the question! Do you need to record property information in your CRM? You already have to key the property info into the MLS, and probably your Web site as well. Now the CRM too? Whether or not you do is one question, and if you decide […]

CRM Best Practices – Sources of business

A good CRM allows you to record essentially two sets of ways someone who did business with you, found you. One set is that they were a personal referral, made by an individual, such as another agent, or by a non-agent such as someone in your sphere of influence. If they came from one of these two sources, you should record that persons name […]

CRM Best Practices – Categories

How do you best organize your contacts? Each software has it’s own term for how they group the contacts. One of the primary functions of a CRM is to be able to select a certain group of contacts with which to work. You may want to contact a certain group of people to call them to […]

CRM Best Practices – The “Name” field

It may sound trivial but it is absolutely not. You should always, without exception, have both a first name and last name in every contact. When you have it, use a middle initial too, to distinguish between two people with the same name. If all you have is the first name of John, and you have no […]

Need help setting up your CRM/Contact Manager?

A question I get every day is, “After I buy this CRM, how do I get started?” If you have had a Contact Manager or CRM before, and the one you just got is relatively intuitive (easy to learn), then you may be fine. However, if you have never had one before, you may find […]