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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How Do You Set Up a Professional Online Sales Program?
For smaller builders adding a new person to their team is a big step. So it’s important to start it out on the right foot. A professionally and properly implemented OSC program will convert digital traffic into appointments for onsite agents but it’s more than just a call center. The key factors in setting up the program is to implement it with proper process, competence, and to resist short cuts. Proper Process – There needs…
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Fill Your Cup Up – Energy is Everything
So you know, you are going to have days that are up and those that are down. This is true no matter what your business is and what you do. I’ve heard a lot of people this week seem to be having a bad week. Is it because Jupiter is in retrograde right now? Is it Zoom fatigue? Is it COVID exhaustion? Is it Facebook Conspiracy Theory Overload? I’m not going to lie. I think…
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Ideas to Help Older Leads Engage
It is amazing how much things change from week to week. This happens for a builder on a regular basis… but all too often we set up our follow up processes and don’t look at them that often. We rely on our marketing emails to give the latest information and our ongoing follow up process at times can be pretty generic. The sad truth is many of our leads don’t get personally touched after…
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Free Webinar – Selling in a Time of Uncertainty: Part 7 What’s Trending – Inspiration and Spring Cleanup
Register Here! Free Webinar – Selling in a Time of Uncertainty: Part 7 What’s Trending – Inspiration and Spring Cleanup Friday May 1, 1pm ET (11am MT) May Day, May Day – No our ship is not sinking, we are hosting our next free webinar on a day traditionally celebrating the change in season. It may have felt that the months of March and April had 157 days, but as states start opening up and…
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Buyers Expectations Moving Forward – Choose Your Own Adventure
In episode 6 of our webinar I talked about Buyer’s Expectations moving forward. If you are more of a reader vs. a webinar listener this is the gist of what I talked about. I think that some things are going to be permanent changes in the way a buyer shops for a new home. It’s kind of like a buffet. Some people never thought twice about going to a buffet and touching all the utensils…
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WEBINAR Part 6: Selling in a Time of Uncertainty: Pave The Road to Recovery
Register Here! Free Webinar: Selling in a Time of Uncertainty Friday April 24, 1pm ET (11am MT) Six weeks ago, we started on this path of discovery with our friends, colleagues, clients, and industry professionals to lend ideas and insights and provide a forum for feedback for builders of all sizes across the country during these unusual times. The interest is positive and overwhelming – and we will continue to provide support, actionable ideas and…
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