Which comes first, Contact Manager Book or Comparison Matrix?

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Author’s NOTE: When I rebuilt this site, I opted not to bring over the CRM Matrix. It was supposed to be updated by the CRM vendors, but only a half dozen of them were staying on top of it, so it got dated.

It has come to my attention that people are looking to my book to help them pick which contact manager to use. The book does not help you pick one specific CRM by itself, for two reasons.

1) Real Estate Contact Managers/CRMs are constantly changing

2) The Real Estate CRM section is up to date with reviews

So why read the book?

All you have to do to get a sense of how little you know about what is involved in purchasing a CRM, is to think about how much bad information is out there about Real Estate agents and the industry in general. In all likelihood, you are as under informed and misinformed about CRMs, as the public is about Real Estate.

The book explains what features are available, how to use the features, what realistic expectations are, how to understand the comparisons between the products, and much much more.

I have spoken with at least several agents each day for the last couple years about CRM. They tell me what they have used, what they want and why they want it. When I ask them to explain their needs and preferences, virtually without exception they are making those decisions without understanding the facts and concepts behind them.

In my experience, most agents put more time into researching a cell phone purchase than they do in selecting their Contact Manager/CRM. This is one of the causes for people spending a great deal of time and money unneccesarily because every year or three, they switch to another CRM.

If you do your research about CRMs on the Internet or by talking to other people, you are gathering a great deal of biased opinion, but very little well rounded and comprehensive fact. Some examples:

People are almost always mistaken about the upsides and downsides to having your data online in a Web based CRM, versus offline on a desktop solution. The whole concept of Web based solutions “holding your data hostage” is almost completely misunderstood, as very few people know to consider that regardless of what data is exported from one CRM, at least as important is the issue of what data can be imported into the next. So don’t you want to know exactly what data you can export, and then import?
The concept of your data being always readily available and not having to be backed up on a Web based product is only a partial picture when you take into account that if you accidentally delete 500 contacts from your database, that you can easily recover from that mistake with a Web based CRM. This is simply not true in many cases. So how do you compensate for that potential issue?
Additionally, there is a great deal of outright disinformation about products that is stated by disgruntled users who are angry with a provider, whose sole purpose in posting is to simply cost them business. An examination of why they are upset often reveals the fact that the user is simply ignorant, had unrealistic expectations about the product, or that they decided midway through a contract that they wanted out, and the vendor would not let them. These issues are not the vendors fault, yet the disinformation gets posted in the guise of valid criticism. So how do you sift through it all?
Another false assumption by many is that e-mail and contact management have to be accomplished on two different programs. That is probably the single biggest inefficiency in which agents regularly engage. So what should be done instead?
These are only four examples of many about which people make decisions based on incomplete, biased, or false information.

How can you know what features you want in your CRM, when you don’t know what it is that is available, or even have a correct understanding of what the features truly mean to you? You can’t.

So before you decide against buying the book because it does not help you choose between specific contact managers, consider that it is virtually impossible to make a well informed, wise choice without reading it first. That is, after all, why I wrote it!

Choosing and Using a Contact Manager or CRM

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Now available here!

The primary goal of this book is to help insure that one sentence never comes out of your mouth, afteryou have purchased a Real Estate Contact Manager or CRM. That sentence begins with:

“I wish I had known…”

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 book covers every facet I could think of concerning the many considerations there are when it comes to deciding which solution to choose. It includes evaluating your aptitude, your needs, and your goals. It includes 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 talks about 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.

Real Estate specific Contact Management and CRM solutions is a very small niche which I have chosen to carve out for myself. In so doing, for the last 10 years, I have amassed more information on them than anywhere in the world on my Web site. This book contains most of it except the individual evaluations of each one. That is compiled in the Matrix. Use this book to help you in making the right decision the first time, and avoiding the costs of having to migrate to a new one later on. Use it to learn why moving from one to the next to the next is hurting you. Use it to make an informed decision. Use it to guard against the misinformation that exists online.

If you want help in making a Contact Manager selection you might want to take a look at this page –https://garydavidhall.com/CRMSelectionHelp.htm.

If you want help to implement one try this one – https://garydavidhall.com/Coaching.htm