A good caddy carries your clubs. A great one improves your game.
Agents who take full advantage of OnePlace’s Customer Relationship Management (CRM) system will tell you it’s more than just an address book. Our CRM is a caddy by your side, improving your communication game with past, present and future clients.
Setup for success by adding contacts manually or import a list from your smartphone or a spreadsheet. Contacts are automatically added when a visitor to your website submits any form requesting information from you.
Organizing contacts can help you market to them more effectively, the way you would choose the right club for the shot. You can categorize types of leads from cold to warm or by relationship categories, such as buyers, past client, sphere of influence or pesky gopher. Next, ace your game by sending individual or group emails and eCards. Assign plans that match your specific category of clients.
OnePlace fills out your scorecard automatically by logging activities associated with each client. A Cinderella story outta nowhere.
Creating Categories
Log in to OurOnePlace.net, and click on the My Contacts tab.
Choose the Maintenance tab.
Enter a category name in the Contact Category field. Choose Add.
Adding Contacts to Categories
Click on My Contacts in the lefthand menu bar and select a contact.
Scroll down to the Additional Information section.
Select the category from the Personal Category list.
Hold down the Control key and select to add a contact to multiple categories.
We know that marketing plays a major role in your business and its success. It is important for you to stay “top of mind” and connected with your clients, while being visible within the areas or groups that you prospect within. Powerful marketing allows you to make an unforgettable first impression on customers and can even be the very reason a customer becomes your client. Our company offers you many products and strategies that enhance the way you market your brand and business, so your clients continue to come back, and, most importantly, refer you for years to come.
