GRI Marketing – Real estate technology Internet technology Internet resources GPS ZipForm Listing presentations Contact-management software

Internet technology

Internet resources

GPS

ZipForm

Listing presentations

Contact-management software

Learning objectives Explore basics of Web site creation Review tips to drive traffic to your site Access and use a variety of Internet resources Utilize ZipForm features Deliver an effective listing presentation enhanced by technology Use contact management software to build your business

Explore basics of Web site creation

Review tips to drive traffic to your site

Access and use a variety of Internet resources

Utilize ZipForm features

Deliver an effective listing presentation enhanced by technology

Use contact management software to build your business

Section 1: Internet technology-pg. 3 We are always hooked up, tapped in and looking online.

The Internet-pg. 3 Roughly 80 percent of homebuyers use the Internet to start the process, research, view, sift and sort The Internet can lead to information overload! You can help decipher numbers, discuss trends, and guide them through the process Consumers today are increasingly tech savvy, so you need to keep up and incorporate technology into your business and practices The Internet won’t replace the agent; you can help consumers with what they find on the Internet

Roughly 80 percent of homebuyers use the Internet to start the process, research, view, sift and sort

The Internet can lead to information overload!

You can help decipher numbers, discuss trends, and guide them through the process

Consumers today are increasingly tech savvy, so you need to keep up and incorporate technology into your business and practices

The Internet won’t replace the agent; you can help consumers with what they find on the Internet

Domain names-pg. 4 Think carefully about your domain name before you secure it Choose a name that will be easy to remember, that communicates your branding, if possible, and complies with NAR guidelines Owning your domain name allows you to change your ISP without any disruption to your e-mail or Web site

Think carefully about your domain name before you secure it

Choose a name that will be easy to remember, that communicates your branding, if possible, and complies with NAR guidelines

Owning your domain name allows you to change your ISP without any disruption to your e-mail or Web site

Domain registering-pg. 4 Register your domain name and incorporate it into your professional presence Register.com NetworkSolutions.com GoDaddy.com You can register a domain name for 1- 10 years You must renew it before it expires Reserve it for the full ten years to minimize the risk of the domain name expiring Keep records of your registration

Register your domain name and incorporate it into your professional presence

Register.com

NetworkSolutions.com

GoDaddy.com

You can register a domain name for 1- 10 years

You must renew it before it expires

Reserve it for the full ten years to minimize the risk of the domain name expiring

Keep records of your registration

NAR domain guidelines-pg. 5 The term REALTOR ® or REALTORS ® Must refer to a member or a member's company in the domain name May not be used with descriptive words or phrases May be used by State or local associations with a geographically descriptive word or phrase Does not need to be separated from the member's name or company name with punctuation For assistance, e-mail NAR at [email_address] .

The term REALTOR ® or REALTORS ®

Must refer to a member or a member's company in the domain name

May not be used with descriptive words or phrases

May be used by State or local associations with a geographically descriptive word or phrase

Does not need to be separated from the member's name or company name with punctuation

For assistance, e-mail NAR at [email_address] .

Search engines-pg. 5 85% of Internet users use search engines to find what they need Your goal is to make your site user-friendly and search-engine friendly Success in having your site place high on an Internet search is a fine art There is no one perfect way to make your site easily found because the parameters for each search engine are so different

85% of Internet users use search engines to find what they need

Your goal is to make your site user-friendly and search-engine friendly

Success in having your site place high on an Internet search is a fine art

There is no one perfect way to make your site easily found because the parameters for each search engine are so different

How search engines work-pg. 5 Search engines are software programs that let Internet users search for sites using keywords Programs called bots scan Web sites for keywords and index the content of the site based on the keywords that they find and where they find them These bots use programs called spiders or web crawlers to index web page content and links

Search engines are software programs that let Internet users search for sites using keywords

Programs called bots scan Web sites for keywords and index the content of the site based on the keywords that they find and where they find them

These bots use programs called spiders or web crawlers to index web page content and links

Spiders and Web crawlers-pg.5 They rank a site’s content based on the frequency, placement, consistency and relevancy of keywords and adherence to parameters that is unique to the particular search engine Good search engine optimization works across all search engines

They rank a site’s content based on the frequency, placement, consistency and relevancy of keywords and adherence to parameters that is unique to the particular search engine

Good search engine optimization works across all search engines

Search engine optimization-pg. 5 SEO can be defined as: The design of a site’s structure, keywords, titles and submissions to search engines to increase rankings. You must understand how customers find you online and how each search engines work.

