Unlocking CRM Potential: What to Look for and Why

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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Jeff Turner: "Social Media Is Value Driven"

January 24, 2010

Yesterday at Social Media @ the Beach, a local SM event in Hampton Roads, listening to the Keynote speaker, Jeff Turner, was like listening to an old friend. Actually one of my best friends…my Dad! Let me explain. My father has always been one of my mentors. I’m lucky. Not only is my father a great dad, and a successful business man, but he also was a mentor and coach to groups of CEO’s for…

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And the Miss Understanding…OSC’s Pay Attention, That’s Their Job!

January 16, 2010

In my last post I talked about an agent who put out a public tweet on losing a sale due to perceived lack of follow-up on the part of a customer… My intention was never to slam this agent nor make her look bad. (hence I kept the name out of it) And for the record, this is an excellent agent with an amazing track record. The point of my post, and if I missed…

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"I Sell Houses, I Do Not Sell Attention."

January 13, 2010

Okay did that get your attention? Recently I was reading through my twitter feed and a real estate professional had this written in their feed lamenting the fact that they lost a sale because someone said their follow-up was poor. As an Online Sales Consultant, and Lead Gypsy (CEO) of my new business, Blue Gypsy, Inc. a lead management service for builders and real estate professionals, I can tell you that attention is exactly what…

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"What? You’re Not Following Me? I’m Going To Take My Toys and Go Home!"

January 6, 2010

I’ve been hovering around 940 followers on twitter for a month or so now. I follow about 920 tweeters. They are not all the same people. Yet every day there are several more twitter followers in my inbox. Still…the number keeps bouncing between 940-945. For some people the above scenario would be annoying. They’d follow everyone who follows them to get their numbers up. And now with so many automated tools out there that will…

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Renew, Revise, Re-energize – We’re All Making Our Goals and Sharing Positive Energy for 2010

December 29, 2009

There’s just something about a new year that helps everyone reorganize themselves in business, in their personal lives…really in anything you can think of. Right now, in the world of social media, we get some insight into lots of goals being set by a myriad of people ranging the gambit of aspects of their lives. One of the greatest things about this instant contact we have with family members, old friends, new acquaintances and total…

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What is Blue Gypsy, Inc.?

December 23, 2009

Blue Gypsy, Inc. is my newest business endeavor. After 4 years of working in the field of lead management for New Home Builders as an Online Sales Consultant (OSC) I’m starting my own business. Blue Gypsy Inc. coming early 2010 will offer professional lead management services for builders and real estate professionals. But where does the name come from? Many people who’ve known me for a long time are familiar with my gypsy wandering soul.…

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