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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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Tag Archives: categorization
At IXACT Contact, we’ve launched some exciting new product enhancements to our real estate software. Outlined below are some of these new features. We know that you’ll find these enhancements to save you time and allow you to be even more productive.
IT’S NOW EASIER THAN EVER TO MANAGE ALL YOUR TASKS USING IXACT CONTACT!
- Filter your Task List by subject/activity type keyword and/or due date range.
- Your search criteria are remembered even if you navigate away from the Task List page and come back later.
- By default, your incomplete drip emails are not displayed in the Task List.
In last week’s post, I talked about how to categorize contacts and assign them to Groups that are relevant to you and your business. The next step is to define your communication approach to each Category or Group, beginning with the appropriate mix and frequency of face-to-face meetings, phone calls, emails and direct mailings. This is one of the cornerstones of real estate marketing.
The key is to target the appropriate messages with the appropriate frequency to the needs and interests of your different contact types and groups. Here are a couple of simple examples of what NOT to do.
Once you’ve categorized your contacts by Contact Type in your real estate CRM system, you should also assign them to Contact Groups that are relevant to you.
Many agents start with two simple groups – their “A list” and their “B list”. Some agents go much further. Perhaps you have met a lot of people through your children’s school, or a charity you’re involved with, or your role as convenor of your son’s hockey league.
Other examples of Groups include:
- Friends from high school or college
- Extended family
- Other Realtors
- Members of your church congregation
In my October 13th post, I gave some practical tips on how to gather relevant information on your contacts. But learning about your contacts is just half of the equation. The other half is to capture the information in your real estate CRM in an organized fashion, and to use that information to foster relationship building and gain real estate leads.
As you learn more and more about your contacts, and as the information in your contact management system expands, you’ll find it easier and more natural to keep in touch with your contacts because you’ll have a wide range of things to talk about that are relevant and meaningful to them.