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How To Build A Real Estate Contact Database For Referrals

Posted by Dave Crumby on Oct 2, 2017 11:15:00 AM

Despite all of the wonderful opportunities that lie within your hands of being a Realtor®, we sure do have a tough business when it comes to building a real estate contact database.

A traditional long tail* business rules don’t easily apply to us—we sell someone a house, and then wait seven years until they're ready to buy again.

Other than being in a perpetual state of prospecting, marketing, advertising, and otherwise begging for business, what can an agent do to escape the missing long tail of the real estate industry? How can you sustain your business?

You need to build a portfolio of people (a.k.a real estate contact database). It's more personalized to call it "People Portfolio".

Here are two simple steps on how to start building your people portfolio!

 

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The Top 3 Ingredients for Choosing a Real Estate CRM Software

Posted by Dave Crumby on Sep 26, 2017 10:00:00 AM

When shopping for a real estate CRM software platform, consider the following:

The most important question to ask yourself is - do I want to have a sales career for 30 years or do I want to build a true business?

And the keyword is YOUR business. Even if you work for a big company who provides some form of contact manager, it’s YOUR business - what happens when you change brokerages, does this mean you're starting from scratch? And when you make that paradigm shift there are 3 essential components to a true CRM:

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3 Clever Ways To Use Text Messaging For Your Real Estate Business

Posted by Sammy Harper on Jun 27, 2017 8:47:36 AM

Did you know that 40% of real estate clients prefer to communicate by text...but only 15% of agents do so?

According to a report prepared by the California Association of REALTORS, the majority of real estate agents are not taking advantage of text messaging. Have you incorporated this into your process? If not, it’s time to give texting a try!

Read on to learn how to make texting an effective part of every step of your process, from lead follow-up and marketing to the client experience and your repeat/referral strategy.

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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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4 Reasons You Lost The Listing (And How A CRM Can Help)

Posted by Sammy Harper on Jun 2, 2017 10:03:00 AM

Losing clients and listings isn’t fun, but it’s something every real estate agent experiences. Sometimes it’s beyond your control—maybe the client is just utterly unreasonable (one agent lost a client because she couldn’t be available on her wedding day!) or maybe they’re best buds with another agent.

Sometimes, though, it’s on you. (I know, I know, harsh!)

It’s true, though—we all make mistakes. It’s what makes us so delightfully human and interesting. It’s how we learn how to do things better. As Napoleon Hill said, “Every adversity, every failure, every heartache carries with it the seed of an equal or greater benefit.”

Many of the mistakes that lead to the loss of a listing or client can be solved by one tool: a real estate customer relationship management (CRM) system. When combined with the right strategy, using a CRM system can really drive success for your real estate business.

There’s a great article on Inman News that lists reasons why agents lose deals. Let’s take a look at some of these common mistakes and talk about how a real estate CRM could help you avoid making them in the future.
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Zen Of Real Estate and Why You Should Consider Using a CRM [Podcast]

Posted by Jon Yourkin on May 26, 2017 12:04:18 PM

Editor's Note: This post and podcast is an update of a post published in 2015 by Agent Caffeine (Kelly Mitchell). You can find the original post and podcast, filled with great insights about being the best real estate professional you can and on how a real estate CRM system can improve your business, here.


As Kelly Mitchell points out, the Zen approach to success in real estate can be challenging and rewarding at the same time.

"Often the way we are initially engaged in the business of real estate gives us the wrong idea. We all know we sign on for the most part as 'Independent Contractors' which is misleading unto itself."

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Why Workflows Are Gonna Rock Your World (& Your Real Estate CRM)

Posted by Kendyl Young on May 25, 2017 9:02:02 AM

Hi, Kendyl Young here. I’m the owner/broker of DIGGS, a real estate team in Glendale, California. On May 16th, I teamed up with Realvolve in a webinar explaining the game-changing reasons why you need to consider using workflows in your real estate CRM. Below are the five key insights I shared with hundreds of attendees.

Get ready to learn why workflows are going to rock your world!

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5 Reasons Why You Need a Real Estate CRM

Posted by Jon Yourkin on May 22, 2017 12:02:12 PM

Editor's Note: This piece is an update of a post written in 2016 by Kendyl Young. You can find the original post, filled with best-practices on how a real estate CRM can improve your business, here.


Many agents and brokers continue to try to run their real estate business without a client relationship management (CRM) tool or database to manage their contacts and relationships.

Outlook, Excel, a spreadsheet, a Word document, and even paper notepads are not CRM systems. And although I am a big fan of sticky notes, they still aren't going to cut it when it comes to managing your leads and prospects. You need a legitimate database that’s there to manage your contacts and improve your relationships when you're out and about. Let’s look at five reasons why a real estate CRM is needed for your business.

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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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Are You Integrating Or Migrating To a New Real Estate CRM?

Posted by Mark Stepp on May 18, 2017 1:30:25 PM

It used to be that migrating from one real estate customer relationship management (CRM) system to another required a lot of manual steps, mental inventory of contacts, or time consuming efforts. At the end of the process, you would cross your fingers and make sure everything integrated correctly...in the hopes that you wouldn't get a massive headache.

At Realvolve, we've been through thousands of migrations and integrations. This means we have processes and documents to help you when you decide to change CRMs.

Keep reading to find out how to migrate and integrate from your current CRM software or system.

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