{"id":11777,"date":"2010-04-18T17:59:57","date_gmt":"2010-04-19T00:59:57","guid":{"rendered":"http:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/?p=11777"},"modified":"2010-04-19T06:41:33","modified_gmt":"2010-04-19T13:41:33","slug":"the-threshold-of-accountability-is-accounting-for-things-is-this-finally-the-crm-ill-use","status":"publish","type":"post","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/11777\/the-threshold-of-accountability-is-accounting-for-things-is-this-finally-the-crm-ill-use\/","title":{"rendered":"The threshold of accountability is accounting for things: Is this, finally, the CRM I’ll use?"},"content":{"rendered":"

<\/p>\n

The iPhone screen shot is from a piece of software I’ve been playing with since Thursday. We got the gross idea from Redfin’s agent-monitoring software. Their stuff is simpler and prettier, but ours is robust and mission-critical.<\/p>\n

What is it? Basically an automated tickler, the relationship-management part of Customer Relationship Management software. I’m still massively ambivalent about saddling on a big new piece of software like Salesforce, but I’ve been less than whelmed by cheaper products like Heap.<\/p>\n

What I need, I realized, is this: Something to keep me on track every day. The records we’re showing are very brief, but they can contain every mission-critical detail we need to make contact with the client. The software runs on our file server, so it will work from any web browser and also from the iPhone. On a desktop machine, you can also do manual data entry, but typing on the iPhone is so painful that I left that feature out of the iPhone version.<\/p>\n

But on the iPhone the phone number is “hot,” as is the ePage number if we have one. Likewise the email link, obviously. The Web Site link will take us to any URL we have linked to that record — with the most obvious destination being a cloud-based transaction-management page.<\/p>\n

(I have plans there, also, with an iPhone-ready contact sheet for the entire transaction — agents, lender, title, inspectors, etc. On the iPhone, any PDF file is accesible, so the Web Site link will give us instant remote access to every live transaction.)<\/p>\n

Here’s what it looks like on a desktop browser:<\/p>\n

<\/p>\n

This doesn’t solve our larger CRM problem, but it’s built to harvest data from a real CRM system, once we have one. I have plans, too, to integrate it with Google Calendar — to calendar those events automatically — and with our existing web-based forms. Very soon, if you fill out a form on our web site, the form will create a record in this software automatically. I also want for it to tickle us by email on event days. Tickling us, too, to let us know when we’re not keeping Read more<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

The iPhone screen shot is from a piece of software I’ve been playing with since Thursday. We got the gross idea from Redfin’s agent-monitoring software. Their stuff is simpler and prettier, but ours is robust and mission-critical. What is it? Basically an automated tickler, the relationship-management part of Customer Relationship Management software. I’m still massively […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-11777","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"hentry","6":"category-real-estate","8":"no-featured-image"},"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":9583,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/9583\/drivebuy-listings-plug-n-play-procedure-knock-out-presentation\/","url_meta":{"origin":11777,"position":0},"title":"DriveBuy listings: Plug-n-play procedure, knock-out presentation","author":"Greg Swann","date":"August 21, 2009","format":false,"excerpt":"We use the term \"drive-by listing\" to refer to the kind of listing you get with almost no human contact: \"The key's under the doormat. Look it over and tell me what we can get. Email me the paperwork.\" I have five of these right now, investor-specials that came in\u2026","rel":"","context":"In "Flourishing"","block_context":{"text":"Flourishing","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/flourishing\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":10548,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/10548\/the-twelve-days-of-iphone-apps-turning-your-phone-into-a-real-estate-agents-pocket-powerhouse\/","url_meta":{"origin":11777,"position":1},"title":"The twelve days of iPhone apps: Turning your phone into a real estate agent’s pocket powerhouse","author":"Greg Swann","date":"December 11, 2009","format":false,"excerpt":"All right: So: Let's start in the middle. First, we have four cell phones among the two of us. We have the two spares in case we need to put a phone in the pocket of a subcontractor. We keep a close eye on the folks who work with us,\u2026","rel":"","context":"In "Innovation"","block_context":{"text":"Innovation","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/innovation\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":12109,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/12109\/a-month-with-the-ipad\/","url_meta":{"origin":11777,"position":2},"title":"A Month With the iPad","author":"Damon Chetson","date":"May 31, 2010","format":false,"excerpt":"I got the iPad - 64gig 3G enabled - about a month ago. Unfortunately - or fortunately given how busy I've been - I haven't had enough time to truly explore the possibilities. Here's my set-up. My MacBook laptop has been retired to serve as my home computer. I got\u2026","rel":"","context":"In "Real Estate"","block_context":{"text":"Real Estate","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/real-estate\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":14565,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/14565\/me-and-my-ipad-slouching-toward-a-still-more-mobile-style-of-mobile-real-estate-representation\/","url_meta":{"origin":11777,"position":3},"title":"Me and my iPad: Slouching toward a still-more-mobile style of mobile real estate representation.","author":"Greg Swann","date":"May 9, 2011","format":false,"excerpt":"I got an iPad 2 Friday, my spiff for hitting my earnings goal ($1,000 per day, if you're keeping score at home) in April. The dogs have written a ton about the iPad since its introduction, and my plan is to write a ton more as I get used to\u2026","rel":"","context":"In "Marketing"","block_context":{"text":"Marketing","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/marketing\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":2346,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/2346\/marketing-firms-any-chance-of-ever-hitting-above-the-mendoza-line\/","url_meta":{"origin":11777,"position":4},"title":"Marketing Firms — Any Chance of Ever Hitting Above the Mendoza Line?","author":"Jeff Brown","date":"December 10, 2007","format":false,"excerpt":"First, for those of you now wondering what the heck the Medoza Line is, here's the short version. I come from the Mario Mendoza school, not Minnie Mendoza, as Mario was actually a major leaguer for nine years. Anyway, all it refers to is Mendoza's consistently inept performance at the\u2026","rel":"","context":"In "Group Therapy"","block_context":{"text":"Group Therapy","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/group-therapy\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":9909,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/9909\/the-reading-list-8-no-bs-books-to-make-you-better\/","url_meta":{"origin":11777,"position":5},"title":"The Reading List: 8 “No BS” Books to Make You Better","author":"Chris Johnson","date":"September 30, 2009","format":false,"excerpt":"Get tactical.\u00a0 Everyone wants some \"grand strategy\" or \"new initiative.\u00a0 But mastering tactics at the battlefield level is how 90% of us can earn money faster than the government steal it.\u00a0 It's all about Tactics, not Strategy.\u00a0 Mastering tactics means that you are doing something towards a goal.\u00a0 Something, anything\u2026","rel":"","context":"In "Egoism in Action"","block_context":{"text":"Egoism in Action","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/egoism-in-action\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts\/11777","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/comments?post=11777"}],"version-history":[{"count":2,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts\/11777\/revisions"}],"predecessor-version":[{"id":11779,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts\/11777\/revisions\/11779"}],"wp:attachment":[{"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/media?parent=11777"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/categories?post=11777"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/tags?post=11777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}