SEO can be defined as:

The design of a site’s structure, keywords, titles and submissions to search engines to increase rankings.

You must understand how customers find you online and how each search engines work.

Search engine optimization-pg. 5 & 6 Search engines use criteria to rank sites: Page title First line of text Keywords and metatags Comments tag Headers Link relevancy Domain names Alt tags , or descriptive text for graphics Page layout

Search engines use criteria to rank sites:

Page title

First line of text

Keywords and metatags

Comments tag

Headers

Link relevancy

Domain names

Alt tags , or descriptive text for graphics

Page layout

Selecting keywords-pg. 6 When you select keywords you should: Consider how the public might think Think of products or services that the public would associate with your business Avoid words that are too generic Use plurals of the keywords you select Avoid clever and cutesy Investigate what your competition uses Regularly research your keyword list & limit keywords to the 10 best

When you select keywords you should:

Consider how the public might think

Think of products or services that the public would associate with your business

Avoid words that are too generic

Use plurals of the keywords you select

Avoid clever and cutesy

Investigate what your competition uses

Regularly research your keyword list & limit keywords to the 10 best

What works-pg. 7 Web sites contain server logs that detail visitors’ habits You can also use Web analysis software If you submit your site to a search engine, be sure to follow its parameters and complete all of the information

Web sites contain server logs that detail visitors’ habits

You can also use Web analysis software

If you submit your site to a search engine, be sure to follow its parameters and complete all of the information

Analyze what works-pg. 7 Your Web site’s server logs can tell you: What pages users visit most What search words are most used Which pages are not used Your buyer profile If new content spikes users How visitors found your site What browsers your visitors are using

Your Web site’s server logs can tell you:

What pages users visit most

What search words are most used

Which pages are not used

Your buyer profile

If new content spikes users

How visitors found your site

What browsers your visitors are using

Site submission-pg. 7 Submission to search engines, directories, spiders and crawlers requires following the specific protocol for each. Follow their guidelines exactly when you submit your URL Each page on your site has a unique URL so you should submit each major page, and each should have a unique title

Submission to search engines, directories, spiders and crawlers requires following the specific protocol for each.

Follow their guidelines exactly when you submit your URL

Each page on your site has a unique URL so you should submit each major page, and each should have a unique title

What to avoid-pg. 7 A competitor’s name in your keyword list Keyword stuffing Keywords as tiny text or in the same color as background Keywords not related to your page content Making title changes too often A space or exclamation point in front of your title Identical pages with different page names Submitting multiple pages in a given time period

A competitor’s name in your keyword list

Keyword stuffing

Keywords as tiny text or in the same color as background

Keywords not related to your page content

Making title changes too often

A space or exclamation point in front of your title

Identical pages with different page names

Submitting multiple pages in a given time period

E-mail marketing-pg. 8 E-mail can help drive traffic to your site through the following methods: Electronic signatures Autoresponders Electronic newsletters Private e-mail lists Purchasing a direct mailing list Property Fliers

E-mail can help drive traffic to your site through the following methods:

Electronic signatures

Autoresponders

Electronic newsletters

Private e-mail lists

Purchasing a direct mailing list

Property Fliers

Autoresponders-pg. 8 Automatically respond to incoming e-mails 24/7 Make sure the text reads well and has no errors Can be timed to send e-mails at regular intervals Some Web site hosting servers offer autoresponders as part of their package Some autoresponders are free with advertising in the response e-mail Other services provide them for a fee

Automatically respond to incoming e-mails 24/7

Make sure the text reads well and has no errors

Can be timed to send e-mails at regular intervals

Some Web site hosting servers offer autoresponders as part of their package

Some autoresponders are free with advertising in the response e-mail

Other services provide them for a fee

Other traffic drivers-pg. 8 Links on your Web site to additional resources Direct mail Banner ads Useful and current content

Links on your Web site to additional resources

Direct mail

Banner ads

Useful and current content

Useful and current content-pg. 8 Provide content that keeps customers coming back for more: Housing information Surveys Contests Stock quotes Mortgage quotes Helpful hints What else?

