Real Estate CRM Inside Gmail - An Almost Perfect Solution

01 - Isa nzira yako kuenda kuGram CRM

Ndiri kutaura kuti "inenge yakakwana" nokuti hapana chinoenda kunopera. Zvisinei, semudiwa weGmail uye unyanzvi hwemaimba, handina kuwana chinhu chinogona kuenzana Nechikonzero cheRMM mukati meGmail. Zvose zvandinoda nokuda kweRMR real estate system zvakabatanidzwa mune app yakagadzirwa uye mukati meGmail.

Ngatitangei pamusoro pezvinhu zvatinoda kutarisira mu Customer Relationship Management solution mumamiriro ayo akareruka. Zviri nyore zviri nani, asi ini ndinoda chimwe chidiki chinoshanda:

• Shandisa mutengi mutengi kubva pakutanga kuburikidza nekurasika kana chibvumirano chekutenga.
• Kutarisira mutengesi kunotangira kubva pakatanga kuburikidza kusvika kune chikwangwani chechirongwa.
• Gadzirisa rondedzero kubva pakuronga chikwangwani kusvika kune imwe kambani yekutengesa.
• Shandisa mutengesi, mutengi kana kuti mutengesi, kubva pachibvumirano kuburikidza nekuvhara.

Izvo ndizvo zvikamu zvinokosha zvinofanira kunge zviri muhutano hwangu. Kana iwe uchifunga pamusoro pavo, mumwe nomumwe ane ruzivo rwakananga kwavari, uye ndiyo iyo Streak inopenya. Ini ndichakutora kuburikidza nechimwe nechimwe chezvinhu izvi neStrak screen mukati meGmail. Chokutanga, ngatitorei zvikamu zviviri zvinokosha zveStreak tsatsanangurwa.

• Pombiyuta: Uku ndiko kubuda kwegadziriro. Chimwe chezvinhu zvina zviri kumusoro zvine ruzivo runoyerera kubva pakutanga kusvika kumagumo kana chiitiko chinotevera. MuStreak, iyo ipayipi. Charted, mapipirini akafanana nemapuranga muparadheet, imwe nhindi yechishanu chikamu chekuita.
• Bhokisi: Uyu haisi pachena, asi chaizvoizvo iri nyore kana iwe uchifunga nezvazvo zvine musoro. Bhokisi ndiro Row muparadheet, uye rinogona kunge riri chero chinhu chipi zvacho chauri kushanda kuburikidza nekuita. Kutarisira mutengi kunotungamirira kusvika pakuguma, Bhokisi raizova Mutengi (s) 'ruzivo. Bhokisi rinova rekodhi mu database ye CRM, yandichakuratidza mune rimwe danho.

Ngatitamire kune imwe nhanho inotevera apo tichatarisa pombi yedu yekutanga, Mutengi Kushanda, mutungamiri wekutungamirira.

02 - Mutengi Anoshanda Kushanda Pipeline muStreak for Gmail

Iyi ndiyo kutarisa kwako pakutanga pipeline, mavara, asi zvakare zvakajeka nzira nemiseve kubva pakutanga kusvikira pakupedzisira. Tiri kushandira mutungamiri wekutengesa izvo zvangopinda muurongwa hwedu, zvichibva pakutumira kana webhutungamiri. Kune matanho ekusarudza rudzi rwepipeline, uye imwe ndeyeimba yekutengesa imba. Ndinongoshandura iyo imwe yemumwe wemuenzaniso uyu, saka iyi ndiyo nzira yangu. Ndinoedza kuzvichengeta zviri nyore asi zvinonzwisisika pakutevera nzira.

• Tungamira - Ndangobva ndapinda mazviri mumutambo.
• Wakataurirana - Ndakaita mhinduro yekutanga pane hurukuro, zvichida email kana foni.
• Inopindirana - Tiri kutaurirana kana kutumira email, asi hapana chiso nechiso kana kuratidzwa.
• Kusarudzwa kana Kuratidza - Tiri kutarisa zvinhu.
• Kutevera - Kudzokera muhofisi, kutevera pfungwa dzavo pamusoro pemisha yavakaona.
• Chibvumirano Mukutaurirana - Takatonyora purogiramu uye kutaurirana neMutengesi (s).
• Chibvumirano Chakafa kana Chichigamuchirwa - Deal yakafa kana yakagamuchirwa. Kana takafa, tinogona kutora tariro iyi kudzokera kumatanho akakodzera uye kuramba tichishanda navo.

