Attention, attention: Here are the latest updates to Referral Maker CRM

 

We've updated Referral Maker CRM

This week, we’re launching the following updates to Referral Maker CRM.

We’ve fixed:
Issues with special characters. You may have noticed if a special character was used in the title of an Outlook Calendar event, Referral Maker got confused and may not have imported the event. Well, we’ve fixed it! Now you can use all the special characters you wish and Referral Maker will import it as usual.

Collapsing Transactions

Easy-to-read transaction fields. We broke up the transaction fields into sections, making it easier to read and use.
You may have also noticed (especially if you’re a Refiner according to the Heritage Profile) that the language used in the billing and mailing address sections within your Login profile are now consistent.
We’re always working on ways to make your Referral Maker CRM experience even better! Visit ReferralMaker.com to learn more.

Get in Touch with Your Best Clients

Clever fall pop-by ideas

Now is a great time to check in with your clients, whether you’re currently working with them on a transaction or you haven’t spoken in a few months (or all year, for that matter). The autumn is an ideal time to check in with your clients, especially if you haven’t been as consistent in your communication as you should have been (no judgment, but make it a point to get back on track…and use Referral Maker CRM  to help!).

Need a reason to connect?
If you work by referral, your relationships drive your business. Therefore, it’s vital to stay in touch consistently so that you’re always at the top of mind of your clients, especially the ones that are likely to refer you. You know the ones—they’ll sing your praises to everyone they know and refer you as soon as they hear or overhear that someone is thinking of buying or selling. Plus, staying in touch with your clients will provide insight into new ways to serve them. You can find out if they need the name of a reputable plumber or roofer and answer any questions they have about their home’s value. Regular communication will help you exert your expertise, show care and concern and help you maintain a high level of professionalism.

How to get in touch
Calls: The quickest way to reach out is to pick up the phone and chat with your favorite clients. Many people complain that their agent fell off the face of the earth after the transaction closed—don’t be that agent! Pick up the phone. Not sure who to call? Just look at your Referral Maker CRM Dashboard to see who’s up for the day. If you’re not sure what to say, Referral Maker CRM has tons of proven dialogues to get you warmed up.

Notes: Who doesn’t love getting mail that isn’t a mass mailing or a bill? A handwritten note is sure to make someone’s day. They’re touched that someone took the time to write a special message just to them. It only takes a few minutes to write. Break out the 50 notes that come with your Referral Maker Marketing Kit each month and get writing. If you’re stuck on what to write, go to Referral Maker for some great ideas to get started!

Pop-Bys: These are small, thoughtful tokens of appreciation that you deliver to your best clients. Don’t get caught up trying to think of just the right thing. Of course you can tailor the gift to the client if the occasion calls for it; however, universal items will also be greatly appreciated by your clients. Affix a tag, found in Referral Maker CRM, and your business card so they know who it’s from. If you’re delivering a perishable item, call first to make sure they’re home.

Coffee or lunch: Break bread with your favorite clients for an hour or so. Login to Referral Maker and see your list of A+ clients. Then, give them a call and set up a coffee or lunch date. This allows you to get face-to-face and enjoy a bit of conversation. You’ll get to know them better and let them know how much you appreciate them.

Client party: Connect with a large portion of your database at once while you take advantage of the spirit of the season. Thanksgiving and Christmas are right around the corner; what better time to host a party and thank your clients at once. If you plan on hosting a party, now is the time to start planning as venues and people’s schedules will fill up fast.

Remember, Referral Maker can help you stay in touch with your best clients. When you consistently contact your clients, you’re always sowing the seeds for more business.

 

Refresh Your Database

Call-Your-clients-Now

When’s the last time you updated your database? Chances are, the last time you sorted and qualified your database was when you uploaded it to Referral Maker CRM. As your relationships with your clients grow and change, you may want to update how you’ve sorted them in your CRM. After all, a C client who’s sent you multiple referrals in the last year is no longer a C client; they’re an A or an A+ client. The autumn is the perfect time to scroll through Referral Maker and evaluate your clients so you can offer your clients the highest level of service. Continue reading

Get Back on Track this Fall

stay on track to succeed

We’ve almost reached the fourth quarter of the year. Be honest: how close are you to achieving your 2018 goals? If you said you’re on track to reach and even exceed those goals, congratulations! Keep up the good work! If you’ve fallen off-track, don’t worry; you still have three months to catch up and reach your goals. Here’s how: Continue reading

How to Write a Personal Note

the-lasting-impact-of-personal-notes-a-business-inspirational-tip-from-brian-buffini

Personal notes are a simple, heartfelt way to connect with your clients; however, many agents make every excuse possible to avoid writing them. “I don’t know what to say!”  or “My handwriting is totally illegible,” they complain. They work themselves up with anxiety over what they’re client will think. In reality, their client will be happily surprised to receive such a thoughtful piece of mail. Continue reading

Connect with Your Best Clients with Referral Maker CRM

get face to face with your clients

When you work by referral, your clients are your primary source of leads for your business. This is why it’s so important to stay connected with your clients after the ink has dried on the contract. Just because you’re not working with them on a transaction now doesn’t mean you need to lose touch. In fact, staying in touch with them will ensure that you’re the one they think of whether they’d like to know how much their home is worth or they’d like a referral to a reputable roofer. Similarly, you’ll also be the one they think of when a friend or family member mentions they’re thinking of buying or selling a home. Continue reading

How to Build Relationships with Your Clients

talk to clients about market

Working by Referral, you have an advantage over your competition who still works transactionally; you have a database of people you enjoy working with to continue to serve after the deal has closed. The key is to continue to build the relationship after the ink is dry. Your goal is to become their go-to real estate professional—their advocate for all things real estate and the person they can trust their family and friends with. If you want to continue to build the relationship, you have to connect with them consistently, provide value and ensure you stay top of mind. Continue reading