Provide content that keeps customers coming back for more:

Housing information

Surveys

Contests

Stock quotes

Mortgage quotes

Helpful hints

What else?

Handling Internet leads-pg. 9 If consumers contact you via your Web site, they want you to answer them quickly! The consumer who is not handled in a professional and timely manner is a lost revenue opportunity. Internet leads can be viable leads.

If consumers contact you via your Web site, they want you to answer them quickly!

The consumer who is not handled in a professional and timely manner is a lost revenue opportunity.

Internet leads can be viable leads.

Hierarchy of leads-pg. 9 Personal referral Relocation or transferee referral Sign calls Ad calls Direct mail Prospecting

Personal referral

Relocation or transferee referral

Sign calls

Ad calls

Direct mail

Prospecting

Common threads in ranking-pg.9 Decision to purchase or sell has already been made Willingness to use a given sales agent Enticement of Web site data Consumer’s position on the sales path Management of lead’s expectations

Decision to purchase or sell has already been made

Willingness to use a given sales agent

Enticement of Web site data

Consumer’s position on the sales path

Management of lead’s expectations

Create a positive online experience-10 Showcase the value of working with you on your Web site Value your customers and give them excellent customer service Build rapport as you would with someone you met in person Treat them as important Respond promptly to online requests Assist customers with online needs Follow-up

Showcase the value of working with you on your Web site

Value your customers and give them excellent customer service

Build rapport as you would with someone you met in person

Treat them as important

Respond promptly to online requests

Assist customers with online needs

Follow-up

Social networking-11 Online communities geared toward information exchange Create a profile for yourself by using the site’s instructions You control your profile and the information in it Familiarize yourself with site layout and features Examples: MySpace.com http://www.myspace.com/amysharris Facebook.com LinkedIn.com

Online communities geared toward information exchange

Create a profile for yourself by using the site’s instructions

You control your profile and the information in it

Familiarize yourself with site layout and features

Examples:

MySpace.com http://www.myspace.com/amysharris

Facebook.com

LinkedIn.com

Blogging-11 Blogger Barbara's blog Allen's blog

Blogger

Barbara's blog

Allen's blog

Blogging-11 Blogs post content – which is the writer’s opinion – in chronological order Public viewers can view the blog content and submit a reply to the blogger The blogger can then post the submission for everyone to see, and perhaps even respond to it By answering a consumer’s question or engaging in dialogue, the blogger can establish himself as a professional or a resource Blogger Barbara's blog

Blogs post content – which is the writer’s opinion – in chronological order

Public viewers can view the blog content and submit a reply to the blogger

The blogger can then post the submission for everyone to see, and perhaps even respond to it

By answering a consumer’s question or engaging in dialogue, the blogger can establish himself as a professional or a resource

Blogger

Barbara's blog

Blogging You can direct consumers to different blog posts You can freshen and re-post previous blog entries to answer specific questions or as needed You can take questions you receive via e-mail and post them on your blog anonymously for your viewing public You can even send this post to the person who asked the question

You can direct consumers to different blog posts

You can freshen and re-post previous blog entries to answer specific questions or as needed

You can take questions you receive via e-mail and post them on your blog anonymously for your viewing public

You can even send this post to the person who asked the question

Blogging tips Post often Keep it short Be honest Blog about your local market or areas you know Tap into local resources Focus on consumers and how to help them Don’t over-promote yourself Link to other blogs or sites Post to other blogs Reply to posters

Post often

Keep it short

Be honest

Blog about your local market or areas you know

Tap into local resources

Focus on consumers and how to help them

Don’t over-promote yourself

Link to other blogs or sites

Post to other blogs

Reply to posters

Online video You can advertise you, or your listings You can post to different online venues Post on your own site Post on a social networking site Have fun with it! But keep it informative and professional Amy's Personal Youtube ASH Real Estate You tube

You can advertise you, or your listings

You can post to different online venues

Post on your own site

Post on a social networking site

Have fun with it! But keep it informative and professional

Amy's Personal Youtube

ASH Real Estate You tube

Section 2: Internet resources –pg. 14 We’ll explore sites and resources for you to use that will help you in your practice. Tip: Don’t forget the free marketing fliers on www.texasrealtors.com

Internet Resources Group Breakout: Look at websites that Amy gives you in group Analyze, do you use in your business, how?, easy of navigation…..

