crm: Congratulations to IXACT Contact! - 08/11/14 07:49 AM
IXACT Contact has been one of the top sellers for a couple years now and with good reason. It's a great overall and very popular CRM. Every CRM has its issues over the years though and in the past they had issues with speed. But that's what this is about. They are a company that listens to feedback and acts on it and are now at least as fast as anyone esle and it's clear to see.
Some months ago I did a time test between it and its primary competitors and they came out a little behind. Their findings kept pointing … (3 comments)

crm: IDX versus Auto-population of Leads - 05/14/14 09:29 AM
I decided to write this because I get many calls from agents requiring the CRM they choose to have IDX integration. Another way it is often asked for is they want "web site integration". The vast majority of the time, that’s not what the agent really wants. What they usually want is for the CRM to add new leads automatically, saving them the time of having to key in the information.
IDX (Internet Data Exchange) is the ability for a web site visitor to do an MLS search. There are a variety of features that come after that but that's the … (1 comments)

crm: IXACT Contact adds two huge features! - 04/14/14 11:59 AM
With our new Lead Capture via Email, Realtors can now capture all the leads they receive via email automatically into IXACT Contact. Lead Capture via Email is a simple and versatile method for capturing leads from a wide variety of sources, including existing forms built into one's website and third party lead vendors. In addition, Realtors can set-up their lead capture process to automatically assign new leads to a specific group and auto-responder drip email campaign. They can even have all new leads automatically added to the distribution list for their monthly e-Newsletter. 
This new feature saves agents time and helps them become more … (0 comments)

crm: ABR - REBAC Webinar - Contacts to Contracts in Your CRM - 03/16/14 09:56 AM
ABR - REBAC Webinar - "Contacts to Contracts - Managing Leads in Your CRM"  
REBAC Will host Gary for a webinar about the various features used to add and follow up on leads, along with a comparison of five different CRMs and which features they have. 
If you are an ABR you can register on their site. The event is March 27th, 12:00-1:00 EDT 2014.

crm: Are you sure you can’t do that in your CRM? - 01/20/14 01:47 PM
Maybe this is a plea to CRM users everywhere to make sure you are correct, before you do a disservice to yourself and others.
If you think there is something you cannot do in your CRM, don’t just think you can’t – find out definitively that you can’t. No matter how well you think you know the software, call support. And remember you are not trying to confirm that you are right; you are trying to figure out how to do what you want to do. Ask them how to do something and if they say you can’t that's fine.  But … (0 comments)

crm: What are the sources of your business? - 11/25/13 07:16 AM
Do you know exactly where all of your business comes from, in detail, such that you can use it to identify your strengths and weaknesses and evaluate your advertising spending?  
For the purposes of this article we are talking about non-referral business such as ad calls, sign calls, open house visitors, FSBO’s , Expireds, online leads, affinity groups, etc.
Many agents when asked say they don’t need to track the source because most of their business is from referrals. That’s all well and good except that very few actually have numbers to back that up. Most do not take the … (0 comments)

crm: Is my CRM data safe? Part 2 - 11/14/13 03:43 AM
So because you have a Web based CRM everything is hunky dory and you have no worries with regards to the safety of your data right? For the most part that is absolutely true. As always though, nothing is quite black and white. Generally speaking, Web based CRMs are safer for your data than desktop software installations, primarily because most agents are pretty bad at backing up their software.
I would place the odds of you losing your web based CRM data extremely low. I have spent a minimum of three to five hours with the majority of Real Estate CRM … (0 comments)

crm: Is your CRM data Safe? Part 1 of 2 - 11/06/13 03:14 PM
Part 1 will deal with Desktop CRMs. Part 2 will deal with Web based CRMs.
Let’s be clear on what we’re talking about. Using the words database, backup and export is a little abstract. In more meaningful terms, we are talking about your livelihood. We are talking about your inventory. You’ve spent anywhere from a couple years to several decades creating an inventory of people who have given, or may give you business. Without them, you have to start all over again. You can re-create some of it with many hours of aggravating effort, but you will never replace all of … (0 comments)

crm: Before you buy a CRM, consider the following: Part 2 - 10/22/13 01:15 PM
What can a CRM do for you?
If you use a powerful enough CRM, it can become the core of your business allowing you to be far more efficient, effective, creative, and organized than anyone can possibly be without one. No matter how good your paper lists are, or how organized you are, it is literally impossible to be as efficient without a CRM as it is with one. That is a bold statement, but one which can easily be proven with very few examples. Following is only a broad summary of examples. It would be impossible to list everything here..

crm: Newsletter - Before you buy a CRM, consider the following: Part One - 10/16/13 08:09 AM
The decision to buy and use a CRM worth using is a little like getting married.
You don’t go into it thinking “I’ll give it a shot and see what happens”. If you’re not committed to it, break it off. You may not get your heart broken but at least you won't waste your time and money. Before you even start looking into buying a CRM, make sure your attitude is that you’re in it for the long haul. Understand that at first it will take longer to do things in your CRM than it did on post-its and notepads. It … (8 comments)

crm: CRM and selling your business - 10/08/13 08:35 AM
There are many reasons an agent should have a good CRM, but what is rarely talked about is the role one plays in the sale of your business.
Have you thought about selling your business? Is it in your long term plans? If so, do you have a CRM?
If you don’t, what are you going to sell? A spreadsheet with your  SOI’s basic contact information? Is that good enough for someone contemplating buying your business? It may well be for some, but how much is that worth compared to the alternative?
The whole concept of selling your business takes a … (1 comments)

