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 MoreNo More Mad Dashes: And That’s No Bull
No more mad dashes to the office. Well, my office is only upstairs, but whenever I heard the phone ring I was off and running. Nothing like answering the phone breathlessly, “May I help you.” Unless of course your business is an adult chat line. But mine’s not. When I started up Blue Gypsy Inc, I knew one of the important aspects was to be able to answer the phone with the name of the…
Read MoreDown To The Wire: Ready To Launch – Geekette’s Club March 24
It’s coming down to the wire! This time next week, we will be doing the final clean and moving to our new location in Northern Virginia. Hard to believe but so glad we live in such a mobile society. When creating Blue Gypsy Inc, my goal was to set up a business that could be done from anywhere. Just the nature of Lead Management lends itself to our mobile society. I don’t need to be…
Read MoreGoals: You Can’t Set It And Forget It!
Goal setting is something I used to teach teenagers on sailboats in the summertime. Goals are important and more importantly they need to be attainable. Most of the time it’s about incremental changes to reach your goals, and it’s about focusing on mini goals that help you reach the final target. It is so easy to make excuses on why we can’t achieve our goals but really at the end of the day…they are excuses.…
Read MoreEmbracing a Smart Phone: Removing My Head From The Sand
I’m finally stepped out of the dark ages…. I changed over to an iphone today. I’ve been waffling on this decision to move from a “dumb” phone to a “smart” phone for a while now. It’s funny, I don’t mind change when it comes to traveling. I love changing from country to country seeing new sights and experiencing new places. But I’ve never been a fan of technology. I don’t pick it up quickly so…
Read MoreFacebook Friend or Spammer?
I’ve never used the unfriend button until the other day. I didn’t get into a mortal fight with a friend, I didn’t take my toys and go home…no, I was getting too much spam! That’s right spam on facebook in the form of fan page suggestions and events. But they weren’t just any fanpage and events they were “How to make millions of dollars…blah blah blah.” These are the websites and the emails that I…
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