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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Upcoming Webinar: Motivation in the Market at Denver HBA
I’m excited to be a part of this educational session at the HBA of Metro Denver’s Sales & Marketing Council. It’s free to attend and you’ll gain some motivation and insights from Neneh Biffenger, Builder Business Development at Invalesco Real Estate, Troy Arnold, Branch Manager at Well Fargo Home Mortgage, and Alisa Poncher, President Strategic Business Specialists, and of course me! Join us for this power hour June 12, 2023 at 8:30am MST.
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Live Training Opportunity for Online Sales Counselors
It’s rare that there are actual opportunities for OSCs to sharpen their skills and be surrounded by a group of their peers. So often OSCs work in a bubble with-in a company, and very few people truly understand what their role is and what they do. This year, Blue Gypsy Inc. is partnering with Blue Tangerine and Outhouse to present an OSC training track at the Home Builder Digital Marketing Summit. We realized that when…
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What Does “When in Doubt Send It Out” Mean?
Yes, we all want to be setting appointments. Especially if your leads have slowed down, but we don’t want to set just any appointment. We want to set strong appointments that will convert, otherwise we aren’t doing what OSCs are supposed to do. You may have heard the term, “When in doubt, send it out.” But what exactly does that mean? It doesn’t mean short-cut your job as an online sales counselor and bypass the…
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Five Things Leadership Should Know About Online Sales
Sometimes the people at the top don’t understand what Online Sales is, what Online Sales Counselors do, and why this role and the program are so important. 1. This is not a “Catch All” position – The online sales program isn’t a place to dump all the odds and ends in the company. An online sales counselor is not a closing coordinator, they are not the social media manager, they are not the graphic designer,…
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Don’t Sacrifice Website Usability for Design
Websites are the online sales models for the new home building industry. You’ve probably heard that before. Just like models are constantly changing as we build new and better homes, close out communities, and start new models – your website too needs to grow and change, but one thing needs to remain the same. It needs to address the needs of your buyers and make the important things easy to find. Sometimes when we do…
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BGI’s OSC University – Live Education and Virtual Support
There aren’t enough educational opportunities out there for Online Sales Counselors to further their career. Many times, OSCs are dependent on their companies to hire trainers and coaches like me to come in and help. (And there aren’t many of us!) Are you an OSC that wants to find your own training, coaching, and mentoring? What if you’ve had a taste of coaching and training and would like to try out other flavors? Wouldn’t it…
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