THE SECRET TO LEAD CONVERSION

SUCCESS: USING CRM + VIDEO TO

DOMINATE YOUR SALES

#LeadConvWeb

WHO ARE WE?

Brian Pesin Senior Marketing Manager,

Contactually brian@contactually.com

James Garner Business Development,

BombBomb james@bombbomb.com

#LeadConvWeb

HOUSEKEEPING ITEMS

• You are all in listen only mode

• Ask questions via the Questions function in your GoToWebinar control panel

• Live Q&A

• This webinar is being recorded

• Chat with us on social media!: #LeadConvWeb

BEFORE WE BEGIN…

What is Contactually? What is BombBomb?

#LeadConvWeb

DEFINING SYSTEMS

#LeadConvWeb

• system (n.) - A set of detailed methods, procedures and routines created to carry out a specific activity, perform a duty, or solve a problem in a simplified or streamlined manner.

!

• Examples of technology/software systems: • Customer relationship management platform (CRM) • Video and/or email marketing platform • Transaction management platform • Content management system (CMS) • and much more

THE IMPORTANCE OF SYSTEMS

• Too many agents are unable to reach their goals

• Too much time dedicated to manual and tedious business processes

• Result: agents do not have time to do what they do best, like interacting with clients and closing transactions.

#LeadConvWeb

With systems, you can easily automate the busy work

so you can focus on engaging prospects and closing

business.

THE BIGGEST BENEFIT OF SYSTEMS:

#LeadConvWeb

WHY AUTOMATE YOUR BUSINESS?

Reach your goals

• Increase sales and overall income

• Stay in tune with and respect complex buying cycles

#LeadConvWeb

WHY AUTOMATE YOUR BUSINESS?

Reach your goals

• Segment and nurture your leads more effectively

• Improve your processes

#LeadConvWeb

IT REALLY COMES DOWN TO…

#LeadConvWeb

Do what is important to YOU.

CASE STUDY: JOHN SIMMONS

#LeadConvWeb

Logging interactions

Writing repetitive

emails

Setting follow-up reminders

Inputting contact information

Manually entering data

Finding contact information

Getting to know each

other

Build close relationship

Do business together

70%

30%

JOHN’S PRE-SYSTEM PROCESS

#LeadConvWeb

Getting to know each

otherBuild close relationship

Do business together

30%

70%

Automatic data entry & follow-up reminders

JOHN’S SYSTEMATIZED PROCESS

#LeadConvWeb

#LeadConvWeb

Let’s see it all in action.

#LeadConvWeb

1. New lead and contact data captured from Zillow and added to

Contactually !

2. Michael is automatically added to a Zillow Leads

bucket

#LeadConvWeb

3. Found social profile information using

Michael’s name and email address

Great speaking with you - setting up a showing

Sep 16

#LeadConvWeb

John Simmons

4. Contactually automatically sends

step 1 of John’s “Zillow Leads” Program

Great speaking with you - setting up a showing

Sep 16

#LeadConvWeb

John Simmons

John Simmons

John Simmons 4. Michael replies; new contact data captured from email signature

!

5. John replies, creates custom task

Great speaking with you - setting up a showing

Sep 16

Incoming call from +13012199183

Outgoing SMS to +13012199183

Notes: Spoke about 39 broad view property, setting up apt. with buyers

Location

#LeadConvWeb

6. John’s mobile phone application syncs call

and text logs and notes

Save up to 40% of your time with an

automated CRM.

#LeadConvWeb

CRM FROM A FINANCIAL PERSPECTIVE

• Only 5% of real estate agents earn >$250,000/year

• 43% of real estate agents earned <$43,000/year

• The most successful Realtors were nearly 2x more likely to use a CRM (and other technology systems) than the bottom 43%.

• Direct correlation between CRM implementation and increased ROI/income #LeadConvWeb

CASE STUDY: TOM MOHR

#LeadConvWeb

TOM MOHR, PIPELINES WIZARD

#LeadConvWeb

PIPELINES + PROGRAMS = CONSISTENT FOLLOW-UP

#LeadConvWeb

<7 days7-30 days30-90 days90+ days

All tied to Programs to automatically message his leads and move them along the stages that represent the buying cycle

REAL RESULTS

#LeadConvWeb

“Because of Contactually’s follow-up reminders, my team and I were able to generate an additional $2 million in sales from clients that otherwise would have fallen off their radar.”

-Chris Speicher, the Speicher Group

“In my first three months, I closed four transactions and have many more in escrow and in the pipeline. Contactually will allow me to double my production due to the time that I save by being kept on track.”

-Lisa Boone, PMZ Real Estate

“Thanks to Contactually, I’m able to meaningfully connect with 30-40

more prospects per week, personally. I’ve also seen my referrals increase by

34%!” -John Simmons, Realtor

ADDING VIDEO TO THE MIX

CRM is the platform that gets you to follow up. What would happen if you added video to the mix?

!

• Communication = 10% words + 90% tonality/expression/body language

• Video will allow you to tap into that next realm to make you communications more powerful and relevant, and bring your online communications to life.

#LeadConvWeb