Category Archives: Best Practices

The Abundance Myth Dispelled


Make sure you're continuing to add value to your real estate leads and clientsWe particularly like the post below from real estate coach and trainer Richard Robbins because of how it highlights the importance of adding value to your sphere of influence (SOI) over time. Many REALTORS® understand the value of keeping in touch with past clients but don’t realize the significance of actually “adding value.”

Here’s how to add value to your relationships with clients and past clients:

1. Send out a monthly real estate newsletter that’s packed with great tips and advice for homeowners. The best real estate contact management software, such as IXACT Contact, will come with a professionally written and designed monthly e-Newsletter that’s complete and ready to send.

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Fun 30 Second Quiz: What’s Your Time Management IQ?


Use a CRM for Realtors to get better organized and free up more timeTake this fun quiz to see how well you’re doing at staying organized and managing your time effectively. It’ll take less than 30 seconds to complete. Circle either true or false and at the end of the quiz add up all your “true” answers.

  1. I follow a daily calendar and task list.     T/F
  2. I use drip marketing programs to automate some of my “keep in touch” work.     T/F
  3. I use listing and closing Activity Plans so nothing falls through the cracks.     T/F
  4. I set up automatic prompts so important meetings, commitments, and activities are not forgotten.     T/F
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3 Reports in Your Real Estate Contact Management Software That Deliver Real Business Value


Reports in Your Real Estate Contact Management Software That Deliver Real Business ValueIf you’re using a real estate contact management software, you’re likely aware of the importance of using the software to generate key reports. These reports help you glean important insight into your business so you can make smarter business decisions moving forward.

You may be thinking, “Which reports are the most popular? Which ones should I make sure I view on a consistent basis to make certain that I’m fully understanding all aspects of my business and maximizing the effectiveness of my business-building efforts? In this blog post, we’ll explain.

3 High Value Reports in Your Real Estate Contact Management Software

1. Original Source of Contact Summary

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Great Experiences Trump All in Pursuit of Client Loyalty


Take Austin's advice and use your real estate contact management software to provide your clients with a great experienceToday we’re re-blogging an article in Inman News written by Austin Allison, CEO of dotloop. We like the article because it’s very in-line with what we tell people here at IXACT Contact every day: relationships are everything and you need to focus on strengthening those relationships and providing your existing clients with a top-notch experience.

Austin says that “…great experiences are the best way to grow a business” and as we’ve seen with the most successful businesses, you need to focus on connecting personally with your clients so you can keep them for life.

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Why You Should Be Planting the “Referral Seed”


Use your real estate CRM to get real estate referralsThere is a myth among many REALTORS® that clients will recommend you to friends and colleagues if they are happy with your services. “Why wouldn’t they give me a referral?” a real estate agent might ask. “I did a great job for them! I’ve been keeping in touch thanks to my real estate CRM.”

Unfortunately, it just doesn’t work that way.

A recent survey in a similar industry (financial planning) showed that the majority of clients do not proactively recommend their advisors — even though they are happy with the service they receive. The reason? They didn’t know their advisor wanted any referrals.

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Top 5 Tips for Making Better Use of Your Contact Management System for REALTORS®


Top 5 Tips for Making Better Use of Your Contact Management System for REALTORS®If you have a contact management system for Realtors but feel that you’re not making the most of it, this article is for you! In this blog post we outline our top five tips for making better use of your real estate CRM.

1. Set up your monthly real estate newsletter

IXACT Contact’s contact management system for Realtors comes with a professionally written and designed monthly e-Newsletter. All you have to do to set it up is choose your distribution list and date for it to go out. A monthly real estate newsletter is a great way to stay “top of mind” with prospects and clients. And because we write and design one for you, you have no excuse not to send one out! Smile

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The Evolution of Real Estate Lead Generation


Today’s blog post is a video by Chris Leader, President of Leader’s Edge Training and IXACT Contact affiliate. Chris says that when you’re starting out your real estate sales career, you need to prospect for business and make cold calls (what he calls “proactive prospecting”) to build up a list of leads and clients.

Once you have a few years in the business under your belt, you can cut back on the prospecting and focus on relationship-building with your current database, your sphere of influence (SOI). This is precisely where a CRM for REALTORS® comes into play.

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Sitting down with Alistair Powell, Broker/Owner of Engel & Völkers, The Villages


IXACT Contact talks real estate contact management with Managing Broker Alistair PowellAlistair Powell is the Managing Broker and owner of Engel & Völkers, The Villages, a global luxury real estate firm. Originally from the United Kingdom, Alistair joined Hamptons International realty to become the youngest ever sales manager. He owned his own brokerage at the age of 21 and established locations in Panama, the Middle East, London, Shanghai and Manila.

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7 Tips for Following Up Effectively After an Event


Use your real estate CRM to follow up effectively after an eventToday we’re re-blogging a great article by Katie Lance, chief strategist for Inman News and CEO/Owner of Katie Lance Consulting. Katie discusses how REALTORS® can make the most of the relationships they form at the various events, conferences, and parties they attend.

Enjoy!

I have the good fortune of attending dozens of real estate events and conferences throughout the year – usually two or more per month. After I leave each event, I always have a stash of business cards, receipts, photos on my iPhone and more “stuff” to go through. I am a firm believer that there is a small window of opportunity after an event to follow up, cement new business relationships and new friendships.

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4 Key Things Real Estate Leads Look For on Your Website


Real estate leads look for a website lead capture form on your websiteThe reason your real estate leads search the Internet is to find information, answers, and advice.

Will they find what they are looking for on YOUR website? That’s an important question because, if they don’t, they may click away and wind up using someone else’s services. Even if they were referred to you!

That’s why it’s so important to make sure your website has all the information a real estate prospect may be seeking. Ideally, a lead will go to your site and think, “Yes, I’m definitely at the right place.”

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