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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Enhancing Home Building with AI: 5 Ways OSCs Can Leverage Technology Without Losing the Human Touch
Just because you can’t leave it to AI (artificial intelligence) as we talked about last month, it doesn’t mean you can’t use it at all! The home building industry is experiencing a transformative wave with the integration of AI into various facets of operations. One crucial area where AI can make a significant impact is in Online Sales Counselor (OSC) programs. These programs play a vital role in engaging potential buyers and guiding them through…
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Online Sales and Onsite Sales Teams Transform Homebuyer Engagement with Video Emails
In the fast-paced and competitive world of new home construction, establishing a meaningful connection with potential homebuyers is key to success. One of the most innovative and impactful tools in the arsenal of Online Sales Counselors (OSCs) and onsite Sales Agents is the use of video emails. In this blog post, we’ll explore the transformative power of video emails throughout the entire homebuyer journey, from initial engagement to contract signing. Engagement: Breaking Through the Digital…
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The Power of Human Connection: Why You Can’t Just “Leave it to AI”
Let’s face it, complex queries demand human expertise. When it comes to the intricate world of home building, questions are often multifaceted. AI excels at routine tasks but may struggle when faced with nuanced or unique queries. A human touch ensures that your customers receive the comprehensive and tailored responses they need. As we implement all these “cool tools” we need to remember not to lose our empathy and understanding. Home building is a personal…
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Mentoring, Coaching, and Goals for The New Year
You may or may not have noticed that I didn’t create any new blog posts in October or November… for those of you who follow me on LinkedIn or social media, you know I lost one of my greatest mentors at the beginning of October. My father. From an early age, my dad taught me the value of hard work, perseverance, and kindness. He led by example, demonstrating the importance of integrity in everything we…
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Understanding What OSCS Do Daily, Weekly, Monthly
In our blog post, “We Are All on The Same Team,” one of the keys to leading your organization is to understand what an online sales counselor does, not just in general but day-by-day, week-by-week and month-by-month. This means understanding the purpose of their position and what needs to happen as a whole. We have a million posts on here about what an OSC’s purpose is. But as a reminder, they are not an order…
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We Are All on The Same Team
Marketing, sales, and online sales are all on the same team. We need to put that into practice, especially when it’s easy to slip into a scarcity mindset. Recently I heard two different stories that inspired this blog post. One was of someone at leadership level disparaging OSCs and what they do…because numbers are down. The other was of salespeople disparaging OSCs and what they are doing…because numbers are down! In the first case, I…
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