Iye zvino tinoona BHUKU redu rekutanga, iro rinongova Muchengeti (s) ataurirana rekodhi. Unogona kuzvipinza zvakanaka mumutsara pasi peBhururo yeMutumbi mumuviri. Ndakanyora muzita rokuti "Rob K." kuti atange. Zvisinei, kuenda kune rumwe rutivi rworuboshwe rwemutsara, unogona kuvhara pabhokisi icon kuti uende kune zvakadhindwa zvakanyorwa. Heanoi mirayiridzo yekusika bhokisi idzva muChiono chePipeline. Tichatarisa pane zvinyorwa zvinotevera.

Nokuti ikozvino, cherechedza kuti kune chinyorwa chechikamu chevarimo, uye zvose zvaunofanirwa kuita ndezvokuti uise pane imwechete kuti usarudze imwe danho kuti uende nebhokisi rako (mutengi) kune imwe nzvimbo inotevera, munyaya ino Yakabatanidzwa. Sezvaunovafambisa, muchikamu chepasi vanoenda pasi kuburikidza nematanho, uye munzvimbo yepamusoro vanoenda kuruboshwe kuenda kurudyi.

03 - Mutengesi Lead Mukushanda Pipeline

Pano unoona pipeline yandimisa kuti ndive mutungamiri / mutengesi mutengesi. Inotanga pavanopinda muhurongwa uye vanoguma pavanonyora neni kana mumwe munhu. Iyo nzira matanho ndeokuti:

• Kutungamirira - Kungopinda muitiro, hapana chiito chakatorwa.
• Wakataurirana - Ita email kana foni yaunobata yakaitwa.
• Kutevera-Nguva - Nguva apo ini ndiri kushanda kuti ndiwane rusvingo rwekusarudzwa.
• Chokutanga Kugadzwa - Chiitiko chinotarirwa, uye / kana chiri kuenderera mberi.
• Kumirira - Kusarudzwa pamusoro, kumirira chisarudzo kubva kwavari.
• Yakanyorwa neZvamwe - Yakarasikirwa kune imwe nhengo kana kuti brokerage. Achavabvisa kubva payaipi iyi, asi ruzivo rwavo rucharamba rwuri mune databases.
• Kuchengetedza - Vanonyora neni uye ndichavawedzera kuLanding Management Pipeline.

Uri kutora kupera ikozvino. Paunenge uine mabhokisi akawanda (tarisiro) mune imwe yemapayipi aya, ivo vanoita boka pasi apa muchikamu chakakodzera, uye iwe uchaona nhamba yemabhosi muchitamba chepamusoro. Iwe unosarudza zvingasarudzwa maererano nekunyora kwazvo kunoratidzika sei pasi pekona.

04 - Kunyora Mazano Pipeline muStreak yeGmail

Pane imwe nguva mutengesi achinyora kunyoresa neni, bhokisi ravo (kuiswa kwemasvomhu) rinotamirwa kuPaul Management Pipeline. Iwe unotanga kuona kubudirira kuno, sezvaunogona kupinda mu Gmail yako zuva rega roga uye uchitarisa maonero mana emapipeline uye ona zvose zvauri kushanda uye kuti ndezvipi zvishoma zvekuita.

• Nhamba yakanyorwa Yakaiswa - Vakasayina urongwa uye ini ndiri kutanga kushanda pairi.
• Dhiyabhorosi Kuunganidza - Iyi ndiyo nguva ini ndiri kuunganidza zvinyorwa zvavo, kuenzanisa imba, kunyora zvidzidzo zvezvinhu zveMLS, nezvimwewo.
• Kunyora muMLS - Iko zvino inorarama pane MLS, Multiple Listing Service
• Marketing Set - Ndagadzira mapeji, imwe chete inowanikwa peji webhu, mamwe mararamiro. Havazofambisi kusvikira ndaisa matanho ose ekutanga kumhanya.
• Kuratidzwa - Imba inoratidzirwa, kumirira kambani.
• Chibvumirano Mukutaurirana - Chibvumirano chakatambira uye chiri kutaurirana nemutengesi (s).
• Contract Dead - Contract haina kugamuchirwa pamativi ose maviri, kuenderera mberi kwebhokisi shure kweChiratidzo. Kana ikapera uye yakarashika, bhokisi asi asiri rekodhi rekodhidhiyo richabviswa kubva pombiyumu.
• Kuitengesa - Kuvaendesa kuChipatapata Pipeline nokuti kontrakiti inotorwa nemativi ose maviri.

