Sequoia recently launched a whole new CRM dashboard for it's website backend. In this LogicClassroom, we went over a few of its new components, and covered why it's so important to have a good CRM to engage with your real estate leads.

1. T: 617.266.9166 www.bostonlogic.com Logic CRM Component Presented by: Patrick Berzai pberzai@bostonlogic.com 617.266.9166 January 11, 2011

2. Overview What is CRM? Tour the Sequoia Dashboard Tasks/Events/Deals -- for Agents -- for Brokers Best Practices for CRM Success T: 617.266.9166 www.bostonlogic.com

3. Shaquille O’Neal T: 617.266.9166 www.bostonlogic.com

4. “I live in a small town called Sudbury. I signed kind of late, so I really didn't have a chance to find a house,so I went on Google and put in 'big house outside of Boston,’and I found this big 10-acre farmhouse...”—Shaquille O’Neal on David Letterman T: 617.266.9166 www.bostonlogic.com

5. Online Facts & Trends 9 of 10 people start their property search online Websites with blogs get 88% more leads Leverage social media for leads Over 37% of Facebook users are above age 35 Websites with blogs get 88% more lead Employ Town Pages and Development Profiles to increase search engine ranking T: 617.266.9166 www.bostonlogic.com

6. Satisfied Client I wanted to take a few minutes and let everyone know how happy I am with mywebsite! When I came to Boston Logic a year ago; I was a littleoverwhelmed. I was on a budget and knew I had to watch every penny. I hada few different options for websites that were cheaper but they didn¹t haveall the extra bells and whistles that Boston Logic offers. So being a littleapprehensive at first was a natural reaction for me. Bottom Line: One deal pays for the website. Its a no brainer. (I canabsolutely say that now)If someone is serious about their business; they cant be without a it. Whynot go with the best?Sincerely,Jody PattisonTri-State Realty Group Last weekend I was contacted randomly through the Website (while my officeis completely shut down and under construction) I was asked to see aproperty in Newton. This was a randomly generated lead from the websiteBoston Logic built. I closed the deal in 48 hours and will receive acommission of almost 10 thousand dollars for only a few hours of work. (Iknow I sound like a infomercial....) T: 617.266.9166 www.bostonlogic.com

7. How do you manage all these leads? T: 617.266.9166 www.bostonlogic.com

8. What is CRM? CRM stands for “Customer Relationship Management.” Leverage technology to: 1. Organize 2. Automate 3. Synchronize business processes T: 617.266.9166 www.bostonlogic.com

9. What Are The Benefits? Develop better communication channels – better relationships with clients Collect vital and consistent data to create customer profiles of their preferences and behaviors Deliver instant, company-wide access to customer histories Identify new (up-) selling opportunities and manage follow-through activity T: 617.266.9166 www.bostonlogic.com

11. Schedule showings, assign tasks easily

12. Email branded updates, searches and listing sheets from system

13. Keep concise and updated data on clients

14. Quantify accurately brokerage-wide performance, revenue and trends with dynamic reportsClientIntelligence T: 617.266.9166 www.bostonlogic.com

15. Stay Organized! From Day Planner To Dashboard Go from disorganized to digitized. Keep track of your calls, emails, appointments and tasks to accelerate the sales process T: 617.266.9166 www.bostonlogic.com

16. Tasks are color- coded in order of urgency Catalogue Upcoming Events… …and Messages See your New Leads’ Activity See Messages from Boston Logic about Updates, Tutorias, or Logic Classrooms here! T: 617.266.9166 www.bostonlogic.com

17. Keys to CRM Success Data, Data, Data Get as much information as possible Commit to the system Utilize lead management accounts T: 617.266.9166 www.bostonlogic.com

18. @BostonLogic Questions? For more information contact: Patrick Berzai @ pberzai@bostonlogic.com or Matthew Bennett @ mbennett@bostonlogic.com. Or call 617.266.9166 For Upcoming Logic Classroom Webinars by Boston Logic check out our blog: www.bostonlogic.com/blog Read SEO Tips on our Real Estate SEO Blog: www.realestateseo1.com T: 617.266.9166 www.bostonlogic.com