Help Me With Set Up Electronic signature in CRM

All brokers use some sort of software suite to help them continue on the go.“Approximately 71% agents responded that they did use some form of CRM service that is integrated with website and other 3rd party software like MLS & Zillow.”Right real estate software which is combination of CRM + Transaction Management + EMail application can be selected by doing feature-by-feature comparison only.Yet, successful sorting out of important features of an integrated back-office system is intimidating, especially to non-technical people.RealtyShine is bringing to your eyes real estate industry-specific suite of applications that you need to expect from a software vendor to avoid generic piece of property management solution:Tenant/contact managementTenant self-service portalsDocument management (lease agreements, 1099s, official notices, etc.)Native mobile applications for iOS, Android & WindowsProfessional web portal integrated with CRMRent payment processingWorkflow managementWork order/maintenance managementApplicant screeningAccounting and financial managementProspect/lead trackingLead scoringUnit inspection formsIntegration with ILS (internet listing service)Reporting and AnalyticsOnce shortlisted any property CRM, check out its Marketing Automation(MA) and Billing/Invoicing capabilities, because transaction management module may have been excluded from CRM, as you have already mentioned.Although many CRM providers boast to have added MA functionalities, they are quite limited in scope.At RealtyShine, we work passionately to make our customers look brilliant on reality space by delivering futuristic real estate tools that are fully web enabled.To know about pricing and plan, you can navigate to this page.

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 !

You have to face the reality that you are heading back to school as the first year(s) are learning experiences. There are so many figures out there, like 80% of American agents leave in their first two years or something like that but it is reflective of people coming in with only a focus on making money and not a career.be open minded, learnbe trainable and then apply what you are taughchoose a broker not by the commission split but based on the training programBest, absolute best bet for success, get hired by a strong team, one with good leadership and one that is actually hard to get into. You will learn more working in a strong team in the first year than you will in five years on your own.If you join a team, who is their coach, Tom Ferry, Ken Goodfellow or whoever? If the team is not being coached by a top coach, do not bother, find a better team.Go to office meetings, learn what is happening, go to board and brokerage events, seminars, head to NAR Expos, absorb, learnI have been at it 50 years and I still sit down at lunch most days, when I am working in my home office and I turn on YouTube and watch a real estate or training video.Read the Millionaire Real Estate Agent and online, the remarkable, List More, Sell More by my favourite trainer, Jerry Bresser.If you put in less than 10 hours a day the first year, you are slackingCover as many open houses as possible for agents in your office but check them out first as some are dogs, or impossible to find even with 10 arrows pointing. Only cover saleable listings.Take a top producer to lunch. Not coffee, that is too cheap. If in the same office, ask if you can shadow her or him which some may allow. I spend as much time as I can with fellow top producers, their success and enthusiasm is contagious.DO not hang out with failed agents who bitch and complain. Do not walk away from them - run as fast as you canHave a great manager, someone who actually cares about your success and who will spend time with youI can go on and on. I was lucky, I was just 21, I got shoved into a hot subdivision, the commission per deal was terrible but we sold 5 or more a week so it paid off and I learned. I also observed that the money was in resale so I started to work hard to find buyers of new homes who had a resale to list. I knew nothing when I came in, there were no books, no tapes, nothing and I sold 100 houses my first year because I did what I set out here. I learned and at 50 years now I now know about 50% of what I need to know about real estate. I was recently at NAR Expo two months ago in Boston and took 11 seminars plus I got to hang out with top Realtors and I came back pumped and have put new things into my business.Very last thing, since 1968 I have been having a love affair with real estate. I have served some wonderful people, I have served some very difficult assholes as well (which gives one great stories to tell) and I have had incredible mentors along this journey. I could never make the money I do somewhere else, have reasonable hours, vacations and super friends because of this business. Either fall in love with you do or it will eat you up and spit you out.Your destiny and journey lies within you, No one is going to pull you through your first year. It is yours to seize.Best wishes for success, report back in one year and Merry Christmas, a real estate career can be a great gift for you and your family

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.

Stop doing paperwork. Automate instead.Did you know the average company rejects at least 25% of the forms they receive due to bad data, missing information or even using the wrong form?Each time a form is rejected you lose time in your business process and end up spending more time starting over or fixing the problem. Moreover, a rejected form creates a bad customer experience and may cause you to lose customers or credibility. Forms automation greatly reduces or even eliminates the time you’re spending on forms today.Here are the top 3 ways you can automate your forms right now.1. Prefill Your Forms:One of the best ways is to prefill data you already have onto forms. Doing this will ensure clean data flows to your forms and you avoid typos. Even if you can’t prefill from a CRM or other data source, it is essential that you make your forms fillable online so you can at least avoid printing and handwriting.2. Enfrorce Rules:Set up rules like required fields and field formats. By making fields required on electronic forms you’ll reduce errors by up to 95%. That alone could give you back hours of your time each week. Field formats will also help ensure the data you hand enter is formatted correctly (e.g. phone numbers, social security numbers, etc.)3. E-Sign Forms:It’s completely legal to sign your forms electronically, so long as the company you’re submitting the form to will accept e-signature in their process (most do). E-signing saves you from printing, mailing, scanning and handling your document. With a good e-sign solution you can and your clients can sign right now and be done!There are many more ways you can streamline filling out paperwork like submitting the forms electronically, adding barcodes to scan in printed copies, emailing electronic forms to customers and more.Of course, my company provides these capabilities and much more, but there are plenty of ways to accomplish forms automation depending on the types of forms, the devices you use and where you use forms (e.g. on your website, out in the field without internet, etc.). The ideal solution is one that already integrates with the other technologies you use or is configurable to work with your existing systems.

