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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A Love Affair with CRM: An OSC’s Real World Ups and Downs with 3 Different Programs
In honor of Valentine’s Day, we give you a brief love affair with Customer Relationship Management tools (CRMs) and how one OSC describes her relationship with them. We will remove names to protect the innocent and the guilty – both the OSC’s name, and the CRMs. But let’s just call this a cautionary tale. CRMs are the foundation of everything for successful online sales counselors. We know in life just as with any romance…
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Engaging Questions that Make Your Job Easier
There are many facets to the role of an online sales counselor. OSC’s are the face of the company and are positioned to be that “guide” throughout the online sales process. The goal is to build trust, provide information and open up rapport with everyone who reaches out and shows interest. One aspect of that is being a great investigator. Investigation happens when the RIGHT questions are asked. OSC’s are trained to lead the…
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Quick Tip Tuesday – Getting the Most Out of Educational Opportunities
Both online sales counselors and leadership can benefit from opportunities like IBSx. It’s important to take the time to expand knowledge and explore new possibilities when trying to constantly refine and improve your online sales program. This year with IBS education being presented in an online format – IBSx (thanks Pandemic!) this is an opportunity for many more to attend what used to be only an in-person event. For more information on signing up for…
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Upcoming Events and Speaking Engagements for Blue Gypsy Inc.
The Month of February is packed full of events! Leah Fellows, the owner and online sales counselor trainer at Blue Gypsy Inc. will be speaking at several virtual events across the country. IBSx February 9-12 – Make sure to get your all access pass! With 100+ education sessions across 9 industry tracks there will be something for everyone. Don’t miss Adapt or Be Left Behind – Lessons Learned from Online Sales Counselors, as Leah Fellows,…
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Have Online Sales Systems In Place BEFORE The Home Building Market Changes
Systems need to be in place if you want to grow and maintain during the highs and lows of the new home building market. People will always be buying real estate, it’s just their methods and what’s important to our buyers changes as the market fluctuates. This is the toughest point to get across in the new home building industry… maybe it’s true of all industries, but since I work in this one, this is…
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Help!! My OSC is Making Too Much Money!
As a new home builder did you really just tell me that? Did you really just say that? The worst thing you can do in this current climate is to throttle your OSC income or change the way they are compensated because you feel like they are, “Making too much money.” Don’t kill your unicorn. There is a misconception sometimes when appointments increase – that “anyone can do this job.” Get that out of your…
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