logic classroom - sequoia's new crm

LOGIC CRM COMPONENT

Presented by:

Patrick Berzai

[email protected]

617.266.9166

January 11, 2011

T: 617.266.9166www.bostonlogic.com

mailto:[email protected]

OVERVIEW

What is CRM?

Tour the Sequoia Dashboard

Tasks/Events/Deals

-- for Agents

-- for Brokers

Best Practices for CRM Success


SHAQUILLE O’NEAL


“I live in a small town called Sudbury. I signed kind of late, so I really didn't have a chance to find a house, so I went on Google and put in 'big house outside of Boston,’ and I found this big 10-acre farmhouse...”

—Shaquille O’Neal on David Letterman


ONLINE FACTS & TRENDS

9 of 10 people start their property search online

Websites with blogs get 88% more leads

Leverage social media for leads Over 37% of Facebook users are above age 35 Websites with blogs get 88% more lead

Employ Town Pages and Development Profiles to increase search engine ranking


I wanted to take a few minutes and let everyone know how happy I am with mywebsite! When I came to Boston Logic a year ago; I was a littleoverwhelmed. I was on a budget and knew I had to watch every penny. I hada few different options for websites that were cheaper but they didn¹t haveall the extra bells and whistles that Boston Logic offers. So being a littleapprehensive at first was a natural reaction for me.

Bottom Line: One deal pays for the website. Its a no brainer. (I canabsolutely say that now)

If someone is serious about their business; they cant be without a it. Whynot go with the best?

Sincerely,Jody PattisonTri-State Realty Group

Last weekend I was contacted randomly through the Website (while my officeis completely shut down and under construction) I was asked to see aproperty in Newton. This was a randomly generated lead from the websiteBoston Logic built. I closed the deal in 48 hours and will receive acommission of almost 10 thousand dollars for only a few hours of work. (Iknow I sound like a infomercial....)


SATISFIED CLIENT

http://www.tristaterealtygroup.com/

HOW DO YOU MANAGE ALL THESE LEADS?


WHAT IS CRM?


CRM stands for “Customer Relationship Management.”

Leverage technology to: 1. Organize 2. Automate 3. Synchronize business processes

WHAT ARE THE BENEFITS?


Develop better communication channels – better relationships with clients

Collect vital and consistent data to create customer profiles of their preferences and behaviors

Deliver instant, company-wide access to customer histories

Identify new (up-) selling opportunities and manage follow-through activity

SEQUOIA PLATFORM


Features: Track user preferences

and activity Schedule showings,

assign tasks easily Email branded updates,

searches and listing sheets from system

Keep concise and updated data on clients

Quantify accurately brokerage-wide performance, revenue and trends with dynamic reports

Client Intelligence

Closing %

STAY ORGANIZED!


From Day Planner

Go from disorganized to digitized.

Keep track of your calls, emails, appointments and tasks to accelerate the sales process

To Dashboard

Tasks are

color- coded in order of urgency

Catalogue Upcoming Events…

…and Messages

See your New

Leads’ Activity See Messages from Boston

Logic about Updates, Tutorias, or Logic Classrooms here!


KEYS TO CRM SUCCESS

Data, Data, Data

Get as much information as possible

Commit to the system

Utilize lead management accounts


QUESTIONS?For more information contact: Patrick Berzai @ [email protected] orMatthew Bennett @ [email protected].

Or call 617.266.9166

For Upcoming Logic Classroom Webinars by Boston Logic check out our blog: www.bostonlogic.com/blog

Read SEO Tips on our Real Estate SEO Blog: www.realestateseo1.com


@BostonLogic



http://www.bostonlogic.com/blog

http://www.realestateseo1.com/