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Contact Relationship Management

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Presentation I delivered to the agents/broker in my office (C21NM Woodbridge). Focus is on developing strong relationships to manage contacts and build your business.

Presentation I delivered to the agents/broker in my office (C21NM Woodbridge). Focus is on developing strong relationships to manage contacts and build your business.


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  • 1. Contact Relationship Management The lifeblood of your business Donna Williams, REALTOR ® Donna@DonnaWilliamsRealty.com
  • 2. Agenda • Why It Is Important • Technology Choices • Demonstration • Hands on time Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 3. Why Is It Important To Manage Contact Relationships? “People don't really care how much you know until they know how much you care.” Cavett Robert, Harvey Mackay, Mike Mcnight, etc… Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 4. Why Is It Important To Manage Contact Relationships? “All things being equal, people will do business with, and refer business to, those people they know, like, and trust.” Bob Burg Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 5. How You Manage Contacts Is Important Too “How you gather, manage, and use information to serve your clients will determine whether you win or lose in your business.” Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 6. Technology Choices • Use the right technology and use it in the right way. – Improves your productivity by automating and simplifying repetitive tasks. – Weigh both business and personal aspects – costs, training, behavior. – Single database that integrates/portable with email, social media, PDA’s, etc. • Types of contact management solutions: – Customer Relationship Management (CRM) – Email Address Book – Business Card Readers – Spreadsheets • Make it a priority to implement and continually update = system. • Invest in Yourself…..Free training is available – C21Online.com, YouTube.com, Google.com. Public Library for books. Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 7. Demonstration • Donna’s System: *financial costs for some software – Cardscan database – Outlook client – HotSync – Social Media and CRM Integration • Google’s System: *free software – email, contacts, calendar, tasks, instant messaging, RSS Reader, documents, maps, groups, photos, videos, translation – Synch to BB, iPhone, iCAL, Outlook, WinMobile, Social Media Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 8. Albert Einstein noted, "Insanity is doing the same thing over and over and expecting different results." Take action on what you learned today!

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