Top Producer Adds Export Features

/0 Comments/in , , , /by

OK not earth shattering news but for those of you using Top Producer and not noticing it, here are a couple changes made recently. Apparently ther users have been asking for some additional export options so they added them. As they say, a picture is worth a thousand words.

Top Producer export-contacts

 

Another sensible change. The Follow-Up Coach has been changed such that “Everyone Else” no longer includes Inactive Contacts.

Top Producer follow-up-coach1

 

And lastly, they’ve added Inactive to the Pipeline Report.

Top Producer pipeline-report

 

If you’re considering trialing or purchasing Top Producer or would like to learn more, just click here!

WiseAgent – LES is More

/0 Comments/in , , , /by

OK I made up the acronym but it wasn’t too difficult. LES – Lead Enhancement System. How often does a lead come in with the only information being an email address? Or maybe you get a name too. But those bare minimum amount of information leads can be a pain. Not too long ago WiseAgent added the ability to find any social media related data to automatically add to their contact record. Now they’ve set it up to happen automatically when a new lead comes in. Very nice! I’ll let them explain it:

“How valuable are the current internet leads you are purchasing? Would it make a difference if the leads had a full name, picture, and even interests and favorite sports teams listed when they come in? How about links to all of their social media?

Wise Agent is very excited to announce the release of our new lead enhancement system. Now as soon as your leads automatically drop into Wise Agent from any source, our lead system immediately scours the internet in search of any social media linked to the lead’s primary email address. Many times, the search will return full names, company, job title, photos, social profile links, and more. You may have paid for a partial lead, but because you are a Wise Agent member, we turn your partial lead into a full lead with this new technology. This makes it much easier for you to turn that lead into a relationship.

Check out this video demonstrating how it works.

You can enhance any existing contact as well, from the Social Media tab at the bottom of the Contact Summary page.  You can enhance the first hundred contacts for free, and if you want to enhance more you must purchase more credits.  The more you buy, the cheaper they are!”

If you would like to trial or purchase WiseAgent, I offer my Trans-Plans Emails free when you do it through my site here.

Realvolve. The new Dashboard is Live!

/0 Comments/in , , /by

It’s here! Time will tell but it looks like Realvolve may have one of, if not the most intelligent/informative dashboards in the industry. I received an email today telling me that my dashboard will be different. It said:

“When you login to your Realvolve account today you will notice the dashboard has changed. There will be a few widgets and gadgets to show information…. Hang tight… It’s learning… We’ve started the process of analyzing the explicit data in your database so it can extract out the implicit data “intelligent” data. It will be in a learning mode for a couple weeks and the more it grows in knowledge, the more information will be available.

We will also be holding a training on it next week (email to follow). “

New Realvolve dashboard

 

Just the fact that it will be learning is something I have never seen before. Is it just marketing? It doesn’t look like it. It looks like something that can actually help you run your business like a business and be more intelligent about how you run it.

Unfortunately my account is not in actual use so I won’t be able to see how it works. I have a request for those of you who are using it. Will you let me know how you like it? Reply here or better yet – on the forum I have for them here.

For more information or to trial orpurchase Realvolve, click here. By the way – you get my Trans-Plans Emails for free when you sign up here!

IXACT Contact adds FREE Web Sites!

/0 Comments/in , , , , /by

Talk about great value in a CRM! IXACT Contact now includes a mobile friendly WordPress web site in your CRM subscription. These are for real customizable sites that feed the leads directly into the CRM. But it doesn’t stop with just the site. The site includes a blog and they provide blog content for you too. IDX is not included for free but can be secured through IXACT and they have several different levels of service in that regard. They have many templates to choose from and you modify them if you like. For more information or a 60 day trial of IXACT Contact – click here!

MontagnaDivano

IXACT Contact Increases Mass Email

/0 Comments/in , , /by

IXACT Contact is one of the very few Real Estate CRMs that include blast email campaign reporting statistics incorporated right in to it. The primary benefit to this is that you don’t have to use a third party to see how your mailings are doing. And the statistics displays in IXACT Contact are specifically for real estate agents rather than a generic reporting system. It’s an incredibly useful and powerful feature and now it’s gotten better.

It’s important to distinguish between different types of emails. IXACT Contact allows you to send Displaying an unlimited number of day to day emails one at a time, and also allows unlimited emails when they are being sent as a result of an email drip campaign. Then you have blast, mass or bulk emails. Those are the ones you are sending to large groups of people all at once.

