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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Finding the Bright Spots in the Darkness
If you weren’t in the mood to listen to our entire webinar part 5: Here were some of my main takeaways that you can internalize or not. Hey, I’m all about Energy and finding the bright spots in the darkness. I feel like so many people are coming together to help each other in our industry. In our communities. And our friends. My days are booked up with free consultations and talking with people from…
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Webinars: Selling in a Time Of Uncertainty – Part 5: Energy, Optimism, and Action
We are continuing our FREE webinar series “Selling in a Time of Uncertainty.” In Part 5 myself, Carol Morgan Founder of Denim Marketing, and Kimberly Mackey Founder of New Homes Solutions will talk about Energy, Optimism, and Action. Register Here. Panelists: Carol Morgan, Founder, and President of Denim Marketing Leah Kaiz Fellows, Founder and Online Sales Counselor Trainer of Blue Gypsy, Inc. Kimberly Mackey, Founder, and Sales & Marketing Management Consultant of New Homes Solutions…
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Chart Your Course – Set Up Your Online Sales Counselor Foundation
Here are some of my highlights from our 4th Webinar during COVID-19. Now is the time to set up your online sales foundation if it doesn’t already exist, or refine and review your current process. Those are important in charting your course forward. I’m just going to talk for a minute about my personal philosophy. There are two courses you can take when things go wrong and you feel out of control. You can retract…
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Selling in A Time Of Uncertainty Webinars
Over the past couple of weeks, life seems to be continually changing in the building industry. I’ve had the good fortune to have amazing industry friends who have pulled together to provide ideas and information during these unprecedented times. Myself, Carol Morgan, Founder, and President of Denim Marketing, Kimberly Mackey, Founder, and Sales & Marketing Management Consultant of New Homes Solutions Consulting, and MODERATOR: Kelly Ann Zuccarelli, SVP, National Builder, Renovation & Condo Program Manager…
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Is This Our New Normal?
Check out our free webinar part 3 or if you don’t want to watch everything here is my recap and highlights pertaining to Online Sales Counselors for builders. There’s Nothing Too New About This Normal While for so many, I know this seems like a new normal, but it’s really been the direction new home sales has been going in for a while. From the standpoint of online sales, we’ve been working from home and…
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How Can We Engage New Home Buyers As Fears Increase Over COVID-19
Builders who already have online sales counselors already have a leg up in helping to alleviate concerns as they engage and interact as the front-line for new home builders. As an online sales counselor, we already work virtually and there is a way that we can help ease some of the fear factor home buyers may be experiencing surrounding COVID-19 especially when it comes to setting up appointments and sales for our communities. I’ve watched…
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