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Chime CRM gets overhauled, offers tons of new features without upping prices

(MARKETING) Chime CRM is the new kid on the block – what have they done to deserve enthusiasm? Turns out, it’s quite a lot.

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chime crm

Chime is seriously beefy

Chime CRM’s tagline, “ring in the sales” couldn’t be more fitting as they roll out an array of new features that enrich their offering. The best part? They didn’t roll out a new “pro” version, but they could have with the massive suite of options and redesign they’ve crafted for all users. Nice.

In case you’re not familiar, Chime is like a CRM that swallowed a giant bottle of steroid pills – not too much to die from, but enough to be ridiculously beefy. They’re a CRM, IDX website provider, lead generation management suite, and a team management tool, all designed to make an agent or broker’s professional life infinitely more streamlined.

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Still under a year old, the company has already undergone a major overhaul. What all has changed? We got an exclusive look under the hood:

1. A major aesthetic change

The first, and most obvious change to Chime is the user interface (UI) updates – it’s much cleaner, and better organized so your eye lands in the most relevant spots more quickly.

The dashboard puts your leads front and center, even offering a visual alert for how many new leads have accumulated since your last login. It has a separate breakout for your follow ups, which even pulls in consumers’ browsing behaviors which Chime’s Matt Murphy calls a “rich lead record.”

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At a glance, users can now see the state of their business leads coming in, down to the individual team member. You can see appointments, tasks, and your automated action plan easily.

Murphy says the reporting interface upgrades were inspired by a napkin drawing that Kenny Truong, Fast Agent scribbled as he asked to be able to see the “health” of his business at a glance.

The new interface helps brokers and team leaders to better coach their agents – you can see that Agent A made seven calls last week which have yielded two leads, while Agent B made zero calls. Why? Instant coaching opportunity.

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Murphy also let us peek at some of the new IDX website templates (like this one), and they’re actually pretty good.

2. Complete overhaul of settings

One of the newest functions is lead routing, wherein you can now “round robin” your leads so no opportunity is lost.

One of the most innovative functions is easily their drip campaigns which can be automated down to the referral source.

For example, you could set Chime up to email a welcome note specifically to any lead from Zillow, and send them weekly updates that feature your top picks from Zillow since they obviously prefer that source.

Real estate practitioners often say “hi, welcome from Zillow, now please go to my website and my website only, forever and ever, amen.” No more going against the grain and hindering your chances of speaking a lead’s language.

3. That new Open House app, though

There are already third party Open House apps that are amazing, but if you use Chime, it’s worth checking out their built-in Open House app.

Pop open an iPad, Open House visitors will sign in and be asked five questions (and they can see their progress at the bottom so they know you’re not bugging them for their blood type, mother’s maiden name, or infinite questions).

That data is then sent to your Chime dashboard and all grouped together so you can batch follow up notes effortlessly.

4. Integrations out the ying yang

We got a chance to peek into the backend, and we noticed a lot of new logos. Murphy confirmed that Chime integrations now include Zapier and MailChimp so they can all talk to each other to improve the real estate workflow.

We also got the scoop that later this year, they’ll be integrating services that send out handwritten thank you notes to clients, direct mail integrations, and even send out personalized videos in emails.

5. SMS campaigns sent from your dashboard

New to Chime is virtual numbers that allow users to drip market via text messages. Of course you don’t gain the same sort of click data that you would through an email campaign, but it is yet another way to speak a consumer’s language and meet them where they are.

Giving agents the steering wheel

By the end of the year, they’ll add a broker suite that will give multiple permission levels offer subdomains, users will soon be able to track the ROI of their ad spends, and reporting will get even more bells and whistles to give more insight into any pipeline.

Murphy summarizes the updates as improving your workflow management, which almost all other industries do flawlessly. “So why not real estate? They deserve amazing technologies,” the tech industry veteran asserts.

“We help to automate everything but give agents the steering wheel, allowing them to stay in control,” Murphy concludes.

#ChimeCRM

Lani is the Chief Operating Officer at The Real Daily and sister news outlet, The American Genius, and has been named in the Inman 100 Most Influential Real Estate Leaders several times, co-authored a book, co-founded BASHH and Austin Digital Jobs, and is a seasoned business writer and editorialist with a penchant for the irreverent.

Real Estate Marketing

This mobile app logs your sales calls data to skyrocket your performance

(REAL ESTATE MARKETING) Salestrail is a startup that automatically logs calls so you can improve the performance of your sales calls with less hassle.

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Man on the phone in front of a laptop, making sales call.

Logging sales calls are important because they provide valuable data to businesses. Capturing inbound and outbound calls gives you insights on how to improve your calling strategies to boost your sales team’s efficiency.

Manually logging all that information can be a pain, but it doesn’t need to be. There are several call logging solutions, which make it easier to keep track of all that information. For instance, Salestrail is an automated call tracking software startup that automatically logs sales calls to an analytic dashboard.

Meant for business and remote sales teams, it uses a mobile app to capture and record calls and a cloud-based analytics dashboard to view and analyze call data.

The company’s mobile app works on both Android and iOS devices. It can log incoming and outgoing SIM and WhatsApp calls. Call logs can be viewed by date and phone number, and you can even configure the app’s setting to choose which calls you want to keep track of. However, recording calls is available on Android only, which you can manage and share through the dashboard.

