Greg and I have talked from time to time about CRMS. We both like them in concept, but have a hard time using them. He doesn’t use REST, and I don’t use HEAP. I have been using my blackberry to track stuff, aweber, and that’s it. But I needed a way to track GOALS. Pure numbers, how many/how much. I didn’t want a new account, and I wanted to be able to draw my own conclusions from the data, not have some goofy stats telling me I was on pace for 1291% of my goal.
Enter google forms. Not specifically designed for this purpose, but still a sweet way to easily input stuff. You can be set up in an hour, and that’s if you’re new to Gdocs.
I made a 3 part video on Google Docs. Many of you will get the gist, take it & run after one part. To you: Kudos. Don’t wait for part’s 2 and 3. You can refine your system after, but don’t wait. For those of you who DON’T get it, just stick around, you’l get all the ratios you could ever want.
I’d start by tracking:
- contacts made
- leads generated
- lead followup calls made
Those things you can sort of control. Calls made, quotes/listing packages/GFEs sent, etc.
But it starts with a lightweight way to collect your numbers. Made a 5 minute video to start this off. You might get better results by going through to viddler, but i think you’ll be able to see everything here:
Teri Lussier says:
I’m sticking around…
November 12, 2008 — 4:40 pm
Al Donohue | Ridgewood\'s Real Estate Economist says:
Chris,
This seems like a fast, painless way to track goals and action items but it also seems like you can do more by using a CRM like Top Producer where you can link this data to the contact, schedule the next action item, etc.
Is this something you suggest doing in addition to tracking other info in a contact manager or is this for folks who don’t use a CRM and just want a quick and easy way to track goals?
I love the simplicity which might make me actually track the goals but there are some things in TP that I need to use on a daily basis. Not sure I would take the time to use both.
Thanks for the tip. I think I will give it a try to see if it helps me stick to tracking this info.
November 27, 2008 — 7:39 pm