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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.
Topics include:
- 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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Important New Enhancements to Task List and Activity Plans
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.
Top Ten Things To Learn About Your Clients And Add To Your Real Estate CRM
One of the questions I’m asked all the time by REALTORS is “what information about my clients should I add to my real estate software, beyond the obvious name, address, phone numbers, email address?” These realtors want to improve their real estate marketing efforts and have more meaningful and personalized interactions with their clients. It’s a good question, so I’m going to share you the IXACT Contact “Top Ten Things To Learn About Your Clients And Add To Your real estate CRM“:
1. When you last spoke with them and what you discussed
2. Their birthday, and that of their spouse
But How Do I Gather Information On My Clients?
A couple of weeks ago I wrote a post that outlined some of things you might want to learn about your contacts over time in order to build deeper and more meaningful relationships. This post generated a lot of questions about exactly HOW one goes about gathering this information.
The key is to view this as a process that you will work at over time. It may sound daunting, but you’ll be amazed at how easily and quickly you’ll start to gather this kind of information once you start to focus on it. Once you master this process, your real estate marketing will become easy and you’ll be a lot more effective.
Step #1 – Building Detailed Contact Profiles
In this post, I’m going to introduce you to a process that will make it easy for you to develop a loyal database which will lead to a continuous flow of referrals and repeat business.
The very first thing you need to do is to put in place an easy to use contact management system.
You’re probably wondering: what’s the difference between contact management, and a contact management system. Essentially, contact management is a process and an approach to doing business that develops stronger client relationships. A contact management system, on the other hand, is a software tool that enables and automates the process of contact management. You can do contact management without a contact management system, or piece of real estate software, but you’ll be FAR FAR less efficient or effective at it.
Tagged contact management, contact profiles, CRM, data
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