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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20 Blind Men, An Elephant, and Your 360 Degree Evaluation
Have you heard that old parable about putting 20 blind people in a room with an elephant? Each person has a different experience with the elephant. The first leans against it feeling a sturdy wall. The second feels the tip of a tusk and believes it to be a spear. The next feels the trunk and thinks he has a snake in his hands. Yet another feels the substantial leg and mistakes it for a…
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Follow Up – How Many Times Should You Contact a Lead
Follow Up. The other day in one of the professional groups I belong to on Facebook I saw someone lamenting the fact that prospects were not returning his emails. He asked, “How long do you follow up before you just feel like you are being a pain?” I was astounded by the answers given by these professional social media people. The answers ranged from “one and done” to “You’ve done your job to follow up…
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Is Your Inbox Getting You Down?
Last week I was on a mission. I wanted to clear my personal inbox of all the useless crap, spam, and subscriptions I get on a daily basis. Do you have this problem where you can walk away from your email for a day or two and when you open it back up your eyes cross with the 272 emails you have in there waiting for you to moderate? I couldn’t look at anything anymore.…
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Balancing Business and Quality of Life: 7 Lessons
This time last year leading up to the holidays I had a client that ran me ragged. Several times I felt like dropping this client, but I didn’t. Now a year later, looking at an unpaid invoice that languishes in my quickbooks I know that the client was actually a lesson in disguise. Seven lessons in fact Lesson #1: Go with Your Gut – Don’t ignore those red flags. They almost never prove themselves to…
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Email Marketing Tips: Don’t Use Email Marketing Badly
I try to keep only relevant email coming into my work inbox. Work is too hectic to be deleting another LivingSocial or west elm blast out of my work email every 5 seconds. (Don’t get me wrong I drool over their deals and furniture all the time when I have a weak moment) My personal email can build up to 300 irrelevant emails over a long weekend and that in itself is a headache weeding…
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The Search For “Affordable” Websites
I see it all the time. The word affordable. People are often looking for services that are “affordable”. That term is so subjective it is hard to pin it down. It’s like nailing jello to the wall or herding cats. What is affordable to one company is not affordable to another. And yet…when you say affordable when you are talking about a website, or a marketing company, or a subcontractor to handle and important aspect…
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