His Post-it? Notes, business cards, and the message slip on your desk littered stuffed in bags and stuck in drawers? Do you have a dog-eared Rolodex? Are your competitors giving your missed opportunities? Do you often have to promise “Someday I’m going to organize this chaos!” – But the day never comes?
Want your clutter into cash relationships to enter your bank account? If so, read on!
As a child growing up on a farm in Nebraska, my father said to me: “Half of all responsibility, is the right tool. “An indispensable tool for any real estate agent is a system for tracking people. Your contacts, be they buyers or business service people to quickly resolve an emergency situation, prior to closing, are the heart of your business. The care you can give them the difference between mediocre success and survival of wild – and a lot less headaches!
Tip # 1: Today’s mail is tomorrow’s pile. Forget your failures in the past. You start over! Choose a contact management system that will work for you, and enter the following to contact you. Refile name from the old system, how to use them. If you exhausted the useful information, throw it away, or make-up you in the net of the other less accessible space, if the idea is to throw your heart palpitations!
Paper vs. Electronic Before the days of computers, the most advanced way to manage names and numbers Rolodex. Some people still feel more comfortable with a piece of paper than a computer screen, but a serious business people recognize and appreciate the increased capabilities of an electronic system.
The biggest advantage of a traditional paper Rolodex cards is that once you file, no information can be transcribed elsewhere. (If you use this method uses a 3 “x5″ format, so you can staple or glue-card Rolodex cards directly without having to cut. You will also space to write notes to be satisfied if the contact you gave the pet the name or who you lead.)
The biggest drawback is that you can determine how the file directory, so you can find. If I file under the guidance of the name – what happens, I can not remember the name? Or what if a few – and they have different surnames?
The power of technology as opposed to a paper system, allows you to organize data and equipment so they can be retrieved in a variety of ways. Can search and sort, and retrieve any criteria you choose – you can always kind of information you want – established name, title, address, phone, fax, whoever you are, customer history, and so on.
Contact manager programs like Outlook, Day-Timer, and ACT! combine database sorting using a calendar and word processing skills. Please contact your program manager to every contact you have in a given geographical area to pick. For example, if I take a trip, I can search by geographic area. Some of my most exciting and rewarding experiences were a result of this electronic search. You can also write personalized marketing letters and quick thank you – and just print envelopes and address labels. While you can only use these programs on your desktop computer, you have other powerful options.
If you are traveling with a laptop, you can use software, how to use PC Anywhere to synchronize the information on your desktop or laptop. Portable electronic organizers can enter your name and number (and often calendar) with you. They range from the size of a clock to a small purse. The simplest model saves a few hundred names, while the most advanced stores thousands of names and word processing capabilities, which have documents. Included in synchronization capabilities in a wide range, you can send and receive files to and from your computer, while some have even e-mail and fax functionality. Many customers who have never been able to contact or a calendar system successfully, you need to save their products, such as the Palm Pilot!
My favorite new tool: Card Scan. In a few minutes, it makes me a stack of business cards into valuable, searchable data. No more stretching my mind about where I stack the cards in the rubber band on my desk!
A word of warning: A variety of circumstances – some explainable, some not – can lead to failure for each technology. A backup system is priceless insurance for your real estate business and your peace of mind.