Tagged: CRM, Dually licensed MLO and Realtor
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Dually Licensed Real Estate and Loan Officer CRM
Posted by Hector on February 12, 2024 at 9:11 pmI heard the great news from Gustan that Viral Website Developers will be launching a CRM for real estate agents and loan officers in one platform.. That is great news for realtors who are loan officers because we do not have to go back and forth between two CRM systems. Gloria and I are looking forward to seeing the newly designed one stop shop online loan officer and real estate CRM designed from Viral Website Developers.
Gustan replied 6 months, 1 week ago 9 Members · 11 Replies -
11 Replies
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When is the directory section for business owners going to get launched on GCA FORUMS?
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Hi Rick, we are working on it.. We will definitely post it here in the forum once we finalize it.
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I am ready to list me on the Directory list of GCA FORUMS too please.
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I like to have our new CRM SYSTEM and all in one directory for businesses no later than May first. Enough delays which is unacceptable. Marga and I will be discussing more about changes of the forum daily and be posting it live so our viewers know what we have in mind. @Wendy knows exactly what I am talking about.
A CRM (Customer Relationship Management) system is a software tool designed to help businesses manage interactions and relationships with current and potential customers. CRM systems typically provide a centralized platform for storing customer data, including contact information, purchase history, preferences, and other relevant details.
Key features of CRM systems may include:
Contact Management: Storing and organizing customer contact information, such as names, addresses, phone numbers, and email addresses.
Lead Management: Tracking and managing potential customers (leads) through the sales pipeline, from initial contact to conversion.
Sales Automation: Automating repetitive tasks in the sales process, such as sending follow-up emails, scheduling appointments, and generating quotes.
Marketing Automation: Creating and managing marketing campaigns, such as email marketing, social media marketing, and targeted advertising.
Customer Support: Managing customer inquiries, complaints, and support tickets through various channels, such as email, phone, and live chat.
Analytics and Reporting: Analyzing customer data to gain insights into sales performance, customer behavior, and trends, and generating reports to track progress and make informed decisions.
CRM systems are used across various industries and business sizes to improve customer engagement, streamline sales and marketing processes, and ultimately drive revenue growth.
Besides CRM system for businesses, we are first creating a online one-stop all in one business directory system. I will have Wendy Lahn explain more about this system and how it will work.
Creating an online business directory and testimonial system can be a rewarding endeavor, providing a platform for businesses to showcase their offerings and for customers to share their experiences. Here’s a general outline of steps you might take to build such a system:
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Market Research and Planning:
- Identify your target audience and the niche or industry your directory will focus on.
- Research existing directories and testimonial systems to understand their features, strengths, and weaknesses.
- Define your unique selling proposition (USP) and how your directory will stand out in the market.
- Create a business plan outlining your goals, target audience, revenue streams, and marketing strategies.
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Choose a Platform:
- Decide whether you’ll build the directory from scratch or use a pre-existing platform like WordPress with directory plugins.
- Consider factors like scalability, customization options, and budget when choosing a platform.
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Design and Development:
- Design an intuitive user interface that allows businesses to create profiles easily and users to search for businesses efficiently.
- Implement features such as search filters, sorting options, and interactive maps to enhance user experience.
- Develop a secure testimonial system where users can leave reviews and ratings for businesses.
- Ensure mobile responsiveness for users accessing the directory on smartphones and tablets.
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User Registration and Profiles:
- Implement a user registration system for businesses to create profiles on the directory.
- Allow businesses to include essential information such as contact details, services/products offered, pricing, and opening hours.
- Enable businesses to upload images, videos, and documents to showcase their offerings effectively.
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Testimonial System:
- Develop a robust testimonial system where users can leave reviews and ratings for businesses.
- Implement features such as star ratings, written reviews, and the ability to filter testimonials by criteria like date, rating, and relevance.
- Ensure that users can trust the authenticity of testimonials by implementing measures to prevent fake reviews.
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Monetization:
- Consider different monetization strategies such as charging businesses for premium listings, sponsored placements, or displaying ads on the directory.
- Offer subscription plans with varying levels of features and benefits for businesses.
- Explore affiliate marketing opportunities by partnering with relevant businesses or service providers.
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Marketing and Promotion:
- Develop a marketing strategy to attract both businesses and users to your directory.
- Utilize digital marketing channels such as social media, email marketing, search engine optimization (SEO), and paid advertising.
- Build partnerships with complementary businesses, industry influencers, and local organizations to promote your directory.
- Encourage businesses to promote their profiles on your directory through their own marketing channels.
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Feedback and Iteration:
- Collect feedback from users and businesses to identify areas for improvement.
- Continuously iterate and update your directory based on user feedback, market trends, and technological advancements.
- Monitor key metrics such as website traffic, user engagement, and conversion rates to gauge the effectiveness of your directory.
Building an online business directory and testimonial system requires careful planning, development, and ongoing maintenance. By creating a valuable resource for both businesses and consumers, you can establish a successful platform that contributes to the growth of the community it serves.
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Yes, it will be rolling out soon. Hoping to launch it May 1st.
Here’s Chase on camera when I had to go in grocery store for 5 minutes. Don’t trust this numb nuts
https://quickshare.samsungcloud.com/ubCNlKrybqKA
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Hi Gustan, is the dual-purpose CRM ready to roll out? Is it only available to firms not affiliated with GCA?
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Good afternoon, Jason. The All-in-One dual task CRM rolled out and is operational. I will have @sapna Sapna, @Ravi Ravinder, and @marga Marga explain at what stage the AIO CRM is at. How it works is any loan officers who are tied and works for GCA branch, the basic CRM system is at no charge. Anyone who is sponsored by a loan officer of GCA, the CRM system is at a nominal cost. Outside loan officers, realtors, and business owner who are active participation members of the forum, it will be discounted on the the AIO CRM systems as well as optional features. The CRM system is the main focal point and will have additional options such as business directory, classified ads, reviews and testimonials, landing pages, custom website (Viral Website Developers will customize organic SEO lead generating websites for loan officers, realtors, and business owners for a nominal annual contract with optional features such as Google Ads, and social media ad campaigns, direct email marketing, mailers, and other local SEO targeted tools. The AIO CRM and options can be hosted on a private servier and maintained by Viral Website Developers and is available to all members and sponsored members of GCA FORUMS and business directory partners and and will have the following capabilities:
1. mass email digital media marketing capabilities
2. text marketing
3. Newsletters
4. Social media platforms
5. Local SEO organic traffic capabilities
6. Creation of social media platforms: YouTube Channel, Rumble, Twitter, Instagram, Podcasts, Facebook page, and other customized services.
If you have any questions, please email or contact Sapna Sharma and Marga Jurilla
Sapna sapna@gustancho.com
Marga marga@gustancho.com
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