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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. …

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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  • 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. 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. 1  Hour  Breakdown • IntroducAon • Shared  resources • How  to  parAcipate • Deliver  3  acAonable   learning  objecAves • Time  to  answer   posted  quesAons Thursday, February 18, 2010
  • 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. 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. 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. Intro  to  Database  Management Thursday, February 18, 2010
  • 8. Refocus  Database  Management 1. 2. 4. 3. Thursday, February 18, 2010
  • 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. Personal  Story Thursday, February 18, 2010
  • 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. 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. Rename  List  of  Categories  and  Reassign 13 Thursday, February 18, 2010
  • 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. 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. 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. !"#$%&'&()*+&,-#.%( 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. How  will  we   reorganize  our   database? Thursday, February 18, 2010
  • 19. Choosing the Right Real Estate Contact Manager Thursday, February 18, 2010
  • 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. .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. 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. AIenAon:  MicrosoZ  Outlook  Users 23 Thursday, February 18, 2010
  • 24. Real  Estate  Specific  CRM • How  much  is  the  ini<al  $$  investment? • Is  there  a  recurring  fee? • Is  there  a  commitment? • Do  I  have  someone  to  help  me? • Is  there  portability? • Does  it  include  custom  real  estate  contact  fields? • Are  there  campaigns  for  both  person  and  property? • Is  it  compaIble  with  my  current  website? Thursday, February 18, 2010
  • 25. Campaigns/Auto-­‐responders • Person • Property  Type • Past  clients • New  lisAng • Interested  buyers • New  sale • Interested  sellers • Expired  lisang  seller • FSBO • Email  newsle2er Thursday, February 18, 2010
  • 26. Which  will  you   use  and  why? Thursday, February 18, 2010
  • 27. Expor<ng/Impor<ng  Databases Thursday, February 18, 2010
  • 28. !"#$%&'()*+",-$./ Example   !"#3#$%&3$'(%($3)*#)"'$'+3,"3-"*3)%#(./.)%($3.03%0-3"13(2$3 !"# #$%& $'(%($ )*#)"'$'+ ," -"* )%#(./.)%($ .0 %0- "1 (2$ 1"&&"4.056 7%.&- 8$$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. Expanding  Your  Social  Database • Linkedin  professional  network • TwiMerverse • Facebook • Email  NewsleIer • Blog  members • RSS  subscripAons 29 Thursday, February 18, 2010
  • 30. Import  Contacts  as  Facebook  Friends   2. 1. 3. 4. Thursday, February 18, 2010
  • 31. Build  Fan  Base • Create  custom  URL  and  promote 1. – hIp://www.facebook.com/dougdevitredelivers/   2. 3. 31 Thursday, February 18, 2010
  • 32. Import  Contacts  Into  Gmail  Account Thursday, February 18, 2010
  • 33. Follow  Friends  on  TwiIer Thursday, February 18, 2010
  • 34. Import  Into  Contacts  into  Linkedin 1. 2. 3. 4. 34 Thursday, February 18, 2010
  • 35. Which  social   networks  will   opImize  your   database   exposure? Thursday, February 18, 2010
  • 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. 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. 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. 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. 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