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Help Me With Add Electronic Signature in CRM
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How can one be a successful luxury real estate agent?
Ah yes.The lifestyle of the rich and famous. Fast cars. Fancy outfits.Little stone statues at the front of the entryway. The allure is undeniable.And for real estate agents, the chance to eat a slice of the luxury pie is an alluring prospect indeed. ...Especially if that slice comes in the form of a 3% commission off of a multi-million dollar listing. But how does a realtor establish themselves as a luxury agent in the first place?Well, it’s not easy. You can obtain a GREL Certification, for starters.This will walk you down the path of becoming a legitimate, certified luxury real estate agent. But regardless, one thing is certain,To deal with luxury real estate, an agent needs to buckle down.Here are a five powerful tips that could fast track your goals to becoming a Luxury real estate agent.#1 YOU NEED TO KNOW WHAT YOU ARE DOINGBefore you even think of moving forward, ask yourself… do I know what I’m doing? There are many newbie real estate agents that jump from taking the test to becoming a luxury real estate agent.Unless you already have the background and experience in real estate, I strongly suggest you get some experience under your belt. That experience could help you avoid lawsuits and save you money.Simply taking 6 months to learn the ropes at a local real estate brokerage, while shadowing another successful luxury real estate agent, could be the difference in your failure or success. That extra experience will help you feel more confident when taking on a luxury listing and the mentor will help you develop the skills needed to be the greatest in your field.#2 YOU NEED TO LOOK THE PARTNormally we encourage real estate agents to relax and be themselves. Your clients will love you and appreciate your authenticity.Are you the laid back but trusted Realtor who wears jeans and flip flops every day? Show that in your marketing. Are you the young and modern Realtor with a focus on minimalism and technology? Show that in your marketing. I encourage agents to use their personality to market their businesses.However, when you are transitioning to luxury real estate, you need to figure out a way to make sure that your marketing and your style represents the luxury industry. Luxury real estate is a visual niche. The house, the car, the owners, the buyers and the agent all look the part.How to look like a luxury real estate agent? Here are some tipsPay for luxury branding – Make sure everything, from your website and business cards to your signs and advertising, is designed and printed to represent your luxury clientele.Dress to impress – Make sure your clothing is clean, pressed and tailored. First impressions go a long way when trying to win a listing. Just starting out? Purchase one or two neutral suits and multiple dress shirts/blouses. Keep them dry cleaned and wear those when meeting new clients or networking. The suits will be so neutral many won’t recognize you’ve worn it before. Switch up the blouses and/or dress shirts and you’ll always look professional and put together.Drive a nice car – It may sound vain, but in the luxury industry it is a necessity to make sure your car is nice, especially if you are driving luxury buyers around to look at homes. Your car should not only look nice but it should be clean and smell good as well. If you can't afford a luxury car, try Uber, a peer to peer taxi service, allows you to taxi luxury cars. Using Uber, you can sit in the back with your clients and they will get that luxury experience while going on walkthroughs.The only thing to look out for when using any taxi service is timing. This is why I don’t suggest using a taxi service when meeting with a seller unless you are paying them to wait for you outside. After presenting an amazing listing presentation you don’t want to be chilling around at a client’s house waiting for your ride.#3 YOU NEED TO UTILIZE THE LATEST IN REAL ESTATE TECHNOLOGYIf you want a luxury buyer to hire you as their agent or if you want to win a luxury listing, you need to show clients that you can provide them with the latest in real estate marketing and technology. Make sure you understand how to utilize the latest technology to find and market homes and that you can effectively combine that knowledge with traditional techniques.Remember, just having flashy tools isn’t enough. You need to know how to use them effectively to increase the client’s ROI.Technology Used by Luxury Real Estate AgentsElectronic signature softwareShowing feedback softwareInteractive yard signsBeautifully designed websites with powerful home search enginesActive social media and blogsCloud document storageVirtual phone numbersThe latest gadgets (Touch screen laptops, tablets, smartphones, etc.)#4 YOU NEED A LISTING PRESENTATION THAT WOWSTo win a luxury listing, you need to do more than click through a generic PowerPoint and pass out faded flyers and postcard examples. Instead – tweak your presentation to the property. Imagine the impression you’ll make when the seller sees a postcard with their house on it? And marketing that caters to their neighborhood and their current needs?Making those extra steps to personalize your listing presentation is worth the investment.Here are some key points to help you out.Pay for luxury branding – Make sure your listing presentation, listing package and examples are all professionally designed and printed to represent your luxury brand.Memorize your presentation – Although no two listing presentations will ever be the same, knowing the foundation of your presentation will be valuable. It will allow you to quickly and easily skip sections, answer questions without getting off-track and help you sound professional and knowledgeable about marketing real estate.Encourage participation – Get the sellers involved by allowing them to pretend to be buyers. Show them what happens when they text the number on the yard sign. Take them on a walk-through of their listings from your point of view. Luxury sellers are constantly being “sold” to. To get an edge, show them exactly why they should hire you. Actions speak louder than words.