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Logic classroom - Sequoia's New CRM
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Logic classroom - Sequoia's New CRM

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Sequoia recently launched a whole new CRM dashboard for it's website backend. In this LogicClassroom, we went over a few of its new components, and covered why it's so important to have a good CRM to …

Sequoia recently launched a whole new CRM dashboard for it's website backend. In this LogicClassroom, we went over a few of its new components, and covered why it's so important to have a good CRM to engage with your real estate leads.

Published in Real Estate
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  • 1. T: 617.266.9166
    www.bostonlogic.com
    Logic CRM Component
    Presented by:
    Patrick Berzai
    pberzai@bostonlogic.com
    617.266.9166
    January 11, 2011
  • 2. Overview
    What is CRM?
    Tour the Sequoia Dashboard
    Tasks/Events/Deals
    -- for Agents
    -- for Brokers
    Best Practices for CRM Success
    T: 617.266.9166
    www.bostonlogic.com
  • 3. Shaquille O’Neal
    T: 617.266.9166
    www.bostonlogic.com
  • 4. “I live in a small town called Sudbury. I signed kind of late, so I really didn't have a chance to find a house,so I went on Google and put in 'big house outside of Boston,’and I found this big 10-acre farmhouse...”—Shaquille O’Neal on David Letterman
    T: 617.266.9166
    www.bostonlogic.com
  • 5. Online Facts & Trends
    9 of 10 people start their property search online
    Websites with blogs get 88% more leads
    Leverage social media for leads
    Over 37% of Facebook users are above age 35
    Websites with blogs get 88% more lead
    Employ Town Pages and Development Profiles to increase search engine ranking
    T: 617.266.9166
    www.bostonlogic.com
  • 6. Satisfied Client
    I wanted to take a few minutes and let everyone know how happy I am with mywebsite!  When I came to Boston Logic a year ago; I was a littleoverwhelmed.  I was on a budget and knew I had to watch every penny.  I hada few different options for websites that were cheaper but they didn¹t haveall the extra bells and whistles that Boston Logic offers. So being a littleapprehensive at first was a natural reaction for me.  
    Bottom Line:  One deal pays for the website.  Its a no brainer.  (I canabsolutely say that now)If someone is serious about their business; they cant be without a it.  Whynot go with the best?Sincerely,Jody PattisonTri-State Realty Group
    Last weekend I was contacted randomly through the Website (while my officeis completely shut down and under construction) I was asked to see aproperty in Newton.  This was a randomly generated lead from the websiteBoston Logic built.  I closed the deal in 48 hours and will receive acommission of almost 10 thousand dollars for only a few hours of work.  (Iknow I sound like a infomercial....)
    T: 617.266.9166
    www.bostonlogic.com
  • 7. How do you manage all these leads?
    T: 617.266.9166
    www.bostonlogic.com
  • 8. What is CRM?
    CRM stands for “Customer Relationship Management.”
    Leverage technology to:
    1. Organize
    2. Automate
    3. Synchronize business processes
    T: 617.266.9166
    www.bostonlogic.com
  • 9. What Are The Benefits?
    Develop better communication channels – better relationships with clients
    Collect vital and consistent data to create customer profiles of their preferences and behaviors
    Deliver instant, company-wide access to customer histories
    Identify new (up-) selling opportunities and manage follow-through activity
    T: 617.266.9166
    www.bostonlogic.com
  • 10. Sequoia Platform
    Closing %
    Features:
    • Track user preferences and activity
    • 11. Schedule showings, assign tasks easily
    • 12. Email branded updates, searches and listing sheets from system
    • 13. Keep concise and updated data on clients
    • 14. Quantify accurately brokerage-wide performance, revenue and trends with dynamic reports
    ClientIntelligence
    T: 617.266.9166
    www.bostonlogic.com
  • 15. Stay Organized!
    From Day Planner
    To Dashboard
    Go from disorganized to digitized.
    Keep track of your calls, emails, appointments and tasks to accelerate the sales process
    T: 617.266.9166
    www.bostonlogic.com
  • 16. Tasks are color- coded in order of urgency
    Catalogue Upcoming Events…
    …and Messages
    See your New Leads’ Activity
    See Messages from Boston Logic about Updates, Tutorias, or Logic Classrooms here!
    T: 617.266.9166
    www.bostonlogic.com
  • 17. Keys to CRM Success
    Data, Data, Data
    Get as much information as possible
    Commit to the system
    Utilize lead management accounts
    T: 617.266.9166
    www.bostonlogic.com
  • 18. @BostonLogic
    Questions?
    For more information contact:
    Patrick Berzai @ pberzai@bostonlogic.com or
    Matthew Bennett @ mbennett@bostonlogic.com.
    Or call 617.266.9166
    For Upcoming Logic Classroom Webinars by Boston Logic check out our blog: www.bostonlogic.com/blog
    Read SEO Tips on our Real Estate SEO Blog:
    www.realestateseo1.com
    T: 617.266.9166
    www.bostonlogic.com