Category Archives: Uncategorized

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.

How to be More Productive Each Day

Streamline Your Lead Generating Activities

Are you truly productive or just busy? If you’re like most people, you may confuse the two. As a small business owner, you’re to-do list is always growing. While you may feel you’re getting a lot done when you cross things off the list, you may not be as productive as you wish. Productivity is finishing the most important tasks of the day, no matter what. Often, we get caught up doing the less important, time-consuming tasks; this prevents us from doing the tasks that drive our businesses. If you want to be more productive each day, here’s how to start: Continue reading

Make Your Listings Pop

real estate listing

Since the vast majority of buyers begin their home searches online, property listings have become even more important. It’s not enough to just list a few descriptive phrases and a photo or two—internet-savvy buyers want to imagine themselves living there before they pick up the phone to schedule an in-person viewing. How can you make your listings pop? Continue reading

Set SMART Goals in 2017

Set SMART goals in 2017

 

It’s the beginning of the year, a time when many of us set goals for our businesses and personal lives. However, many people will forget about these goals within a few months because they haven’t made SMART goals. SMART goals are Specific and written, Measurable, have an Achievable outcome, are Realistic in time and skill and are Time-based. These goals tap into your strengths to help you achieve the numbers you want to this year in regards to closings, leads and referrals. Here’s how to set them.

1. Picture success. Visualization is a powerful tool that allows you to focus on the most important aspects of success. It’s more than choosing an arbitrary number to shoot for—it involves seeing how achieving your goals will impact your life. When you take the time to see every detail of the future you’d like to live, it can motivate you to achieve your goals.
2. Break it down. Goals are easier to achieve when they’re broken down into smaller pieces. Break down your large goals into smaller goals, including 10-day goals and 3 month goals. Think of these goals as milestones that will keep you motivated and will make achieving your goals a bit easier.
3. Track. We can’t stress enough the importance of tracking. When you document your activities and results, you create a clearer picture of your progress and provide motivation when you need it most.

We created Referral Maker® CRM to make it easy and fun to work by referral. Referral Maker allows you to do more than document your connections with your database, you can track your activities, plan your business and even set and manage goals for your business and life. Visit ReferralMaker.com to learn more and get on track to achieve your goals this year.