Ndinochengeta zvikamu izvi zvakakura, kwete kuwana zvakakwana, sezvo ini handidi mutsara wakareba wemiseve kumusoro. Chinangwa ndechokuti chengetedza zvinhu zvose zvakarongeka nekuona kwekurumidza kunonditaurira mamiriro uye kufambira mberi kwezvose zvinotungamirira, zvinyorwa uye zvinotevera; kutengesa. Iwe unogona kuwedzera tsika yemitemo kune zvinyorwa zvako uye unoita kuti varatidze mumutsara unotevera pasi pemiseve iri pipeline.

Zvadaro tichaona pipeline inotungamirira kumari!

05 - Transaction Management Pipeline yeStre in Gmail

Iyi ndiyo pipeline yemari, kutora chibvumirano kubva pakugamuchirwa kuburikidza nekuvhara. Ndinoshandisa imwechete kune vose mutengi uye mutengesi mativi, sezvo zvikamu zvakadzika uye zvinoshandiswa kune zvese zvekutengesa. Nenzira iyi chete pipeline imwe chete inondiratidza danho rekutengesa kwese kwandiri kushanda.

• Offer / Nego / Kambani - Chibvumirano chiri kutaurirana, kana chichigamuchirwa nemativi maviri, chichafamba pamwe chete.
• Chinyorwa / Ongororo / Ongorora - Kazhinji, zvinhu zvekutanga zvatinobhururuka zviri kuisa kukwidza, kushandira musoro webinder, kuisa kuongorora, nezvimwewo.
• Kugadzirisa Nego. - Iko mushure mekuongorora kuendeswa uye kunogamuchira bhokisi rekutengesa kana pane zvikonzero zvekugadzirisa kana mari nemutengi (s).
• Kuongorora / Kubhadhara - Kufunga kuti kugadziriswa kwakagadziriswa, kazhinji ikozvino zvose ndezvekuwana kuongororwa uye chikwereti chinogamuchirwa.
• Pre-Closing - Mifananidzo yakawanda usati wasvika patafura yekuvhara.
• Kuvhara - Kuvhara nhasi kana mangwana, uye iwe uchasiya pano kusvikira wawana commission yako chekuongorora.

Icho chiri chakanaka chakanatsanangurira iye zvino kuti unonzwisisa kuti MaPipelines neMabhokisi anoshanda sei. Ndinongogadzira Bhokisi idzva rekutengesa, rakanzi chimwe chinhu chakadai "Smith Sale kwa Jones." Ini ndinogona kurasa zvese zvemashoko anouya kuburikidza neGmail yangu mubhokisi kuchengetedza zvinhu zvose pamwe nekukurumidza kutaurwa.

06 - Formula Columns

Handiiti ma komisi ndisati ndaona cheki ... zvakanaka nguva yakawanda. Zvisinei, iwe unogona kuita kuverenga muhurukuro, chinhu chakasimba.

Chokutanga, ona Streak icon uye kubatana pamusoro peGmail. Kushandura madonhwe aya pasi pasi zvakakwana zvakabatsirana system inokuudza zvose zvaunoda kuzive, uye hauzombosiyi skrini yako yeGmail. Ndanga ndichida kuona kuti ndingaita sei chinyorwa chemuumbiro, saka ndakanamatira pachibvumirano ndikawana chikamu mubatsiri pane izvi. Iwe unogona kuona mumufananidzo kuti kune chidzidzo chakakwana chekusika mafomu.

07 - The NewsFeed uye Zvakanyanya Zvakawanda

Paunenge uchishanda mumapayipi ako, unogona kuvhara paNewsFeed bhatani kumusoro uko muGmail uye iwe uchagoverwa nezvokudya zvezviito zvawatora maererano neBipayipi uye mabhokisi. Iwe unogona nyore nyore kuchengeta zvawakave uchiita neNewsFeed.

Ndakupa mhedziso yakajeka yeStrare yeGmail CRM, uye iwe uchada kutarisa zvinhu zvakawanda. Pane imwezve inozivikanwa yechiratidzo inoratidzira kune umwe neumwe wekutora kwako, kutungamirira, tarisiro uye kutengesa. Nokutsvaga pabhokisi icon mune pipeline iwe unogona kuenda kune iyo rekrini, rega kuchinja uye kuwedzerwa uye chengeta pane mamwe mashoko akafanana.

