Most Current Speaking Topics

Julie San Martin recently asked me to come to their office and teach Agent Office to their team. When I explained that I could do it online with GoToMeeting, Julie told me that their Internet connection was not very consistent. I grudgingly agreed to a visit. It's a tough job, but somebody's gotta do it! - Gary

There are more and more CRM (Customer Relationship Management) solutions coming out every day. What are the differences between them?

Far and away the biggest issue I see facing the majority of agents who are just beginning to search for a CRM is a very simple and universal one. You do not know what you do not know.

I hope to minimize that problem here. This seminar covers many facets concerning the considerations there are when it comes to deciding which solution to choose. They include evaluating your aptitude, your needs, and your goals. They include an explanation of a significant percentage of the features that are available in Real Estate specific Contact Managers and CRMs, so that you know from which you have to choose. It speaks to the costs; Mac versus PC; when to buy one; why to buy one, backing up; exporting and importing databases; creating your own database; or going with an Outlook add-on; how to use one once you get it; the history of them, Web based versus Desktop; and much more.

On a daily basis, people come to me with all manner of questions relating to Real Estate Contact Management and CRM solutions. Not one realizes that there are over 40 different programs to choose from, and many have never used one before. It is a daunting task, especially if you do not know where to begin. The bottom line with most is that they have come to the realization that they need one, or that they need a better one than they have.

As with anything, you can go out and pretty much grab the first one you see, or maybe the one you have heard the most about. If you give it any thought at all though, you realize that this really is a very important decision, assuming you are going to use it for more than just a glorified Rolodex.

How do you decide which one is right for you? What information can be imported into them, and how is it done? The question often asked is, "Which one is best?". The question which really should be asked is, "Which one is the best for me?".

This is a seminar to help the agents make the determination as to which CRM solution is the best one for them. If they already have one, this seminar will help guide them as to whether or not to stay with the one they have. Get answers relevant to questions such as:

How may people will be using it? If more than one, do they need their own calendar and contacts? What are their roles?
What do you need it to do for you?
Windows or Mac?
Tablet? What kind?
What phones will be used?
What do you use for e-mail?
Do you get it through an exchange server through your office?
Do you have to have template e-mails and activity plans included, or are you willing to create them yourself, or buy them as an add-on?

Gary David Hall is the Real Estate industry's only Real Estate CRM "Broker". Until January 2008, he was the only person Top Producer had authorized to sell both Top Producer, and it's primary competitor, AgentOffice, as well as many others. This privilege was extended due to the overwhelmingly positive reputation Gary enjoys internationally in the industry, for his depth and breadth of knowledge on the subject, and for being fair and unbiased in his presentation of the many choices available.

Bring Gary in to compare and contrast Top Producer, Advantage Xi, IXACTAgent, Agent Office, REST, Active Agent for Outlook, Realty Juggler, All Clients, ACT! add-ons, Goldmine, Howard & Friends, and others. What are the pro's and con's of each over the other?

Do you know what you need? What are the questions you should be asking yourself, to better determine your needs?

Once you understand your needs, then Gary will explain the capabilities, or lack thereof, of each of the above mentioned solutions.

"Excellent & exciting! As a college teacher for 20+ years, I can really appreciate the value & experience of high quality instruction, coupled with an engaging and entertaining personality. I'll be signing on for more of Gary's courses in the future.

Patricia L. Kendel - Polley Student, Past Client, Broker/Owner - RE/MAX Allegiance

We thoroughly enjoyed the classes you held at our office. Both the agents and I felt the material presented was of a significant value and will help us in our day-to-day work activities. Being more efficient and managing time effectively will only continue to grow in importance in our industry. Having a knowledge of and being able to use technology is an absolute must in today's business world.

I especially appreciated that fact that you took the time to present an outline to me prior to the class so that we could custom-tailor it to our agents. So many times people take classes where the speaker / teacher never investigates the level of sophistication of his or her students and consequently a significant amount of time is wasted going over items in which the students are already proficient. The agents also appreciated you allocating time for their questions both during and at the conclusion of the class.

Bringing educators like you into an environment like ours provides tangible evidence of the value we as owners and managers provide our associates. As you know, both classes you gave were complete sell-outs with waiting lists. I am looking forward to having you back soon!

Neal Baldwin, RE/MAX Action Associates, Manager

"Mike, just wanted to take a moment and pass on to you how much Gary Hall has helped our office. The numerous tasks he has explained, (SOAR, RE/MAX 2000, Internet, etc.) I not only benefited from his office visits, but have also learned from his ability to teach. I know I have not used all the support systems that region provides (a fact I am changing) but next time I am asked what the region is doing for the money they receive from us, Gary Hall will be at the top of that list."

Ural Tomblin - Broker/Owner - RE/MAX Countywide

"…it was nice learning from someone that does not treat you like an idiot for not knowing something"

Lisa Phillips - Assistant to Bonnie Eschelman

"Gary was great! He answered all of my questions (no matter how basic). This was a very valuable training day - time well spent. With a training background, I found myself observing as a "trainer". He had great audience involvement, good visuals, control of the group, and was very relaxed and comfortable with the content. His sense of humor is refreshing and a good teaching technique."

"…did an excellent job on the Internet Seminar on Tuesday. Both the presentation and the materials were excellent. I thought your information was well organized and covered the important points without getting bogged down in details that no one needs to worry about."

Barbara J. O'Donnell - Realtors' Special Services at RE/MAX Properties Ltd. - Sponsored by Norwest Mtg. Inc.

I thoroughly enjoyed yesterday's Internet Training session at the Blue Bell CC. The materials presented were informative, and will inspire us to enhance our technology efforts. Gary Hall and Jennifer Gates did an excellent job and should be commended accordingly. We are looking forward to Gary's visit with us…"

Bob Shadduck - Broker/Owner - RE/MAX Associates of Delaware

"Thanks so much for making our meeting extra special. Your insights and recommendations were greatly appreciated by both myself, the owners, and our agents."

Neal Baldwin - Manger RE/MAX Action Associates - Recipient of RE/MAX SEPA Technology Award 1997

"Best technology course I ever took! I use the computer and internet daily, and I often take additional courses. I learned more today than in any other course"

"Thank you for a most interesting, informative, well prepared, structured, course. You have managed to make sense of a very confusing issue (Technology). As instructors rate, I give you an A+. You captured 100% of my attention, and that is not easy!

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