Database	
  Management	
  for	
  
               Real	
  Estate	
  Professionals
                  Welcome	
  and	
  thank...
Thank	
  you	
  Dean	
  Hartman!
     • Licensed Mortgage Banker, NYS
       Banking Department, Licensed
       in: CA,	
...
1	
  Hour	
  Breakdown
     • IntroducAon
     • Shared	
  resources
     • How	
  to	
  parAcipate
     • Deliver	
  3	
 ...
Resources	
  Following	
  Webinar
     • Event	
  recap	
  posted	
  to	
  blog
           – Video
           – PowerPoint...
How	
  to	
  Paracipate	
  During	
  the	
  Webinar
     • Facebook	
  fan	
  page	
  discussion
           – hIp://www.fa...
How	
  to	
  Paracipate	
  Aber	
  the	
  Webinar
     • Facebook	
  fan	
  page	
  discussion
           – hIp://www.face...
Intro	
  to	
  Database	
  Management




Thursday, February 18, 2010
Refocus	
  Database	
  Management

                              1.           2.




                                     ...
Learning	
  ObjecAves
     1. Identify the 5 most common mistakes
     that real estate professionals make with
     their...
Personal	
  Story




Thursday, February 18, 2010
5 Most Common Database Mistakes

     •    Maintaining	
  mulAple	
  databases
     •    Choosing	
  categories
     •    ...
Maintaining	
  Mul<ple	
  Databases
       Technology                     Categories	
  of	
  Contacts
         – Business...
Rename	
  List	
  of	
  Categories	
  and	
  Reassign




                                                         13

Thu...
Correctly	
  Enter	
  Informa<on
     • Have	
  you	
  stored	
  yourself	
  
       as	
  a	
  contact	
  record?
     • ...
Database	
  Portability
     • Export	
  database	
  or	
  single	
  
       category	
  into	
  a	
  .CSV	
  file
     • I...
Connect	
  With	
  Your	
  Phone
     • ConnecAon	
  with	
  business	
  contact	
  manager
           – Auto-­‐sync
     ...
!"#$%&'&()*+&,-#.%(
                      Example	
  
       !"#$9%&'()*9+*,(-*9+&9.&/9/0*91&29'/0(3*0094/24&0*05
       !...
How	
  will	
  we	
  
                              reorganize	
  our	
  
                                database?




Th...
Choosing the Right
                 Real Estate Contact Manager




Thursday, February 18, 2010
GraduaAon	
  of	
  Databases
     • .CSV	
  files,	
  spreadsheets,	
  and	
  numbers
     • MicrosoZ	
  Outlook
     • Rea...
.CSV	
  and	
  Spreadsheet	
  Files
     • Advantages                     • Disadvantages
           – Easiest	
  to	
  en...
MicrosoZ	
  Outlook
           • Advantages                     • Disadvantages
                 – Easiest	
  to	
  enter ...
AIenAon:	
  MicrosoZ	
  Outlook	
  Users




                                              23

Thursday, February 18, 2010
Real	
  Estate	
  Specific	
  CRM
     • How	
  much	
  is	
  the	
  ini<al	
  $$	
  investment?
     • Is	
  there	
  a	
 ...
Campaigns/Auto-­‐responders
           • Person                                      • Property	
  Type
                  ...
Which	
  will	
  you	
  
                              use	
  and	
  why?




Thursday, February 18, 2010
Expor<ng/Impor<ng	
  Databases




Thursday, February 18, 2010
!"#$%&'()*+",-$./
                        Example	
  
      !"#3#$%&3$'(%($3)*#)"'$'+3,"3-"*3)%#(./.)%($3.03%0-3"13(2$3
  ...
Expanding	
  Your	
  Social	
  Database
     •    Linkedin	
  professional	
  network
     •    TwiMerverse
     •    Face...
Import	
  Contacts	
  as	
  Facebook	
  Friends	
  

                                   2.

                              ...
Build	
  Fan	
  Base
     • Create	
  custom	
  URL	
  and	
  promote          1.
           – hIp://www.facebook.com/doug...
Import	
  Contacts	
  Into	
  Gmail	
  Account




Thursday, February 18, 2010
Follow	
  Friends	
  on	
  TwiIer




Thursday, February 18, 2010
Import	
  Into	
  Contacts	
  into	
  Linkedin
                                            1.

