We all know that managing our contacts and prospects is important. Before selecting and setting up a real estate contact & prospect management system, take some time to plan your desired information data fields and how you'll use the contact data in marketing.
Also look at protecting your contact and prospect data, moving it if you later make a change in systems, and how the data can be categorized in order to make its use easier and your daily activity planning more successful.
The Importance of a Real Estate Contact Management System
An improper selection or poor design and setup can result in a real estate contact management system that will at best be minimally helpful and, at worst, fail completely with loss of all your contact data. Just how important is it?
Know the Difference Between a Contact and a Prospect
Since most of us will use one system for managing all of our contacts, it's important to differentiate between a "contact" and a "prospect."
Don't Use Your MLS Software System for Primary Contact Management
It's your business, and you need control of your systems. Your livlihood depends on efficient information management and your ability to use it whenever and however you want.
Protecting Your Data is Critical
With online contact management systems increasing in popularity, it's critical that you select one with the proper data export functionality. Then there's keeping your own updated export copies.
The Prospect "Type" or "Category" Field
How you categorize or type your prospects will make your daily activity more efficient and cut your marketing costs down the road. You'll also be able to create more focused marketing materials to target tighter group types.
Where Did the Prospect Come From? - Why You Need to Know
There are huge advantages to keeping accurate track of where you get your prospects. Doing this properly will help you to make better mareketing decisions down the road, save you marketing dollars and increase commissions.
Where is That Prospect in the Sales Process? - Why It's Important
Some days we just seem to have a huge pile of to-do's in front of us. Trying to keep up our daily marketing contacts can be difficult, but it's ever so important. Find out how to use a status field in your database to increase your efficiency and income.
