{"id":6841,"date":"2009-02-07T14:42:16","date_gmt":"2009-02-07T21:42:16","guid":{"rendered":"http:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/?p=6841"},"modified":"2009-02-18T08:39:06","modified_gmt":"2009-02-18T15:39:06","slug":"thirty-three-touches-from-the-cloud-seriously-seeking-crm","status":"publish","type":"post","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/6841\/thirty-three-touches-from-the-cloud-seriously-seeking-crm\/","title":{"rendered":"Thirty-three touches from the cloud: Seriously seeking CRM"},"content":{"rendered":"<p>We need a CRM solution, and it&#8217;s making me crazy that we don&#8217;t have one. We wrestled with <a href=\"http:\/\/www.realestatesuccesstools.com\/REST\/REST\/index.html\" target=\"_blank\">REST<\/a> for a couple of years, but we never got it cranking on all cylinders, and it lacks features I don&#8217;t want to live without. Chris Johnson raves about <a href=\"http:\/\/Heap.wbpsystems.com\/\" target=\"_blank\">Heap<\/a>, but I&#8217;m not sure it&#8217;s everything we need.<\/p>\n<p>I need help, it&#8217;s true enough.<\/p>\n<p>What I want:<\/p>\n<ul>\n<li>Cloud-based. I don&#8217;t want any proprietary apps running on dedicated hardware. I want to be able to do my CRM business from any web-enabled computer and any iPhone anywhere.<\/li>\n<li>iPhone empowered, therefore, of course. Needs to integrate with Contacts, iCal, etc., and it needs to sync periodically through the cloud.<\/li>\n<li>Email-based data entry. Heap can do at least some of this. What I would like is to be able to have a form on a web page produce an email that is mailed to my CRM, with that email initiating a sequence of events: Create client record and initiate a particular set of sequences of follow-up contacts. These should be selectable by the email received: Investors should be subscribed to different campaigns from sellers or first-time home buyers.<\/li>\n<li>Jott-able. Heap does some of this, also.<\/li>\n<li>As tightly-integrated with Google Apps as possible. For example, I want the calendar to be the Google Apps calendar.<\/li>\n<li>Action scripts or event scripts or whatever, as automated as possible, ideally already scripted with the text already written. By now we&#8217;re talking about the &#8220;33 touches&#8221; idea from <em>The Millionaire Real Estate Agent<\/em>, but I want as much of this as possible to happen automatically and hands-free. As above, there will be different &#8220;8&#215;8&#8221; scripts for new clients, and possibly also different &#8220;33 touches&#8221; scripts, but, once these are assigned, I want for them to proceed &#8220;untouched by human hands.&#8221; <a href=\"http:\/\/www.agent360.net\/public_html_2\/index.asp?PageID=Home\" target=\"_blank\">Agent 360<\/a> seems to be well-equipped in this regard.<\/li>\n<li>Action scripts that require real live human action should create to-do lists for the affected team members.<\/li>\n<li>We own our own data. That means we have the ability to move our data off in a usable format whenever we want, and our data is never shared with anyone else.<\/li>\n<li>Simple to use, with <a href=\"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/6841\/thirty-three-touches-from-the-cloud-seriously-seeking-crm\/#more-6841\" class=\"more-link\">Read more<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>We need a CRM solution, and it&#8217;s making me crazy that we don&#8217;t have one. We wrestled with REST for a couple of years, but we never got it cranking on all cylinders, and it lacks features I don&#8217;t want to live without. Chris Johnson raves about Heap, but I&#8217;m not sure it&#8217;s everything we [&hellip;]<\/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":[29,6,5,19],"tags":[],"class_list":{"0":"post-6841","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"hentry","6":"category-group-therapy","7":"category-marketing","8":"category-real-estate","9":"category-technology","11":"no-featured-image"},"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":6923,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/6923\/piling-onto-heap-ill-trade-you-a-big-bunch-of-crm-development-ideas-for-an-affiliate-link-click-through\/","url_meta":{"origin":6841,"position":0},"title":"Piling onto Heap: I&#8217;ll trade you a big bunch of CRM development ideas for an affiliate link click-through","author":"Greg Swann","date":"February 16, 2009","format":false,"excerpt":"If your contact information is on any of the BloodhoundBlog Unchained interest lists, I spammed you last week with a form email that pitched the then-upcoming Seattle Unchained preview as well as the still-upcoming BloodhoundBlog Unchained in Phoenix event. The form letter was sent out as bulk email from the\u2026","rel":"","context":"In &quot;Flourishing&quot;","block_context":{"text":"Flourishing","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/flourishing\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":7963,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/7963\/finally-a-heap-of-daylite-at-the-end-of-the-tunnel-finding-a-crm-that-doesnt-blow\/","url_meta":{"origin":6841,"position":1},"title":"Finally: A Heap of Daylite at the end of the tunnel (Finding a CRM that doesn&#8217;t blow)","author":"Chris Johnson","date":"April 18, 2009","format":false,"excerpt":"Let me be honest.