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Contactually has partnered with dotloop to streamline the transition from lead to close

Contactually has partnered with dotloop to streamline the transition from lead to close

The power of Contactually is that it helps you build personal, authentic relationships with those that matter most to you and your real estate business. But what happens when you’re closing a home or big deal? You’ve nurtured your clients to help find their dream homes. Then comes arguably the most stressful time for both clients and agents — the transaction. We’ve partnered with DotLoop to ensure that the transition from lead to close is seamless for everyone involved. Watch the video! “Users of Contactually and dotloop will benefit immensely from this collaboration” – Austin Allison, Founder and General Manager, dotloop Your clients expect more The rapport and trust you’ve built with your clients during the home search shouldn’t fall short at the close. Easily integrate Contactually with dotloop to use the only tool that takes all of the transaction paperwork online, and delight your clients with a sleek and smooth experience. Streamline the transition from nurture to close If you’re working your clients in the Contactually Pipeline and the time is right, push the Deal over to dotloop with a few simple clicks. Automatically create a space in dotloop to work through all of the important transaction details. Your clients can relax knowing they’re well on their way to owning their dream home. Trusted industry-wide We’re working with only the best to develop a real estate CRM that drives growth for your business. Dotloop is used for 35% of all real estate transactions nationwide , promising the same stability and performance you’ve come to expect from Contactually. Keep a lookout for more updates It’s still early in 2017 and we have a...
7 Steps to Getting More Business from Existing Clients

7 Steps to Getting More Business from Existing Clients

Your current clients are extremely important. They’re already paying you for products and services. And, they are likely happy with your offerings, especially if they’ve been long-term customers. If you aren’t marketing to existing customers, you’re missing an easy, low-cost source of making more sales. Getting more business from existing clients doesn’t have to be a difficult chore. Learn how to increase revenue from existing customers with these seven easy steps. 7 Steps to getting more referrals: 1. Add value You can add value to your products or services by sharing your knowledge with your client. You can provide resources that will help customers use your service or related information to help them better their businesses. You might do something as simple as sending regular email newsletters. You could start a blog where clients can read and search for information. Or, you can offer larger resources, such as PDF guides and ebooks. When you share your knowledge, your customers will trust you more and begin to see you as an authority in your subject matter. As they respect you, they are more likely to stay with your business longer, purchase more, and improve your business’s bottom line.   2. Build relationships Every customer should feel like they have a special relationship with you. Get to know each of your customers. What are their problems? What solutions do they need? What stresses them? You can mention the things you learn about your clients to build one-of-a-kind connections. When you reach out to clients, use personalization. Don’t use generic templates or scripts. Cater your words to each person. For example, if...
How to: Follow Up After Attending a Conference

How to: Follow Up After Attending a Conference

It’s been a week since Inman Connect – one of the top conferences for real estate technology. To no surprise, while there’s amazing content on stage, the main attraction is the conversations. But the real work of a conference is after. We know that the moment you land back home, you have four days of emails to catch up, family that hasn’t seen you, and day-to-day work that needs to be attended to. It takes a real strategy to ensure that your investment into attending the conference and taking dozens of meetings doesn’t go to waste. Here’s the strategy that I’ve implemented. How to follow up after a conference: During and immediately after the conference Have a notebook or open note-taking application. I open a single note in Evernote, and use my iPad instead of a laptop for battery life. It’s important to capture raw, stream-of-consciousness notes. Everyone you talked to. Everything you talked about. Anything that comes to mind – don’t worry about formatting or anything else. Immediately after the conference On the trip home, spend a couple hours going through, and cleaning up and organizing your notes. I separate it into a few sections: – Next steps – Key learnings – Meeting details – Session notes Action items: The whole idea is that as you’re cleaning up, reading and re-reading the notes from all of your meetings and conference sessions, you summarize the most salient points that you’d like to take with you, and then put action items into place. These items can include everything from emails you want to send out to people, to follow-ups or...
How to Reinvigorate a Past Relationship

