RealtyJuggler Offers Fall Database Cleanup and eCard Training for Agents
Windsor, Colorado - Oct 12, 2022
Today, RealtyJuggler Real Estate CRM announced the availability of a new one-on-one training focused on cleaning up your real estate database, sending an eCard, as well as printing labels for Christmas cards. This latest training is in addition to onboarding and tune-up training already available. "The combination of sending a holiday eCard email and a physical Christmas card is the easiest way to keep your database accurate. RealtyJuggler can automate this process, giving you peace of mind that your database is up-to-date." explains Scott Schmitz, RealtyJuggler's president and co-founder.
You should expect that each year, between 10-20% of your email addresses will go bad, as people switch email accounts. The average length of time people spend in their home has declined to less than 8 years, and is even lower for renters. This means that your mailing address information also need to be updated periodically. The quickest way to identify people who have changed their email or physical addresses is to send them something using RealtyJuggler Real Estate Software.
This new complimentary one-on-one training session takes approximately one hour and provides hands-on help in getting your database ready for a mailout. Before the end of training you will have the opportunity to schedule an eCard for Halloween, Fall, or Thanksgiving, and also print mailing labels for your Christmas cards.
Contact RealtyJuggler now to schedule your training session. Fall Database Cleanup training is complimentary and is part of the RealtyJuggler free trial and membership.
RealtyJuggler is a cloud-based real estate software product for real estate agents and REALTORS. The software can be used for prospecting, touching past clients, managing transactions, and much more. RealtyJuggler is sold on a membership basis at an affordable price. It is multi-user and contains numerous features designed specifically for real estate including transaction management, listing feedback, DRIP Letters, real estate flyers, and mailing labels.
RealtyJuggler is distinguished from its competition through a unique triple focus on ease-of-use, low cost, and friendly technical support.
About RealOrganized, Inc. - RealOrganized was founded in 2003 by a former executive from AOL and a top real estate agent, each with over a dozen years experience in their respective fields. The company's mission is to create the simplest and most affordable organizational software for the real estate industry.
RealtyJuggler is distinguished from its competition through a unique focus on ease-of-use, and friendly technical support.
RealtyJuggler and RealOrganized are TM RealOrganized, Inc.
Contact:
RealOrganized, Inc.
RealtyJuggler Real Estate Software
https://www.RealtyJuggler.com
Telephone: (970) 672-3467
RealtyJuggler and RealOrganized are TM RealOrganized, Inc.
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Frequently Asked Questions
How long should I keep prospects in my database before deleting them?
You should call, email, SMS text, drive by, or send a postcard to everyone at least once a year. If you wait longer than that, you run the risk that your database will become out of date, and that people will forget you. The simplest way to maintain contact is three-pronged approach. Review your database and delete people who are complete strangers. You can sort your database by last contact date and delete anyone who you have not communicated with in two years or more. For the people who are left, use the notes and categories to decide who is worthy of additional effort. From this narrowed list, send a Christmas card to everyone for whom you have a mailing address for. Send a holiday eCard to people for whom you have an email address. The postal service will return your Christmas card for people who have moved. RealtyJuggler will identify the email addresses which have gone bad. You should expect to delete around 10% of your old dead leads each year due to the contact information no longer being accurate. Keeping a good clean database allows you to take full advantage of that database to generate income. An old database with people who no longer remember you has little value. But a database that you maintain should be responsible for between 30% and 50% of your income stream from repeat and long-lead incubation prospects.
What is the best strategy for removing old dead leads from my Real Estate CRM?
We recommend first adding a category "Dead" to old dead leads. Then, at the end of the year, export those records and then delete them from your database. That way, if you ever need to recover those old dead leads, you have an easy way to retrieve them, without cluttering up your real estate CRM with people who are no longer useful to you.
I have several records in my real estate contacts database that are complete garbage. How can I find those records?
If you are using RealtyJuggler, you can change the "Search By Name" drop-down menu to search for people who have a "BAD Name". These are records that have no name, or a bogus generic name like "Occupant". We recommend either deleting these records, or contacting these people and asking them what their name is! These garbage records are often created automatically by your smart phone, or when you accidentally create a new record in your real estate CRM and enter no information into the blank record. In any case, these records are likely good candidates for deletion.
What strategies should I use for cleaning up my real estate contacts database?
If you are using RealtyJuggler, you can change the "Search By Name" drop-down menu to search for people who have a "BAD Email". These are people who have an old invalid email address. You should expect that each year as many as 10% of your contacts will switch email addresses each year. The easiest way to verify email addresses is to send the people you know an eCard at least once a year. That way, RealtyJuggler can track which email addresses have gone bad. Since you can no longer reach these people by email, you will need to give them a call and ask what their new email address is. If you don't have a phone number, you should probably delete these contact records, as you no longer have an easy way to reach them anymore!
I have several prospects in my database who are several years old. I just don't know what I can do with these people. They don't know me anymore and I really don't even remember how I met them! What should I do?
If you are using the RealtyJuggler Real Estate CRM, you can sort your database so that the people you have talked to the longest time ago are listed first. To do that, from the Contacts or Prospects database click on the "Last Contact" column heading. Click a second time so that the pyramid icon for that column is upside down. That way, the people you most recently contacted with be listed last and the people who are the oldest are listed first. Next, you can use the categories each person belongs to for a better understanding who they are and how you met them. Click on your records one by one and review your notes. If you feel that this person is worthy of your time, give them a call and update the Last Contact date. We recommend calling five or ten people a day, to keep your database clean and useful. If you don't think a phone call is worth your time, then delete the record. Old dead leads really have no value, particularly if you don't even want to talk with them! There is no benefit having prospects gather dust in your database and these people will just distract you from fresh leads who have a higher likelihood of converting. While it is tempting to send these people an email, we recommend only sending an email to someone who you know. Sending email to strangers without their permission is spam and will impact the deliverability of all your email.
I have an old geographic farm in my real estate CRM database. How can I update this information?
A geographic farm means that you have a mailing address for these people. If you don't have a name, the value of this database is minimal and probably should be deleted. If you would like to determine who has moved, use your Real Estate CRM to print mailing labels for these people and send them a postcard. Make sure to use a First-Class stamp and include the directive "Return Service Requested" on your mailing label. Your Real Estate CRM can include this directive on your mailing label for you. When you do this, the Postal Service will return any postcards for recipients who have moved. Use the local tax records to look up who the current owner of the home is and update your database. This also allows you to determine if the person living in the home is the owner, or a renter as well.
