Is your CRM data Safe? Part 1 of 2
Part 1 will deal with Desktop CRMs. Part 2 will deal with Web based CRMs. Let’s be clear on what we’re talking about. Using the words database, backup and export is a little abstract. In more meaningful terms, we are talking about your livelihood. We are talking about your inventory. You’ve spent anywhere from a […]
Before you buy a CRM, Consider the following: Part 3
Things that will take time: Start with the contacts. Make sure all of them have a first and last name and at least an e-mail address or phone number. Optimally each contact with whom you have done or hope to do business with should have a source (Homes and Living, not ad call; a referral […]
Before you buy a CRM, consider the following – Part 2
What can a CRM do for you? If you use a powerful enough CRM, it can become the core of your business allowing you to be far more efficient, effective, creative, and organized than anyone can possibly be without one. No matter how good your paper lists are, or how organized you are, it is […]
Before you buy a CRM, consider the following: Part One
The decision to buy and use a CRM worth using is a little like getting married. You don’t go into it thinking “I’ll give it a shot and see what happens”. If you’re not committed to it, break it off. You may not get your heart broken but at least you won’t waste your time […]
CRM and selling your business
There are many reasons an agent should have a good CRM, but what is rarely talked about is the role one plays in the sale of your business. Have you thought about selling your business? Is it in your long term plans? If so, do you have a CRM? If you don’t, what are you […]
Salt Lake Board of Realtors Tech Summit Webinar – Picking a CRM
Salt Lake Board hosted Gary for two Webinars – “Top 10 things to look for in a CRM” and “Trending CRM Features”.