What are some examples of Contact Management systems? (i.e. Microsoft Outlook)

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1 What is Contact Management? Contact Management is any office solution that allows sales associates to record relationships and interactions with customers. This information may include s, documents, jobs, faxes, calendar and more. What are some examples of Contact Management systems? (i.e. Microsoft Outlook) How can you stay in touch with a prospect? Personal letter General mailings Telephone ecommunications (ecampaign) Texting Social Networking (Facebook, LinkedIn, ActiveRain & Twitter) What are the challenges staying in touch with prospects? Originality Effectiveness Consistency Finding / creating materials Time management Organization Scheduling activities Making it automatic! Getting Started! 1. Everyone you know should be entered into your contact management system 2. Note any personal information that may be important (children, marital status, etc.) 3. Find out what their interests and hobbies are so you can send them pertinent information 4. Utilize the 21Online.com My Contacts and ecampaign Center to stay connected regularly TRUE/FALSE: 21Online.com provides a Contact Management system for all system members. Answer: True Page 1 of 5

2 21Online.com s Contact Management System: My Contacts Add new contacts 2. Export all contacts to excel spreadsheet 3. Import all contacts from your primary or secondary CMS (Contact Management System) 4. Organize your contacts into groups or segments 5. Edit/delete contacts 6. Scan pages to view all contacts 7. Adjust how many contacts you can view in one page Page 2 of 5

3 Resources available to help stay connected with contacts: A B C D A. One-time s - Information specific pre-written templates - Customization available - Includes complete contact information B. enewsletters - Personalized newsletter - New articles first day of each month - Customize your own articles if you choose C. Action Plans - Series of target automated s - Constant link with customer - Select timing time saver D. egreetings - Numerous animated greeting cards for various holidays - Include listings for promotion - Personalize a message for special occasions E. Tracking - View readership statistics - Identify those recipients opening communication - Cancel future scheduled deliveries E Page 3 of 5

4 What kinds of talk scripts are available in the CLS Library? (Check all that apply) Expired Open House SOI referral contact FSBO Prospecting SOI subsequent Neighborhood call SOI first contact All of these Answer: All of these SCRIPTS ALSO AVAILABLE! Accessing the CLS Library: 21Online.com > Popular Tools > CLS > Library > Online Resources Accessing Your Vanity Address TRUE/FALSE: All system members receive a vanity address. Answer: True Attention: First-time users Login ID = 21Online.com user ID Default Password = six digit company ID Page 4 of 5

5 Available Public Resources: Microsoft Office Web site You will find 4 pages of free templates for postcards, newsletters, etc. which you can use with the Mail Merge feature in Microsoft Word. Don t forget to click on Clip art and media for hundreds of clip art selections. FREE Training Available! ElementK - Self Pace Microsoft Outlook Versions: 2000, 2003 & 2007 Microsoft Excel Versions: 2000, 2003 & Online.com 21Online.com for Agents (and Broker specific version) ecampaign Center Marketing & Promotion 21 st Century Prospecting Marketing Yourself as a Real Estate Professional Social Networking: Building Your Online Business Plan Summary Evaluate your current contact management system Utilize new follow-up techniques for attracting more business Use 21Online.com as a resource for staying in touch Incorporate contact management into your follow-up process Properly maintain and prepare your contact data Technical Assistance: 24hrs / week, 7am-midnight EST / weekends Toll Free: 877-C21-BROKER ( ) Page 5 of 5