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Gary David Hall

VP of Customer Success

Recent Posts

Are You Making These 4 Time-Wasting CRM Mistakes?

Posted by Gary David Hall on Mar 1, 2017 10:45:00 AM

At its most basic level, the primary function of a real estate CRM is to save you time. And as a real estate agent, time is certainly something you could use more of!

Unfortunately, there are ways you can shoot yourself in the foot when using your real estate CRM. In this post, I’ll take you through four of the most common time-wasting CRM mistakes agents make...and how to fix them.

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The #1 Mistake Made When Trialing A Real Estate 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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