crm: Top Producer adds "Follow-up Coach" - 08/08/13 03:17 PM
There's a a great trend developing in the CRM industry. They are recognizing that one of our biggest pains is not being good at follow-up. We need someone or something in our face to make sure we get it done, and get it done in an organized and intelligent way.
Contactually may have been the first one to do it by having you separate your contacts in Buckets, which is just another way to say Categories. You would then tell the system how often you wanted to follow up with the people in each Bucket. Contactually is a good CRM if you want something pretty … (5 comments)

crm: Where did all the negative PR come from on Top Producer? - 08/08/13 02:11 PM
First let me say that I am not trying to sell everyone on Top Producer. My whole business model exists to help people find the CRM that is best for their individual needs. I work with buyers. You work with buyers. You don't care which house a buyer picks as long as it is not a terrible mistake for them. I don't care which of the 40+ CRMs I have that you buy from me as long as it is not a terrible mistake.  TP is not for everyone. Also, on some points I am speaking to agents who are full time, … (4 comments)

crm: Breaking news! WiseAgent adds new mobile interface! - 08/07/13 11:49 AM
Synching has always been the way to view your CRM data on your phone. Unfortunately there tend to be inherent problems with it. Sometimes the synch doesn't work well, especially with calendar items. It also doesn't offer any more than the address book and calendar and on occasion some to-do's. A mobile interface is not a synch.  It is looking at the live database on the CRM's servers so there are no synching issues. This is the way the industry is trending and it's a welcome change. 
Not only does WiseAgent's mobile interface give you more than just contact and calendar (calendar coming very … (1 comments)

crm: I'm proud to announce a new affiliation with Contactually! - 07/17/13 03:33 PM
"There is a major buzz around the Internet on this one, and with good reason.
Although I feel it is my job to counsel agents that they should be using their CRM to truly run many aspects of their business, including transaction management, it often falls on deaf ears. They just don't want something that involved. Many agents I speak with are just tired of following up too late with people, only to find that they have lost out on a potential listing or sale. If that's your primary pain point and all you want is something to really keep you … (2 comments)

crm: IXACT Contact now works for teams! - 07/15/13 10:38 AM
Each team member has their own calendar and task list which can be shared among team members. You can assign leads, appointments and tasks to other team members. You can choose to send each marketing communication with either Team or individual team member branding. You can assign all the tasks and key date reminders related to the management of Active Business or Marketing and Listing/Closing Activity Plans across multiple team members. The Team Leader can set restrictions on importing, exporting, deleting, or wirelessly synching contact data. And much, much more...  
The monthly fee for Team Leaders remains unchanged at $34.95, … (0 comments)

crm: Online Dominance Webinar tomorrow - 07/15/13 06:56 AM
The Top Ten Must-Haves for a Real Estate CRM Tuesday July 16, 2013 from 5:00pm - 6:00pm EASTERN
Need to double check the session start in your time zone? Check Here!
If you don't know what features should be in your CRM, how do know if what you have is the best one for you, or the one you are looking at is better?
To make a better decision, don't miss REDominance Live Group Coaching this Tuesday when Gary David Hall joins us.
Gary literally wrote the book on Real Estate CRM - "Choosing & Using a Contact Manager or CRM - … (1 comments)

crm: Listing & Closing Checklists now available for WiseAgent - 07/10/13 01:04 PM
People have been asking when my “Trans-Plans” Listing & Closing Plans & E-mails/Letters would be ready for Wise Agent. I’m happy to announce that they are ready! The folks at Wise Agent have been working diligently on it and they are now available. You can see the details or purchase them by clicking here.
Trans-Plans is an extremely comprehensive set of activity plans/checklists and a set of e-mails/letters that enable you and/or your assistant to stay on top of your listings and closings like a truly organized professional. Regardless of how much help you have, these plans will ensure smoother transactions and … (0 comments)

crm: What's your e-mail reputation? - 06/13/13 10:56 AM
Do you know that if you are sending an e-mail regularly to your Sphere of Influence, but you are not doing it responsibly, you could be doing a great deal of damage to your domain name's e-mail reputation?If you're not following up with your SOI consistently, you're losing money in lost referrals and repeat business. If you are, and you're using e-mail as one method of doing so, are you doing it responsibly? If not, you could end up on various e-mail server's blacklists, and that is not somewhere you want to be. That could stop all of your e-mails from … (3 comments)

crm: Activity Plans and Assistants - 05/21/13 08:25 AM
If you have an assistant, how long did it take to train them? How many hours did you lose in productive listing and selling time? Your production went down did it not? And now if that assistant quits next month you have to start all over again. One way to minimize the time it takes to train a new assistant is to have an Operations Manual. The problem is that If you have ever written an Operations Manual you know that the day after you get it done and printed up, it is already on its way to becoming … (0 comments)

Gary David Hall, Real Estate CRM Sales, Realtor,GRI, e-PRO,RECS (RE-ACT, LLC) Rainmaker large

Gary David Hall

Real Estate CRM Sales, Realtor,GRI, e-PRO,RECS

Doylestown, PA

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Office: 215.345.5222

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This blog is dedicated to the dissemination of information about Real Estate specific contact management and CRM software.




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