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Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
Logic classroom - Sequoia's New CRM
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<br />www.bostonlogic.com <br />Logic CRM Component<br />Presented by:<br />Patrick Berzai<br />pberzai@bostonlogic.com<br />617.266.9166<br />January 11, 2011<br />
  • 2. Overview<br />What is CRM?<br />Tour the Sequoia Dashboard<br />Tasks/Events/Deals<br /> -- for Agents<br /> -- for Brokers<br />Best Practices for CRM Success<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 3. Shaquille O’Neal<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 4. “I live in a small town called Sudbury. I signed kind of late, so I really didn&apos;t have a chance to find a house,so I went on Google and put in &apos;big house outside of Boston,’and I found this big 10-acre farmhouse...”—Shaquille O’Neal on David Letterman<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 5. Online Facts &amp; Trends <br />9 of 10 people start their property search online<br />Websites with blogs get 88% more leads<br />Leverage social media for leads<br />Over 37% of Facebook users are above age 35<br />Websites with blogs get 88% more lead<br />Employ Town Pages and Development Profiles to increase search engine ranking<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 6. Satisfied Client<br />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.   <br />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<br />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....)<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 7. How do you manage all these leads?<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 8. What is CRM?<br />CRM stands for “Customer Relationship Management.” <br />Leverage technology to:<br /> 1. Organize<br /> 2. Automate<br /> 3. Synchronize business processes<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 9. What Are The Benefits?<br />Develop better communication channels – better relationships with clients<br />Collect vital and consistent data to create customer profiles of their preferences and behaviors<br />Deliver instant, company-wide access to customer histories<br />Identify new (up-) selling opportunities and manage follow-through activity<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 10. Sequoia Platform<br />Closing %<br />Features:<br /><ul><li>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</li></ul>ClientIntelligence<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 15. Stay Organized!<br />From Day Planner<br />To Dashboard<br />Go from disorganized to digitized.<br />Keep track of your calls, emails, appointments and tasks to accelerate the sales process <br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 16. Tasks are color- coded in order of urgency<br />Catalogue Upcoming Events…<br />…and Messages<br />See your New Leads’ Activity<br />See Messages from Boston Logic about Updates, Tutorias, or Logic Classrooms here!<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 17. Keys to CRM Success <br />Data, Data, Data<br />Get as much information as possible<br />Commit to the system<br />Utilize lead management accounts<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  • 18. @BostonLogic<br />Questions?<br />For more information contact: <br />Patrick Berzai @ pberzai@bostonlogic.com or<br />Matthew Bennett @ mbennett@bostonlogic.com.<br />Or call 617.266.9166<br />For Upcoming Logic Classroom Webinars by Boston Logic check out our blog: www.bostonlogic.com/blog<br />Read SEO Tips on our Real Estate SEO Blog:<br />www.realestateseo1.com<br />T: 617.266.9166<br />www.bostonlogic.com <br />

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