#5 YOU NEED TO SUPERCHARGE YOUR FOLLOW UPPotential clients searching for or selling traditional homes need basic follow-up strategies to convert them into clients. Those strategies include using the information collected in your CRM to send them email marketing, postcards and the occasional phone call.In retrospect, potential clients searching for or selling luxury homes need traditional follow-up combined with action to convert them into clients. Just sending a card that says happy birthday isn’t enough. For wealthy clients, sending gifts on birthdays and invitations to exclusive events in the area are key to establishing a healthy lead flow. Here are few tipsRemember the details – When you run into a potential luxury client, whether by chance or by a scheduled meeting, take notes and/or memorize the small details of their life. These small details include spouses, children, hobbies, vacation spots, etc. Make sure you put these things into your CRM and use these details to come up with innovative follow-up techniques.Use partner resources – Developing a lead funnel for luxury clients can be costly. This is why it is imperative to have partners that can provide discounts and resources to luxury amenities.The decision to buy and/or sell a luxury home isn’t an easy one. The real estate sales and lead cycle is already a long one – add in the luxury component and the lead cycle can be even longer. Don’t be discouraged if a potential client hasn’t responded after following up with them for longer than 3 months. Many times, they are busy, on vacation, or dealing with business. Unless they say “remove me from your list” keep marketing. You’ll be in the front of their minds when they are ready to hire a real estate professional.
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Which Salesforce add-ons are the most popular with Salesforce's customers, and what functions do they serve?
We help a lot of people with getting their essential fields into a faster UI (more about that later, but there I am biased of course), and it this process we see a lot of their tools and what they really use. (We have interviewed sales ops about this on our blog if you want more qualitative data: Dan Ross, Sales Operations Manager at Optimizely - Brisk.io). There are "customer facing tools" (lead management, email marketing, tools for the reps/customer success/support), there are tools for the Sales Ops (duplicate checkers, validation rule builders, etc), tools for management (reporting, business intelligence), and tools for IT (dev frameworks, single sign on solutions and other security management).Here are some categories of tools for "customer facing roles": 1. Marketing Automation: Eloqua / Marketo / Pardot / Exact Target: used to on the fly create landing pages, "follow users" before they signed up so when they have signed up you can get their history, and drip marketing. I would definately have a good look at this post: Sales and Marketing Automation: What are some inexpensive alternatives to HubSpot, Marketo, and Pardot? and definately look at the more modern Autopilot: Marketing Automation you can actually use. 2. Marketing tools (Auto content generation / Lead scoring & drip marketing): Hubspot / Slice / Intercom.io / Mixpanel: if you don't want category #1 you will need something in this category. A lot of these are more modern than the previous category, but if you have gotten used to the mega flexibility of Salesforce then some of these might be limiting or seen as a one trick pony. Personally I prefer these as they are best at one thing. 3. Sales automation / task replacement tools: Yesware / Toutapp / Contactmonkey (template management for email) + Digitial Signing (EchoSign / signNow). These replace a lot of manual work and make sure that your sales people more quickly get into your sales process and less balls are dropped. 4. Vertical Tools: to help a certain team do their job: - Totango / Gainsight: helps customer success see how the product is being used- Zendesk: helps support do their job and sales understand how the accounts are being served / issues before they talk to them. Generally I would say there are tools for everything in Salesforce, which really can create the best platform in the world, but also a very bloated and complex user interface. That is why we built Brisk.io to give you a faster and more focused user interface. You can design the UI for each role, they can improve it individually, but most of all the UI changes based on rules (if a customer is forgotten you are being reminded, if lead source isn't filled out Brisk ask you for that, if you have a really hot lead you are notified, if an account has too many handled support tickets you see that before it becomes an issue). But most of all you start to love the CRM and see it as a tool: (source: http://www.brisk.io)
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What have real estate agents found to be the best online tools for getting leads?
