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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The Right Way to Handle Online Sales Leads: A Tale of Two Companies
I recently heard about a company whose Online Sales Counselors (OSCs) were instructed to stop following up with leads after just 15 days of no response. That’s right, if a lead didn’t respond within two weeks, it was essentially treated as dead, or it was moved over to a broad marketing drip with no further personal outreach. I have to say, that’s absolutely insane! When I heard this, I couldn’t believe it. Abandoning leads after…
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Conferences: Turning Great Ideas into Action
Hey everyone, it’s Leah here from Blue Gypsy Inc.! I wanted to take a moment to talk about something that’s been on my mind since I got back from the Women in Residential and Commercial Construction conference in Arizona. I had the honor of leading a roundtable on Creating the Ultimate Customer Experience, and let me tell you—it was an incredible experience engaging with builders, remodelers, and other industry professionals who are as passionate about…
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The Power of Cross Training: Harmonizing Online and Onsite Sales for a Seamless Customer Experience
In the fast-paced world of home sales, the harmony between online and onsite sales can be likened to a well-tuned orchestra. When each section knows its part and plays in sync, the result is a beautiful symphony that resonates with potential buyers. Cross-training between online sales, and onsite sales ensures that everyone is singing from the same sheet of music, leading to better teamwork, seamless handoffs, and ultimately, more sales. Understanding the Roles: Building a…
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Understanding Lead Traffic and Conversion: A Guide for OSCs, Marketing, and Leadership Collaboration
In the competitive world of new home sales, Online Sales Consultants (OSCs) play a pivotal role in converting website visitors into buyers. Understanding lead traffic and conversion rates is crucial for OSCs to optimize their efforts and collaborate effectively with the marketing team. By tracking key conversion points and analyzing lead behavior, OSCs can provide valuable insights to the marketing department. These real-world interactions can help drive strategic improvements in marketing spend and overall sales…
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Marketing in the Home Building Industry: Crafting Strategies for Effective Lead Generation
In the home building industry, marketing is more than just creating pretty brochures and planning events. It’s about developing a robust strategy to generate traffic to your website and convert visitors into viable leads. Effective marketing involves a blend of creativity, technology, and strategic thinking, all aimed at engaging potential buyers and guiding them through their journey. Here’s a closer look at the essential components of a successful marketing strategy for home builders. Beyond Brochures:…
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Getting Outside the Box and Hiring an OSC
I love it when a client says, “Honestly I would have passed over those two candidates’ resumes.” And then they see how strong they’d be for the OSC role when I vet them, and then we interview them together. This makes me happy. I’m genuinely happy when I can help a client cut through the stacks of paper and find a good fit for their company, culture, and someone who is willing to learn to…
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