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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Online Sales Counselor Recognition – National Silver Winners
Being an online sales counselor is hard work. They are the unsung heroes and vital team members in lead development and conversion. And the thing about these unicorns is that one of the things that makes them so successful is that they usually are not one to brag about themselves. While online sales counselors are often the face of the websites, much of what they do happens behind the scenes and they almost always like…
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Thanksgiving Shouldn’t Just be One Day a Year
Every year around Thanksgiving, people begin to do their various exercises in “thanks and giving.” They either start with something they are thankful for at the beginning of the month and do a daily “thanks.” Or they pour their heart out (On social media) the day of Thanksgiving. I believe that it’s important to start every day with intention and being thankful. Putting positive energy out in the world and shining your light on people.…
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What Happens When You Rush the Process?
Sometimes in our need for speed, we lose sight of some of the basics. While it’s true that an OSC’s role has always been about appointment setting and getting people in front of the site agents there are several factors that must be addressed. Appointments Need to be Strong – the whole point of filtering all the digital leads to the OSC is to make sure to find out what people really want. There’s a…
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Frequently Asked Questions About Online Sales Programs
There are many questions I get when we are looking at starting or evaluating an existing program, especially when it comes to hiring an OSC and setting them up for success. Frequently asked questions: Can’t we just move an agent from sales to online sales or hire a seasoned realtor? The answer is sometimes. Not all sales agents, or realtors for that matter, will want to do the ongoing repetitive task handling that is part…
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Blue Gypsy Inc. 11 Years, 11 Months
My LinkedIn says I joined Blue Gypsy Inc. 11 years, 11 months ago. This December Blue Gypsy Inc will turn 12 years old! And just like any tween my business has gone through a variety of transformations over the past 12 years as I’ve found my passion and Blue Gypsy Inc.’s purpose. I remember when I passed a major milestone of having been in the building industry longer than the number of years I traveled.…
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Has Follow Up Improved From Last Year? Our Results Are In…
In the 2nd Annual Homebuyer Mystery Shop Blue Gypsy, Inc. got together with Melinda Brody & Company and Denim Marketing to shop 50 new home builders across the country. We looked at national, regional, and local builders and spent 30 days tracking the follow-up a customer would receive if they submitted an inquiry with their name, phone number, and a question. As usual, we looked at speed of follow-up, frequency, and diversity of touch points.…
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