Facebook & Instagram are excellent tools for real estate companies to use if they want to make the most of their social media strategy. If you want to promote real estate on Instagram, there are a few important things to consider.Using these social networks to collect leads well involves more than simply posting images regularly. You need to be able to plan and run the right, which means you need to know where to find your audience.Now let me give my personal suggestion on this matter, the best way to collect leads using Facebook & Instagram is the Facebook Lead Ads feature.Why the Facebook lead ads is so important for your brand?Here are the 4 core reasons for a business to choose Lead Ads as your advertising platform:1)It’s cheaper than the traditional types of ads. There’s no doubt that by using Lead Ads you can definitely save money of your advertising budget. Based on our experience we can confirm that using Facebook Lead ads reduces the costs per lead to less than a half of usual spend.2)It creates brand awareness. Facebook, currently the biggest social media platform is the right place to start to build your brand awareness, as makes the whole process of creating your audience and converting it into a lead, as easiest as it can be.3)It saves time. When Facebook presented Lead Ads, they announced it as tap tap done feature, and it literally is like that. It saves user’s time but also yours, as make it fast and easy for you, lead creator to prepare and manage your leads.4)It is a fully customizable tool. In fact, it is possible to customize the form with different fields like: size people business, field of study, etc…when creating an ads campaign.Don’t worry if it is your first time in the Lead Ads world I am happy to suggest to you this free guide, that will help you to learn more about this topic ;)Check out our video to discover 4 instagram tips to boos your real estate marketing strategy !
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Which invoicing software can help me create a custom invoice?
Creating a professional invoice might seem like an easy thing to do but its often the toughest task, specially if you are doing it for the first time. Its often the last communication with the client and hence, must leave a good impression about your company.Lets find out how you can create a good looking professional invoice, best practices and some follow up techniques.6 Things To Do Before You Create An Invoice:1) Create organisation policiesBefore you do anything else, first create a policy for your organisation. Even if you are a sole owner, it would make sense to lay out some rules. To get you started, find answers to following questions:– Can I provide an option to return goods or services? If yes, what will be my return policy?– What are my payment terms? How much credit I can offer?– Should I charge a late payment fee? If yes, how much?– Should I ask for an advance payment? If yes, how much?You don’t have to spend a lot of time on it or get any legal help. Its more like the terms that you want your client to agree so that you can avoid any disputes later.2) Setup your payment collection methodAsk yourself how are you going to collect the payment once an invoice is sent to the client. If its by cash or cheque, how its going to be sent to you? If you want your client to pay you using credit card, signup for an online payment gateway. For international clients, Paypal is good place to start with. Indian companies can signup with Citrus or CCAvenue to setup a gateway. Most of the good payment gateways companies in India have now stopped charging for the setup and annual fees.Also check if there are any expenses that might be incurred at your end during payment collection process. It will be a good idea to include this cost in the invoice.Check how you can integrate a payment link on your invoices so that your customers can pay you easily .3) Design & brandingA good looking invoice can reinforce trust in your client’s mind. So, make sure that you use a simple and elegant invoice design. If you are using any accounting software, chances are, professional invoice templates might be inbuilt.Just upload your company logo and you are all set.4) Send Estimates/ QuotationsYou should always give estimates or quotations to your clients before the project begins. You should include things like deadlines, delivery items, revisions and other considerations as defined in the policy making step above.Proposals also give your clients an idea about how much he will be paying to you in future.5) No surprisesWhen it comes to invoices, clients do not like surprises. If there is an deviation in the order as mentioned in the proposal, you should inform your client about the change in fees. Lot of vendors tend to postpone this discussion till end of the project. When clients come across these new charges, they will either negotiate with you to waive off those fees or just delay the payment.So, whenever there is any change in the originally accepted terms, specially regarding pricing, inform your clients immediately and make them aware about the change in fees.6) Tell them that its comingHarish from Finkoi Financial Consultancy suggested this effective technique. Just before sending the actual invoice, he sends a short note to the client. It goes like this:credit:-Care Study Online-exclusive Study Matterial and Education tips
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Which simple sales tool is recommended for small startups?