Section 3: Global positioning systems-15 Are we there yet?

Global positioning systems-15 Use receivers and satellites that constantly communicate to pinpoint your location The signals often won’t pass through solid objects – in tunnels, parking garages, etc. Remember it uses a low power radio signals that require a clear line of sight Once you buy the GPS, there are no subscription fees Many come with maps already imbedded

Use receivers and satellites that constantly communicate to pinpoint your location

The signals often won’t pass through solid objects – in tunnels, parking garages, etc.

Remember it uses a low power radio signals that require a clear line of sight

Once you buy the GPS, there are no subscription fees

Many come with maps already imbedded

Global positioning systems-15 & 16 You can mount the receiver and screen on your dash Different brands include: Garmin Magellan TomTom DeLorme Lowrance These brands may offer smaller hand-held versions.

You can mount the receiver and screen on your dash

Different brands include:

Garmin

Magellan

TomTom

DeLorme

Lowrance

These brands may offer smaller hand-held versions.

Section 4: ZipForm-16

ZipForm-16 A tool that lets agents fill out real estate contracts ZipForm has two versions: Online Desktop We’ll focus our discussion on the online version Members can access their ZF Online account through TexasRealtors.com

A tool that lets agents fill out real estate contracts

ZipForm has two versions:

Online

Desktop

We’ll focus our discussion on the online version

Members can access their ZF Online account through TexasRealtors.com

ZipForm Online Benefits of ZF Online: Can pull MLS data into a transaction ZipForm Online automatically updates form libraries ZipForm Online stores the transaction for you Files are stored for 14 months from the date they were last accessed

Benefits of ZF Online:

Can pull MLS data into a transaction

ZipForm Online automatically updates form libraries

ZipForm Online stores the transaction for you

Files are stored for 14 months from the date they were last accessed

ZipForm Online account home page

Create a transaction

Adding forms with the form manager

The cover sheet-19 The coversheet autofills in the fields throughout the rest of your forms

Using dropdown menus-20

Cover sheet with Form Manager view-21

Search feature-21

ZipForm Online toolbar-22

Clause manager-23 Clause Editor F8 to enter commonly used special provisions or phrases

Transaction header for template Use templates for listings, buyers , renters, etc.

PDF conversion-pg.24 Tip: You can send an email as a .pdf & you don’t need Outlook installed

ZipForm Online-pg 25 You can import transactions from desktop to online. ZipForm Online also has add-in features: MLS-Connect Mac-Connect Mobile Electronic signatures Online Plus Transaction management

You can import transactions from desktop to online.

ZipForm Online also has add-in features:

MLS-Connect

Mac-Connect

Mobile

Electronic signatures

Online Plus

Transaction management

Support-pg 26 Online at http://support.ZipForm.com E-mail [email_address] Call 800/383-9805 Call TAR ZipForm support at 800/873-9155

Online at http://support.ZipForm.com

E-mail [email_address]

Call 800/383-9805

Call TAR ZipForm support at 800/873-9155

Section 5: Listing presentations

Three components-pg. 39 Listing presentations have three important components: Information about your services Information about the client’s home or neighborhood The face-to-face presentation Plan each of these areas precisely so you’ll know exactly what to do and demonstrate

Listing presentations have three important components:

Information about your services

Information about the client’s home or neighborhood

The face-to-face presentation

Plan each of these areas precisely so you’ll know exactly what to do and demonstrate

Information about your services-40 Listing packets typically include: Your unique services Company information Marketing materials Facts and figures Your branding or the company’s branding

Listing packets typically include:

Your unique services

Company information

Marketing materials

Facts and figures

Your branding or the company’s branding

Listing presentations-26 Provide the information in hard copy to leave behind Use an electronic presentation as well Many brokerages use customized PowerPoint templates You can take online training to brush up your PowerPoint skills Personalize each presentation for the seller Don’t over-use your photo

Provide the information in hard copy to leave behind

Use an electronic presentation as well

Many brokerages use customized PowerPoint templates

You can take online training to brush up your PowerPoint skills

Personalize each presentation for the seller

Don’t over-use your photo

Electronic presentations-27 When doing an electronic presentation, keep bullet points to a minimum and don’t make them go on and on and never stop because they distract the client and you’ll start reading and you don’t want to read because you want to sound natural and knowledgeable but you don’t want to sound canned and the more words that you cram in there sometimes the harder it is to follow and you don’t want to lose your place, just remember to keep all this in mind and you’ll do fine because you want to do fine and really you can you know what you’re doing just do it go ahead be natural…..

