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…
Read MoreGoals For The New Year – They Might Surprise You
So here we are almost the last day of 2011. Blue Gypsy Inc has nearly completed it’s 2nd year of existence and through hard work, top notch service and dedication we’ve doubled the gross income of the company and pleased many clients throughout the year. But the blog for Blue Gypsy Inc has taken a hit, as has the twitter feed. Which is somewhat ironic since we’ve probably put out an average of about 2000…
Read MoreThankful for The Amazing Blue Gypsy Road
What are you Thankful for? These are the days when we start asking this question. Just before thanksgiving between the craziness of the holidays we begin to ask ourselves what are we thankful for. I am so thankful that in less than two years time I’ve been able to build Blue Gypsy Inc into a thriving business with amazing clients who respect me as much as I respect them. As a gypsy wanderer it was…
Read MoreSteve Jobs: Words To Live and Work By
Steve Jobs was an innovator and a visionary. He pushed the envelope and strove for excellence in everything he did in his short yet amazingly productive life. If we could all strive to be the best at what we do in life, in our work, with our family we will be lucky and full filled. The following are quotes from Steve Jobs to help inspire in many areas of our lives. On this sad day…
Read MoreTime and Priorties: Event Planning for Your Business
Now if there’s one thing I can emphasize to individuals and companies, and especially to individuals who are sole proprietors, it’s to have a very clear business plan for your event. My plan for Blue Gypsy Bluesfest was, “hey I want to have a party and brand my company!” At first it was targeting the real estate industry in Hampton Roads, but then I just said, hey lets do this for charity and get anyone…
Read MoreBusiness Coach Vs. Snake Oil Salesman
Wow folks, I’ve just got to get this out there in a post to go on the record. I am very skeptical of business coaches, and people who train business coaches. There I said it. My skepticism comes from watching a whole business arise in this flagging economy. Have you ever heard that old Woody Allen quote, “Those who can’t do, teach. Those who can’t teach, teach gym.” Well when it comes to your business,…
Read MoreBalance: Work and Life
When you work in front of computer all day, and you own your own business, the tendency is to work to fatigue. At least that’s what I do. There is always something that needs to get done, and there seem to not be enough hours in the day to get it all done. At some point, you, have to step back and say, it isn’t all going to get done today. Set reasonable expectations for…
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