I-Real Estate CRM Ngaphakathi kwe-Gmail - Isisombululo esipheleleyo

01 - Gweba indlela yakho kwi-Gmail CRM

Ndiyatsho "phantse ngokugqibeleleyo" kuba akukho nto ihamba kuyo yonke indawo. Nangona kunjalo, njengomthandi we-Gmail kunye nobuchwepheshe bokungena kwezindlu, andifumananga nantoni na enokulinganayo I-Streak ye-CRM ngaphakathi kwe-Gmail. Yonke imfuno yam inkqubo ye- CRM ye- real estate ifakwe kwi-app efakwe ngaphakathi kunye ne-Gmail.

Masicinge ngento esifuna ukuyilawula kwisisombululo sethu soLawulo lwaBathengi ngeendlela ezilula. Kulula kakhulu, kodwa ndifuna umsebenzi othile obuncinane:

• Ukulawula umqhubi womthengi ukususela ekuqaleni ukulahlekelwa okanye isivumelwano sokuthenga.
• Lawula umthengisi umkhokelo ukususela ekuqaleni ukuya kwisivumelwano sohlu.
• Lawula uludwe oluvela kwisivumelwano sokubhengezwa kwisivumelwano sokuthengisa.
• Ukulawula umthengi, umthengi okanye umthengisi, ukusuka kwisivumelwano ngokuvala.

Lezo ziyinxalenye ezisisiseko ekufuneka zibe kwinkqubo yam. Ukuba ucinga ngabo, ngamnye uhamba ngokukhawuleza kuye, kwaye yilapho iStreak ikhanya khona. Ndiza kukuthatha nganye yezo nkqubo kunye neSkrini sase Streak ngaphakathi kwe-Gmail. Okokuqala, masibe neenkalo ezimbini ezibalulekileyo zeStreak ezichazwe.

• Iipayipi: Olu lukuhamba kweenkqubo. Ngayinye yezinto ezine ezilapha ngasentla zinomlinganiselo ojikelezayo ukusuka ekuqaleni ukuya ekupheleni okanye kwisigaba esilandelayo. Kwi-Streak, leyo yipayipi. I-Charted, iipayipi zifana neikholomu kwispredishithi, ikholamu nganye kwisigaba esilandelayo senkqubo.
• Ibhokisi: Le nto ayikho into ecacileyo, kodwa ilula kakhulu ukuba ucinga ngako ngokufanelekileyo. Ibhokisi iRow kwi-spreadsheet, kwaye inokuba yeyiphi na into osebenza ngayo kwinkqubo. Ukulawula umthengi kukhokelela ekugqibeleni, iBhokisi iya kuba yinto yolwazi (umthengi). Ibhokisi iba yirekhodi kwiziko le-CRM, endiya kukubonisa kwelinye inyathelo.

Masisuke kwisinyathelo esilandelayo apho siza kujonga ipayipi yethu yokuqala, uMsebenzi wokuthenga, inkqubo yokukhokela.

02 - Umthengi weCandelo lokuSebenza eliPhambili kwi-Streak yeGmail

Oku kukujonga kwakho kokuqala kwimiboniso yombhobho, umbala, kodwa ngokucacileyo umendo ngeentoloya ukususela ekuqaleni. Sisebenzela umthengi okhokelayo ukuba wangena kwinkqubo yethu, mhlawumbi evela ekuthunyelwe okanye kwiziko lewebhu. Kukho iikhompyutheni zokukhetha uhlobo lwepayipi, kwaye enye yintengo ye-real estate. Ndiyitshintsha loo nto nganye kule mizekelo, ngoko le yinkqubo yam. Ndizama ukuyigcina ilula kodwa inengqiqo yokulandelela inkqubo.

• Ikhokelo - ndifake nje kwi-system.
• Ukuqhagamshelana - Ndenze inzame yokuqala kwincoko, mhlawumbi i-imeyili okanye umnxeba.
• Ukuhambelana - Sithetha okanye sithumela nge-imeyile, kodwa akukho ubuso nobuso okanye ukuboniswa okwamanje.
• Ukutyunjwa okanye iMiboniso - Siphume ukuhlola iimpawu.
• Ukulandelelana - Emuva eofisini, landela iingcamango zabo ngamakhaya abawabonayo.
• Ikhontrakthi kwiintetho - Siye sabhala ikhonkco kwaye sixoxisana noMthengisi (s).
• Umnqophiso wokufa okanye wamkelwa - Utyando lwafa okanye lwamkelwa. Ukuba sife, sinokubuyisa eli thuba kwisinyathelo esifanele size siqhubeke sisebenza nabo.

