Contacts to Contracts

Transcription

1 Contacts to Contracts Managing Leads in your CRM Connection Presented by: Gary David Hall e-pro, GRI, RECS RealEstateCRM.Guru Copyright 2014 RE-ACT,LLC Gary David Hall

2 Does Everyone Need a CRM? NO! Unless - you want to grow your business while having more of a life with: less stress less mistakes better service less staff more compliments and more referrals!

3 What We Will Cover Auto-population of leads Lead notification Buyer searches within CRM Mobile capabilities Follow-up media Social media storage with contact backend capabilities AddressTwo WiseAgent IXACTCONTACT Top Producer Leading Agent

4 Auto-population of Leads Web form customizable or limited fields? Relationships with whom? parsing re-route the to your CRM This is the kind of thing that enables you to put off getting an assistant longer!

5 Lead Notification How are you notified of a new lead? and or text How/where is the lead displayed? Have to do a search? Special section to display Get leads quickly and respond quickly!

6 Buyer Home Search Can you store buyer preferences? Can you then search against those preferences?

7 Mobile Capabilities Type of phone interface: Sychronization Shared database - exchange service Mobile user interface View lead on phone?

8 Follow-up Drip Campaigns Activity Plans Postal Mailings

9 Social Media Facebook Twitter LinkedIn Google+ Klout

10 Storage Stored or just viewable? With Contact? With Transaction Forward or BCC Works with any Works with Gmail Works with Outlook

11 Evaluating Results Backend included in CRM? Maximum per month? Third party service - Additional fee? Unsubscribes register in contact screen of CRM?

12 Comparisons and Hot Features

13 $34.95/mo./license $49.95/mo. includes backend & campaign manager Auto-population of leads: Web form Customizable parsing Yes - $195 if not already set up Hubspot set up Lead notification Yes, Text No Leads display on desktop as new leads Buyer preferences Store preferences No Search preferences No

14 Phone Interface: Phone s native address book & calendar synch through Google, and Mobile User Interface Lead on phone No Follow-up Capability to build action plans but none included Social media interface None storage Addy adds s by forward or BCC backend Robust with add-on for $15/mo.

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16 Address Two Mobile User Interface

17 Auto-population of leads: Web form not customizable 8 fields Zillow Tech Connect Yes parsing coming very soon Lead notification Yes, Text no Leads display on home screen/desktop view Buyer preferences Store preferences yes Search preferences - no $34.95/mo./agent $24.95/mo./assistant

18 Phone Interface: Phone s native address book and calendar share data from exchange service Lead on phone - no Follow-up Drip campaigns, Activity plans, Newsletter Social media interface None storage Forward or BCC Coming very soon backend Best in Class! 1,000 Mass /mo. free

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21 How leads appear on desktop

22 Options to handle incoming leads

23 Blast backend - Best in class!

24 Monthly Newsletter

25 $24.95/mo./agent up to 5 users but must share everything $24.95/mo./assistant Auto-population of leads: Web form Best in Class! Customizable Zillow Tech Connect Yes parsing No API available for any web site vendor Lead notification Yes, Text Yes Lead displays on home screen/desktop view as new call Buyer preferences Store preferences Yes Search preferences - No

26 Phone Interface: Phone s native address book & calendar synch through Google, and Mobile User Interface Lead on phone Shows as new call due Follow-up Drip campaigns, Activity plans, Customizable Newsletter Social media interface Best in Class! Facebook, Twitter, & LinkedIn very interactive storage Rapportive enables quick copy/paste into WA contact notes backend Using free MailChimp up to 2,000 contacts or paid Constant Contact

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29 Social Media Interface - Best in class!

30 WiseAgent Mobile User Interface

31 WiseAgent - Partners Best in Class!

32 Currently - $34.95/mo./license Auto-population of leads: Web form Customizable Zillow Tech Connect Yes parsing No Auto-populate from 86 different lead gen pages & web sites, FiveStreet lead distribution Lead notification Yes, Text Yes Lead displays in Sales Pipeline on desktop & phone Buyer preferences Store preferences Yes Search preferences Yes

33 Phone Interface: Phone s native address book & calendar synch through Google, and Mobile User Interface Best in Class! Lead on phone Sales Pipeline prompts note and follow-up Follow-up Drip campaigns, Activity plans, Customizable Newsletter Social media interface Facebook & Twitter storage View with any IMAP enabled client or use TPs internal to store backend Unlimited free with no backend, Free MailChimp up to 2,000 contacts, or Bomb Bomb

34 Currently - $34.95/mo./license

35 Top Producer Social Media

36 Top Producer Realtor.com Interface

37 Top Producer Buyer Preference Search

38 Top Producer Mobile User Interface Best in Class!

39 Auto-population of leads: Web form Customizable parsing Yes Lead notification Yes, Text Yes Leads display after clicking on graphic Buyer preferences Store preferences Yes Search preferences Yes $50/mo./license

40 Phone Interface: Phone s native address book & calendar synch through Google, and Mobile User Interface Lead on phone No Follow-up Workflows most powerful but only four drip campaigns set up Social media interface Facebook & Twitter storage View with any IMAP client or use TPs internal to store backend Using free MailChimp or Bomb Bomb

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42 Leading Agent Mobile User Interface

43 Best Good of luck finding luck! the right solution for your needs! If you need help contact me. That s what I do! [email protected] or Toll Free on my Web site!