How to Learn a CRM

This is one of the most common questions I hear. Many CRMs (Customer Relationship Management) solutions have fairly good training materials. Some have great materials. Some have none. But what none of them really excel at, is a tutorial to take you through the basics, in a “Where do I start” format. Maybe I can […]

New Content! Real Estate Machine!

Years ago I affiliated with Real Estate Machine but they have re-invented themselves and have a great new look! Whatever else you’re doing to drip on your peeps, new content is always worth a look.  Whether you’re a brand new real estate agent who doesn’t really know where to start or a seasoned veteran who’s […]

DO NOT BUY A CRM… unless you are committed to:

Making the time to learn it! Note the use of the word making as opposed to getting the time. It is so very important to understand that this one point can make all the difference in the world. You can be someone who implements the CRM and reaps the benefits, or someone who eventually simply […]

IXACT Contact announces Broker Related Enhancements

An announcement from IXACT Contact!!! IXACT Contact is excited to announce the first release of the Broker Portal which will allow authorized users at the broker level to do the following: See a searchable list of all accounts created under the brokers partner code See key data points om each account including: Account Status Account Type […]

Workflows and Activity Plans in a CRM

What’s the difference between workflows and activity plans in a CRM? The answer to that question can play a very big part in which CRM you choose. Generally speaking, workflows are much more powerful than Activity Plans and CRMs that have workflows are far and few between. Activity Plans will absolutely do the trick, just […]

Stability and Support in a CRM

Your CRM is not just another piece of software you need for your business. It can and should be the hub of your business. That means whatever you get, you need to always bear in mind the two most important CRM factors. The foundation is built on two things – stability and support in a […]