           2.


           ...
Which	
  social	
  
                              networks	
  will	
  
                              opImize	
  your	
  
 ...
Learning	
  ObjecAves
     1. Identify the 5 most common mistakes
     that real estate professionals make with
     their...
Resources	
  Following	
  Webinar
     • Event	
  recap	
  posted	
  to	
  blog
           – Video
           – PowerPoint...
Future	
  webinars	
  posted	
  to
     • Facebook	
  fan	
  page	
  discussion
           – hIp://www.facebook.com/DougDe...
Thank	
  you	
  Dean	
  Hartman!
     • Licensed Mortgage Banker, NYS
       Banking Department, Licensed
       in: CA,	
...
Thank	
  you	
  for	
  AMending!

                     We	
  will	
  now	
  answer	
  ques<ons	
  posted	
  online.

     ...
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Database Management for 
Real Estate Professionals

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Fine tune your database of prospects, clients, and raving fans into an income generating machine using systems, automation, and effective social media management.

Learning Objectives:
1. Identify the 5 most common mistakes that real estate professionals make with their database
2. Compare database management systems that real estate professionals most commonly use.
3. List the steps used to import/export your database into email marketing software, Linkedin, Facebook, and Twitter

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Database Management for 
Real Estate Professionals

  1. 1. Database  Management  for   Real  Estate  Professionals Welcome  and  thank  you  for  a2ending! by  Doug  Devitre www.DougDevitreDelivers.com Sponsored  by: Thursday, February 18, 2010
  2. 2. Thank  you  Dean  Hartman! • Licensed Mortgage Banker, NYS Banking Department, Licensed in: CA,  CO,  CT,  DE,  FL,  IA,  IL,  MA  -­‐   Licensed  Mortgage  Lender  No.   ML3283,  MD,  ME,  MO,  NC,  NJ,   NY,  OH  -­‐  HUD  Exempt,OK  -­‐  HUD   Exempt,  PA,  SC,  TN,  TX,  VA,  VT • 175 Pinelawn Road Suite 400 - Melville, NY 11747 • Office  Phone:  (800)  540-­‐8838   • Fax:  (631)  549-­‐7333 h2p://www.chlmortgagebankers.com/ Thursday, February 18, 2010
  3. 3. 1  Hour  Breakdown • IntroducAon • Shared  resources • How  to  parAcipate • Deliver  3  acAonable   learning  objecAves • Time  to  answer   posted  quesAons Thursday, February 18, 2010
  4. 4. Resources  Following  Webinar • Event  recap  posted  to  blog – Video – PowerPoint – Notes – Comments  on  blog  post • Event  recap  posted  to  Twi2er • Event  recap  posted  to  Facebook  fan  page • Presentaaon  on  SlideShare Thursday, February 18, 2010
  5. 5. How  to  Paracipate  During  the  Webinar • Facebook  fan  page  discussion – hIp://www.facebook.com/DougDevitreDelivers • Ask  during  webinar • Tweet  with  #DDDWeb – hIp://twiIer.com/dougdevitre   Thursday, February 18, 2010
  6. 6. How  to  Paracipate  Aber  the  Webinar • Facebook  fan  page  discussion – hIp://www.facebook.com/DougDevitreDelivers • Tweet  with  #DDDWeb – hIp://twiIer.com/dougdevitre   • Comment  on  the  blog  post • Take  Ame  on  the  survey Thursday, February 18, 2010
  7. 7. Intro  to  Database  Management Thursday, February 18, 2010
  8. 8. Refocus  Database  Management 1. 2. 4. 3. Thursday, February 18, 2010
