Contacts to Contracts

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Contacts to Contracts

Managing Leads in your CRM

Presented by:

Gary David Hall

e-PRO®, GRI, RECS RealEstateCRM.Guru

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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

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What We Will Cover…



Auto-population of

leads



Lead notification



Buyer searches

within CRM



Mobile capabilities



Follow-up media



Social media



E-mail storage with

contact



E-mail backend

capabilities



AddressTwo



WiseAgent



IXACTCONTACT



Top Producer



Leading Agent

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Auto-population of Leads

 Web form – customizable

or limited fields?

 Relationships with whom?

 E-mail parsing – re-route the e-mail to your CRM This is the kind of thing that enables you to put off

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Lead Notification

How are you notified of a new lead?



Email and or text



How/where is the

lead displayed?



Have to do a search?



Special section to display

Get leads quickly and

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Buyer Home Search



Can you store

buyer preferences?



Can you then

search against

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Mobile Capabilities



Type of phone

interface:



Sychronization



Shared database

-exchange service



Mobile user interface

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Follow-up



E-mail Drip

Campaigns



Activity Plans



Postal

Mailings

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Social Media



Facebook



Twitter



LinkedIn



Google+



Klout

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E-mail Storage



Stored or just

viewable?



With Contact?



With Transaction



Forward or BCC



Works with any e-mail



Works with Gmail

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Evaluating E-mail Results



Backend included in CRM?



Maximum per month?



Third party e-mail service - Additional fee?

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Comparisons and

Hot Features

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Auto-population of leads:

 Web form – Customizable

 E-mail parsing – Yes - $195 if not already set up

 Hubspot set up

Lead notification

 E-mail – Yes, Text – No

 Leads display on desktop as new leads

Buyer preferences

 Store preferences – No

 Search preferences – No

$34.95/mo./license $49.95/mo. includes e-mail backend & campaign manager

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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

E-mail storage

 “Addy” adds e-mails by forward or BCC

E-mail backend

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 Web form – not customizable – 8 fields

 Zillow Tech Connect – Yes

 E-mail parsing – coming very soon

 E-mail – Yes, Text – no

 Leads display on home screen/desktop view

 Store preferences – yes

 Search preferences - no

$34.95/mo./agent $24.95/mo./assistant

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 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

E-mail storage

 Forward or BCC – Coming very soon E-mail backend

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 Web form – Best in Class! Customizable

 E-mail parsing – No

 API available for any web site vendor

 E-mail – Yes, Text – Yes

 Lead displays on home screen/desktop view as new call

 Store preferences – Yes

 Search preferences - No

$24.95/mo./agent – up to 5 users but

must share everything $24.95/mo./assistant

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 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

E-mail storage

 Rapportive enables quick copy/paste into WA contact notes

E-mail backend

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 E-mail parsing – No

 Auto-populate from 86 different lead gen pages & web sites, FiveStreet lead distribution

 Lead displays in Sales Pipeline on desktop & phone

 Search preferences – Yes

Currently -

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Mobile User Interface – Best in Class!

 Lead on phone – Sales Pipeline prompts note and follow-up

Follow-up

 Drip campaigns, Activity plans, Customizable Newsletter

 Facebook & Twitter

E-mail storage

 View with any IMAP enabled e-mail client or use TPs internal to store

E-mail backend

 Unlimited free with no backend, Free MailChimp up to 2,000 contacts, or Bomb Bomb

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Currently -

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Top Producer Mobile User Interface –

Best in Class!

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 E-mail parsing – Yes

 Leads display after clicking on graphic

 Search preferences – Yes

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Mobile User Interface

 Lead on phone – No

Follow-up

 Workflows most powerful but only four drip campaigns set up

 Facebook & Twitter

E-mail storage

 View with any IMAP e-mail client or use TPs internal to store

E-mail backend

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Good luck!

Best of luck finding the right solution for your

needs! If you need help – contact me. That’s what

I do!

[email protected] – http://GaryDavidHall.com