Tag Archive for ‘Customer relationship management’
Good Advice on CRM – Customer Relationship Management
A post this morning about CRM over at Bloodhound Blog by Mark Green is right on the mark. Actually, though I hit all of the required information and much more in the custom CRM databases here, I’ll take another look to see if there is more I can do. Garbage in / Garbage out is [...]
Internet Faxing Directly Out of WebOffice
Many real estate professionals have switched to Internet faxing. Some have free or inexpensive accounts just for receiving faxes. You can’t implement this strategy unless you have an account that also allows you to fax out with your email. I use MyFax.com for this, and have for a couple of years. It’s only $9.95/month for [...]
Set Up for Email History BEFORE Importing Data
I recently posted about using Gmail as an email history resource, and it works really well with a field in each contact/prospect record with the URL to the search. However, some would immediately recoil, thinking about having to get that URL into every record in their CRM databases. Well, it’s really easy, especially if you’re [...]
Email History Keyed to Contact/Prospect
The WebEx WebOffice does a great many things very well. And, the custom databases extend the funtionality in many ways. It’s natural that users compare the system to what they’ve used before, are another vendor they’re considering. Since many of the other vendors are custom software, there are things they can do that aren’t able [...]
Listing Management Custom Database
Pull information about the client from your Customer Relationship Management Database with one click. Then, manage the details of a listing, even down to pulling lockbox information from its database. Your listing info will always be accessible to all online from anywhere, and 24/7. Pull up detailed information, client contact information, listing setup task status [...]
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