Servicing your clients better

Here’s a quick idea someone shared with me long ago, which I incorporated into my Trans-Plans workflows. When you have automated your business with Transaction Management Plans/Workflows/Activity campaigns, it frees you up to be able to service your clients better and faster. One of the things you can do is create an email that gives the […]

CRM Drip Campaigns – Just a start

If all you are doing to follow up with prospects and past clients is email drip campaigns, you’re only realizing a portion of your potential income. When I started in real estate sales in 1987, there was no Internet and no email. I had to prospect and follow up with people the good old fashioned […]

Intuitive Design, Navigability, and Learning Curve – Part 3

Learning Curve: Somewhere along the line this poor phrase has gotten a really bad reputation. A learning curve is neither good nor bad. It just is. How long it takes to learn a CRM is directly related to how many features it has. If the CRM has very few features, the learning curve is short. If it […]

Intuitive, Navigability, and Learning Curve-Part 2

Navigability/Ease of Use: You want to be able to navigate from one thing to another quickly in your CRM. This should be true of all of its features but that just can’t always be the case. Some tasks you do frequently, such as entering a contact, searching for a contact, adding a property, or making an […]

Intuitive, Navigability, and Learning Curve

These are three aspects of evaluating a CRM. You may want to bear these in mind when you are in any software program, and defining what they are may make it easier to do your evaluation. Intuitive or Intuitive Design: Most agents have a fair understanding of what this means. If you are on a screen […]

Real Estate CRM Reviews

Real Estate CRM reviews by other agents or by industry experts can be tricky. It’s best to bear in mind that they are opinions, not facts. One of the larger CRM software sites has an article about the Ten Most Reviewed Real Estate CRMs. It does very well in the search engines so I don’t doubt […]