Gain Control of Your Contacts -

Operations Graphic

Manage hundreds and Thousands of Names

Have you ever wondered how your competition manages the thousands and thousands of names in their database? Well, the best one's don't. They have a strategically designed system do the heavy lifting for them.

Interested in what that looks like...complete the form below:









Imagine a world where you have your contacts neatly categorized into buckets, where one bucket is filled with people you know are buying or selling and one bucket is for people who you do not know if they even exist.

Now, imagine a day where you sit at your desk and pull up any one particular list and have the laser-like focus to move groups of people from an unqualified status to a detailed qualified status; allowing you to think strategically about how to target a group of buyers or sellers, say Penthouse Sellers or Out of Town Buyers.

Square Foot Advisors delivers an easy-to-use, contact management system which takes the stress and anxiety out of your overwhelming list of contacts. The video below gives an example how:

What we do for you:

  • SALESFORCE.COM ACCOUNT CONFIGURATION
  • a. We set up your accounts

  • USER AND SECURITY SETTINGS
  • a. We set up your security settings so your admin support can only see contact information, not commission information

  • DATA CONFIGURATION
  • a. We import and clean up all of your lists and databases

    b. We test all data to ensure the fullest of integrity

  • CRM CUSTOMIZATION
  • a. We suggest a simple selling system to follow to help identify every one of your contacts. It helps ‘move’ people from one stage to the next.

  • WORKFLOW AND MARKETING AUTOMATION
  • a. We set up email alerts and tasks for:

    i. Exclusive Listing Presentation

    ii. New Exclusive Listings Procedures

    iii. Open House Preparation

    iv. Offer Accepted to Signed Contract Procedures

    v. Board Application Preparation and Submission

    vi. Signed Contract to Closing Procedures

    vii. New Contact Marketing Procedures

  • EMAIL CONFIGURATION
  • a. We set up all email accounts

    b. We create HTML email templates for automatic marketing efforts

  • MOBILE CONFIGURATION
  • a. We install and configure your iPhone, iPad and Blackberry devices.

  • CONTENT MANAGEMENT AND DOCUMENT LIBRARY
  • a. We post your presentations, contracts, and collateral materials to the ‘cloud’ so they can be accessed anywhere

  • REPORTS
  • a. We provide you with comprehensive reports so you can track specific numbers of calls, meetings, listings deals, commissions, and contacts so you can track your successes.

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