Nine Tips when hiring admins

First things first. In another article, I wrote about creating workflows and activity plans that are assigned to your staff people. These activities can also have detailed instructions about what each activity requires to be completed correctly. Having these activity plans/workflows in place before you start hiring admins will make training much easier and faster.  […]

Lose less money when you hire your assistant

When you hire your first staff person you will lose money! It’s unavoidable! So how can you lose less money when you hire an assistant? I’m not just talking about their salary, but more importantly, potential income. When you hire someone you have to train them. The time you take to train them is the […]

Roles in Workflows for Teams

Building a team is a challenging and dynamic effort It may be possible to keep everyone long term, but it’s not likely. When you add your first team member it’s not exactly rocket surgery. The question of who is wearing what hats (who is responsible for which role) is pretty straight forward. You do what […]

IXACT Contact does Social Streaming!

Social Media Lead Generation Made Easy IXACT Contact integrates with Facebook, Twitter and LinkedIn. That’s great, but it’s just the start. You can post curated, tagged, current, relevant news and magazine content straight into them automatically, on a schedule, all of which is editable. This add-on to IXACT Contact completely automates the process. All you do […]

Which Calendar Should I Use? Part 6 of 6

Easy answer! Your CRM’s Calendar! You use your CRM’s calendar exclusively to originate activities and calendar items. Why? Because it’s the only way to build a consistent, cohesive history of your interactions with your contacts and properties. You can view them anywhere you like, but you need to originate them in the CRM. One of the most important aspects […]

Realvolve Workflows Define Power

My first CRM in 1988 was Real Estate Specialist. It was DOS! It had something called Activity Plans, which are a set of automated reminders to do things such as send an email, make a call, send a letter, etc., You can sell a house and start this plan, and the reminders come up on […]