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T: 617.266.9166<br />www.bostonlogic.com <br />Logic CRM Component<br />Presented by:<br />Patrick  Berzai<br />pberzai@bo...
Overview<br />What is CRM?<br />Tour the Sequoia Dashboard<br />Tasks/Events/Deals<br />           -- for Agents<br />    ...
Shaquille O’Neal<br />T: 617.266.9166<br />www.bostonlogic.com <br />
“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 ...
Online Facts & Trends		<br />9 of 10 people start their property search online<br />Websites with blogs get 88% more leads...
Satisfied Client<br />I wanted to take a few minutes and let everyone know how happy I am with mywebsite!  When I came to ...
How do you manage all these leads?<br />T: 617.266.9166<br />www.bostonlogic.com <br />
What is CRM?<br />CRM stands for “Customer Relationship Management.”  <br />Leverage technology to:<br />     1. Organize<...
What Are The Benefits?<br />Develop better communication channels – better relationships with clients<br />Collect vital a...
Sequoia Platform<br />Closing %<br />Features:<br /><ul><li>Track user preferences and activity
Schedule showings, assign tasks easily
Email branded updates, searches and listing sheets from system
Keep concise and updated data on clients
Quantify accurately brokerage-wide performance, revenue and trends with dynamic reports</li></ul>ClientIntelligence<br />T...
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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 engage with your real estate leads.

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Transcript of "Logic classroom - Sequoia's New CRM"

  1. 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. 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. 3. Shaquille O’Neal<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  4. 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<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  5. 5. Online Facts & 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. 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. 7. How do you manage all these leads?<br />T: 617.266.9166<br />www.bostonlogic.com <br />
  8. 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. 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. 10. Sequoia Platform<br />Closing %<br />Features:<br /><ul><li>Track user preferences and activity
  11. 11. Schedule showings, assign tasks easily
  12. 12. Email branded updates, searches and listing sheets from system
  13. 13. Keep concise and updated data on clients
  14. 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. 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. 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. 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. 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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