  9. 9. Learning  ObjecAves 1. Identify the 5 most common mistakes that real estate professionals make with their database. 2. Compare database management systems that real estate professionals most commonly use. 3. List the steps used to import/export a database into email marketing software, Linkedin, Facebook, and Twitter, Thursday, February 18, 2010
  10. 10. Personal  Story Thursday, February 18, 2010
  11. 11. 5 Most Common Database Mistakes • Maintaining  mulAple  databases • Choosing  categories • Correctly  entering  informaAon • ExporAng  correctly • Not  connected  with  your  phone Thursday, February 18, 2010
  12. 12. Maintaining  Mul<ple  Databases Technology Categories  of  Contacts – Business  contact   manager • Sphere  of  Influence – Incoming  web  leads • Past  clients – MLS • Interested  buyers – Email  list • Interested  sellers – RSS  subscrip<ons – TwiFer • Vendors – Facebook  fans – Linkedin  contacts 12 Thursday, February 18, 2010
  13. 13. Rename  List  of  Categories  and  Reassign 13 Thursday, February 18, 2010
  14. 14. Correctly  Enter  Informa<on • Have  you  stored  yourself   as  a  contact  record? • Which  soPware  stores   the  contact? • How  is  the  contact   followed  up  with? • Does  this  contact   needed  to  be  shared? 14 Thursday, February 18, 2010
  15. 15. Database  Portability • Export  database  or  single   category  into  a  .CSV  file • Import  .CSV  file  into – Email  markeAng  soZware – Gmail  contacts – TwiIer  friends – Facebook  friends – Linkedin  contacts • www.Xobni.com   15 Thursday, February 18, 2010
  16. 16. Connect  With  Your  Phone • ConnecAon  with  business  contact  manager – Auto-­‐sync – Sync  by  cable • Personal  contact  notes • Birthdays • Anniversaries • Home  anniversaries 16 Thursday, February 18, 2010
  17. 17. !"#$%&'&()*+&,-#.%( Example   !"#$9%&'()*9+*,(-*9+&9.&/9/0*91&29'/0(3*0094/24&0*05 !"#$ %&'()* +*,(-* +& .&/ /0* 1&2 '/0(3*00 4/24&0*05 678 :689(3+(-#$*+9;2*</)#29-*))94"&3*=>99;0(%4)*9-*))94"&3*=>9&29 ;3&90%#2$4"&3*>9/3+*29!"#$%? Thanks  to   @CRTweet   :@8 :D8 C8 B8 A8 @8 68 :8 :8 /001*2345!627*!"#$%&'&()*2"8&-9****:; Thursday, February 18, 2010
  18. 18. How  will  we   reorganize  our   database? Thursday, February 18, 2010
  19. 19. Choosing the Right Real Estate Contact Manager Thursday, February 18, 2010
  20. 20. GraduaAon  of  Databases • .CSV  files,  spreadsheets,  and  numbers • MicrosoZ  Outlook • Real  Estate  Customer  RelaAonship  Manager – Top  Producer   • www.TopProducer.com   – Respond • www.PatZaby.com   – Web  Agent  Soluaons   • www.WebAgentSoluaons.com   – The  SmarterAgent   • www.TheSmarterAgent.com   Thursday, February 18, 2010
  21. 21. .CSV  and  Spreadsheet  Files • Advantages • Disadvantages – Easiest  to  enter • MulAple  files – Export  quickly • SorAng – Custom  fields • Organizing – Mail  merge  to • Not  synced  with   • LeIers • Envelopes phone • Postcards Thursday, February 18, 2010
  22. 22. MicrosoZ  Outlook • Advantages • Disadvantages – Easiest  to  enter • Not  real  estate   – Export  quickly specific – Custom  fields – Mail  merge  to • LeIers • Envelopes • Postcards Thursday, February 18, 2010
  23. 23. AIenAon:  MicrosoZ  Outlook  Users 23 Thursday, February 18, 2010
  24. 24. Real  Estate  Specific  CRM • How  much  is  the  ini<al  $$  investment? • Is  there  a  recurring  fee? • Is  there  a  commitment? • Do  I  have  someone  to  help  me? • Is  there  portability? • Does  it  include  custom  real  estate  contact  fields? • Are  there  campaigns  for  both  person  and  property? • Is  it  compaIble  with  my  current  website? Thursday, February 18, 2010
