Comments on: Contact Management Is The Key To Success http://agentsolutions.ca/contact-management-is-the-key-to-success/ Tue, 27 Mar 2012 14:43:00 +0000 hourly 1 http://wordpress.org/?v=3.1.3 By: Raj Dhaliwal http://agentsolutions.ca/contact-management-is-the-key-to-success/comment-page-1/#comment-99 Raj Dhaliwal Wed, 30 Apr 2008 04:09:17 +0000 http://agentsolutions.ca/2008/02/06/contact-management-is-the-key-to-success/#comment-99 Any one using "agent office"? Any one using “agent office”?

]]> By: Jennifer Wilson http://agentsolutions.ca/contact-management-is-the-key-to-success/comment-page-1/#comment-98 Jennifer Wilson Fri, 11 Apr 2008 15:34:13 +0000 http://agentsolutions.ca/2008/02/06/contact-management-is-the-key-to-success/#comment-98 Hi Abbostsford BC. I am a big fan of The Wise Agent as a full Contact and Transaction Management system. If you would like more information, please don't hesitate to contact me anytime. Hi Abbostsford BC. I am a big fan of The Wise Agent as a full Contact and Transaction Management system. If you would like more information, please don’t hesitate to contact me anytime.

]]> By: Abbotsford BC http://agentsolutions.ca/contact-management-is-the-key-to-success/comment-page-1/#comment-97 Abbotsford BC Thu, 03 Apr 2008 05:44:42 +0000 http://agentsolutions.ca/2008/02/06/contact-management-is-the-key-to-success/#comment-97 I am searching for a good <a href="http://www.myabbotsford.com/Real_Estate_Wanted/page_1708849.html" rel="nofollow">real estate</a>contact management software. I am searching for a good real estatecontact management software.

]]> By: Chris Johnson http://agentsolutions.ca/contact-management-is-the-key-to-success/comment-page-1/#comment-96 Chris Johnson Thu, 27 Mar 2008 19:46:20 +0000 http://agentsolutions.ca/2008/02/06/contact-management-is-the-key-to-success/#comment-96 Right. Never EVER lose a contact's details. As far as contact management, I use ACT, but want so badly to use HEAP. Right. Never EVER lose a contact’s details. As far as contact management, I use ACT, but want so badly to use HEAP.

]]> By: Matt Collinge - the 604homesguy http://agentsolutions.ca/contact-management-is-the-key-to-success/comment-page-1/#comment-95 Matt Collinge - the 604homesguy Fri, 22 Feb 2008 01:06:33 +0000 http://agentsolutions.ca/2008/02/06/contact-management-is-the-key-to-success/#comment-95 Thanks Jennifer. I do use some of the action plans but very few. Mostly I use one for listing things to do, but I am sure that could be set up in Outlook. I use the scheduler a bit, but mostly I use Outlook on my phone, becuase its right there on the today screen of my phone. I do like who TP automatically keeps a copy of the each email I send and receive from clients in my database. Is there an outlook based CRM that does that? Thanks Jennifer. I do use some of the action plans but very few. Mostly I use one for listing things to do, but I am sure that could be set up in Outlook. I use the scheduler a bit, but mostly I use Outlook on my phone, becuase its right there on the today screen of my phone. I do like who TP automatically keeps a copy of the each email I send and receive from clients in my database. Is there an outlook based CRM that does that?

]]> By: Jennifer Wilson http://agentsolutions.ca/contact-management-is-the-key-to-success/comment-page-1/#comment-94 Jennifer Wilson Thu, 21 Feb 2008 22:49:08 +0000 http://agentsolutions.ca/2008/02/06/contact-management-is-the-key-to-success/#comment-94 Hey Matt thanks for stopping by. I am not a fan of Top Producer and you are right, these days agents have to have the flexiblity of being "mobile". There are a number of CRM's out there that will allow you this flexiblity, but first I think it is important to consider what you want a CRM program to do for you. Outlook is a good program and can be used in conjunction with a number of CRM's. Do you currently use TP and all its features (ie. tours, action plans, flyers, etc.) or do you use other programs as well? These considerations will help to determine which CRM will suit you best. Thanks for heads-up on the comment feed. I will fix that shortly. Hey Matt thanks for stopping by.

I am not a fan of Top Producer and you are right, these days agents have to have the flexiblity of being “mobile”. There are a number of CRM’s out there that will allow you this flexiblity, but first I think it is important to consider what you want a CRM program to do for you.

Outlook is a good program and can be used in conjunction with a number of CRM’s.

Do you currently use TP and all its features (ie. tours, action plans, flyers, etc.) or do you use other programs as well? These considerations will help to determine which CRM will suit you best.

Thanks for heads-up on the comment feed. I will fix that shortly.

]]> By: Matt Collinge - the 604homesguy http://agentsolutions.ca/contact-management-is-the-key-to-success/comment-page-1/#comment-93 Matt Collinge - the 604homesguy Thu, 21 Feb 2008 21:17:44 +0000 http://agentsolutions.ca/2008/02/06/contact-management-is-the-key-to-success/#comment-93 PS: Your rss feed for comments is not working. PS: Your rss feed for comments is not working.

]]> By: Matt Collinge - the 604homesguy http://agentsolutions.ca/contact-management-is-the-key-to-success/comment-page-1/#comment-92 Matt Collinge - the 604homesguy Thu, 21 Feb 2008 21:15:25 +0000 http://agentsolutions.ca/2008/02/06/contact-management-is-the-key-to-success/#comment-92 Great advice, is the a CRM product that you recomend? I am using Top Producer right now which is generally okay. I like have my email in there, but with it in there I can't access it on my windows mobile device which is just not acceptable anymore. THoughts??? Should I just switch to outlook? hosted exchange? Great advice, is the a CRM product that you recomend? I am using Top Producer right now which is generally okay. I like have my email in there, but with it in there I can’t access it on my windows mobile device which is just not acceptable anymore. THoughts??? Should I just switch to outlook? hosted exchange?

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