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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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Category Archives: Best Practices
We 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.
Take 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.
- I follow a daily calendar and task list. T/F
- I use drip marketing programs to automate some of my “keep in touch” work. T/F
- I use listing and closing Activity Plans so nothing falls through the cracks. T/F
- I set up automatic prompts so important meetings, commitments, and activities are not forgotten. T/F
If 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
Today 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.
There 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.
Today 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.
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.
The 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.”