As a real estate agent I spent lots of time researching contact management services. Use this information I discovered to help you make the best decision for streamlining your contact management. Here’s your real estate training for the day.
You have choices as to using a paid service or using free methods to manage your database of contacts. I’ll give you a review of Top Producer, Wise Agent, Sales Force, AWeber, and Mail Chimp.
Top Producer and Wise Agent are specific to real estate agents needs. Sales Force is not tailored to real estate however, can be used for any sales type business. AWeber and Mail Chimp are services for email list management and using email auto-responders.
As I tried Top Producer I found it could do a lot but not everything. What it could do that is very useful is keep your contacts separated into different lists. It gives you the ability to set up automatic emails (called auto-responders) separately for each list in your database. This is useful to send different types of information to different groups of your contacts. However, Top Producer has a long learning curve. I know they’ve made strides at streamlining the user experience. It just takes too many clicks and steps to accomplish what you want to do. When I used it I found I took way too long to do something simple like log a telephone conversation with a contact. It can do a lot, just not as streamlined as it should be.
Wise Agent has an interface that is easier to use and a little faster to accomplish tasks. It does most of the same things as Top Producer. However, it does not have the ability to mail printed material to a contact automatically on a scheduled delivery. This is one area where Top Producer is very useful. You can set up a campaign once and have it automatically send emails to your contacts, mail printed material, and remind you to call them. You set up these campaigns once. When you add a person to the list associated with this campaign the person automatically starts getting what you set up. Whether that is emails, phone call reminders to you, or mailings.
It’s give and take between these two. They both have checklists to use during a transaction with reminders which is very useful to keep you on track.
I found Sales Force to be more streamlined and easy Cloud Migration Services to use. It could automatically send pre-made emails and printed material like Top Producer. Sales Force does have the ability to add services from 3rd parties that integrate right into your user experience. It can capture leads from websites and have campaigns auto assigned to contacts. It’s a very powerful tool with many features.
One way to tackle each task you need to perform is by using more than one service. Using email list management services like AWeber and Mail Chimp are great for managing internet leads. As these leads begin contacting you, they can then be put into one of the other contact management products. These email list services are great for mass mailing to all or only segments of your database. You can see who received the email, who opened it, and who clicked a link in the email. You can use custom web forms to capture leads from any website and have them automatically put on an email auto-responder series.
Using a contact management service allows you to set campaigns for each contact in your list that will automatically remind you when to call them and automatically mail out printed material on a predetermined schedule. Using these services to automate your emails helps to put your relationship building with your contacts on auto pilot.
It’s definitely worth your time to check out a trial of these services. I recommend starting with Sales Force. It can do a lot to streamline your business. But, be prepared to pay for it. Mail Chimp offers a lot of what AWeber can do and offers a free level of service that works great.