In the modern day and age, every sales division has no choice but to make use of the productivity tools that are on the market. The Wolf of Wallstreet days of taking the yellow pages and randomly dialling people up are long gone.Sales will always remain a numbers game, but thanks to new technology and more specific the rise of Saas companies, it has become a “Smart” numbers game. Calling 100,000 people at random will (assuming your product doesn’t totally blow) get you a certain number of customers. If this random dialing would get you a 1% conversion, you would have made 1000 sales. Yippee!If however, these 100,000 people weren’t randomly picked, but specifically chosen within the ideal target audience of your startup company. The conversion would easily be 10x higher, meaning you would only have to call 1 tenth of people to get to the same result.This is the reason that a lot of startups are driving massive amounts of sales while having a sales force that is literally 1/20th of what the big players in their segment are using by having the necessity to work lean, these startups make full use of productivity tools, and that’s what it is about.In order to have a competitive edge, your sales people need to work as “smart” as possible, by outsourcing frivolous tasks to specific tools. Here are the 5 essential productivity tools that will help your sales organisation play a smarter game.Five game-changing tools1) Lead generating toolLinkedin has done a great job by introducing the Sales Navigator tool, making it easier than ever before to find and manage the people that would be most interested in buying your product. You can create lists of leads within your target audience and then download them to your computer. If you want their mail address as well, you can use the free tool: hunter.io. Hunter allows you to export the mail addresses of your leads to a easy to use csv!Pricing: 1 month free trial ($59/month afterwards)2) Inbound marketing softwareHubspot is an inbound marketing software platform that helps companies attract visitors, convert leads, and close deals.It is useful to create forms and CTAs that track, score and nurtures leads. If you were able to attract people to your website, you should put in the extra effort to reel them in as a customer.Pricing: 1 month free trial3) Meeting and call scheduling toolHaving your sales force working smart, means they spend the least amount of time on frivolous activities such as scheduling their calls or meetings.Plann3r is an AI driven smart scheduling tool that takes into account calendar data combined with time zones and location in order to schedule your calls and meetings at the ideal moment. It is extremely handy for international calls, group meetings or if your salespeople are on the road going from meeting to meeting.Pricing: Freemium model; indefinite free tier and a $2.5/user/month paid tier with premium options.4) CRM systemOnce you have found the people that you want to sell to, you will need a so-called CRM system to keep track of them. A CRM system holds all the information of all past (and even foreseen) communications with your customers and leads.There are established brands like Salesforce or Oracle who have a large variety of tools that you can add on to their CRM. But there are also a lot of starting players that are worth looking into. Salesflare is one of those “new kids on the CRM block” that uses, among other things , AI (artificial intelligence) to enhance your selling process. The AI autofills the CRM for you, reminds you to follow up on a call, and so on. It is these kind of smart tools that enhance the productivity of your sales force.Pricing: Oracle/Salesforce (from $25/user/month); Sales flare (Free 14 days trial and then $30/user/month)5) Administrative helpsignNow provides an electronic signature platform, making it possible to close and sign deals completely online. Your sales force will be able to close faster and focus their energy straight towards the next deal.Pricing: Free Trial; $10/User/MonthUsing these five tools would increase your sales process as follows:Generating inbound leads with Hubspot Outbound with Linkedin Sales NavigatorAutomatically schedule meetings with them with Plann3rTracking them in your CRM system (Salesforce/Oracle or Salesflare)Closing the deal faster with signNowHope this helps!Cheers,Nicholas
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How would you increase lead generation?
Lead generation is relatively simple with certain interventions and the correct method. The purpose is to find promising potential customers and make contact with them. The key is to nurture those that lead to transformation.It's not as the great debate that many search engine optimization service suppliers make it out to be. There are tried and true methods for generating leads. Here are a few considerations:Search engine optimization (SEO)SEO improves the web search rating of your site using the business-related keywords you want to aim for.When prospective clients search for these keywords, they will discover your material in the search outcomes and may follow those links to your website.If your material serves their requirements, you have the opportunity to turn those prospects into leads.If SEO is not used as part of your marketing strategy, you're losing an excellent chance to get more traffic to your website.Increased internet traffic originates from mobile devices. However, the desktop layout design may appear distinct on smartphones owing to screen size constraints. It’s important to have mobile optimization for all your marketing materials.Content marketing goes hand-in-hand with lead generation:Content enables you to draw audiences, transform them into leads, and create revenues. And once the visitors become clients, you can use more material to keep them updated and interested.These types of contents can give you a heads up:Building knowledge of your companyTalk about your products and servicesWrite about how the targeted audience can benefit in buying from you regularly.signNowing out to an audience with high-quality content on a very consistent basis is extremely crucial to a business, which is why top companies hire professional content writers.Website:The environment of advertising has altered. By updating your website with a streamlined, modern look, you can attract customers with your aesthetic.Too many business owners fail to consider their website and treat it as if it were an online booklet. Your website is a sales representative with an integrated sales funnel. Sales representatives play a major role in educating your clients about your business, and so it’s best to treat your website like a sales rep. That’s where all the activity begins.
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How can I be productive in sales?
