Point2 Success Webinar – CRM
Are you up to speed with today’s Customer Relationship Management tools and what they can do to make real estate professionals more productive? Be sure to tune in Tuesday for the Point2 Success Webinar featuring subject matter expert Gary David Hall. Both Saul and I have worked with Gary for many years going back to […]
Feedback on Point2Agent please?
I’m doing some research and I would very much appreciate any feedback positive or negative you have about Point2 Agent. What do you like most about it? What do like least about it? What would you like to see that it does not have? How do you like the CRM aspect of it? Thanks for […]
Choosing Your First CRM, or Considering Moving to a New One?
Choosing one – First and foremost, if you are not committed to making (as opposed to getting) the time to learn, implement, and consistently use it, don’t waste your time and money. Right now is typically one of the best times to do it in most markets. Some resort markets get busier this time of the year, but […]
Webinar for TheTechByte.com
The Top 10 Features in CRMs Gary David Hall was invited by Kim Woods of The Tech Byte to talk about CRM. 27 minute Power Point Presentation online.
Adding contacts to your CRM – Some suggestions when adding contacts
If you have everything on paper, start entering them according to the ideas suggested below. If you already have them in an electronic format, you have to import them. A common question is if you should clean them up in the old database first, or clean them up in the new one. By cleaning up, […]
Exporting CRM Data – The rest of the story
This an excerpt from my book – Choosing and Using a CRM. A common misconception agents have about Real Estate CRMs is that some of them intentionally make it difficult to export your data. In interviews with over 30 Real Estate CRM developers, that does not ring true. It is true that some export more fields […]