Choosing and Using a CRM
A PDF Book by Gary David Hall – Now FREE!
The primary goal of this book is to help insure that one sentence never comes out of your mouth, after you have purchased a Real Estate CRM. That sentence begins with:
“I wish I had known…”
Far and away the biggest issue I see facing the majority of agents who are just beginning to search for a CRM is a very simple and universal one. You do not know what you do not 
know.
I hope to minimize that problem here. This book covers every facet I could think of concerning the many considerations there are when it comes to deciding which solution to choose. It includes evaluating your aptitude, your needs, and your goals. It includes an explanation of a significant percentage of the features that are available in Real Estate specific CRMs, so that you know from which you have to choose. It talks about costs; Mac versus PC; when to buy one; why to buy one, backing up; exporting and importing databases; creating your own database; or going with an Outlook add-on; how to use one once you get it; the history of them, Web based versus Desktop; and much more.
On a daily basis, people come to me with all manner of questions relating to Real Estate Contact Management and CRM solutions. Not one realizes that there are over 40 different programs to choose from, and many have never used one before. It is a daunting task, especially if you do not know where to begin. The bottom line with most is that they have come to the realization that they need one, or that they need a better one than they have.
As with anything, you can go out and pretty much grab the first one you see, or maybe the one you have heard the most about. If you give it any thought at all though, you realize this really is a very important decision, assuming you are going to use it for more than just a glorified Rolodex.
Real Estate specific CRM solutions is a very small niche which I have chosen to carve out for myself. In so doing, for the last 15 years, I have amassed more information on them than anywhere in the world on my Web site. This book contains much of it except the individual evaluations of each one. That can not be put in a book because the features are constantly changing. A conversation with me is where you get the most up to date information on all the different ones.
Use this book to help you in making the right decision the first time, and avoiding the costs of having to migrate to a new one later on. Use it to learn why moving from one to the next to the next is hurting you. Use it to make an informed decision. Use it to guard against the amazing amount of misinformation that exists online.
Sample pages:
Book is approximately 136 pages. Note: Links do not work in the sample pages
Table of Contents
Preview Page 1
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Kindle version available on Amazon for $9.99. Does not contain internal links and images. Click on the image to go to Amazon.
“Gary sent me an advanced copy of his Contact Manager Book. It’s an excellent resource on Customer Relationship Management (CRM), easy to read and full of gems. I highly recommend it, whether you are contemplating buying a CRM or you are currently happy with your CRM.”
“…your book makes for essential reading for any Realtor that wants to derive full benefit from automating their sales and marketing processes. Your writing style also makes for an enjoyable read.”
“ It’s rare to find someone who understands both the Real Estate business and the intricacies of CRM software. Gary excels at both and has written the definitive book on selecting a CRM for our industry! Positively a “must read” before you invest the time and money into a CRM”
“Well thought out, very helpful. A definite read for anyone, before buying a CM/CRM.” ‘Choosing & Using a Contact Manager or CRM’ identifies many different options to look for in a Contact Manager or CRM. For that reason it make sense to purchase and read before making a CRM purchase.”
“Your book has enlightened me to what potential CRM’s have and the discipline I will need to use it fully. I’m still trying to make the decisions, and really appreciate the help and advice in your book.”
“Your book was very insightful to building and maintaining my business using a CRM (contact manager). Thank you very much for doing the research and writing the book. The consultation I got after reading it helped tremendously with my decision to purchase. I will definitely recommend you to fellow Realtors®. I cannot wait to start using the CRM that I have chosen.”
“I truly loved your book and found it extremely informative. I believe it will be a valuable resource to my business for years to come. Please keep me informed of updates to the book or any other products you create.”