In the Salestrail Dashboard, a variety of metrics are available at your disposal, such as the number of inbound and outbound calls, answered and missed calls, and the duration of a call. Reports can be customized and exported to Excel files. And with the captured data, you can also see which sales rep is performing the best. So, if you’d like, you can give them a pat on the back!

Most importantly, according to the company’s website, their product is “super-easy to use”, and it’s “made by salespeople, for salespeople.” No technical implementation is needed to use their product, and you can get started in less than one minute. Which, in my opinion, is a good thing, especially when it comes to non-tech savvy sales reps.

To get started, you create an account to access the dashboard and download their app. Once your account is set up, you can invite team members to join. You can do this by sharing your company’s sign-up link or emailing invitations directly through the dashboard.

Also, through Salestrail’s APIs, you can connect to your CRM. Call data can be automatically pushed to Salesforce and Hubspot.

Salestrails offers different pricing tiers for both monthly and annual plans. If you’d like to see if they’re right for you, you can sign up here.

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Real Estate Marketing

Steal this Apple marketing method to crush your competitors

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Apple is a $2 trillion monolith of a company, and for countless good reasons. One of the primary reasons is their powerful marketing – one could argue they’re more famous for that than their actual product. Alex Garcia has a clear and concise guide to the process Apple uses to create compelling website copy, and it’s something you should absolutely try in your next round of marketing.

Garcia, a known marketing expert, breaks Apple’s copy down into 13 distinct techniques, the majority of which can be lumped into 3 categories:

  1. Appealing to customers
  2. Appealing to experts
  3. Appealing to the algorithm

Like any good marketing scheme, the majority of Apple’s techniques fall into the first category, but the overlap between these groups is what makes Apple’s copy stand out.

When appealing to customers, Apple tends to make things as simple as possible, sticking to a modern adaptation of the phrase “less is more.” This is a process that involves anything from rhyming (yes, seriously) and using alliteration all the way to creating short, energetic sentences that place the reader in the driver’s seat.

Apple also likes to focus on specific product details – edgeless screens, faster chips, camera abilities – as individual selling points, complete with supporting images. In theory, this makes it easier for the consumer to keep track of the benefits of the product.

And that energetic copy, often stemming from short sentences with the words “you” and “your” appearing organically, always accompanying those product details.

For what Garcia identifies as “scanners,” the most impressive information comes first (and uses the largest font), with the rest of the information following an “inverted pyramid” format in which details taper down from largest benefits to smallest benefits.

Apple’s overlap between experts and consumers is similarly notable. For the casual consumer, mentioning the new chip speed or information about the retina display on an iPhone stands out as impressive. And for experts who know how to read the specs they’re seeing, that first impression means just as much. Apple’s inclusion of those specifications in their copy (often in finer print than the bold, consumer-oriented headlines) makes all the difference.

Finally, search algorithms can flawlessly index Apple’s marketing copy due to copious use of keywords (words that don’t feel like keywords to the average consumer) in order to ensure that Apple products are recommended to as many undecided would-be buyers as possible.

Make no mistake: Apple has a metric truckload of other reasons for their success, many of which are well-outside of the grasp of most companies. But their marketing copy, and the confidence with which it is implemented, is something from which any business can learn. Before your next marketing push, consider how you’re appealing to all three categories, while your competitors only consider one (consumers).

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Real Estate Marketing

If you use WordPress or Google Ads, you need to know a battle’s brewing

(TECH) Whether WordPress or Google Ads are part of your business, their battle could impact how you market and/or make money.

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wordpress and google ads duking it out

WordPress is in the process of fighting back against Google’s alternative to third-party cookies, FLoC. If they win, it will be a massive loss for anyone using Google Ads in the coming months.

Federated Learning of Cohorts (FLoC) is Google’s pending replacement for third-party cookies. Instead of using third-party cookies to track browsing, FLoC automatically groups website visitors into “cohorts” that will see different ads depending on their recent activity.

It’s worth noting that, despite Google’s aggressive interest in phasing out third-party cookies, every web browser other than Chrome has opted out of using FLoC, and the EFF has accused Google of propagating further violations of users’ privacy.

But WordPress isn’t interested in the drama around the new tracking measures, opting instead to propose a plan in which FLoC would be blocked in the default settings on their properties. Should they succeed in making this a feature, Google Ads will be hindered substantially on WordPress domains, thereby hiding an estimated 40% of sites from Google’s advertising.

Matt Mullenweg, the CEO of WordPress’ parent company, confirmed that while the idea of blocking FLoC is still in its infancy,there is nevertheless “a proposal from a WP contributor to block FLoC by default.”

Search Engine Land also clarifies that this isn’t a difficult feature to implement, citing that “every programming language that powers websites typically carries a similar functionality” and positing that a paradigm shift for most websites therefore would be feasible.

“This would be relatively easy to implement if a website owner or developer wanted to do so,” writes George Nguyen.

A lot of the alarm regarding FLoC is predicated on the EFF’s risk assessment, with the organization categorically decrying this system as facilitating discriminatory and “predatory” grouping of users: “…placing people in groups based on their browsing habits is likely to facilitate employment, housing and other types of discrimination, as well as predatory targeting of unsophisticated consumers.”

Ultimately, FLoC is a mixed bag, but blocking it has clear and devastating implications for Google Ad campaigns across the board. In the fight between privacy and fair advertising, it’s typical to pick a horse and stick to it; it’s safe to say that FLoC and WordPress’ response to it will upset that paradigm for the foreseeable future.

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