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Creating Reasonable Expectations for Your Contact Manager
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There's a natural desire among us (especially us self-employed creatures) to be as efficient as we can with our money and time, and, apparently, the space in our purses or pockets. Thus came about the evolution of the All-in-One printer - scanner - fax - copier - sandwich-maker, the smart phone data device and yes, the contact management system.

Is an all-in-one solution always the best solution? Not always; in fact, perhaps not usually!

A few months ago I tossed my Palm Pre smart phone out the window and went back to having two devices - one to make phone calls and one to handle emails when I'm on the road. After trying out several all-in-one devices that promised the world, I found that, fancy as they were, none of them did much of anything to my satisfaction. Once I fired back up my old LG flip phone and my vintage Blackberry Curve, my life improved exponentially. I've never looked back!

It's the same with Contact Management. Most systems claim to provide a kitchen-sink level of features and services; from email management to newsletter creation to market snapshots to CMA's to contract preparation.

Impressive.

But, alas, I'm not impressed. All these extraneous features, in my experience, are clunky and imperfect. Yes, they will do newsletters, but the ability to track opens or include your fancy signature isn't available yet, but will be in the next upgrade "sometime next year!" Yes, it will create a CMA for you, but not in all markets and, no, that particular report isn't available, but will be in the next upgrade! Yada yada yada.

Here's the thing. We are professionals; therefore, it only makes sense that we choose to use the BEST systems, tools and programs to run our businesses. And it's highly unlikely that one system, tool or program can possibly be the BEST at everything you need a system, tool or program to do for you.

A contact management system is simply one tool to help you run your business, and it should its basic functions of managing your contacts and your contracts very well. If you can find a CMS that you are happy with in those two areas, you're golden.

But don't expect it to do everything else for you. Does a surgeon have only one-size scalpel? Does your family doctor only prescribe one drug? Does your hairstylist only have one pair of scissors?

No, and as professional real estate agents we should search out and commit to having the best tools and systems, both to build our businesses with and to serve the clients we're honored to be hired by.

Published: February 10, 2011

Use of this article without permission is a violation of federal copyright laws.


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Jennifer Allan-Hagedorn was a top producing real estate broker in Denver, Colorado before writing her first book in 2007. Since then, she has written several more books about the business of selling real estate including her flagship book: Sell with Soul: Creating an Extraordinary Career in Real Estate without Losing Your Friends, Your Principles or Your Self-Respect, the sequel, If You're Not Having Fun Selling Real Estate, You're Not Doing it Right and her latest, to be released in Spring 2011, Prospect with Soul for Real Estate Agents.

Jennifer believes that the secret of success for real estate agents is not in aggressive marketing techniques or hard-core sales pitches, but rather in being competent in one's craft. Competence begets Confidence. And in today's world of increasingly suspicious and ad-weary consumers, having an air of self-assurance and enthusiasm will be far more effective than a slick sales campaign.

Jennifer writes and speaks with this philosophy in mind. She preaches that salespeople should follow the Golden Rule in their day-to-day practice of business - treating clients and prospects respectfully, as the salesperson him or herself would like to be treated. Being competent, reliable and fair, and motivated by a true desire to earn a paycheck, not just show up at closing with hand outstretched.

She is a regular contributor to several real estate newsletters and magazines, a member of the RE/MAX Hall of Fame and one of the industry's most popular bloggers. You can learn more about Jennifer's "soulful" philosophies at www.SellWithSoul.com.

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