Transcript CRM for your leads and contacts

A powerful tool that automates and grows your business
CRM + Automated Marketing + Tools Integration
Royal LePage Smart Studio
More Intelligent!
Marketing
Centre
All of your leads funneled into one place, regardless of source
Rank and classify your leads, and your existing contacts
Action plans automate your work for leads, buyers, sellers, and past clients
Automated drip marketing nurtures repeat, referral and new business
Feature sheets, web tours, social posts and more created automatically
Edit-in-place templates to create personal and property marketing pieces in minutes
Integrated with Google tools, royallepage.ca, rlpNetwork and ClientClick
Smart
Studio
CRM for your
leads and
contacts
Royal LePage Smart Studio automates your
activities, freeing you to focus your sales efforts
on conversion
CRM for
your leads
Funnel all of your leads into
one private and secure
platform.
•
royallepage.ca: automatically
•
ClientClick: automatically
•
Your website: widget provided
•
Third-party sites: widget provided
New Lead
A new lead from your
personal website has
arrived!
• You receive an immediate
email notification.
• The new lead contact
details for “Sally Draper”
are ready in your Smart
Studio CRM.
CRM for
your contacts
Upload all of your existing
contacts into one private and
secure platform.
•
Leads
•
Buyers and sellers
•
Past clients
•
Business contacts
•
mortgage, legal, stagers, etc.
CRM for your
leads and contacts
Rank and classify your leads,
along with all of your contacts.
•
Leads: Likelihood to convert to active
•
Buyers and sellers: Motivation to buy
and/or sell
•
Past clients: Likelihood to refer
•
Business contacts: Likelihood to refer
Sally is a
Seller Prospect
You have successfully
contacted Sally Draper!
• Sally shares that she is
interested in Selling her home
within the next 30 days.
• You now re-classify Sally
Draper as a Seller Prospect
and rank her as an ‘A’ given
her motivation timeline to sell.
Action
Plans
Automate best-practice activities to
focus your work.
•
Leads: 45-day conversion plan
•
Buyers and sellers: 30, 80, 180-day
transaction plans
•
Past Clients: Initial assessment and ongoing
stay-in-touch annual plans based on
likelihood to refer
•
Business Contacts: As above
Sally’s
Action Plan
• You assign Sally to the
‘Seller Prospect A’
Action Plan.
• Or, create your own with
‘My Custom Action Plan’.
• Seller Prospect A
• My Custom Action Plan
Drip
Campaigns
Stay in touch to nurture and
convert repeat, referral and new
business, automatically.
•
Buyers and sellers: 30, 60, 90, 120+ day
campaigns provide valuable education on
the buying and selling process, supporting
conversion
•
Past Clients: 365-day campaigns provide
valuable market, home improvement,
maintenance and decor content keeping you
top of mind for repeat and referral
conversion
Sally’s
Drip Campaign
• You confirm CASL consent
from Sally and record it in her
contact record.
• You assign Sally to the 30-Day
Seller drip campaign.
• Sally gets her first email the
very next day!
Automated
Marketing
Smart Studio lets you market yourself and your
listings with automation and edit-in-place
technology
Automated
Marketing
Leverage feature sheets, web
tours, social posts and more
created automatically for all of
your listings.
•
A ‘Listing Kit’ for every new listing is sent to
you automatically via email
•
Click through to preview and, if desired, edit
•
Print, download, share online and share on
social media in a few quick steps
•
Choose from two standard Listing Kit styles,
plus Carriage Trade for qualified properties
Sally is a
Seller
• You list Sally’s home!
• A Listing Kit is
automatically sent to
you via email.
Marketing
Templates
Edit-in-place marketing templates
offer you convenience and support.
•
Create new listing marketing with ease via
listing data integration, making any edits
directly within the template
•
Create personal marketing pieces such as
business cards, personal brochures and
signage, adding content directly in the template
Sally gets more
Listing Marketing
• You want to create
maximum exposure
for Sally’s listing.
• You augment the
Listing Kit with a
Property Website and
Open House Postcard
you create in minutes.
Referrals
and sales
Track referrals and sales to
monitor your key business metrics.
•
Set financial goals in My Business Plan
•
The Dashboard motivates you by tracking
your success to plan and keeps your goals
top of mind
•
Associate referrals and sales to contacts in
your database to show their value and their
opportunity
Sally
Sells!
• You record your
successful sale in
Sally’s contact record.
• You re-classify Sally as
a Past Client.
• You apply a new
Action Plan and
Drip Campaign.
• Your Dashboard keeps
you motivated for the
next sale.
Tools Integration
Smart Studio is integrated with
Google tools, royallepage.ca,
rlpNetwork and ClientClick
Google
Integration
Integrated with Google tools for your convenience
and ease of use.
•
Two-way integration with Google Contacts
•
Push tasks and appointments to your Google Calendar
•
Access and push documents to your Google Drive
•
Pull images from Google Photos into your listing marketing
•
Google Maps integrated into your listing marketing templates,
where applicable
Royal LePage
Integration
Integrated with Royal LePage tools for
your convenience and ease of use.
•
Leads from royallepage.ca and ClientClick
automatically posted
•
Integrated with Listing Administration to push
listing data edits to royallepage.ca and ClientClick
•
Publish feature sheets, slideshows and single
property websites as media attachments directly
to your royallepage.ca and ClientClick listings
Royal LePage Smart Studio
More Intelligent!
Marketing
Centre
All of your leads funneled into one place, regardless of source
Rank and classify your leads, and your existing contacts
Action plans automate your work for leads, buyers, sellers, and past clients
Automated drip marketing nurtures repeat, referral and new business
Feature sheets, web tours, social posts and more created automatically
Edit-in-place templates to create personal and property marketing pieces in minutes
Integrated with Google tools, royallepage.ca, rlpNetwork and ClientClick
Smart
Studio
Optimize your database,
market yourself and your listings
to grow your business
from a single, time-saving application
provided to you at no additional cost.
CRM + Automated Marketing + Tools Integration