Contacts to Contracts
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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
19
20
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
27
28
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
41
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! Gary@GaryDavidHall.com or Toll Free on my Web site!
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