In the real estate industry, we have to track a lot of leads. Starting the company from the ground up, we initially had only a few clients. As our company and number of clients grew we had to find quicker and more efficient ways to keep track of them all.
At first, we used spreadsheets to track our leads. While it worked for a short time, it became such a hassle to have to swap Excel files to make sure everyone was up to date on the latest information about each customer. In addition, it was cumbersome trying to organize the spreadsheets in a way that made sense.
To help us stay organized as our company grew, we started looking into Customer Relation Management software solutions. We looked at several, including GoldMine, before deciding to try out Sage ACT.
Have you ever used a tool that got easier to use with time? Unfortunately for me Sage ACT was not one of them. As with any business, ours depends on our ability to attract and follow through with leads. With Sage ACT, it was far too difficult to find a particular lead. Sure, it was there somewhere, but if you didn’t know specifically where it was hard to track down and search for. We simply didn’t have time to work against our Customer Relation Management software. We knew it was in our best interest to keep looking for a better solution.
After using Sage ACT (for far too long), we decided to continue our search for a Customer Relation Management. I spoke with a friend who told me about Blitz Lead Manager. He insisted that I give it a try, and at least check out their online demo.
Impressed by the demo we decide to give Blitz Lead Manager a shot. It is incredible how intuitive this application is! A few of the features include:
- Allows for importing current leads from spreadsheets with custom data fields.
- Advanced reporting system makes analysis of leads and employee performance effortless.
- Direct emailing to leads from the system and the ability to store email templates means quick and efficient communication.
- Built-in scheduler allows for easy planning, tracking, and sharing of meetings with leads.
Blitz Lead Manager is a web-based Customer Relation Management meaning we can access our lead information from any computer connected to the internet. This also means I can even use it on the road with my broadband card and MacBook. Blitz Lead Manager allowed us to simply upload a spreadsheet with our leads to get started quickly. We were then able to set up campaigns and create custom fields. There was no software to install, and any updates that occur happen overnight and require no action on our part. Data is stored online, allowing every user access to the latest information on a lead. It is also automatically backed up daily.
Blitz Lead Manager is incredibly easy to use. The scheduler is amazing, allowing you to add appointments to your schedule and the schedules of your associates, even emailing you a reminder when desired. Blitz Lead Manager tracks hot and neglected leads, so that you never lose sight of a lead. It keeps track of progress made with each lead, and updates are made instantly for every user on the system. From within the system you can create email templates for mass mailings, as well as send emails with attachments.
Blitz Lead Manager has many simple tools for finding your leads, making it so easy to use. It has filter options that allow you to sort and search through all of the leads in the system, including a quick search feature. There are different levels for specific requirements, however, and we went with the Professional Edition for our company.
- Blitz Lead Manager – Offering the Quickest Setup and Configuration to Put the Blitz on the Competition Have you ever started using a new software application that...
- Blitz – Integrating Sales Leads to Increase Revenue Although your company’s sales process accounts for almost half of...
- Blitz – The Solution to Maximizing Your Sales There is nothing more frustrating than watching your sales leads...
- Blitz – The Solution to Your Sales Management Needs As you know, sales can be a very intricate and...
- Why I Switched my Crm program After dealing with the multitude of difficulties associated with it,...