When doing an electronic presentation, keep bullet points to a minimum and don’t make them go on and on and never stop because they distract the client and you’ll start reading and you don’t want to read because you want to sound natural and knowledgeable but you don’t want to sound canned and the more words that you cram in there sometimes the harder it is to follow and you don’t want to lose your place, just remember to keep all this in mind and you’ll do fine because you want to do fine and really you can you know what you’re doing just do it go ahead be natural…..

Information about home and neighborhood - 27 Consumers already have information – so give them more of what they want. You want to provide more information than what the client already has; remember, you add value! Any REALTOR can get comps, but take extra steps to interpret and explain the data. Homeowners know a lot; gain their confidence and acknowledge their research or opinions

Consumers already have information – so give them more of what they want.

You want to provide more information than what the client already has; remember, you add value!

Any REALTOR can get comps, but take extra steps to interpret and explain the data.

Homeowners know a lot; gain their confidence and acknowledge their research or opinions

Information about home-27 Other vendors also provide listing presentations: Wyldfyre eNeighborhoods Top Producer Sharper Agent Others Some vendors allow you to customize and work with MLS Ask your broker what she uses Find what’s right for you

Other vendors also provide listing presentations:

Wyldfyre

eNeighborhoods

Top Producer

Sharper Agent

Others

Some vendors allow you to customize and work with MLS

Ask your broker what she uses

Find what’s right for you

Listing presentation-27 As soon as you get the listing presentation appointment, takes photos of the property- Use snagit.com & google earth to WOW them! Use free Texas Association of REALTORS fliers available at www.TexasRealtors.com Analyze data so that you can explain it to your customers where it makes sense Always use spell check!

As soon as you get the listing presentation appointment, takes photos of the property-

Use snagit.com & google earth to WOW them!

Use free Texas Association of REALTORS fliers available at www.TexasRealtors.com

Analyze data so that you can explain it to your customers where it makes sense

Always use spell check!

Your presentation-29 Be sure to include: A cover page with a picture of the home Your company information and Web home page Personal or team information Your marketing plan Comps Tax information The Code of Ethics by which you abide

Be sure to include:

A cover page with a picture of the home

Your company information and Web home page

Personal or team information

Your marketing plan

Comps

Tax information

The Code of Ethics by which you abide

Forms to include-29 IBS Exclusive right to sell Request for mortgage information Request for information from owner’s association Seller’s disclosure Home warranty info Defer to your broker for any additional forms that you should include

IBS

Exclusive right to sell

Request for mortgage information

Request for information from owner’s association

Seller’s disclosure

Home warranty info

Defer to your broker for any additional forms that you should include

Face-to-face presentations-30 Know your customer so you can gauge which type of presentation to use Be sure to charge your laptop Try to avoid plugging in at the seller’s house Place your presentation on your desktop for easy access Don’t read the presentation, but use it as a guide Use a PC tablet if possible!

Know your customer so you can gauge which type of presentation to use

Be sure to charge your laptop

Try to avoid plugging in at the seller’s house

Place your presentation on your desktop for easy access

Don’t read the presentation, but use it as a guide

Use a PC tablet if possible!

IBS form-30 Highlight the sentence that states “Texas law requires all real estate licensees to give the following information about brokerage services… Also highlight sentence above signature If you explain the purpose of the form thoroughly, you shouldn’t run into any problems.

Highlight the sentence that states “Texas law requires all real estate licensees to give the following information about brokerage services…

Also highlight sentence above signature

If you explain the purpose of the form thoroughly, you shouldn’t run into any problems.

