Instead of just answering my thoughts I posted this as a discussion on the National Association of REALTORS Group on Linkedin. What Ireceived was over 25 thoughtful answers which I have condensed and want to share here. Then I will give my two cents.
One of my most popular classes this past year was “Seven Tip to Maximize Microsoft Outlook.” I was really amazed that showing how to use Outlook as a contact manager would have so much appeal. I am an active user of Outlook, but also a certified Top Producer trainer, ACT trainer and test many contact management programs. (right now working with FavoriteAgent, Brokershelper and RealfutureCRM).
I am asked by many people during and after class – what contact management software do you recommend? Tom Lowy on Linkedin answered that question this way: “Experience has taught me the best contact manager is one you will use and use consistently. Use of the database is the key and filling it with pertinent information most important.”
Rick Schwartz added this: You refer to the “Cadillac” of systems. I think back to my days selling automobiles (a thousand years ago). Many folks shop for cars by looking for the most features, or the coolest new look and design. Fact is a lot of people buy cars that have features that they don’t need. So, perhaps, the same rule applies here – the Cadillac may not be necessary for everyone’s needs. First figure out what your needs are then look for a system that meets those needs.
Out of 26 comments, 7 are Top Producer fans, another 4 have fallen off the Top Producer wagon and gone to Outlook with addons. A total of 11 are using Outlook in some form or another. Some are using ACT with Outlook, a few are using Sonoma Enterprises add-on for Outlook. More agents are using Outlook and another program for their drip marketing campaigns. A couple of products mentioned wiere Sharper Agent, RealPro Systems, LeadCommander.
And last but not least we had an enthusiastic Agent Office user.
Quite a few are using Outlook with a exchange server. This means you synch wirelessly with your laptop and your handheld and a server on the internet. Every change you make ends up on all the devices synched with you computer. You also have access to your data on the internet on the server. The great news is that there no more synching with a cord. We rent space with www.123together.com for $10 a month per person and allows us to share calendars and other data as well.
A couple pf other products to check out that were mentioned:
- WiseAgent
- BrokersHelper
- RealFutureCRM
- And whatever other great programs I have not mentioned.
Please share any other programs that are working for you. With all of us doing business planning, now is the time to make the change.
