Listings-to-Leads is a powerful lead generation tool which is integrated right into your Wise Agent account. When you receive a new lead through the Listings-to-Leads portal, it will be automatically added to your Wise Agent:
As a new contact in your Client List
Under the “L2L” category that is automatically created
As a new call on your Call List
Now that the lead is in your Wise Agent account, you are able to easily start them on a drip campaign, track your communications with the Contact Notes, and build your relationship. Watch the video below for step-by-step instructions on how to get started!
Have you noticed anything new on your Wise Agent lately? We have been busy adding lots of your suggestions and we just went live with yet another one! On your client summary page you will now see the little orange RSS symbol under your client’s photo, next to the twitter and Facebook icons. When clicked, it will pull their last four blog posts.
You are now able to see a full story on your client summary page that includes all of your contact’s information: notes, Facebook status, last three tweets, last four blog posts, Rank, and Klout score. It is all pulled together in a nice clean interface for you to view in Wise Agent.
If you would like a quick 10 minute demo to see the new features live just click the “Contact Us” button.
With the recent updates to the Client Summary pages, we have been getting a lot of positive feedback and questions. One of the more common questions is “What is rank?” In case you missed it, under the clients’ photo there is a green arrow, and when you click it, you can select a rank for that client – A, B, C, D, or F. So why would you want to rank your clients? It’s all about working WISER and maximizing your time.
The top real estate coaches around the country have been talking a lot recently about the importance of ranking clients in your database. As a real estate professional, your database IS your business, and keeping in touch with your contacts is a crucial aspect of being successful at what you do. That is, after all, why you need a CRM like Wise Agent in first place, isn’t it?
For example let’s say this year you plan on taking one client to lunch each month. How do you decide who to call? It’s important you have a way to quickly identify those contacts that would be the best of use of your valuable time. Here’s is our suggestion on how you may choose to rank your clients.
A: Clients that have used your services multiple times in the past, and refer others to you. B: Clients that have used your services but haven’t given you any referrals yet. C: Clients that have used your services in the past or you believe will do business with you in the future, but also do some business with your competition. D: Prospects and leads that may do business with you in the future. F: Contacts that you do not want to work with but keep in your database to remember the details.
Ranking your clients will help you determine how to best spend your marketing time and budget. It’s another way we are updating Wise Agent to make it even better for our members based on your suggestions. If you have a suggestion, we’d love to hear it! Hit the Contact Us button and let us know.
WiseAgent has Klout! We also have added Rank to allow you to track your clients influence and value, right from their client summary page.
Klout allows you to see a client’s true reach and referral value in the social media arena. How influential are they? Are they likely to share a good service experience?
Rank allows you to grade your overall experience with a client. A, B, C, D, or F; it’s that simple.
Take a minute to get to know these two features on the new WiseAgent client summary page layout. You can find the scores, or the prompt to add a score just beneath your client’s photo.
To connect WiseAgent with the client’s Klout score -
1. Click on “Edit Client” from the Client Summary page.
2. Under the main email address, click “add email”.
3. In the space to the left of the blue drop down arrow, type in “twitter” as a custom field name.
4. Enter your client’s twitter ID in the field to the right of that (without the @ symbol) and click “add”.
5. Click “save” on the Edit Client page.
6. You will be redirected to the Client Summary page, again, and the client’s Klout score will appear under their image.
Emails are one of the easiest ways to stay in touch with your database. You want them to be attractive and professional, and Wise Agent’s got you covered! To begin, click on the Profile button. Make sure your information is correct and complete, including your company logo and agent photo. Next, you will need to decide if you want to use one of Wise Agent’s templates, create your own email signature, use an email branding that you already have designed, or purchase customized email stationery.
Wise Agent offers stock branding templates (available in different colors and styles) which will wrap around each email sent through your account. When creating your template, the photo, logo, and personal information will be pulled from your “Profile” page. Please follow these steps to create a template of your own:
Scroll over the “Profile” button and click on “Email Branding”
Now, click the “Wise Agent Templates” link. A pop-up window will open
Select the template you wish to use. You may choose to customize it by adding and/or removing information.
When complete, name the template and click “Save”
If you have a custom email branding from another program or web designer, you can simply email it to firstname.lastname@example.org and we will gladly assist you in saving it to your account.
Creating a flyer for your listings is quick and easy with Wise Agent. We have 27 different styles for you to choose from, and once created they can be printed or emailed. To begin, you will want to add the information about the property:
Mouse over the Properties button at the top, and click on Add Property
Type the address in the fields at the top, and fill out the bullet points section (TIP: the bullets should contain information about the home; number of bedrooms, bathrooms, and other features). Click Save when you are done.
The page will refresh; scroll down to just below the green and blue bullet section, click the Add New Photo button.
Browse for and upload each of your photos, and that’s it!
Now you are ready to create your flyer! Here’s what to do:
Mouse over the Marketing button, and click on Print Flyers
Select the style you would like to use (you can mouse over each example to see a larger version)
At the bottom of the page, select the number of photos you want to use, whether you want to include your agent photo, and click Continue.
That’s it! Wise Agent has combined the information from your Property and your Profile to create the flyer.
Click Show Flyer to preview the flyer. If you want to change any part of it, just click on the corresponding link, for example, Headline, make your changes and click Continue.
The flyers you create will be stored on the property page within your account. If you want to find it later, just click on Properties, then the address of the property, and look just above the green and blue bullet section. You will see an icon with four links next to it – “view” (to open the flyer), “edit” (to edit the flyer), “send” (to email the flyer), and “delete” (to remove the flyer).
If you have any questions, don’t hesitate to hit the Contact Us button – we’re here for you! We also love to hear your comments and suggestions.