Managing Your Database Using Microsoft Outlook<br />By Doug Devitre, CDEI<br />
Learning Objectives<br />List the reasons why database management is crucial for successful real estate agents.<br />Defin...
Why Database is Crucial?<br />Database is most valuable asset<br />Categorize, Systemize, Monetize<br />Accessibility<br /...
Ways to Build Databases<br />Ask for contact information<br />Collect business cards<br />Online sign up forms<br />Open h...
Ask for contact information<br />Is it okay if I keep in touch with you by email or form of social media?<br />
Collect business cards<br />Write down notes on the back of business cards where you met and how you can help them.<br />
Online sign up forms<br />Blog<br />Website<br />Feed subscription<br />Must give something in return for information<br /...
Open house registers<br />Ask for email address only if you have delivered value<br />Brand your social networks to build ...
Offer of consideration<br />Online sign up forms to track contact<br />Give away online resources (box.net)<br />Add motiv...
How to use Database Effectively<br />Telephone prospecting<br />Addresses for thank you notes<br />Addresses for direct ma...
Database is Most Valuable Asset<br />
Categorize, Systemize, Monetize<br />
Categorize<br />
Accessibility<br />
Portability<br />
Successful Database Management<br />Track personal contact information<br />Print marketing campaigns<br />Email newslette...
Track Personal Contact Information<br />
iPhone Application Bump<br />Both iPhones must have Bump<br />Shares contact information quickly<br />Save time typing in ...
Next Webinar<br />Thursday August 13th, 2009<br />Volcanic Video Ideas to Make Viral Marketing<br />Sponsored by Dean Hart...
Print Marketing Campaigns<br />
Print Marketing Campaigns<br />
Tips for Email Newsletter<br />Less text<br />More hyperlinks<br />Use default font color<br />No pictures<br />Calls to a...
Social Media Connectivity<br />
Facebook<br />
Twitter<br />
Linkedin<br />
Twitter<br />
Export Database from Outlook<br />
Export to a File<br />
Export to a Comma Separated Values (Windows)<br />
Sample CSV File<br />
Export From Contacts File<br />
Save Exported File as…<br />
Map Custom Fields<br />
Drag Field From Contacts to CSV Field<br />
Export Finished<br />
Next Webinar<br />Thursday August 13th, 2009 10 am EST<br />Volcanic Video Ideas to Make Viral Marketing<br />Sponsored by...
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Managing Your Database Using Microsoft Outlook

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Managing Your Database Using Microsoft Outlook is a 1 hour webinar that teaches how to effectively manage your database.

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Transcript of "Managing Your Database Using Microsoft Outlook"

  1. 1. Managing Your Database Using Microsoft Outlook<br />By Doug Devitre, CDEI<br />
  2. 2.
  3. 3. Learning Objectives<br />List the reasons why database management is crucial for successful real estate agents.<br />Define and create an effective database management system to run your business.<br />Categorize database to access and implement marketing strategies to specific groups. <br />List the steps to export databases from Microsoft Outlook to social networks and online tools.<br />
  4. 4. Why Database is Crucial?<br />Database is most valuable asset<br />Categorize, Systemize, Monetize<br />Accessibility<br />Portability<br />Referrals<br />
  5. 5. Ways to Build Databases<br />Ask for contact information<br />Collect business cards<br />Online sign up forms<br />Open house registers<br />Offer of consideration<br />Trade shows<br />Networking<br />
  6. 6. Ask for contact information<br />Is it okay if I keep in touch with you by email or form of social media?<br />
  7. 7. Collect business cards<br />Write down notes on the back of business cards where you met and how you can help them.<br />
  8. 8. Online sign up forms<br />Blog<br />Website<br />Feed subscription<br />Must give something in return for information<br />Auto-responder<br />
  9. 9. Open house registers<br />Ask for email address only if you have delivered value<br />Brand your social networks to build those databases<br />Add motivated people into Outlook database<br />
  10. 10. Offer of consideration<br />Online sign up forms to track contact<br />Give away online resources (box.net)<br />Add motivated prospects into Outlook database<br />
  11. 11. How to use Database Effectively<br />Telephone prospecting<br />Addresses for thank you notes<br />Addresses for direct mail<br />Email addresses for electronic newsletter<br />Fax numbers for contracts<br />
  12. 12. Database is Most Valuable Asset<br />
  13. 13. Categorize, Systemize, Monetize<br />
  14. 14. Categorize<br />
  15. 15. Accessibility<br />
  16. 16. Portability<br />
  17. 17. Successful Database Management<br />Track personal contact information<br />Print marketing campaigns<br />Email newsletter<br />Social media connectivity<br />
  18. 18. Track Personal Contact Information<br />
  19. 19. iPhone Application Bump<br />Both iPhones must have Bump<br />Shares contact information quickly<br />Save time typing in characters and contact fields<br />
  20. 20. Next Webinar<br />Thursday August 13th, 2009<br />Volcanic Video Ideas to Make Viral Marketing<br />Sponsored by Dean Hartman<br />https://www2.gotomeeting.com/register/538607539<br />
  21. 21. Print Marketing Campaigns<br />
  22. 22. Print Marketing Campaigns<br />
  23. 23. Tips for Email Newsletter<br />Less text<br />More hyperlinks<br />Use default font color<br />No pictures<br />Calls to action<br />Segment message to audience<br />Track opens, clicks, and forwards<br />
  24. 24. Social Media Connectivity<br />
  25. 25. Facebook<br />
  26. 26. Twitter<br />
  27. 27. Linkedin<br />
  28. 28. Twitter<br />
  29. 29. Export Database from Outlook<br />
  30. 30. Export to a File<br />
  31. 31. Export to a Comma Separated Values (Windows)<br />
  32. 32. Sample CSV File<br />
  33. 33. Export From Contacts File<br />
  34. 34. Save Exported File as…<br />
  35. 35. Map Custom Fields<br />
  36. 36. Drag Field From Contacts to CSV Field<br />
  37. 37. Export Finished<br />
  38. 38. Next Webinar<br />Thursday August 13th, 2009 10 am EST<br />Volcanic Video Ideas to Make Viral Marketing<br />Sponsored by Dean Hartman<br />https://www2.gotomeeting.com/register/538607539<br />

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