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Gary David Hall

VP of Customer Success

Recent Posts

5 Simple Steps Agents Can Take to Finally Stick With a CRM Real Estate Software

Posted by Gary David Hall on Mar 13, 2018 2:00:00 PM
We hear this often... 

“I really want to implement a real estate CRM software in my business but I never seem to be able to stay with it.” 

You’re busy. You’re very busy. You know you need a CRM and you’ve started using one several times but after a few weeks you give up because you just can’t seem to get the time. Using it slows you down and that takes more time. Oh, and it seems like it’s going to take forever to learn! Sound familiar?

What I’m about to say is hardly rocket surgery but after 25+ years of teaching real estate CRMs, these are the most common stumbling blocks I’ve seen and how to overcome them.

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4 Ways A Real Estate CRM Can Increase Your Profitability in 2018

Posted by Gary David Hall on Jan 9, 2018 11:00:00 AM
Anyone who has used a real estate CRM to run their business will tell you that making good use of one is a no-brainer. A CRM allows you to build detailed client profiles, oversee transaction management, and be more organized and productive. But did you know using a CRM can also increase your profitability in even more ways in 2018 than ever before?

How? Well, for starters, one of the basic benefits of a CRM is being able to quickly find the information you want. That saves time—and, as we all know, time is money.

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How To Convert More Leads With a Real Estate Lead Management System

Posted by Gary David Hall on Dec 19, 2017 10:34:08 AM

Where do your leads come from? And could you convert more with a real estate lead management system?

Your prospects come from a variety of sources: referrals, ad calls, expireds, door knocking...and from online lead generation websites.

You've heard us say before that online leads shouldn't be your top priority—but that doesn't mean they have to be totally absent from your lead generation strategy. In fact, I've been a huge advocate of using web leads my entire career.

I started in real estate sales in 1987. The internet wasn’t in common usage until the late 90s. At that time, I remember coaches telling agents to sift through web leads and only pursue the hot buyers and sellers. (Really! They really said that!) But the truth is, internet leads are gold if you have a good nurturing system.

In this blog post, I'm going to talk about some tactics for using your real estate lead management system (or CRM) to convert your online leads into clients.

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How To Enhance Your Real Estate Marketing By Segmenting Your Contacts

Posted by Gary David Hall on Dec 11, 2017 8:02:00 AM

In an industry like real estate, where relationships are essential to success, you can’t rely on mass marketing strategies alone. Sure, that big monthly email campaign to your entire sphere of influence (SOI) is important for staying in touch...but you also need to connect with each individual on a more personal level. You need a micro marketing strategy.

That’s where segmenting comes into play.

In this blog post, learn how segmenting your contacts in your real estate CRM will allow you to create marketing messages that are much more targeted and personal.

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No time for prospecting? Here's a solution for busy real estate agents

Posted by Gary David Hall on Nov 29, 2017 11:00:00 AM


I would have to rate the following call as one of my "Top 3 Phone Calls I Hate." It’s a little longer than this in reality, but the short version sounds something like this:

“Hi [Prospect], how are you?”

“Great! But I already listed my house/bought a house three months ago, if that’s why you’re calling.”

“Okay, thanks. I’ll go beat myself up now. Bye!”

Three months ago! How did that happen?

Basically, something fell through the cracks. You got busy, stopped prospecting, and allowed some other agent to swoop in and snatch up your potential lead.

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3 Times A Real Estate CRM Saved The Day

Posted by Gary David Hall on Sep 20, 2017 7:20:57 AM

This is the final post in a series of 5 articles demonstrating the impact templates and workflows can have on your real estate business.

When I think back to how I used to run my real estate business before using a CRM, it makes me cringe. So much time spent with incomplete paper checklists and things falling through the cracks.

Then, one day, I decided to take the leap and start using a CRM. After the initial setup, I noticed an immediate difference. I was saving time, saving my wrists from carpal tunnel syndrome, saving my sanity...and saving my real estate business, over and over again.

In this blog post, I’d like to share three different times when a real estate CRM came to my aid!

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How To Use Workflows To Mitigate The Cost Of Hiring A Real Estate Assistant

Posted by Gary David Hall on Aug 31, 2017 9:23:25 AM

This blog post is the 4th in a series of 5 articles demonstrating the impact templates and workflows can have on your real estate business.

When you hire your first assistant, you have to train them...

Even if you’re lucky enough to find someone with experience, we all do things differently, so you have to spend a significant amount of time showing them exactly what you expect of them. That is time that could have been spent performing income-generating activities. So this is where the extra costs come in. You will lose income as a direct result of hiring an assistant. It’s simply a matter of how much.

You can’t avoid that loss completely, but you can mitigate it to a very large degree by using workflows!

Read on to learn how.

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Do you brag to your clients?

Posted by Gary David Hall on Jul 13, 2017 4:59:40 PM

This blog post is the 3rd in a series of 5 articles demonstrating the impact templates and workflows can have on your real estate business.

Do you make an organized effort at showing your clients how hard you work—in detail?

(Because, all things considered, we tend to not be very good at that.)

We are responsible for an incredibly complex transaction, and the detail and coordination that goes into it is a lot of work. But most of us make pretty much no organized effort at telling our clients about it! They only see the major things on the surface of the transaction. They have no clue about the myriad of details that go into it and how hard you work to get them right.

If you want more referrals from your clients and a deeper appreciation of your level of professionalism, you need to educate them! (How convenient is it that you now have the perfect vehicle to do that without spending any time whatsoever doing it?!)

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Why You Should Replace Paper Checklists With Workflows

Posted by Gary David Hall on Jun 21, 2017 4:15:03 PM
This blog post is the 2nd in a series of 5 articles demonstrating the impact templates and workflows can have on your real estate business.

When you become a “paperless agent” and use a CRM with workflows, your day runs much more smoothly. 

Real estate agents are the conductors of the most complex retail transaction in the world.

We are the masterminds behind every prospect acquisition, special event, listing, and transaction. We may get the praise if all goes well. We will hear the grief if it does not.

That means a ridiculous number of details day in and day out, many of which are critical to our successes, and many that can cause our failures. A good organization system is crucial.

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Are you driving your real estate business with a manual or an automatic?

Posted by Gary David Hall on May 19, 2017 9:42:37 AM

This blog post is the 1st in a series of 5 articles demonstrating the impact workflows can have on your real estate business.

"With workflows as part of your real estate CRM, you can automatically keep the day-to-day details of your operation humming smoothly, dramatically reducing stress and time spent on paperwork to free you up for more one-on-one interaction with your sphere of influence."

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