Ngoku siyabona i-BOX yethu yokuqala, eyona yintengiso yomthengi. Unokuzifakela ngqo kumqolo phantsi kweBhola yeNkokeli emzimbeni. Ndiyifakile egameni elithi "Rob K." ukuba uqalise. Nangona kunjalo, ukuwela kwicala lasekhohlo lomqolo, unqakraza kwibhokisi yebhokisi ukuya kwirekhodi yeenkcukacha. Nantsi imiyalelo yokudala ibhokisi elitsha kwi-Pipeline view. Siza kujonga kwingxelo elandelayo.

Okwangoku, qaphela ukuba kukho ikholamu encinane kwinqanaba elingaphakathi, kwaye konke okufuneka ukwenze kukuchofoza kuyo ukukhetha esinye isigaba ukuhambisa ibhokisi lakho (umthengi) kwisigaba esilandelayo, kwimeko edibeneyo. Njengoko uhamba nabo, kwicandelo elingaphantsi bayahamba phantsi kwiinqanaba, kwaye kwinqanaba eliphezulu bahamba bekhohlo baye ngasekunene.

03 - Umqhubi weNgcaciso yokuThengisa ukusebenza

Apha ubona umbhobho owamiselayo wokufaka uluhlu / umthengisi okhokelayo. Iqala xa ingena kwinkqubo kwaye iphela xa iluhlu kunye nam okanye omnye umntu. Amanyathelo oku:

• Inkokeli - Ngangena kwi-system, akukho nanyathelo ezithathiweyo.
• Ukuqhagamshelana - Ngaba i-imeyile okanye umnxeba umnxeba owenziweyo.
• Ulandelelwano - Ixesha ngelixa ndizama ukufumana uluhlu lokuqokwa.
• Ukuqokwa kokuQala - I-aphoyintimenti isetyenziswe, kwaye / okanye iyaqhubeka.
• Ukulinda - Ukutyunjwa ngaphezulu, kulindele isigqibo esivela kubo.
• Uluhlu lwabanye - Balahlekelwe kwenye i-arhente okanye i-brokerage. Uya kubasusa kulo mbhobho, kodwa ulwazi lwabo luya kuhlala kulwazi.
• Ukuluhlu - Badibanisa nam kwaye ndiza kubongeza kwiBhodi yokuLawulwa kweeLuhlu.

Ufumana ukugeleza ngoku. Xa unemibhobho emininzi (mathuba) kwenye yale mibhobho, baya kufaka iqela elingezantsi kwisigaba esifanelekileyo, kwaye uza kubona inani leebhokisi kwizinga eliphezulu. Ukhethile iindlela zokukhetha uluhlu kwizantsi kwesikrini.

04 - UkuLawulwa koLawulo lwePayipi kwi-Streak yeGmail

Xa umthengisi ekhetha ukuluhlu kunye nam, ibhokisi yabo (ukungena kwedatha) ihanjiswe kwiBhodi yokuLawula uLawulo. Uqala ukubona ukusebenza kakuhle apha, njengoko ungena kwi-Gmail yakho imihla ngemihla kwaye uphumelele kwiimbono ezine zepipeline kwaye ubone yonke into osebenza ngayo kwaye kwinqanaba lenkqubo.

• Uluhlu lwabhaliweyo - Balisayine uluhlu kwaye ndiza kusebenza kuyo.
• Ukuqokelela Iinkcukacha - Ngelo xesha ndiqokelela amaxwebhu abo, ukulinganisa ikhaya, ukurekhoda ulwazi lwepropati ye-MLS, njl.
• Uluhlu kwi-MLS - ngoku luhlala kwi-MLS, iNkonzo yeeNkcukacha ezininzi
• Ukumiselwa kweNtengiso - Ndimise iilengiso, olunye uluhlu lwewebhu lewebhu, olunye ulengiso. Abayi kuthutha de ndibekele zonke iintengiso zokuqalisa.
• Ukuboniswa - Ipropati iboniswa, ilindele isivumelwano.
• Ikhontrakthi kwiNtetho-Intsebenzo efunyenwe kwaye ixoxisana nabathengi.
• I-Contract Dead - Ikhontrakthi ayifumanwanga kwamanye amabini, ukuhambisa ibhokisi yohlulo kwiNqanaba lokuBoniswa. Ukuba iphelelwe lixesha kwaye ilahlekile, ibhokisi kodwa ingekho irekodi yedatha iya kususwa kumbhobho.
• UkuTshintshelana - Ukuhambisa kwabo kwi-Transaction Pipeline ngenxa yekhontrakthi eyenziwa ngamacala omabini.