How to Reinvigorate a Past Relationship

The “Big Idea” behind relationship marketing is that staying engaged with key relationships puts you at a strategic advantage for your current business efforts and the task at hand. By consistently following up, keeping these relationships warm, and adding value, we are able to nurture new, repeat, and referral business opportunities. One of the hardest parts of this, however, is that pesky little word consistently. As much as we try: There are people who we forget about. There are people who we worked with at one point, then moved on. There are introductions we never followed up on, in-person meetings we never kept track of, etc… Bottom line, there are people in our past network that we rediscover the importance of. We all know that feeling – for whatever reason or another, you find yourself staring at a contact record for someone who you haven’t spoken to in two or three years. If only I had stayed in touch! How to revive your past relationships: I could let your overwhelming guilt and shame invigorate your desire to make sure that you don’t repeat your mistake again, but I’d rather provide a little bit more value to you. We see a relationship where our mindshare is completely exhausted – but how do we reconnect with them? Let’s dive in. First, get in the right mindset You might be concerned that they hate you or that they’ve forgotten about you. But think how you feel – you feel bad that you didn’t stay in touch with them – they are likely to feel the same (after all, we’re social creatures!). Plus, what’s...
In case you missed it — Contactually’s new feature recap

In case you missed it — Contactually’s new feature recap

You may have been busy with family and friends. You could be last minute holiday shopping. Maybe you’re getting ready to close out 2016. Whatever the reason, if you missed the updates coming out of Contactually — here’s your chance to catch up. Everything you need to know so you can fully leverage Contactually’s new features to help you achieve all of your 2017 goals. Handwritten Cards We all know communication is key. But when you’re competing for time against a barrage of digital messages and full inboxes, how do you ensure your message stands out? Introducing Contactually’s newest way to connect with your relationships — sending cards. Finally, a way to make your contacts feel special, without the time and hassle. Send a beautiful handwritten card to your recipient with a few simple clicks. It’s not too late to get your cards in for the holidays. Be sure to send a handwritten card through Contactually by December 17th if you want it to arrive on time. Email Template Analytics Email templates make it easier to personalize your message in less time. Use them to combat writer’s block, and compose the perfect message catered for the right moment. Imagine knowing exactly which of your templates perform the best. With email template analytics, discover what’s working and what isn’t and start sending better emails to your network. Have a Program you’re piecing together for your automated marketing campaign? Now you’ll know exactly which template to use to make the largest impact. ScaleMail Tracking ScaleMail is one of Contactually’s most powerful features. But admittedly, it lacked one key piece…tracking. You take...
Introducing Contactually’s newest way to connect with your relationships — sending cards

Introducing Contactually’s newest way to connect with your relationships — sending cards

Digital communication…breakdown In the digital world, communication is key. Texts, emails, and phone calls are accessible from anywhere in the world. There’s really no excuse to overlook an opportunity to connect with your prospects, clients, and leads. Having all those open channels of communication can come with a risk, and they often devalue the message you’re sending. When you’re competing with a barrage of digital communications from friends, family, and advertisers it’s difficult to break through the noise. Stand out from the average agent So what’s the secret to making your message stand out? Keep it simple. Not only the content, but the way you send it. Contactually is proud to introduce the ability to send handwritten cards directly to your network. Tear down the digital barrier and show your prospects, leads, and clients how valued they are by sending a handwritten card. The personal approach guaranteed to win you more business Sending handwritten cards takes extra time and effort, but the investment is guaranteed to generate you more real estate leads. With Contactually’s send cards feature you’ll have the best of both worlds: take the time out of sending handwritten cards and maintain your powerful, heartfelt message. I love sending handwritten cards, especially around the holidays. It lets my clients know that I truly care, instead of the typical newsletter they’re used to. – Mary A. SC, Realtor Sending handwritten cards When your clients or leads have notable dates coming up, share a special message with just a few simple clicks. Whether a birthday, anniversary, ‘thank you’ or anything in between, choose from a variety of designs to match the tone of the occasion. Tips for sending cards When...