4 essential productivity tools to run your sales organizationIn the modern day and age, every sales division has no choice but to make use of the productivity tools that are on the market. The Wolf of Wallstreet days of taking the yellow pages and randomly dialing people up are long gone.“Sales is a numbers game”Sales will always remain a numbers game, but thanks to new technology and more specific the rise of Saas companies, it has become a “Smart” numbers game.Calling 100,000 people at random will (assuming your product doesn’t totally blow) get you a certain number of customers. If this random dialing would get you a 1% conversion, you would have made 1000 sales. Yippee!If however, these 100,000 people weren’t randomly picked, but specifically chosen within the ideal target audience of your startup/company. The conversion would easily be 10x higher, meaning you would only have to call up 1 tenth of people to get to the same result.This is the reason that a lot of startups are driving massive amounts of sales while having a sales force that is literally 1/20th of what the big players in their segment are using. By having the necessity to work lean, these startups make full use of productivity tools, and that’s what it is about. In order to have a competitive edge, your sales people need to work as “smart” as possible, by outsourcing frivolous tasks to these specific tools.Here are 5 essential productivity tools that will help your sales organization play a smarter game.Lead generating toolLinkedin has done a great job by introducing the Sales Navigator tool, making it easier than ever before to find and manage the people that would be most interested in buying your product. You can create lists of leads within your target audience and then download them to your computer.Pricing: 1 month free trial ($59/month afterwards)Inbound marketing softwareHubspot is an inbound marketing software platform that helps companies attract visitors, convert leads, and close customers.It is useful to create forms and CTAs that track, score and nurtures leads. If you were able to attract people to your website, you should put in the extra effort to reel them in as a customer.Pricing: 1 month free trialMeeting and call scheduling toolHaving your sales force working smart, means they spend the least amount of time on frivolous activities such as scheduling their calls or meetings.Plann3r is an AI driven smart scheduling tool that takes into account calendar data combined with time zones and location in order to schedule your calls and meetings at the ideal moment.It is extremely handy for international calls, group meetings or if your salespeople are on the road going from meeting to meeting.Pricing: Freemium model; indefinite free tier and a $2.5/user/month paid tier with premium options.CRM systemOnce you have found the people that you want to sell to, you will need a so-called CRM system to keep track of them. A CRM system holds all the information of all past (and even foreseen) communications with your customers and leads.There are established brands like Salesforce or Oracle who have a large variety of tools that you can add onto their CRM. But there are also a lot of starting players that are worth looking into. An example would be Salesflare that uses among other things AI (artificial intelligence) to enhance your selling process.Pricing: Oracle/Salesforce (from $25/Users/Month); Sales flare (Free 14 days trial and then $30/Users/month)signNowsignNow provides an electronic signature platform, making it possible to close and sign deals completely online. Your sales force will be able to close faster and focus their energy straight towards the next deal.Pricing: Free Trial;$10/User/MonthTLDR; Using these four tools would increase your sales process as follows:Generating inbound leads with Hubspot: Outbound with Linkedin Sales NavigatorAutomatically scheduling meetings with them with Plann3rClosing the deal faster with signNowThis blogpost was originally posted (by myself) here. More tips to be as productive as you can in sales can be found here.Hope it helps!Cheers
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Frequently asked questions
How do i add an electronic signature to a word document?
When a client enters information (such as a password) into the online form on , the information is encrypted so the client cannot see it. An authorized representative for the client, called a "Doe Representative," must enter the information into the "Signature" field to complete the signature.
How do they know an electronic signature is actually you?
And, more importantly, does it have a secret meaning, and are you actually the owner and not just someone pretending to be you?
The answer seems to be yes. In fact, it's the best answer any of the researchers could come up with: They believe that it's the secret to a digital signature, and their findings have been published in the academic literature.
The paper is entitled "Secret Authenticity of Digital Signatures: the case of the 'IOU'" and is a collaboration between the researchers and David Chaum, the author of the famous paper on digital signatures that was used to prove the security of electronic cash transactions over the Internet in 1999.
It was a pretty big deal back in 1999, because it proved that it's possible to make an electronic currency that is not vulnerable to "double spending" -- where the money itself can be duplicated and used to defraud the network.
And since then, digital signatures have been at the center of many new innovations in electronic banking, and now the technology has moved out-of-the-box into other areas, like online payment systems, the blockchain, and smart contracts.
And Chaum, who is also the author of the classic book "Digital Money: Theory and Practice," has been working to prove that electronic signatures are more than just something that can be used for digital signatures.
He did that with a proof-of-concept experiment at the University of Illinois a decade or so ago. He wanted to see whether it could be possible to take an el...
How to esign iacra?
The Iacara (also known as the iCara or Iacarae) is a type of ship that is designed specifically as a fast combat ship, but is more suited to exploration.
How to install and maintain
The Iacara is a space-going ship, which requires a space station with a docking bay. You can find more information about this at the Iacara Wiki page. The recommended steps here are to add your Iacara to the appropriate station's database.
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