Top Producer 8i – Latest Update

by Jennifer Wilson on May 8, 2010

Is your Customer Relationship Management (CRM) program working for you?  A part of what I do as a Real Estate Virtual Assistant, is helping clients streamline their processes for dealing with databases, setting up drip mail campaigns and following-up with contacts. This involves pairing clients with the right CRM. There are numerous programs available to real estate professionals these days and I have used a number of them. For this post, I want to cover one in particular.

Quite a few years ago, I was introduced to Top Producer and I have to be honest, I wasn’t overly impressed. I thought the system was cumbersome and not very user friendly so I stopped using the program with clients. Today, however I have a completely different opinion.

About a year and a half ago, I started using Top Producer again but this time it was the 8i version. Top Producer 8i is a completely different program than the one I used a few years back. The 8i version has a fabulous clean layout, it’s packed full of features, customizable action plan templates and it is by far more user friendly than previous versions. Top Producer 8i is not only a real estate CRM, but rather an all encompassing CRM, sales and marketing tool.

Top Producer Updates – May 5, 2010

This past week, Top Producer released an update for 8i that includes some exciting new enhancements that I can’t wait to try out with my clients (at least I think they are exciting).

New Contact Record Header

Picture 4 1024x116 Top Producer 8i   Latest Update

The contact record header has been overhauled with a new layout that includes a Contact Status indicator, Buyer Preferences and an icon, when clicked, displays all the contacts primary information. No more searching multiple screens to find important contact details. The right hand side of the header contains a set of three buttons that allow quick access to various actions you can initiate for this contact (i.e. Market Snapshot, Action Plans, Email etc.), report printing and the Things to Talk About feature (love this feature and will discuss it further in a future post).

New Contact Record Summary Tab

Picture 6 1024x352 Top Producer 8i   Latest Update

The contact record now has a summary tab that houses all the important information about that contact in one place and at-a-glance for easy initiation of new tasks. This includes Contact Notes, Listing Notes and Closing Notes. Along the right hand side there are another set of boxes that make it very east to see, at-a-glance, Next Call and Appointments for that contact. Incomplete and complete activities can also be viewed with a quick click of the tab.

The contact information box shows the primary contact information and by clicking the icon in the bottom right hand corner you can view the rest of the contact information in a convenient pop up window without having to switch screens and move away from the contact record.

Social Media Activity

Lastly, Top Producer has integrated Social Media Activity to 8i. In this third box you can enable your contacts Facebook and Twitter feeds within 8i to have an at-a-glance view of what’s going on in their lives and get to know them better. With this new integration, you are able to view and reply to Facebook posts (420 character limit. Option to add photos) and reply and retweet tweets from within Top Producer 8i.

When viewing a contact record it’s easy to see their social media activity which could also help with your marketing strategies. Engaging with your contacts via 8i is quick and could make a lot of difference to your contact that you’re taking the time to get to know them.

In order to enable Social Media Activity for your contacts you have to configure your own social media account in your preferences. Also at the time of writing this post, Top Producer only has Facebook working in this update, and will be adding Twitter in the next couple of weeks.

The new features added to Top Producer 8i this past week will make tracking your contact details, initiating various actions and engaging with your contacts quicker and more streamlined. I keep crossing my fingers that in future updates I’ll see an announcement that Top Producer is compatible with Mac…wishful thinking, I know.  icon smile Top Producer 8i   Latest Update

Time is a precious thing for agents on the go, and I think these changes will allow you and your assistants more time and added benefits to engage with and market to your contacts.

Do you use Top Producer 8i? What are your thoughts on the new changes?

  • Laura Monroe

    Wow Jen..this is a fabulous review of the Top Producer 8i updates! Now I'm looking forward to digging into them:) I like new contact record header, and summary tab! Just those two things could make life that much slicker:)

  • Jennifer Wilson

    Hey Laura,

    Thanks. That's exactly what I thought. Everything for the contact is right there in one spot now. The Perform Action feature is going to make it so quick and easy to track contact info, sign them up for Market Snapshot or apply Action Plans.

    It will be interesting to see how people feel about the social media integration.

    I think it's a great feature for those agents that haven't jumped into social media with both feet. This could be a good way to ease them into it and get to know their contacts in a new and engaging way without committing a lot of time into it.

  • http://CoopCrafts.com Sarah Cooper

    I used to use Top Producer, and the best description I had for it was “clunky”. Adding in social feeds is a huge plus though, very convenient to have their updates coming right to your CRM tools so that you can be up to date on their lives before contact. Nice to have the reminders, even for clients I'm keeping up with on Facebook or Twitter anyway. I wouldn't have known about the changes, thanks for staying on top of this stuff for us, Jen!

  • Jennifer Wilson

    Hey Sarah, I totally agree. Clunky is an accurate way to describe the old version I was using too. That is so great that you still keep up with clients through Facebook and Twitter. I think Top Producer users will find the social media integration in this latest release to be subtle, yet extremely useful in getting to know their contacts better. Perfect for building relationships.

    Nice to see you here Sarah. Thanks for your comment. ;-)

  • Styles66

    I have worked for six years in the industry and have used Agent 2000, Prospects and just recently learned Top Producer. I think the features are great, user friendly & offer more than the other database management programs. If anything it offers TOO much; especially when it somes to templates and action plans. But so far, it's been my favorite for it's intelligence.
    Sue Styles

  • Jennifer Wilson

    You are so right Sue. Top Producer has a TON of features and it can be overwhelming at times however it is an all encompassing program and you really only need to use what you want.

    I also use Prospects from time to time and although it suits the purpose for some people, I feel it's a little too basic.

    Thanks for stopping by Sue. :-)

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