How Safe is your CRM Data? Part 2 of 2

I would like to take a moment to ease some concerns about data loss… that are either outright wrong, or simply overstated. They are that your data is not safe with a Web based solution. So just how safe is your CRM data? There are actually two sub-categories here. Some people are afraid that the […]

How safe is your CRM data? Part 1 of 2

  Your CRM data, your names and interactions, is your inventory. Without it, you’re back to re-stocking the shelves for years, trying to pick up the pieces. If you lose it, the best you can hope for is to add back what you can from your paper files and hope not too many things fall […]

No such thing as the best CRM

Would you let someone tell you the car they have for sale is the best one for you? And they tell you this before they even ask you what needs you have? There is no such thing as The best CRM. The best one is the one that suits your needs. The old axiom is, […]

Combining Activities in Workflows

Efficiency is the desired end result – but – with regards to Combining Activities in Activity Plans, I would advise that you think things through before starting There are different considerations to use when deciding whether or not to combine them.  Keep in mind that Activity Plans should always be constructed with the long term […]

Pros and cons of a Virtual Assistant

If you’re ready for your first assistant… …or maybe your fifth, have you considered the pros and cons of a Virtual Assistant? There are clear advantages and disadvantages to both. Let’s take a look at what they are! Have you ever sat down and thought about which of your admin tasks have to be done […]

Brokerage versus Team? Which way do you go?

  What is your goal, besides helping people of course? To reach a specific annual income? Isn’t that the bottom line? The question is, starting a brokerage versus a team. Do you need to have your own brokerage to reach your monetary goals, or would your own team suffice?  For a time, I was the […]