We’ve improved the office contacts module to make it easier for you to manage your buyers, sellers and other people, such as vendors, whom you communicate with regularly.
The redesigned module allows you to sort by first name, last name, contact type, and email address. This way, you can quickly locate a contact’s information or just see all of your sellers listed together.
The updated Office Contacts module allows you to sort your contacts and to see what they're subscribed to at a glance. With the addition of the acronym icons, it is easy to tell at a glance who is subscribed to what services you offer. FTK stands for First to Know, the email alerts buyers receive when new properties that fit the buyers’ criteria come on the market. DEC means Drip Email Campaign. S.LGN is the Sellers’ Login that enables sellers to view some back-end information about their listings and to share documents with you.
By clicking the View button to the right of the icons, you can look at the contact’s more detailed information, including phone number, birthday, listing address (if the contact is a seller), search criteria (if a buyer is signed up for FTK), and drip email campaigns. You are also able to edit or add to contact information from this screen.
Have you tried it out yet? Let us know how you like it and if you have any requests or suggestions for further enhancements.
Help-U-Sell Real Estate at the 2012 Realtors Conference & ExpoIt may be only May, but we’re already making plans for our fall tour de force. This year, we’re exhibiting at two state/regional Realtor expos, in addition to our booth at the REALTORS Conference & Expo. Our annual Success Summit, which is free for our franchisees and their agents to attend, will take place in Las Vegas in October.
We invite you to join us for one or more of these events. We’ll keep you updated as we have more information. If you are not a franchisee yet, there’s still time to become a member of the Help-U-Sell family and join us for the Success Summit. To speak with us in the meantime or learn more about Help-U-Sell, please contact us or visit our Franchise Opportunity Center website.
Several of our franchisees requested the ability to export leads and contacts from the Office Management System. We have just added this functionality to the back-end, in the Reports section.
To access these exports, click on Reports under the Sales tab.
To access contact and lead export tools, click on Reports on the Sales menu in OMS.
Once you’ve selected either Contact or Lead export, you can choose a specific category to export. In this example, Sellers have been chosen from the Contact category.
Choose a specific contact type (or choose all) to export from the OMS.
There are six options for exporting the generated list of contacts or leads, including Acrobat (PDF), Excel 97-2003 and CSV, which will likely be the most useful.
You can export your contacts and leads in six different formats, including CSV and PDF.
If you have any questions about the new functionality or would like to request additional export or report categories, contact us at support[at]helpusell[dot]com.
As the weather gets warmer in most of the country and you hold more open houses and sell more homes, how will you ensure that you’ll stay top of mind after you close the door or the transaction?
Following up via a drip email campaign, phone calls and requests for testimonials, where appropriate, are a few ways. You can also give out useful items that will remind your open house visitors and clients of Help-U-Sell Real Estate every time they need to jot a few notes or have morning coffee.
Our print-on-demand vendor, Alexander’s Print Advantage, has just added a line of promotional items. The Help-U-Sell Real Estate logo can be placed on all of the items, and magnets can be personalized with your contact information. Notepads will also be available for personalization soon.
Help-U-Sell Real Estate promotional marketing tools include a travel mug.
Some ideas for recipient-item pairings:
* Buyers – tape measures. Buyers need to make sure their furniture will fit in a home’s rooms.
* Clients who are closing – wine glasses. Toast to the successful sale or purchase.
* Agents – travel mugs. We hope your agents are always on the go. Reward them and help them reinforce the brand with logo’d travel mugs.
* Open house visitors – pens. Inexpensive and useful, pens will keep your brand at hand with open house visitors or office guests.
Alexander’s also offers an array of golf ball brands, tote bags, key chains and bottle openers. If there any other items you would like to put the Help-U-Sell logo on, contact us or speak with Alexander’s directly. You can view the entire selection by going to Alexander’s Help-U-Sell site and clicking on Promotions.
While you’re there, take a look at the Holiday Cards, too. We now have cards for seven holidays available, including Memorial Day.
All this month, our on-demand print vendor, Alexander’s Print Advantage, is offering our beautiful, full-color presentation folders at a great discount. Save 10 percent on your order, which can be as few as 25 and as many as 250.
The professional-looking folders are perfect for leave-behinds after listing presentations or other paperwork for your buyers or sellers.
The Help-U-Sell Real Estate presentation folders are on sale this month.
You can order the folders on Alexander’s dedicated Help-U-Sell website. The promotion ends March 31, 2013.
P.S. Alexander’s also has Easter cards ready for you. You can choose from two different messages. These are great to send out to your past and current clients and your vendors. Order them here.
