- 694
tracking x-dates is relatively easy - any crm with a calendar or callback function will do. I am assuming all you need is a reminder when their effective date is coming up and a place to save the history of the lead. Also import and export capability.
Zoho basic subscription would meet your need. Its like 7/m or something super cheep
Zoho basic subscription would meet your need. Its like 7/m or something super cheep
Actually, xdates have 2 parts, the date and the line of business. Most CRMs support this pretty easily.
Zoho does, though I think you need the subscription version so you can modify it to add the fields. You really want line of business of the xdate to be a drop down box. To accomplish this, I think its actually $12 a month, but at the same time, you can then create automated workflows to help you market those xdates.
vTiger is another one that would work.
Dan
Zoho does, though I think you need the subscription version so you can modify it to add the fields. You really want line of business of the xdate to be a drop down box. To accomplish this, I think its actually $12 a month, but at the same time, you can then create automated workflows to help you market those xdates.
vTiger is another one that would work.
Dan
What would you consider a reasonable price? What if this crm helped increase your closing ratio by 5-10% by helping you target specific xdates that are most likely to sell at the right times to contact. What would you pay a month for that? Also extremely easy to use.
- 1,581
I know I can be arrogant w/ my posts BUT I really don't intend to be this time..
I don't have time to work X dates because I have so many new referrals coming in & on top of that...I pretty much close almost everything I quote. I guess there's probably 2-4% of the people I quote that I don't close that I should be following up w/ on X dates that I'm leaving on the table. But I wouldn't have time to do that as the flow of new prospects to quote is too great. It wouldn't make sense to hire somebody to work those x dates for me because the lost commission wouldn't cover hiring somebody to work them.
So the question I really want to know is this. Why aren't you guys investing into referral relationships? If you can get 8-15 real estate professionals to refer you every client....every time...BOOM. No more leads no more anything other then sitting back & quoting referrals all day long. The people you then close will also refer people so it's a win win.
Part of me says "hmm....maybe I really am just that good at what I do.." but I don't think that's the case. Have you guys TRULY put together a plan of action to develop referral sources? I've done it for personal lines & it's pretty easy. You're clearly young professionals like me who eat/breathe/sleep/live your insurance business so what's the deal? Ya sure you don't see results for maybe 3-6 months but then it's all gravy. I highly suggest you guys re-evaluate your lead sources. In fact as I write this I realize I shouldn't have stopped getting new referral sources. I kinda planned to hire a young hot college chick to do the dirty work of going to mortgage offices & handing out cards...managing relationships...create new ones ETC and I never followed through...
That being said I don't know how to duplicate this in the commercial world..
I don't have time to work X dates because I have so many new referrals coming in & on top of that...I pretty much close almost everything I quote. I guess there's probably 2-4% of the people I quote that I don't close that I should be following up w/ on X dates that I'm leaving on the table. But I wouldn't have time to do that as the flow of new prospects to quote is too great. It wouldn't make sense to hire somebody to work those x dates for me because the lost commission wouldn't cover hiring somebody to work them.
So the question I really want to know is this. Why aren't you guys investing into referral relationships? If you can get 8-15 real estate professionals to refer you every client....every time...BOOM. No more leads no more anything other then sitting back & quoting referrals all day long. The people you then close will also refer people so it's a win win.
Part of me says "hmm....maybe I really am just that good at what I do.." but I don't think that's the case. Have you guys TRULY put together a plan of action to develop referral sources? I've done it for personal lines & it's pretty easy. You're clearly young professionals like me who eat/breathe/sleep/live your insurance business so what's the deal? Ya sure you don't see results for maybe 3-6 months but then it's all gravy. I highly suggest you guys re-evaluate your lead sources. In fact as I write this I realize I shouldn't have stopped getting new referral sources. I kinda planned to hire a young hot college chick to do the dirty work of going to mortgage offices & handing out cards...managing relationships...create new ones ETC and I never followed through...
That being said I don't know how to duplicate this in the commercial world..
I am working on my referral sources as we speak because I know that's the source I need to build. For sanity sake. However my crm I'm designing and 80% done with is going to revolutionize the way insurance companies see the sales pipeline. I'm fundamentally changing the pipeline by removing 70% of the time wasting prospecting and following up on bad prospects thought to be good by staff. (Currently ran out of money on my CrM so release date pushed out 6-9 months). I should of been a software engineer. Mine makes $160 an hr.
Why would commercial work the same way through networking. I would just think your network with business bankers but then you would have to make it worth their while. I use to be a business loan officer at a large bank so I would request to see a dec page for the property they were refi or doing a line of credit on.
- 1,581
What size loans were you doing? I understand this is probably specific to the loan officer...but did you have an ability to influence the individual borrowing money? I would guess business-owners are more affluent in their insurance & wouldn't easily be steered by their lender BUT I don't know? I was thinking about this today....hitting up commercial lenders at local banks etc. I hate to start from scratch again BUT I have to do it if I want to move up into commercial.
Usually at larger banks anything under a certain level is referred down to your average banker. But anything over say 100k is referred to a business banker. Stay away from personal bankers as they are a waste of time. The business bankers go after the big fish.