Keys for success-30 Remember: everything you do is a reflection of your company Clean your car Don’t accessorize in the driveway Be on time, or call if you’re running late People are looking to pick you apart Dress for success Bring only what you need that pertains to the listing

Remember: everything you do is a reflection of your company

Clean your car

Don’t accessorize in the driveway

Be on time, or call if you’re running late

People are looking to pick you apart

Dress for success

Bring only what you need that pertains to the listing

Keys for success-30 Leave your cell phone in the car Do have a breath mint; don’t chew gum Ask for a tour – let them show you the home’s features Take your note pad Ask questions Always listen

Leave your cell phone in the car

Do have a breath mint; don’t chew gum

Ask for a tour – let them show you the home’s features

Take your note pad

Ask questions

Always listen

Setting up-31 Look for the most room or the best space Bring a placemat to set up your laptop Be able to address all people present If you have Internet access and they seem interested, show them your Web site or your company’s site Review all forms they will need to sign Ask for utility bills or information that will help potential buyers Consider whether a virtual tour is part of your strategy

Look for the most room or the best space

Bring a placemat to set up your laptop

Be able to address all people present

If you have Internet access and they seem interested, show them your Web site or your company’s site

Review all forms they will need to sign

Ask for utility bills or information that will help potential buyers

Consider whether a virtual tour is part of your strategy

Staging tips-31 Try to get the listing before you talk about property staging You want to look good, but don’t give away the farm Leave brochures, tip sheets or visit Web sites for ideas Demonstrate the benefits of staging with before and after photos or examples

Try to get the listing before you talk about property staging

You want to look good, but don’t give away the farm

Leave brochures, tip sheets or visit Web sites for ideas

Demonstrate the benefits of staging with before and after photos or examples

Group discussion What staging tips work well for you? What resources have you used?

What staging tips work well for you?

What resources have you used?

Final thoughts-32 Don’t criticize other companies or their agents Keep the presentation positive and about the seller – remember, the goal is to service the client by selling the home Gauge how long to stay based on how it goes Follow up and thank the customer Leave behind a hard copy of the presentation

Don’t criticize other companies or their agents

Keep the presentation positive and about the seller – remember, the goal is to service the client by selling the home

Gauge how long to stay based on how it goes

Follow up and thank the customer

Leave behind a hard copy of the presentation

Final thoughts-32 Effective presentations, not unlike client interaction, combine technology with interpersonal and communication skills to deliver a mix of both skills Using technology enhances your perception and your proficiency in the client’s eye as someone with up-to-date skills and a well-rounded approach

Effective presentations, not unlike client interaction, combine technology with interpersonal and communication skills to deliver a mix of both skills

Using technology enhances your perception and your proficiency in the client’s eye as someone with up-to-date skills and a well-rounded approach

Section 6: Contact-management software The best Contact Management software is the one that you will use!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Concentrate on keeping customers for life.

CRM software-32 Enables you to manage contact information about clients, as well as track appointments and tasks Buy what you need and will use If you won’t use it, don’t pay for it Explore and determine what’s best for you and will be easy for you to integrate into your business Use it to help you stay organized and take your business to the next level

Enables you to manage contact information about clients, as well as track appointments and tasks

Buy what you need and will use

If you won’t use it, don’t pay for it

Explore and determine what’s best for you and will be easy for you to integrate into your business

Use it to help you stay organized and take your business to the next level

Higher production levels come from-33 Building a larger base of customers Recognizing that every contact is an opportunity to create a customer Maintaining quality contact over long periods Being ready when the customer is ready Leveraging new customers from existing ones Improving efficiencies that allow you to service a larger number of customers

Building a larger base of customers

Recognizing that every contact is an opportunity to create a customer

Maintaining quality contact over long periods

Being ready when the customer is ready

Leveraging new customers from existing ones

Improving efficiencies that allow you to service a larger number of customers

Software selection-33 Think through your needs and how you ideally would like to manage your contacts Investigate import and export capability Will you access it from one computer or more? Will you access it from the Web? Do you want to compose letters and cards or use pre-composed correspondence? Will you use your data in other programs? Will you want to track your performance?

Think through your needs and how you ideally would like to manage your contacts

Investigate import and export capability

Will you access it from one computer or more?

Will you access it from the Web?

Do you want to compose letters and cards or use pre-composed correspondence?

