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Contact Relationship Management
               The lifeblood of your business




 Donna Williams, REALTOR ®
 Donna@DonnaWilliamsRealty.com
Agenda



        •      Why It Is Important

        •      Technology Choices

        •      Demonstration

        •      Hands on time




Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
Why Is It Important To Manage Contact Relationships?




                  “People don't really care how
                  much you know until they know
                      how much you care.”

                             Cavett Robert, Harvey Mackay, Mike Mcnight, etc…


Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
Why Is It Important To Manage Contact Relationships?




                “All things being equal, people will do
               business with, and refer business to, those
                   people they know, like, and trust.”
                                                                    Bob Burg




Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
How You Manage Contacts Is Important Too




                                                                  “How you gather,
                                                                  manage, and use
                                                             information to serve your
                                                               clients will determine
                                                              whether you win or lose
                                                                 in your business.”




Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
Technology Choices


        •      Use the right technology and use it in the right way.
                  –     Improves your productivity by automating and simplifying repetitive tasks.
                  –     Weigh both business and personal aspects – costs, training, behavior.
                  –     Single database that integrates/portable with email, social media, PDA’s, etc.


        •      Types of contact management solutions:
                  –     Customer Relationship Management (CRM)
                  –     Email Address Book
                  –     Business Card Readers
                  –     Spreadsheets


        •      Make it a priority to implement and continually update = system.

        •      Invest in Yourself…..Free training is available – C21Online.com,
               YouTube.com, Google.com. Public Library for books.


Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
Demonstration


        • Donna’s System: *financial costs for some software
                  –     Cardscan database
                  –     Outlook client
                  –     HotSync
                  –     Social Media and CRM Integration


        • Google’s System: *free software
                  – email, contacts, calendar, tasks, instant messaging, RSS Reader,
                    documents, maps, groups, photos, videos, translation
                  – Synch to BB, iPhone, iCAL, Outlook, WinMobile, Social Media




Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
Albert Einstein noted, "Insanity is doing the same thing
    over and over and expecting different results."



       Take action on what you learned today!

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Contact Relationship Management

  • 1. Contact Relationship Management The lifeblood of your business Donna Williams, REALTOR ® Donna@DonnaWilliamsRealty.com
  • 2. Agenda • Why It Is Important • Technology Choices • Demonstration • Hands on time Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 3. Why Is It Important To Manage Contact Relationships? “People don't really care how much you know until they know how much you care.” Cavett Robert, Harvey Mackay, Mike Mcnight, etc… Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 4. Why Is It Important To Manage Contact Relationships? “All things being equal, people will do business with, and refer business to, those people they know, like, and trust.” Bob Burg Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 5. How You Manage Contacts Is Important Too “How you gather, manage, and use information to serve your clients will determine whether you win or lose in your business.” Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 6. Technology Choices • Use the right technology and use it in the right way. – Improves your productivity by automating and simplifying repetitive tasks. – Weigh both business and personal aspects – costs, training, behavior. – Single database that integrates/portable with email, social media, PDA’s, etc. • Types of contact management solutions: – Customer Relationship Management (CRM) – Email Address Book – Business Card Readers – Spreadsheets • Make it a priority to implement and continually update = system. • Invest in Yourself…..Free training is available – C21Online.com, YouTube.com, Google.com. Public Library for books. Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 7. Demonstration • Donna’s System: *financial costs for some software – Cardscan database – Outlook client – HotSync – Social Media and CRM Integration • Google’s System: *free software – email, contacts, calendar, tasks, instant messaging, RSS Reader, documents, maps, groups, photos, videos, translation – Synch to BB, iPhone, iCAL, Outlook, WinMobile, Social Media Copyright © 2008 Century 21 Real Estate LLC. All rights reserved.
  • 8. Albert Einstein noted, "Insanity is doing the same thing over and over and expecting different results." Take action on what you learned today!