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Gary David Hall

Recent Posts

The #1 Mistake made when Trialing CRM Software

Posted by Gary David Hall on Jul 5, 2016 5:27:21 PM

People make assumptions! That's it. The single biggest mistake made when researching CRMs is that people give up without confirming their incorrect assumptions.

Prior to my coming to Realvolve, someone who was trialing two CRMs asked me for some more choices. I had given him two to look at and he liked one better than the other. He asked me for another recommendation because the one he liked didn’t synch with Google. Problem was - it actually did sync with Google. He just never asked!

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Four Tips for Organizing Tags in your CRM

Posted by Gary David Hall on Jun 21, 2016 5:40:37 PM

It's easy to get overwhelmed with your real estate CRM. And, it’s very easy to end up with hundreds of Tags with duplicates, typos and no clue what you meant to use them for when you added some of them in the first place. When you have a team, it can get worse. A lot worse.

Tags are known by many other names such as Categories, Contact Types, Classifications, Groups, or Buckets. It is a field that identifies what that person’s relationship is with you, such as Buyer, Seller, Gold Partner, Title Rep, Mortgage Processor, etc.

For you to truly interact with your client relationship database in an expedient, accurate, and profitable manner, being able to categorize your contacts is at the core of what you are trying to accomplish.

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5 Simple Steps agents can take to finally stick with a real estate CRM

Posted by Gary David Hall on Jun 7, 2016 7:16:56 AM
We hear this often... 

“I really want to implement a real estate CRM 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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