Let’s get this out of the way right now: I am not a CRM implementation expert. My job is to train and strategize with Online Sales Counselors (OSCs) and companies to help them thrive in their roles and their adoption of the CRM across all departments. It’s important for the marketing, sales, and online salespeople to all be rowing in the same direction when it comes to big tools like the CRM. I’ll give you the ideas and the parameters, but I leave the nitty-gritty of CRM setup to the techies and specialists. What I do know is what a CRM should be able to do for you as an OSC in the homebuilding industry. It’s up to you to become the expert on the platform your company uses. And let’s be honest—often OSCs end up being the CRM experts in their companies. So, roll up your sleeves, dive in, and figure it out. Here’s the good news: there are resources everywhere. Your CRM likely has a support team, a knowledge base, and (bless the internet gods) YouTube. You can Google just about anything these days. Or—and here’s a crazy idea—you can play with it. Tinker, explore, and press all…
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Guest Post: Remix Your PreSale Process For New Home Community Sales
Guest Post by Sara WilliamsDirector of SalesAnewgo In my 18 years in the new home industry, I have had the opportunity to help market and presell many communities. While I worked for a builder in Pittsburgh, PA, we grew from 11 communities to 33 communities in a few short years, and moved into two additional states. We worked and reworked our presale process throughout the recession and we made all the mistakes you can imagine.…
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What Does Auditing Your Online Sales Counselor Program Mean for New Home Builders?
If you’ve had an online sales counselor program for a while, or you are thinking of starting one up, there are several types of audits we recommend you do in order to best assess the success of your program and decide whether or not it’s time to grow an existing program, revamp it, or start up a new program if you don’t already have online sales counselors. 360 Degree Assessments – This is a detailed…
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Manifesting a Retreat for OSCs at the New Homes Sales + Tropical Retreat
When you look up kindness in the dictionary you may see a picture of Roland Nairnsey of New Homes Sales +. While he’s been in the industry for a long time, and I’d heard his name and wonderful things about him for years. I didn’t meet him until the end of last year. Immediately I could feel his positive energy and kindness resonate. Let me backtrack with a short story. Back in February of 2020,…
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Company Culture and National Holidays
How many companies are giving their employees today off? Today is Good Friday and this evening is the start of Passover. Easter is this Sunday, and Passover lasts a week. Are your teams getting any time off? Other important world holidays include the fact that we are smack dab in the middle of Ramadan. (It started April 1st and ends May 1st) And this month there are a whole slew of important Hindu and Sikh…
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Guest Post: When Markets Shift – Insights From The Field
Guest Post by Ashley Dailey Former Online and Onsite Sales Agent Current CEO – Rainmaker – REALTOR Dailey Properties When markets shift, it is time to think outside of the box! I came into real estate in 2010 – selling NEW construction homes- just when the first time buyer tax credit ended, rates were 6-7%, the foreclosures were everywhere & the buyers were scarce! H O W E V E R I chose to create…
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Even Coaches Have Their Own Coaches – Join Mine at Unlock Live
As an online sales counselor trainer and coach I’m very good at identifying my trainees’ strengths and areas of opportunity for growth and learning so that I can coach them to be the very best. With a 16 year career in the building industry and the opportunity to work with many different builders across the country over the years, I’m also very good at helping to strategize with builders and leaders to work on their…
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