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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Blue Gypsy Inc’s Top Pics for IBS 2022 Education
Hey all, lets face it…ALL the education is incredible at IBS. I love listening to other experts in the industry talk about the topics they are passionate about. This is by no means the list for everyone, but as I go and set up my schedule for what I want to attend these are a few standouts I hope to be able to attend. First, it’s important to be mindful of the schedule. There are…
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Don’t Miss Extreme Makeover Sales Edition at IBS in Orlando February 9th
Are you going to IBS? If you are don’t miss this fun fast paced game show style presentation Extreme Makeover Sales Edition: Empowering your OSC to Guide Sales Conversion & Customer Experience. Wednesday February 9th at 9:15am in W-315. With a superstar group of Online Sales Counselor experts in the home building industry you’ll be able to walk away with a better understanding of how to pair your OSC with your marketing strategy to provide…
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Company Culture: The Ever-Moving Target
Guest Post by Erica Lockwood Executive Partner & Managing Director Joseph Chris Partners 2021 was weird. Okay, maybe not as bizarre as 2020, but it had its moments, right? The clear and definitive onset of the “Great Resignation” was certainly something to see transpire and will certainly continue to trend in 2022. All told, over 38 million workers quit their jobs during 2021. While incredibly out of the ordinary, I think we can all agree…
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Are You Going to IBS 2022 in Orlando?
Can you believe IBS is around the corner? Are you going to be there? I hope to be able to spend time catching up with all my industry friends and colleagues and as usual this year’s lineup of education is not going to disappoint. It’s not that there’s never enough to do at IBS, it’s that there is SOOOOO much to see and attend. This year will be no different. For any newbies to the show,…
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Did You Miss The Powerhouse Panel on Power Hour?
I had the pleasure of participating in the New Home Sales & Marketing Power Hour: Annual Lasso Round-up Webinar with several amazing industry experts. It was such great energy and advice going into 2022 on how to ramp up your marketing and sales in the new home building industry as well as how to shape your company culture, and be the best you can possibly be. You can’t ask for a better group that included…
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Making Your Online Sales Plan for 2022?
If you are planning for 2022 and would like to get some feedback and ideas did you know I’m here to help? There are options to book some time with me whether you are a past, present, or future client or just want to brainstorm some ideas and get to know each other. I’ve recently made it easier than ever before to grab a quick 15-minute encounter, a 30-minute virtual cup of coffee, a complementary…
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