Managing Your Database Using Microsoft Outlook

Managing Your Database Using Microsoft Outlook
By Doug Devitre, CDEI

Learning Objectives
List the reasons why database management is crucial for successful real estate agents.
Define and create an effective database management system to run your business.
Categorize database to access and implement marketing strategies to specific groups.
List the steps to export databases from Microsoft Outlook to social networks and online tools.

Why Database is Crucial?
Database is most valuable asset
Categorize, Systemize, Monetize
Accessibility
Portability
Referrals

Ways to Build Databases
Ask for contact information
Collect business cards
Online sign up forms
Open house registers
Offer of consideration
Trade shows
Networking

Ask for contact information
Is it okay if I keep in touch with you by email or form of social media?

Collect business cards
Write down notes on the back of business cards where you met and how you can help them.

Online sign up forms
Blog
Website
Feed subscription
Must give something in return for information
Auto-responder

Open house registers
Ask for email address only if you have delivered value
Brand your social networks to build those databases
Add motivated people into Outlook database

Offer of consideration
Online sign up forms to track contact
Give away online resources (box.net)
Add motivated prospects into Outlook database

How to use Database Effectively
Telephone prospecting
Addresses for thank you notes
Addresses for direct mail
Email addresses for electronic newsletter
Fax numbers for contracts

Database is Most Valuable Asset

Categorize, Systemize, Monetize

Categorize

Accessibility

Portability

Successful Database Management
Track personal contact information
Print marketing campaigns
Email newsletter
Social media connectivity

Track Personal Contact Information

iPhone Application Bump
Both iPhones must have Bump
Shares contact information quickly
Save time typing in characters and contact fields

Next Webinar
Thursday August 13th, 2009
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Print Marketing Campaigns

Tips for Email Newsletter
Less text
More hyperlinks
Use default font color
No pictures
Calls to action
Segment message to audience
Track opens, clicks, and forwards

Social Media Connectivity

Facebook

Twitter

Export Database from Outlook

Export to a File

Export to a Comma Separated Values (Windows)

Sample CSV File

Export From Contacts File

Save Exported File as…

Map Custom Fields

Drag Field From Contacts to CSV Field

Export Finished

Next Webinar
Thursday August 13th, 2009 10 am EST
Volcanic Video Ideas to Make Viral Marketing
Sponsored by Dean Hartman
https://www2.gotomeeting.com/register/538607539