RealtyJuggler CRM Offers Spring Cleaning Training for Real Estate Agents
Fort Collins, Colorado - April 1, 2024
Today RealtyJuggler Real Estate CRM announced the availability of spring-cleaning training for real estate agents who need to neaten their contacts database. This training is focused upon merging duplicate records, archiving obsolete data, and creating a straightforward follow-up plan to maximize results. Agents can schedule spring-cleaning training today by calling (970) 672-3467. By the end of their personalized training, they will have a clean unified database for follow-up and relationship building.
"The most important asset an agent has are the relationships they have built up over a career in real estate. Keeping a good clean database is the best way to make the most of those relationships, particularly when business is slow." says Quin Leach of RealtyJuggler Real Estate Software. "Helping friends, past clients, and relatives buy or sell is quite a bit easier than convincing complete strangers to work with you."
Contact RealtyJuggler now to schedule your training session. Spring cleaning 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 organizational software for the real estate industry.
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
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 am preparing my real estate mailing list for a physical Christmas card. How can I find out who is missing a physical mailing address?
From RealtyJuggler Contacts or Prospects database, you can change the "Search By Name" drop-down menu to "NO Home Address". These are people who have no mailing address. You can now click on each row and enter the home address. We recommend giving your friends without a mailing address a call and ask them what their mailing address is. Once you have entered a home address, that person will automatically disappear from this list. When you send a Christmas card in the physical mail, make sure to use a first-class stamp. That way, you will get your card back if your friend has moved. Make sure to update the contact record in your real estate CRM using that information. For people who are prospects and not friends, there's a good chance that they have used another real estate agent to purchase their new home, as they have moved. So, you would be best off deleting them from your database. There's no point prospecting old dead leads who have utilized the services of another agent.
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.
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.