Ndigcina ezi zigaba ngokubanzi, kungekhona ukufumana iinkcukacha ezininzi, njengoko andifuni umgca omde weentolo eziphezulu. Injongo kukugcina yonke into ehlelwe ngombono osheshayo ondixelela inqanaba kunye nenkqubela phambili yazo zonke iikhokelo, uluhlu nolandelayo; ntengiso. Unokongeza iinkalo zenkcubeko kwiirekhodi zakho uze uzibonise kumqolo ophantsi ngaphantsi kweentoloko kwipayipi.

Emva koko siza kubona ipayipi ekhokelela kwimali!

05 - I-Pipeline yokuLawula ukuThengiswa kweStraki kwi-Gmail

Le yimali yepayipi, ithatha isivumelwano kunye nokwamkelwa ngokuvalwa. Ndiyisebenzisa enye into yomthengi kunye namacala omthengisi, njengoko izigaba zibanzi kwaye zisebenza kuzo zonke iintengiso. Ngale ndlela kuphela ipayipi enye ibonisa inqanaba lazo zonke iintengiso engisebenza ngazo.

• Umnikelo / I-Nego / iKontrakthi - Isivumelwano sixoxwa, emva kokuba samkelwe ngamacala amabini, siya kuhamba.
• Isihloko / Uphando / Ukuhlola - Ngokuqhelekileyo, izinto zokuqala esizixhamlayo zisetyenziselwa ukunyuka, ukufaka isicelo sesithintelo somxholo, ukubeka ukuhlolwa, njl njl.
• Ukulungiswa kweNgo. - Emva kokuhlolwa kuhanjiswe kwaye ifumana ibhokisi yokuthengisela ukuba kukho iimfuno zokulungiswa okanye imali ngumthengi.
• I-Appraisal / Imali-mboleko - Ukucinga ukuba ukulungiswa kwasombululwa, ngoku ngoku kukho konke malunga nokufumana uvavanyo kunye nomboleko ovunyiweyo.
• Ukuvalwa kwangaphambili - ezininzi iinkcukacha ngaphambi kokuba ufike kwitafile yokuvala.
• Ukuvala - Kuvalwa namhlanje okanye ngomso, kwaye uya kushiya apha uze ufumane ikhomishini yakho yokutshekisha.

Lo mhle uyicacisa ngoku ukuba uyaqonda indlela iipayipi kunye neebhokisi ezisebenza ngayo. Ndiyidala ibhokisi elitsha kwintengiselwano, lathi igama elithi "Ukuthengiswa kweSamsoni kuJones." Ndiyakwazi ukulahla yonke inkcazelo yolwazi oluvela kwi-Gmail yam ebhokisini ukugcina yonke into ngokukhawuleza.

06 - Iifomula zeFormula

Andiyi kufumana amashishini ngaphambi kokuba ndibone isheke ... kakhulu ixesha. Nangona kunjalo, unako ukwenza izibalo kwiikholamu, into enamandla.

Okokuqala, phawula uphawu lwe-Streak kunye nekhonkco phezulu kwe-Gmail. Ukuqakraza oku kunciphisa inkqubo epheleleyo eneenkcukacha ezikhoyo ezikuxelela yonke into ofuna ukuyazi, kwaye awuyi kushiya isikrini sakho se-Gmail. Ndandifuna ukubona indlela yokwenza ikholomu yefomula, ngokunqakraza kwikhonkco kwaye ufumene icandelo ngoncedo kulokhu. Uyabona emfanekisweni ukuba kukho isifundo esipheleleyo sokudala amafomula.

07 - I-NewsFeed kwaye Kuninzi kakhulu

Xa usebenza kwimibhobho yakho, unokuklikha kwiqhosha le-NewsFeed ngakwesokudla kwi-Gmail kwaye uya kuboniswa ngondlo lwezenzo ozithathileyo ngokumalunga naloo Mbhobho kunye neebhokisi. Ungakwazi ukugcina ngokulula into oyenzayo nale NewsFeed.

Ndikunikezele ngokubanzi ngokubanzi kweStrack ye-CRM ye-Gmail, kwaye kuya kufuneka uhlolisise iimpawu ezininzi. Kukho ukuboniswa kwerekhodi ebonakalayo ngakumbi kubo bonke oonxibelelwano bakho, izikhokelo, ithemba kunye nokuthengiselana. Ngokuchofoza kwibhokisi yebhokisi kwipayipi ongaya kuyo kwireferensi yerekodi, yenza utshintsho kunye nezongezo kwaye uklikha kwiinkcukacha ezihambelanayo.

