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Our real estate contact management and marketing blog shares ideas and tips on how to create a successful and growing referrals-based business using a real estate CRM.
- Real estate marketing and lead generation best practices
- Proven strategies for building profitable client relationships
- Keys to better organization and control of your business
- Ways to master your real estate contact management
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Monthly Archives: November 2011
1. NEW “QUICK TASK” LINK IN LEFT PANE AND CONTACT PROFILE.
- Here’s the scenario: you want to look up a client’s phone number, give her a call, log the conversation, and create your follow-up task.
- Before today, the first two steps were a snap with the “More Info” and “Log Call” links in the left pane. But creating the follow-up Task could take four to six clicks. Now it’s JUST TWO clicks!
- With the new Quick Task link, the whole call process is lightning fast! Try it out!
- NOTE: Quick Task link is ALSO available from within the Contact Profile.
I thought I’d share a timely article by Sales Consultant Tom Hopkins. Make sure you’re personalizing your holiday messages with your real estate contact management software. Moreover, you can use your real estate CRM to create variations of an email/ holiday message and send out each variation to different groups in your database!
The article begins here:
The holiday season is fast-approaching. That means, in addition to handling your usual work load, you will need to reach out to your clients with special messages or gifts as appropriate for your industry and clientele–and whatever holiday you’re celebrating. For some sales and business people, this is just another task–another item on their endless To Do list. Not only that, there are personal obligations aplenty so downtime to relax and recover is minimal.
Think you’re “Referral Worthy”? How good a job are you doing in getting referrals in real estate? What can you be doing better? Answer the below questions and see for yourself.
Start the quiz here:
|01||I’m constantly asking for referrals from those around me||T||F|
|02||When I ask for referrals, I mention who might benefit from my services and give examples of people referrers can potentially refer to me (for example, church group members, immediate family members, colleagues)||T||F|
|03||I schedule consistent ‘keep in touch’ calls with my contacts||T||F|
As a REALTOR®, you have some days – even weeks – that are jam-packed with activities. You’re showing homes to clients, hosting open houses, negotiating deals, following up on real estate leads, getting the paperwork done. You’re busy. With a capital B!
So it’s tempting to put some of your real estate contact management activities on the back burner – just for a couple of weeks until you “catch up.” Maybe you’re thinking, “Right now, I don’t have time to go in and use my real estate CRM software.”
That’s a big mistake.
I read a great article in ActiveRain recently, entitled “Rich Real Estate Agent, Poor Real Estate Agent.” The information in the article is so powerful that I felt the need to share it with all of you – our loyal blog readers. The data in the article is a result of a survey of 1,758 real estate sales professionals that ActiveRain polled. 22% of the agents who took part in the survey were classified as “rich” REALTORS® (a yearly salary of over 100K a year) and 21% were classified as “poor” REALTORS® (a yearly salary of under 35K). You’ll read that a real estate CRM software was found to be key to the success of the top performing agents. Email marketing also played an integral part to their success.
Chris Leader, founder and President of one of North America’s top real estate and mortgage training companies, Leader’s Edge Training, is a highly renowned Speaker, Trainer, and Industry Consultant. Chris has always been known for his passion and entrepreneurial spirit and by the age of 24, he was already a distinguished REALTOR® and highly successful Broker Owner. Leader’s Edge Training has been instrumental in improving the careers and livelihoods of thousands of real estate sales and mortgage professionals through helping them reach their full potential and achieve a greater work-life balance.
One of the key elements of successful referral and repeat marketing is keeping in touch with past clients. Only by communicating in just the right way, at just the right frequency, can you ensure a steady stream of referrals and repeat sales.
But what if you’ve lost touch with a client you did business with months or years ago? Is it too late? If it is, it sure would be a shame since you spent so many real estate marketing dollars and so much time and energy converting those real estate leads you once had into clients.
You’re considering a real estate CRM like IXACT Contact. But maybe you’re thinking: it’s a tough economy, I’m not getting a lot of new real estate leads and clients, and so paying another monthly fee for yet another product/service just doesn’t seem doable right now.
If this sounds like you, it might be time to re-evaluate.
Take a look at your expenses and the income you’re generating from these expenses. Which expenses are providing you with a return on investment (ROI)? Which ones are worth keeping and which ones are worth cutting off?
Are you effective in your real estate marketing? Read the below article that was featured in AGBeat. It highlights the importance of tracking and measuring your real estate marketing and lead generation activities. There’s no point in spending money on marketing if it’s not effective, and if you’re not tracking and measuring the effectiveness of your marketing, promotion, and lead generation activities, you could be throwing your hard earned dollars down the drain.
If you’re using IXACT Contact, tracking and measuring is easy. IXACT Contact has a field in the contact profiles for “Original Source of Contact.” You can run a pre-formatted, “Original Source of Contact Summary” report in less than a minute!