Years ago, Zoho was once considered the “poor man’s Salesforce”, because it was simply a cheap CRM in comparison. Today’s startups have more options that are not only affordable but designed to give them an edge.I’d recommend to try Teamgate CRM. Made for startups/small and medium business, it is the most user-friendly CRM, according to Capterra.com .Teamgate wasn’t built to be a cheap version of clunky enterprise CRM software. It beats Zoho by:Quick and easy stratMade for startupsThe most user-friendly CRMCustomer supportFeatures: Teamgate surpasses all competition by giving you the right tools to manage; lead generation; lead and data importing; lead conversion to deal; and, lead scoring which allows you to focus on those leads most likely to convert.Plus, there’s a list of great features better implemented with Teamgate, such as:Its easy drag and drop function allows deals to move fluidly through the sales pipeline.It offers easily searchable, historic record filtering for companiesIt permits multiple owners of company accounts – several sales reps may be assigned to the same accountIt presents real-time, valuable insights on the trajectory of leads and dealsIt offers much-needed, instant overviews of profitability, both present, and futureIt gives you the power of integrations such as; Voximplant and OpenStreetMapIt makes custom activities easy to create and sourceLearn more at Teamgate: The Zoho CRM Alternative Built for StartupsVytas

Hi Riki,There is no best CRM there are only CRMs which work for your business in the way you want them to and provide the outcomes you need.So the question has to be “How do I decide which CRM system is best for my needs"Firstly a word of warning.......Having had many conversations with potential customers and their CRM requirements (and other tools) I have learnt a really useful thing. The person who says that “ABC CRM is the one” is not really helping you; this statement is probably made for one of two reasons:“I have a relationship with XYZ and could therefore benefit financially if you buy this product” or“I found this CRM meets my organisation’s needs, but I don’t really know if your organisation works in the same way, has identical processes or wants similar outcomes”Clearly this is of no use to you whatsoever.... So what should you do?What’s required here is an objective view of your business requirements based upon your needs, processes and desired outcomes.You need to make some decisions based upon how you do business and the circumstances specific to your organisation and industry sector, based around the following….What do you want CRM to do, how will you use it, how will it integrate with other business critical tools you already use (for example billing, invoicing, accounts, credit/debtor management, stock management, bulk emailing tools etc.), how many users, remote or hosted, which commercial KPIs do you want to measure, what reports do you want to generate, how do you currently produce reports, create proposals, raise invoices, manage stock, what marketing are you doing - Inbound or Outbound, social media, do you have written sales, marketing, client management workflow(s) and strategy plan(s), at what point are leads passed from Marketing to Sales, have you mapped out of your complete customer journey, all of which can be configured into your CRM solution, can you automate certain business processes to save time and increase accuracy and efficiency, does much of your information reside in excel spreadsheets and or in people’s heads / devices (phone, laptop etc.) - how do we get this into the system ......Prioritise this list (and any other factors) into 3 - absolute essentials, nice to have, yep that would be cool.Now you will be able to select a list of CRM tools which deliver what you need, the way you do it, as there is nothing worse than having to change your business processes to fit the tool. Get demos from at least 3 providers, and ask difficult questions.Final point - Budget: You need to obtain the total price for delivery, not just the per seat price.... additional factors here are any customisation, data upload (inc. any standard documents), building/setting up interfaces between CRM and your existing tools, training, maintenance, getting all the modules you need to provide you with a complete solution.....Good luck with this!Hope this helps - feedback / comments welcome. Please let me know if you need further assistance.

I boosted my sales when I configured a CRM properly.First of all, let me share that this is not about the tool. Please.It does not matter what CRM app or plugin you use… if you do not have a good process to back it up.I don’t care if you use a spreadsheet or Trello. Just know what a CRM means to your business.Okay, now that we got that out of the way, let’s proceed…There are many elements about the CRM that allowed me to close sales.For one, it tracked appointments. I have communications logged and actionable notes are written after every interaction.Another key information is the fields to include.In my case, it’s important to take note of each client’s marketing goals. Overall, it also helps me to track how each lead found me, so I can double down on that marketing channel.Now, here’s my most important CRM use case: following up.Setting up a proper CRM allowed me to setup a pipeline like this:LeadContactedQualifiedProposal MadeWon / LostThat’s the default setting of SalesFlare, which is what I happen to use and love right now.Regardless, it’s about the process, not whatever tool you’re using.The pipeline forces me to visualize actions. It’s clear that I should contact leads. It’s clear that I should send a proposal to qualified ones.It also inspired me to close dormant leads… so they don’t linger in my view and I can focus on the few most active ones.TO SUM IT UP:Having a CRM integrated to a pipeline enabled me to visualize the customer journey… and be mindful of taking each client through the steps.Don’t allow your leads to linger in a step. Move them forward. Follow up. If it does not work, consider that you lost a lead. Move on. Follow up to new leads.