I normally don’t do one on one coaching. My technology coaching is done with small groups but it works very well.
I made a special expception when Tina McManus contacted me. After 20 years as a corporate salesperson, Tina McManus started a new career as a real estate agent. An agent since 2002, she finds the responsibility of handling the myriad details, keeping clients informed, answering questions and concerns, and guiding the transaction smoothly to closing overwhelming.
Tina has consistently invested in up-to-date technologies, continuous education, and made a commitment to stay current with best practices. But a system to simplify “the day is day” still eludes her. She asked me to help her with that and I agreed.
Tina said to me, “On our coaching call, I’d like to discuss Contact Management. Right now, I use Sharper Agent for both my e-mail marketing and contact manager. It’s fairly basic, but it does automatically update a contact’s file when I send a marketing piece out. I also use Outlook 2007 for e-mail.”
“My question is; should I continue to use this or should I migrate to a more complex contact management system like Top Producer? In other words; what is the best way to streamline passing contracts and paperwork back & forth between clients, co-brokes, attorneys, etc. and what is the best way to file & store them electronically. I have a tablet PC, but am not really using it.”
So the search begins. What features does she want? Possibly web based, work with her mobile phone. Needs customized check lists and drip marketing with a database with recurring appointments
We narrowed it down to a few to explore:
- Howard and friends
- And a brand new one from Redx called RolEDX Lead Manager
Although Tina preers a web based product she discussed the benefit of having something that works off line and integrates with Outlook.
We found add ons for Outlook and she is looking at Eurekaware.com
And last by not least, a transaction management platform that works with Tina’s MLS, which is called Settleroom.com
Next week we will discuss the two products we decided to investigate further and why. Stay tuned!