FREE LIVE ONLINE CLASSES

We invite you to attend one or more of our free instructor-led online classes. All classes last between 60-90 minutes and have one or more live Q&A periods.



Top Producer CRM: Establishing Your Database

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  • Create a quality contact.
  • Apply contact types effectively.
  • Create Notes to document customer contacts.
  • Search for a contact.
  • Edit a contact.
  • Add properties to a contact record.
  • Schedule follow up with a contact.


Top Producer CRM: Working Your Database

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  • Use the mass email feature.
  • View, edit and create personal templates to customize your marketing.
  • Use merge codes to create targeted marketing pieces.
  • View, edit and create new action plans to automate your follow up.
  • Apply personal action plans to your contacts.
  • Setup and use social media integration in Top Producer to increase the touch points with your prospects.


Market Snapshot: Effective Lead Capture & Follow-Up

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  • Create a custom lead inquiry form.
  • Position Market Snapshot to attract leads through conventional media such as newspapers and bus stop benches.
  • Attract online leads through personal websites and social media tools.
  • Schedule further follow up with prospects.