Will you use your data in other programs?

Will you want to track your performance?

Points to consider-33 Cost One-time fee Monthly fee Upgrades Training to get up to speed Ease of use Do you access contacts through multiple PCs or online Exit strategy How easily can you port your data Can you take your data?

Cost

One-time fee

Monthly fee

Upgrades

Training to get up to speed

Ease of use

Do you access contacts through multiple PCs or online

Exit strategy

How easily can you port your data

Can you take your data?

Must-have features-33 & 34 Database Customization Import and export capabilities Web and e-mail support Reports Calendar and scheduling Task checklists Strong technical support

Database

Customization

Import and export capabilities

Web and e-mail support

Reports

Calendar and scheduling

Task checklists

Strong technical support

CRM- 47 360 Agent ACT! Active Agent Advantage XI Agent Office CRM Real Estate Realty Juggler Respond Sharper Agent Symplifi The Wise Agent Top Producer

360 Agent

ACT!

Active Agent

Advantage XI

Agent Office

CRM Real Estate

Realty Juggler

Respond

Sharper Agent

Symplifi

The Wise Agent

Top Producer

Generic programs Points to ponder: Can be cheaper, but this doesn’t mean inferior Apply to a broader audience May be updated more often than specific software because more people use them and because of greater demand Can actually have more flexibility because they aren’t real estate specific

Points to ponder:

Can be cheaper, but this doesn’t mean inferior

Apply to a broader audience

May be updated more often than specific software because more people use them and because of greater demand

Can actually have more flexibility because they aren’t real estate specific

Real estate specific programs-49 Created with the input of brokers and agents Already customized to real estate industry Support real estate activities Audience is smaller so costs are higher Does not get updated as often Some REALTORS feel confined by pre-set software; others like not having to think about it Alternative : general software with real estate add-ons

Created with the input of brokers and agents

Already customized to real estate industry

Support real estate activities

Audience is smaller so costs are higher

Does not get updated as often

Some REALTORS feel confined by pre-set software; others like not having to think about it

Alternative : general software with real estate add-ons

Generic programs GoldMine ( www.frontrange.com ), ACT! ( www.act.com ) Maximizer ( www.multiactive.com ) Microsoft Outlook The examples listed don’t reflect any preference on the part of TAR for one product over another.

GoldMine ( www.frontrange.com ),

ACT! ( www.act.com )

Maximizer ( www.multiactive.com )

Microsoft Outlook

The examples listed don’t reflect any preference on the part of TAR for one product over another.

Real estate add-ons ACTiveAgent for ACT! Real Estate Management System for Outlook Trans/ACT for Residential Agents for ACT!

ACTiveAgent for ACT!

Real Estate Management System for Outlook

Trans/ACT for Residential Agents for ACT!

Top Producer 7i-35 Additions include: 7i Remote allows you to work offline and synchronize your data changes with just one click 7i for Palm Handhelds Top Connector 7i does instant downloading of MLS comparable data for Top Producer 7i CMA New version is 8i

Additions include:

7i Remote allows you to work offline and synchronize your data changes with just one click

7i for Palm Handhelds

Top Connector 7i does instant downloading of MLS comparable data for Top Producer 7i CMA

New version is 8i

Drip e-mail campaigns-36 Included in some CRM libraries Sent to customers in a pre-determined sequence You plug in customers’ e-mail addresses Always review prepared correspondence Some libraries allow you to customize letters You can even use Outlook for drip campaigns

Included in some CRM libraries

Sent to customers in a pre-determined sequence

You plug in customers’ e-mail addresses

Always review prepared correspondence

Some libraries allow you to customize letters

You can even use Outlook for drip campaigns

Outlook as a CRM-36 & 37 Microsoft Outlook allows you to: Manage contact information Review activity associated with a given contact Create and manage distribution lists Sort your inbox by creating folders and directing messages Add rules that apply to certain senders Easily maintain your calendar Set tasks for yourself or others Set appointments, meetings and reminders

Microsoft Outlook allows you to:

Manage contact information

Review activity associated with a given contact

Create and manage distribution lists

Sort your inbox by creating folders and directing messages

Add rules that apply to certain senders

Easily maintain your calendar

Set tasks for yourself or others

Set appointments, meetings and reminders