  25. 25. Campaigns/Auto-­‐responders • Person • Property  Type • Past  clients • New  lisAng • Interested  buyers • New  sale • Interested  sellers • Expired  lisang  seller • FSBO • Email  newsle2er Thursday, February 18, 2010
  26. 26. Which  will  you   use  and  why? Thursday, February 18, 2010
  27. 27. Expor<ng/Impor<ng  Databases Thursday, February 18, 2010
  28. 28. !"#$%&'()*+",-$./ Example   !"#3#$%&3$'(%($3)*#)"'$'+3,"3-"*3)%#(./.)%($3.03%0-3"13(2$3 !"# #$%& $'(%($ )*#)"'$'+ ," -"* )%#(./.)%($ .0 %0- "1 (2$ 1"&&"4.056 7%.&- 8$$9&- :"0(2&- ;31$43(.<$'3,*#.053(2$3-$%# ="3%//"*0( ;<"053#$')"0,$0('+3(2$3<%A"#.(-32%B$3%03%//"*0(34.(23!%/$C""93DEF?G3%0,H"#34.(23I.09$,J03DKF?GL >>? @>? NN? ON? OK? M? FP? F@? MP? >>? NF? NK? NQ? NQ? O? PO? NQ? F? NF? E? E? N>? P? @? E? NP? @? P? K? N? K? >? P? N? N? Thanks  to   @CRTweet   0112'34567839'7)#:."&"/;'3)<",*''''0= Thursday, February 18, 2010
  29. 29. Expanding  Your  Social  Database • Linkedin  professional  network • TwiMerverse • Facebook • Email  NewsleIer • Blog  members • RSS  subscripAons 29 Thursday, February 18, 2010
  30. 30. Import  Contacts  as  Facebook  Friends   2. 1. 3. 4. Thursday, February 18, 2010
  31. 31. Build  Fan  Base • Create  custom  URL  and  promote 1. – hIp://www.facebook.com/dougdevitredelivers/   2. 3. 31 Thursday, February 18, 2010
  32. 32. Import  Contacts  Into  Gmail  Account Thursday, February 18, 2010
  33. 33. Follow  Friends  on  TwiIer Thursday, February 18, 2010
  34. 34. Import  Into  Contacts  into  Linkedin 1. 2. 3. 4. 34 Thursday, February 18, 2010
  35. 35. Which  social   networks  will   opImize  your   database   exposure? Thursday, February 18, 2010
  36. 36. Learning  ObjecAves 1. Identify the 5 most common mistakes that real estate professionals make with their database. 2. Compare database management systems that real estate professionals most commonly use. 3. List the steps used to import/export a database into email marketing software, Linkedin, Facebook, and Twitter, Thursday, February 18, 2010
  37. 37. Resources  Following  Webinar • Event  recap  posted  to  blog – Video – PowerPoint – Notes – Comments  on  blog  post • Event  recap  posted  to  TwiIer • Event  recap  posted  to  Facebook  fan  page Thursday, February 18, 2010
  38. 38. Future  webinars  posted  to • Facebook  fan  page  discussion – hIp://www.facebook.com/DougDevitreDelivers • Linkedin – hIp://linkedin.com/in/dougdevitre • Tweet  with  #DDDWeb – hIp://twiIer.com/dougdevitre   • Email  newsleIer  subscribers Thursday, February 18, 2010
  39. 39. Thank  you  Dean  Hartman! • Licensed Mortgage Banker, NYS Banking Department, Licensed in: CA,  CO,  CT,  DE,  FL,  IA,  IL,  MA  -­‐   Licensed  Mortgage  Lender  No.   ML3283,  MD,  ME,  MO,  NC,  NJ,   NY,  OH  -­‐  HUD  Exempt,OK  -­‐  HUD   Exempt,  PA,  SC,  TN,  TX,  VA,  VT • 175 Pinelawn Road Suite 400 - Melville, NY 11747 • Office  Phone:  (800)  540-­‐8838   • Fax:  (631)  549-­‐7333 h2p://www.chlmortgagebankers.com/ Thursday, February 18, 2010
  40. 40. Thank  you  for  AMending! We  will  now  answer  ques<ons  posted  online. • Facebook  fan  page  discussion – hIp://www.facebook.com/DougDevitreDelivers • Webinar  discussion  board • Tweet  with  #DDDWeb – hIp://twiIer.com/dougdevitre   Thursday, February 18, 2010

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