Target Marketing
Are you target marketing? Not if you don’t keep the right kind of information on your sphere of influence in your database. What if you used categories or some other searchable field in your CRM to store information like hobby, alma mater, favorite kind of food, favorite sport, favorite team, favorite kind of books, favorite […]
Shadow an agent using CRM
Why are Real Estate specific CRMs promoted as opposed to Outlook or other generic CRMs? Is it really worth having one? What real benefits are there? The best way to answer these questions is to see an example of what they can do for you in a real life setting, so let’s do that. We’ll shadow an […]
Adding Contacts to Your CRM – Part Three
Different CRMs call them different things. Category, Contact Type, Classification, Group, etc. It is a field that identifies what that person’s relationship is to you. Buyer-Past, Seller-Active, Gold Partner, Title Rep, Mortgage Processor, etc. For you to truly interact with your database in an expedient, accurate, and profitable manner, being able to categorize your contacts […]
Adding Contacts to Your CRM – Part Two
Just because your CRM’s contact screen has dozens of fields doesn’t mean you need to fill them all. That said, there are certain fields that you should always strive to complete in order to build a core database with actionable information. Rarely will you be able to get all the information at once, but you […]
Best Practices- Adding Contacts to Your CRM – Part One
This first part of three is pretty basic, but may help some people. The next two parts are a little more meaty. Adding Contacts to your CRM – Some suggestions when adding contacts. Part One of Three If you have all your contacts on paper, start entering them according to the ideas suggested in this […]
Teams Capability is coming to IXACT Contact
Below is their announcement. “The TEAMS Module is still on track for release to production around the end of this month. We are currently planning to launch TEAMS in two phases. Phase 1 will be a “soft launch” to our existing customer base and to prospects who have requested notification when TEAMS is available. In […]