Want more business? Contactually CRM for the Win

January is a great time to reflect on the past year, make resolutions and plans for the New Year. In the real estate business, this is a great time to work on communication and marketing plans. Of course, with any good plan, the only way to know if it is working is to track and measure the results. What has always puzzled me is when I ask agents if they use a Contactually or another CRM to manage client communication, often they say they just use their email, a spreadsheet, or some say they don’t use anything at all, they just remember.

How can a busy real estate agent remember every single person on their client list and what they sent to them? When you consider most people in real estate have hundreds of people in their database, it would be impossible to remember every single marketing piece or communication sent. Organizing the database is the first step in creating a viable communication plan and one of the most important tools for any agent is a CRM (client relationship management).
Our company, Coldwell Banker Bain Seal invested in our agent’s success by providing Contactually to all our agents at no cost. We did this because we know how important an agent’s database is to their business. Two years ago when we began teaching our agents how to use Contactually, many of them discovered they were leaving business on the table because of a lack of communication and follow-up with some of their clients. When you use a CRM such as Contactually this doesn’t happen. With daily reminders about who to contact, you can’t forget anyone.

Benefits of using Contactually:

• Daily contact reminders so no one is forgotten
• Reminders for special occasion such as birthday, anniversary, holiday
• Customized approach to marketing and communication
• Article Sharing
• Robust template library
• Group or individual communication
• Email tracking for open and click rates
• Record of your most recent communication with each person in your database

Now that our company has some history with Contactually, we have been looking at the results for our agents who have been actively using Contactually. Here is what we have found.

We have several workshops coming up for Contactually and look forward to helping you get started.

CB Bain Seal Training Calendar

We encourage you to get your database organized, by harnessing the power of Contactually and we know you will see more business this year!

Emma email marketing launches to CB Bain Seal brokers

My Emma email marketing platformColdwell Banker Bain | Seal provides you, our brokers, with the best and most comprehensive set of tools to assist in building, growing and maintaining your real estate business.  We know how important email marketing is and we wanted to provide a robust platform so that you can create, send, and track the results.  To that end, the Emma platform is launching to all of our brokers.

We reviewed many email platforms and chose My Emma for its ease of use, beautiful mobile friendly templates, support, and analytics. With Emma, you can create and send beautiful email marketing pieces which your clients will enjoy receiving.  The analytics will allow you to judge the effectiveness of your marketing. In addition to all that Emma offers, our marketing creative team has been developing Coldwell Banker Bain and Seal branded templates for you to use.

Smart marketers understand that email is one of the most effective tools for marketing. For every dollar spent on email marketing, the return on investment is $44.00. Compare a 28% effective rate for email marketing versus 7% for direct mail and it is easy to see why more people are using email for their marketing mainstay.

Your training and education team is very excited to present and teach you how to use My Emma. We hope you will join us for one of our in-person workshops.  In order to make the most of your workshop, come prepared with a CSV file of your database and we will help you prepare your first email marketing piece and send it out.

A list of Webinars and live classes is in Eventbrite as well as Bluehive on the Emma resource page. We know this is a busy time for brokers, selling homes and getting listings ready,  so don’t worry, additional workshops will be scheduled throughout the summer.

Sign up for a workshop or Webinar today!

Get Set for Success with Contactually

It has been a full year since our company, Coldwell Banker Bain | Seal launched Contactually to all of our brokers. As with any tool, it takes some time to get people on board, trained and in the habit of using a new system.

Contactually brokers vs MLS (revised)We decided to assess the effectiveness of Contactually. We looked at year-to-date  (through October) production numbers, the units and volume sold by our brokers using Contactually compared to those brokers in the same office who were not using Contactually. As you can see by the chart, the brokers using Contactually realized a higher units and volume.

It seems to me it would be worth taking the time to set up, learn and implement Contactually to manage your database and to help you build those relationships. We all think that we are staying in touch with the people in our sphere but what many brokers discovered as they were organizing their contacts in Contactually was they actually were missing people.

During a recent training workshop, one of our brokers shared with me that he is doing a good job of staying in touch with his sphere but he realized while organizing contacts that he had actually dropped the ball on some new business because he didn’t have a good follow up system for web leads and listing inquiries. Now that he is using Contactually that won’t happen this year.

If you are not using a follow-up, relationship building program, what are you waiting for?

Your Coldwell Banker Bain | Seal training team is looking forward to seeing you in a workshop, we want to help you get set up for success in 2016.

If you are using Contactually we would love to have you share a success story in the comments.

Bob Blevins, Coldwell Banker Bain

Finding the gold in your database with Contactually

We have all heard the expression “there’s gold in them thar hills”. Well, I am here to tell you that there is gold hidden in your database.

It is a well-known fact that the best source of a real estate agent’s business is repeat and referral; ask any agent and I bet they would agree.  According to the National Association of REALTORS®  in their 2014 Profile of Home Buyers and Sellers, over 40% of all buyers found their real estate agent through a referral from a friend, neighbor or family member.

So, if this is true, why not focus on trying to capture those referrals? …The number one reason we don’t is because we don’t have a great system in place. However, the solution is here!  Coldwell Banker Bain|Seal, recently rolled out Contactually CRM. It’s exactly what Contactually does – captures referral business!

One of our agents (Bob Blevins) thought he had a good system, but thought he’d give Contactually a try shortly after the launch. He was surprised and delighted how quickly he began to see results.  What he found was he had not been working his database as well as he thought.  He discovered there were people he had not contacted in a very long time and when he reached out to them, they were actually happy to hear from him and, in fact, several unexpected transactions materialized as a direct result of using Contactually.

Here is what Bob Blevins has to say about his experience with Contactually.


Want to know the secret to more real estate transactions?

We know that the secret to more real estate transactions is better follow-up with the clients you already have. At the beginning of 2015,  Coldwell Banker Bain | Seal launched the Contactually CRM (client relationship management) program to all of the brokers (agents) in our company.  Out of all the CRMs we evaluated, we thought the Contactually offered a simple to use solution and one that our agents would actually use.

We also knew that to realize a high adoption rate, we needed to provide the proper training.  The Contactually team provided fantastic support through Webinars and how to guides for the launch.  We have continued our regional and in-branch training and it has already paid off.  In just five months using, Contactually, we are hearing success stories from many of our agents.

View this short video and hear what our broker, Stacia Smith has to say about her success using Contactually.