We also recommend building a target group of preferred customers. The two easiest ways to make money are repeat sales and referrals. We want to target them and give them a special dose of attention.

220

The majority of large brokerages do not have a comprehensive CRM product available to their agents. Those agents have had to sign up for Top Producer or use Outlook or whatever.

197

Our software allows agents to send out automatic e-greetings on birthdays, anniversary, the changing of the clocks twice a year. Remembering customers at times they would not expect you to remember them has a strong emotional appeal.

85