Archive for the ‘Top Producer® 8i’ Category

Top Producer 8i® – Tips for Creating Automated Action Plans

Monday, May 13th, 2013
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As a Top Producer 8i Certified Trainer and Consultant I am asked numerous questions about this popular real estate Customer Relationship Management (CRM) but the  one question that comes up more than any other is “How do I set up my Action Plans?”. This is one of the most powerful features of Top Producer 8i, yet in my opinion one of the most underutilized.

We are consistently told that staying in touch with past clients, potential sellers, buyers and your sphere of influence is more cost effective than marketing to strangers. Using Top Producer 8i Action Plans is one of the easiest ways to accomplish this task. They remind you who to contact and when, either by calling, mailing, or emailing and once scheduled the task stays on your to do list for weeks, months and even years.

There are numerous customizable action plans to choose from.  However, (more…)