Top Producer Help: 4 Tips To Maximize Your CRM
Everyone knows that Top Producer is a powerful and popular CRM for real estate. So why aren’t more agents using it to the fullest? Because they need a little help of course! Below are 4 tips on Top Producer that will really help you get the most out of the system and if used will absolutely help you get ROI out of the program.
1. Full MLS Data Integration Into Each Contact Record
Top Producer recently released a new feature in 8i that will actually map out all of the listing and sold data from any clients neighborhood with the click of a button. The best use of this feature is prospecting your current database. We know a lot of Realtors who have names, addresses and phone numbers, but are missing an email address. By calling your clients and offering to simply help them understand their own market you bring the value of being the neighborhood expert. Then after you have shown the call to be valuable and not just “know anyone looking to buy”, ask for their email and let them know you will be sending out this information monthly in an email that they can check out on their time! If you have Market Snapshot it makes it even easier because from the same screen you can choose perform action, create Market Snapshot. Now that client gets their monthly, automated, detailed market analysis and you go back to work!
2. Facebook and Twitter Integration In Every Contacts Record
While adding your own notes to a clients file will never go out of style, something big is happening right now with social media. Top Producer has recognized that and by incorporating both Facebook and Twitter into 8i you now have the clients adding notes for you each time they do a status update or a tweet. Think how critical that information is when contacting a client. The movie they just saw, the vacation they were just on, the dinner they just ate, etc are all now right there in your database…point is people are sharing freely what matters the most to them and by that information now adding itself dynamically to each client file in Top Producer. This new feature really defines the concept of Customer Relationship Manager or CRM. Database management is not just a “system” but an aggregator of relevant data that makes it easier for you to manage 1000’s of online and real life relationships.
3. Update Your Facebook Page Without Leaving Top Producer 8i
While updating your profile in Facebook was an added feature to Top Producer updating your business page was not. I figured out a great workaround that actually allows you to choose which Facebook section to update. With Facebook Pages becoming the main way of gaining new business in Facebook, it is great that you can now update your page without leaving Top Producer 8i.
4. Create a Stand Out Craigslist Ad in Minutes Using Top Producer Market Snapshot
Let’s face it. Most Craigslist ads suck. The monotony of searching through 2bd/2ba cute and cozy can be an awful experience. Top Producer has a new ad creator for Craigslist that quickly builds a stand out ad and captures leads by offering a Market Snapshot. By having a relevant deliverable in your ad that doesn’t require anyone actually gets in touch with you works. Instant, automated and no need to speak with an agent are music to my eyes when browsing the web!
So there are the 4 ways to leverage Top Producer 8i and Market Snapshot in an effort to get the most bang for your buck. If you have any questions or suggestions for a topic that wasn’t covered feel free to leave those below. If you would like to receive regular help on Top Producer Suzanne has a Facebook Page called Top Producer Help that you should like where she provides tips and tricks regularly!
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I was thinking about going with Sales Force however I hired someone to do some research on different CRMs and their final recommendation based on research was Top Producer. Thanks for the info it may help me make my decision faster.
good stuff, I have been using Top Producer for over 8 years
So many features, yet still not Mac compatible! hopefully soon!