All The Cool Kids Are Doing It

Monday, 07 April 2014 by

In the previous two articles in this series, I discussed the various benefits that are attached to CRM that will actually mean something to a decision maker who might not be the most tech-savvy or sales-oriented. While the advantages may be extremely clear to you, in order for them to make sense to someone who

The Talk

Monday, 31 March 2014 by

In my last article, I gave you a bit of a “pep talk” about having a meeting with your purchasing manager, when it comes to getting their thumbs-up for purchasing a CRM solution. While the benefits of CRM might be crystal-clear to you, as someone who is not only in sales, but who has probably

One job I really wouldn’t want to have is being a purchasing manager, or a decision-making executive with many employees constantly pestering me to “approve this” and “review that.”  Most specifically in a real estate office with an old-school management style of one manager motivating a sales person to actual run BD campaigns, then de-motivating

Effective CRM’s runs on client information. In order to successfully manage client data, it’s not only important to centralize the information, but also to capture data that is relevant to YOUR PARTICULAR industry. Especially in Commercial Real Estate (CRE).  CRE organizations are forced to use generalized CRM platforms that are not conducive our industry, nor

So you have a shiny new CRM system. Tools are only as good as the people who use them and process is everything when it comes to repeated success in any market. Clearly defining the best practices and processes to effectively utilize a CRM system can mean the difference between a record quarter and lackluster