Ngatitarise pane imwezve skrini, kuti iwe unobatana sei neStre kubva kune email mune Gmail.

08 - Kuwedzera Bhokisi kubva paIndaneti muGmail

Imwe yenzira dzakanakisisa uye dzinowanzoshandiswa kugadzira Bhokisi muPipeline ndeyokuita kubva kune email. Izvi zvinonyanya kukosha kana iwe uchigamuchira mutungamiri mutsva mune email. Ona mumufananidzo wekuti pane bhatani riri pamusoro peGmails rimwe nerimwe rinokubvumira kuti uise bhokisi idzva, kuwedzera pane bhokisi riripo, kana kuchinja bhokisi.

Ngatitii iwe unowana mutengi mutsva anotungamira ne email. Iwe unongotanga kuumba bhokisi, uye iwe unowedzera iyo kune Wako Wemushandira pipeline pamwe nezita retariro seBhokisi zita. Iye zvino, mairi ega ega wamunowana kune ani zvake ane chokuita nekushanda mutengi uyu, unogona kungoshandisa nzira iyi kuwedzera kune bhokiti mubhodhi. Iye zvino zvakanyanya kufanana nebhokisi reefayiti chaiyo, sezvo ine zvinhu zvakawanda zvine chokuita nayo.

Iri ndiro chigadzirwa chikuru muTraaction Pipeline zvakare. Kana uchinge uwana maimeri kubva kune mumwe mujeri, wekambani yekambani nevamwe, unongowedzera kuTexaction Box.

Pane zvakawanda zvakawanda, asi izvi zvichaputira nyaya yacho. Fara, uye uzvione, sezvo Streak ine chisarudzo chekusununguka nokusingaperi.

09 - Email Tracking se CRM & Legal Tool

Bhonasi kubva kuStre is email tracking feature. Mufananidzo wacho unoratidza nhoroondo yevhidhiyo yakaratidzwa ino. Iwe unowanikwawo maziso e-email anotanga semap-out kana iwe uchida. Ndinoda kuziva kuti maimeri angu akagamuchirwa uye akazarurirwa, kunyanya mune zvekutengesa.

Mushure mezvose, CRM ndeyekugadzirisa ukama, uye chikamu chezvizvi kuziva kuti uri kutumira kune email yako. Inogonawo kuuya zvakanaka mune ramangwana kana iwe uchitarisirwa nedare kuratidza kuti mashoko kana zvinyorwa zvakapiwa panguva yakakodzera. Haisi kungoita iwe kuita chimwe chinhu chakaipa. Ndakanga ndapfuura nevatengi vakandikumbira kuti ndivape zvinyorwa pamusoro peemail zvezviito zvavari kubatanidzwa izvo zvisina chokuita neni.

Muenzaniso wehupenyu chaihwo unosanganisira muvaki kunze kwehurumende mutengi akatenga chikamu chenyika mumakomo nechinangwa chekuvaka imba yekusasa. Nharaunda yacho yakanga yakabatanidzwa munguva yakapfuura mukukakavadzana nehurumende pamusoro pekunge yave yakaparadzaniswa zviri pamutemo kana kwete. Chimwe nechimwe shanduko mu county county attorney chakaita sechichiita mhirizhonga itsva.

Mukushingaira kwangu kwakakodzera kune mutengi, ndakaona kuti kune tsamba yemakore maviri kubva ku county attorney inotaura kuti nzvimbo yacho yaizoonekwa sepamutemo uye inopiwa chivako chekuvaka kana chichishandiswa. Ndakakumbira tsamba mutsva, kunyange zvazvo yaiva imwechete muchengeti wenyanzvi. Mushure mekunge uchinge uchinge uchinge wanyora, tsamba itsva yakabudiswa. Ndakatumire tsamba kune mumwe mutereri kuti chirongwa chatakanga tichimirira chakanga chatinunurwa, saka tinokwanisa kuenda mberi nekutenga.

Makore maviri gare gare, uye ane imwe nzvimbo yechipamende yemutemo, akakumbira chivako chekuvaka ndokuramba. Akataurira nzvimbo yangu yemugovera gweta kuti abatsirwe. Gweta rakandibvunza kuti ndibvunze kana pakanga pane magwaro anoratidza kuti takatendeseka pane tsamba pakutenga. Ndakatora email iyi nekutevera uye iyo county yakabudisa chibvumirano. Kutevedzera maimeri maitiro ezvakanaka zvebhizimisi.