\u00a0 I've been using Google Docs as my CRM for a while.\u00a0 It's been fast--I've got it mapped to a hotkey, and also on my Mac's dashboard.\u00a0 I can collect info on clients, contacts fast.\u00a0 And I can highlight the ones I follow up with, owe something\u2026","rel":"","context":"In &quot;CRM&quot;","block_context":{"text":"CRM","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/crm\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":11376,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/11376\/cforms-heap-aweber-finally-the-perfect-real-estate-crm-smashup\/","url_meta":{"origin":6841,"position":2},"title":"CFORMS->Heap + Aweber = Finally, The Perfect Real Estate CRM Smashup?","author":"Ryan Hartman","date":"February 23, 2010","format":false,"excerpt":"Heap CRM's recent announcement that you can now fire off Event templates from an email got me jizzing a little. Here's why: I've played a lot with the CForms wordpress plugin and knew that it allowed for 2 interesting things to happen after a form submission. 1. Cforms will show\u2026","rel":"","context":"In &quot;CRM&quot;","block_context":{"text":"CRM","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/crm\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-content\/uploads\/2010\/02\/Picture-298.png?resize=350%2C200","width":350,"height":200},"classes":[]},{"id":11777,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/11777\/the-threshold-of-accountability-is-accounting-for-things-is-this-finally-the-crm-ill-use\/","url_meta":{"origin":6841,"position":3},"title":"The threshold of accountability is accounting for things: Is this, finally, the CRM I&#8217;ll use?","author":"Greg Swann","date":"April 18, 2010","format":false,"excerpt":"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\u2026","rel":"","context":"In &quot;Real Estate&quot;","block_context":{"text":"Real Estate","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/real-estate\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":8071,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/8071\/greg-swanns-bloodhoundblog-unchained-homework\/","url_meta":{"origin":6841,"position":4},"title":"Greg Swann&#8217;s BloodhoundBlog Unchained homework","author":"Greg Swann","date":"April 25, 2009","format":false,"excerpt":"Okay, here's are homework assignments for BloodhoundBlog Unchained in Phoenix. First, until this week I had no idea how deprived folks in the Windows world are. Just about everything I do is built around the idea of truly robust FTP software, and it turns out that this does not even\u2026","rel":"","context":"In &quot;Flourishing&quot;","block_context":{"text":"Flourishing","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/flourishing\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":10034,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/10034\/digital-access-pass-a-membership-sitecrm\/","url_meta":{"origin":6841,"position":5},"title":"Digital Access Pass: A Membership Site\/CRM","author":"Chris Johnson","date":"October 12, 2009","format":false,"excerpt":"I have--as a lot of people know--been searching high and low for a workable CRM for my business. I miss desperately the easy fun that was ACT 6.0, and hated every version after that. I tried Highrise, but it lacked \"activity serieses\" at the time, schedule once, do often.\u00a0\u00a0 I\u2026","rel":"","context":"In &quot;CRM&quot;","block_context":{"text":"CRM","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/crm\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts\/6841","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=6841"}],"version-history":[{"count":6,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts\/6841\/revisions"}],"predecessor-version":[{"id":6939,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts\/6841\/revisions\/6939"}],"wp:attachment":[{"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/media?parent=6841"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/categories?post=6841"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/tags?post=6841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}