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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OSCs Are Driven When You Give Them the Right Car
An OSC is going to be just as driven as a sales agent to create sales for the company as long as you give them the right vehicle to do so. That vehicle means having the right: Company Support Pay Structure Tools Training Company Support – The gas that fuels the car Energy is everything. The tone set by the leadership of the company can make or break a program. This role needs to have…
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Guest Post: Customer Experience in the Fast Lane: A Key to Closing Home Sales
Guest Post by Greg Bray President of Blue Tangerine Founder & Home Builder Digital Marketing Podcast Founder of the Home Builder Digital Marketing Summit October 18-19, 2023 in Denver Pioneering home builders have started to embrace the reality of selling homes completely online. However, buying a home online does not mean the process will be completely self-service. A new home is often the largest purchase someone will ever make, buyers will have questions along the…
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Don’t Say I Don’t Know: An OSC’s Guide to Building Trust – Scenario Three
The past couple of posts have explored how to build trust and not use the words, “I don’t know.” It’s not that we are trying to be dishonest when we don’t know the answer check out Scenario One for situations where we just may not know the information because we are new, or we haven’t committed something we SHOULD know to memory. Or that we are trying to be deceptive when we haven’t been given…
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Don’t Say I Don’t Know: An OSC’s Guide to Building Trust – Scenario Two
In part one of Don’t Say, “I don’t know.” We attacked a scenario that’s easy to fall into if you are a brand new OSC, or even when you have been doing this for a while, but there may be things you just don’t know. Saying “I don’t know,” is the quickest way to kill trust with a new home buyer and have them rudely asking for someone who does know. But in scenario two…
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Don’t Say I Don’t Know: An OSC’s Guide to Building Trust – Scenario One
As I got going writing this up, I realized it was waaaaayyyyy too long for a single blog post. So here’s part one of three! As an online sales counselor, whether you are new, or you’ve been doing this a while there are questions you simply can’t answer. Either because you don’t know the answer, the information doesn’t exist, or it’s not your question to answer… I’ll explain these scenarios in a three part series,…
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Guest Post: Not So Random Advice From, Kimberly Mackey, A Top Trainer in the Building Industry
Guest Post by Kimberly Mackey Founder of New Homes Solutions Consulting Co-Host of Sales & Marketing Power Hour National Trainer & Speaker Recently Kimberly Mackey, co-host of the Sales & Marketing Power Hour & National Speaker, posted a thread on her Facebook group asking for “Random Advice” No specific topic, just good advice. To start the ball rolling she gave us a true gem that needs to be heard by leadership, online sales, and sales…
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