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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2021 Thoughts and Holiday Wishes from Blue Gypsy Inc.
I’m not going to weigh you down with a ton of goal setting rules and regulations. Just a few quick thoughts before we slide into the next year. While 2020 has had it’s ups and downs for many, for the most part the building world has been fast and furious. Record breaking sales have happened for so many, and the way we do things have changed. One of the things I hear from builders though…
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3 Blue Gypsy Inc. Trained Online Sales Counselors Going For Gold at Nationals 2021
Three Blue Gypsy Inc. trained OSC’s have already been awarded silver for OSC of the year and are going for gold at the NAHB Nationals 2021. Awards and recognition are well deserved this year and that’s why I nominated Charla Ellenbrand at Elite Homes in Louisville, KY, Brittany Richardson at Epic Homes in Littleton, CO, and Kylie McCaleb at McCaleb Homes in Edmond, OK. Over the next couple of months I’ll be telling you their…
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Quick Tip Tuesday: Possession vs. Ownership
This may be controversial in some circles but I feel this is a really important part of online lead management. If you are familiar at all with the online sales program — and lets face it, if you weren’t you wouldn’t be here — then you know that an online sales counselors job is to set appointments for the site agents inn the model homes. But I’ve realized over the years that there…
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The Power of Abundance – Blue Gypsy Inc’s 5 Pillars for Helping Homebuilders
It’s interesting. I just had a conversation with someone in the home building industry and as always the topic of abundance came up. (Because I bring it up because it’s so important to me!) I am a STRONG believer in the powerful mindset of abundance. And yet, when I look at the 5 pillars on my website that support Blue Gypsy Inc., Abundance is nowhere to be found. But Wait! It is! It’s actually the…
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Quick Tip Tuesday Video for Online Sales Programs – Understanding Metrics
In our last blog post we talked about metrics for online sales counselor programs, but it’s really important to understand that in the age of COVID things have changed, and it’s important to adjust expectations in order to maximize ROI on online leads. Right now more “walk-in” traffic is coming through the Online Sales Counselors then we’ve seen in the past. If you’d like to discuss metrics and OSC metric performance feel free to set…
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Metrics Aren’t Everything…WHAT?
There, I said it. Metrics are not everything when it comes to a well-oiled Online Sales Counselor program. Especially in the Age of COVID. I just blew the minds of many people including all my perfectionist OSC’s. You know how I know this? I’m nominating several of my past OSC’s I’ve trained for National Awards through the NAHB, and that means getting all their current metrics to report for a 12 month-period. What are the…
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