Contact Management Made Easy! What is Contact Management? Contact Management is any office solution that allows sales associates to record relationships and interactions with customers. This information may include emails, documents, jobs, faxes, calendar and more. What are some examples of Contact Management systems? (i.e. Microsoft Outlook) __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ How can you stay in touch with a prospect? Personal letter General mailings Telephone eCommunications (eCampaign) Email Texting Social Networking (Facebook, LinkedIn, ActiveRain & Twitter) What are the challenges staying in touch with prospects? – Originality – Effectiveness – Consistency – Finding / creating materials – Time management – Organization – Scheduling activities – Making it automatic! Getting Started! 1. Everyone you know should be entered into your contact management system 2. Note any personal information that may be important (children, marital status, etc.) 3. Find out what their interests and hobbies are so you can send them pertinent information 4. Utilize the 21Online.com My Contacts and eCampaign Center to stay connected regularly TRUE/FALSE: 21Online.com provides a Contact Management system for all system members. _______________________
Answer:
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True
21Online.com’s Contact Management System: My Contacts
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2
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1. 2. 3. 4. 5. 6. 7.
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Add new contacts Export all contacts to excel spreadsheet Import all contacts from your primary or secondary CMS (Contact Management System) Organize your contacts into groups or segments Edit/delete contacts Scan pages to view all contacts Adjust how many contacts you can view in one page
CopyrightŠ2010 CENTURY 21 Real Estate LLC. All rights reserved. Contact Management Made Easy!
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Resources available to help stay connected with contacts:
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B
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A. One-time emails - Information specific pre-written email templates - Customization available - Includes complete contact information B. eNewsletters - Personalized newsletter - New articles first day of each month - Customize your own articles if you choose C. Action Plans - Series of target automated emails - Constant link with customer - Select timing – time saver D. eGreetings - Numerous animated greeting cards for various holidays - Include listings for promotion - Personalize a message for special occasions E. Tracking - View readership statistics - Identify those recipients opening communication - Cancel future scheduled deliveries
CopyrightŠ2010 CENTURY 21 Real Estate LLC. All rights reserved. Contact Management Made Easy!
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E
What kinds of talk scripts are available in the CLS Library? (Check all that apply) Expired FSBO Neighborhood call
Open House Prospecting SOI first contact
SOI referral contact SOI subsequent All of these
Answer:
All of these
EMAIL SCRIPTS ALSO AVAILABLE! Accessing the CLS Library: 21Online.com > Popular Tools > CLS > Library > Online Resources
Accessing Your Vanity Email Address TRUE/FALSE: All system members receive a FREE @century21.com vanity email address. _______________________
Answer:
Attention: First-time users Login ID = 21Online.com user ID Default Password = six digit company ID
Copyright©2010 CENTURY 21 Real Estate LLC. All rights reserved. Contact Management Made Easy!
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True
Available Public Resources: Microsoft Office Web site http://office.microsoft.com You will find 4 pages of free templates for postcards, newsletters, etc. which you can use with the Mail Merge feature in Microsoft Word. Don’t forget to click on “Clip art and media” for hundreds of clip art selections. FREE Training Available! ElementK - Self Pace Microsoft Outlook Versions: 2000, 2003 & 2007 Microsoft Excel Versions: 2000, 2003 & 2007 21Online.com 21Online.com for Agents (and Broker specific version) eCampaign Center Marketing & Promotion 21st Century Prospecting Marketing Yourself as a Real Estate Professional Social Networking: Building Your Online Business Plan Summary Evaluate your current contact management system Utilize new follow-up techniques for attracting more business Use 21Online.com as a resource for staying in touch Incorporate contact management into your follow-up process Properly maintain and prepare your contact data
Technical Assistance: 24hrs / week, 7am-midnight EST / weekends
Toll Free: 877-C21-BROKER (877-221-2765)
Copyright©2010 CENTURY 21 Real Estate LLC. All rights reserved. Contact Management Made Easy!
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