Makhe sijonge esinye isikrini, indlela osebenzisana ngayo neStrare kwi-imeyili kwi-Gmail.

08 - Ukongeza ibhokisi kwi-imeyile kwi-Gmail

Enye yeendlela eziphambili kunye nezindlela eziqhelekileyo ezisetyenziselwa ukudala iBhokisi kwiPayipi ukukwenza kwi-imeyile. Oku kunceda xa ufumene inkokheli entsha kwi-imeyile. Bona emfanekisweni ukuba kukho iqhosha phezulu kwiiGmail ezikuvumela ukuba wenze ibhokisi entsha, engeza kwibhokisi ekhoyo, okanye uhlele ibhokisi.

Masithi uthetha umthengi omtsha ngokukhokelela nge-imeyile. Ucofa ukudala ibhokisi, kwaye uyayongeza kwi-Byer yakho yepayipi yokusebenza kunye negama lethemba njengegama lebhokisi. Ngoku, yonke i-imeyli oyifumana kumntu onxulumene nokusebenzela lo mthengi, ungayisebenzisa nje le nkqubo ukuyongeza kwibhokisi yomthengi kwipayipi. Ngoku ngoku kufana nebhokisi yefayile yangempela, njengoko inezinto ezininzi ezinxulumene kuyo.

Esi sixhobo esikhulu kwiPateline Pipeline ngokunjalo. Emva kokuba ufumana i-imeyile evela kwenye i-agent, inkampani yenkampani nabanye, uyabongeza nje kwiBhokisi leNtengiso.

Kukho amaqela amaninzi, kodwa oku kuya kugqitywa kwinqaku. Yimnandi, kwaye uyihlolisise ngaphandle, njengoko iStrack inokukhetha ngonaphakade.

09 - Ukulandelela i-imeyile njenge-CRM kunye nesixhobo soMthetho

Ibhonasi evela kwiStrek isici sokulandelela i-imeyili. Umfanekiso ubonisa imbali evulekileyo ye-imeyile ebonisiweyo. Ufumana izaziso ze-imeyli zivula njengokuphuma xa ufuna. Ndiyakuthanda ukwazi ukuba ii-imeyile zam zifunyenwe kwaye zivulwe, ingakumbi kwiintengiso.

Emva koko, i-CRM i malunga nokulawula ubudlelwane, kwaye inxalenye yaloo nto iyazi ukuba ufikelela kwi-imeyili yakho. Inokuthi ifike ngokufanelekileyo ngexesha elizayo ukuba unikwe inkundla ukuba ubonise ukuba ulwazi okanye amaxwebhu ahanjiswa ngexesha elifanelekileyo. Akukhona nje ukuba wenza into engalunganga. Ndiye ndibaxhamli bexesha elidlulileyo ndicela ukuba banike amaxwebhu malunga ne-imeyile yezenzo apho ababandakanyekayo abangenanto.

Umzekelo wobomi wokwenene uquka umakhi ophuma kumxhasi welizwe othe wathenga iphasela lomhlaba ezintabeni ngenjongo yokwakha ikhaya lomhlalaphantsi. Indawo yayiye yabandakanyeka kwixesha elidlulileyo kwiingxabano kunye nekommenti ukuba ingaba ngokwahlukileyo ngokwahlukileyo okanye cha. Utshintsho ngalunye kummeli wekomiti lubonakala luvelisa umjikelo omtsha wokuphikisana.

Ngenxa yokunyamekela kwam ngenxa yomthengi, ndifumene ukuba kukho incwadi eneminyaka emibini ubudala evela kummeli wenkundla echaza ukuba loo propati iza kuthathwa njengomthetho kwaye inikwe imvume yemvume ukuba ifakwe isicelo. Ndacelwa ileta entsha, nangona yayingummeli omnye wenkundla. Emva kokuqhekeza isikhombiso, kuye kwakhishwa incwadi entsha. Ndathumelela ikopi kumxhasi wam unika ingxelo yokuba idokhumenti esilindelweyo yahanjiswa, ngoko siya kuqhuba ngokuthenga.

Kwiminyaka emibini kamva, kunye nommeli ohlukeneyo wegqeba, wafaka isicelo semvume yokwakha kwaye walalelwa. Waqhagamshelana nommeli wam wezindlu wangomntu. Igosa lidibanise ukuba ndibuze ukuba kukho naziphi na iziqinisekiso ezibonisa ukuba sithembele kule leta xa sithenga. Ndiyifake i-imeyile ngokulandelela kwaye i-county ikhuphe imvume. I-imeyile yokulandelela isenzo esilungileyo soshishino.