To date, IXACT Contact allowed you to send a maximum of 1,000 of these types of emails per month for free. After that number you paid a nominal competitive rate. Now they have increased that to 2,500 per month.  That’s one heck of an increase! So the bottom line is that if the number of people you are sending to is less than 2,500 per month, it’s all free. The emails themselves, and the reporting.

If you would like to trial or purchase IXACT Contact, click here for more information.

 

Top Producer Updates

/0 Comments/in , , /by

Direct from Top Producer:

Market Snapshot is officially Mobile!
We’re happy to report that Market Snapshot now appears flawlessly on any device—including smartphones!

smartphone
New Pipeline “inactive” Status:
This one’s for those contacts in your database that just aren’t an opportunity—now or never—but you don’t have the ♥ to delete them from your database. Who knows what the future holds, right? These Synch over to FiveStreet too!

Importing from Market Leader is easier:
I’ll spare you the technical jargon— our fields match up with theirs a bit better.

Fivestreet can now push Social Profile data from leads to Top Producer CRM:
So now when FiveStreet sends a lead, if the lead’s social media profile can be found, here’s what you’ll get in Top Producer CRM:

  • Their picture and gender
  • The company they work for (including location and their title)
  • Links to their social media profiles & whether their phone # is valid so you’ll know a crazy amount about the lead before you even say hello!

Realvolve announces new Desktop

/0 Comments/in , , /by

Some months ago, Mark Stepp (one of the people creating Realvolve) shared an image of the their proposed new desktop with me and it was a radical and exciting departure from what they have and from the “norm” if you will. And now it’s almost here! They’re at Inman now – announcing it. Below is their announcement as well as an image of it.

 

If you would like to learn more about Realvolve, trial it, or purchase it, click here and get my Trans-Plans Listing & Closing Emails installed for free.

 

“A lot of you having been asking, ‘When is the dashboard coming?’

I’m happy to report that it’s almost ready. Development took longer than expected because we wanted to build something that mattered — something that was innovative and groundbreaking. And we did it.

Our new system is no regular “dashboard”… it’s the world’s first “Predictive Revenue Engine.” Based on the scientific principals of propinquity, our heads-up display quantifies the return of your activities, the value of your relationships, and the value of your people portfolio as a whole. The Real Estate industry has never had such a tool. We believe it will direct you towards better relationships, more income, and in turn, a healthy business and life.

The Realvolve team will be unveiling the beta version of the business analytics dashboard next week at Inman Connect San Francisco. You’ll likely see the first stages of the new dashboard in your own account in the next 3-4 weeks. When we release it, we’ll present a deep dive webinar to introduce its power and nuances.

And as with anything this groundbreaking – there will be a process of evolution…an iterative exploration of metrics and algorithms to give you the confidence that you are building a business to fuel the life you want.”

New desktop

Contactually acts Fast!

/0 Comments/in , , /by

Contactually has been working on the problem I mentioned in my other post about Facebook and LinkedIn terminating parts of their data sharing. Contactually has another source to get some of the information and has implemented it. It doesn’t have the same capabilities but give them time and we’ll see what shakes out. Click here for an article from them announcing the work-around.

Curious about Contactually? You can get more information or trial it here.

 

Contactually gives you Insights!

/0 Comments/in , , /by

In a new feature recently released in Contactually – you get simpler, more informative contact management. See the size, health, and composition of your network, and your team’s. It graphically shows your Relationship Strength, Contact Activity, Contacts Reached, and Response Rates.

CRM is all about knowing whom to touch and when. Contactually is as good as it gets in that context and they only continue to make it better. They have been cutting edge since they came out and they’re not letting up.

contactually crm

To learn more about Contactually, click here. If you’re interested in trialing Contactually, please click here.

IXACT Contact adds Keep-in-Touch Features

/0 Comments/in , , /by

I can’t say it better myself so I’ll just post essentially what they sent me…

IXACT Contact today announces new high-value Keep in Touch features including automated Spouse/ Partner Birthday Reminders, Move In Anniversary Reminders, and Keep in Touch Call Reminders.

What’s New:

Spouse/ Partner Birthday Reminders:

Now you can also get birthday reminders for spouses and partners. Reach out and wish them well! It’s a natural way to get in touch.

Move In Anniversary Reminders:

Get notified automatically when a past client is celebrating the anniversary of moving into their home. Offer your congratulations and remind them of your expertise in all things real estate related!

Keep in Touch Call Reminders:

Be reminded automatically when it’s time to give each client a Keep in Touch call. Activate with one click pre-configured keep in touch call reminders. Options include bi-weekly, monthly, quarterly, and annual.

For more information on IXACT Contact – click here!