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Database Management for 
Real Estate Professionals
 

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....

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 Database Management for 
Real Estate Professionals Presentation Transcript

    • Database  Management  for   Real  Estate  Professionals Welcome  and  thank  you  for  a2ending! by  Doug  Devitre www.DougDevitreDelivers.com Sponsored  by: Thursday, February 18, 2010
    • 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
    • 1  Hour  Breakdown • IntroducAon • Shared  resources • How  to  parAcipate • Deliver  3  acAonable   learning  objecAves • Time  to  answer   posted  quesAons Thursday, February 18, 2010
    • 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
    • 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
    • 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
    • Intro  to  Database  Management Thursday, February 18, 2010
    • Refocus  Database  Management 1. 2. 4. 3. Thursday, February 18, 2010
    • 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
    • Personal  Story Thursday, February 18, 2010
    • 5 Most Common Database Mistakes • Maintaining  mulAple  databases • Choosing  categories • Correctly  entering  informaAon • ExporAng  correctly • Not  connected  with  your  phone Thursday, February 18, 2010
    • 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
    • Rename  List  of  Categories  and  Reassign 13 Thursday, February 18, 2010
    • 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
    • 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
    • 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
    • !"#$%&'&()*+&,-#.%( 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
    • How  will  we   reorganize  our   database? Thursday, February 18, 2010
    • Choosing the Right Real Estate Contact Manager Thursday, February 18, 2010
    • 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
    • .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
    • 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
    • AIenAon:  MicrosoZ  Outlook  Users 23 Thursday, February 18, 2010
    • Real  Estate  Specific  CRM • How  much  is  the  ini<al  $$  investment? • Is  there  a  recurring  fee? • Is  there  a  commitment? • Do  I  have  someone  to  help  me? • Is  there  portability? • Does  it  include  custom  real  estate  contact  fields? • Are  there  campaigns  for  both  person  and  property? • Is  it  compaIble  with  my  current  website? Thursday, February 18, 2010
    • Campaigns/Auto-­‐responders • Person • Property  Type • Past  clients • New  lisAng • Interested  buyers • New  sale • Interested  sellers • Expired  lisang  seller • FSBO • Email  newsle2er Thursday, February 18, 2010
    • Which  will  you   use  and  why? Thursday, February 18, 2010
    • Expor<ng/Impor<ng  Databases Thursday, February 18, 2010
    • !"#$%&'()*+",-$./ Example   !"#3#$%&3$'(%($3)*#)"'$'+3,"3-"*3)%#(./.)%($3.03%0-3"13(2$3 !"# #$%& $'(%($ )*#)"'$'+ ," -"* )%#(./.)%($ .0 %0- "1 (2$ 1"&&"4.056 7%.&- 8$$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
    • Expanding  Your  Social  Database • Linkedin  professional  network • TwiMerverse • Facebook • Email  NewsleIer • Blog  members • RSS  subscripAons 29 Thursday, February 18, 2010
    • Import  Contacts  as  Facebook  Friends   2. 1. 3. 4. Thursday, February 18, 2010
    • Build  Fan  Base • Create  custom  URL  and  promote 1. – hIp://www.facebook.com/dougdevitredelivers/   2. 3. 31 Thursday, February 18, 2010
    • Import  Contacts  Into  Gmail  Account Thursday, February 18, 2010
    • Follow  Friends  on  TwiIer Thursday, February 18, 2010
    • Import  Into  Contacts  into  Linkedin 1. 2. 3. 4. 34 Thursday, February 18, 2010
    • Which  social   networks  will   opImize  your   database   exposure? Thursday, February 18, 2010
    • 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
    • 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
    • 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
    • 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
    • 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