Real Geeks Integration Productivity Session: Syncing Contacts Across Platforms w/ API Nation

You can use Real Geeks as a Hub to stay connected with clients, manage and organize leads, and hack your daily productivity.

In addition to being a real estate marketing solution, Real Geeks is a hub and platform for you to stay connected and provide value to leads & clients. Stay organized and hack your daily productivity with customizable drip campaigns, landing page workflows, text solutions, etc. 

Where are my contacts as an agent?

Agents no matter the scale or market are constantly managing contacts.

The average real estate professional has experienced having contacts scattered across multiple databases, their phone, their email address book, a spreadsheet from an open house, an older email account, an online invitation service, through your Eventbrite, your Mailchimp, your Facebook DMs, your Twitter DMs, and on and on and on.

The saying organized contacts, are organized deals definitely rings true across most industries but especially the real estate industry, when it comes to building a pipeline of prospective clients who are in various stages of their buying/selling cycles. 

Your Phone - Syncing to Google Contacts or iCloud

Starting with your phone, as most real estate professionals' daily routines orbit around their using their phones for business -- syncing your contacts to Google Contacts or iCloud is a great start to creating a more seamless workflow. 

Organizing contacts can feel like a second job within itself, some offload that job to an assistant but another option is handling that process through automation and integration technology.

Ultimately you would want to automate the mundane housekeeping tasks of your business so that way any assistant you do hire is focused on generating profit for your business. 

How to Manage Your Contacts:

Choose a Home

Choosing a hub or home to serve as the home base for all your contacts is the first thing to consider.

Whether you're using a system like RealGeeks or another, making sure you have one place that is the one-stop-shop for all contacts and lead information that you gather is critical to your success in hacking your productivity. 

No longer the awkward song of dance or receiving a call or text and not remembering who it's from because the contact does not have an assigned name or notes. Unfortunately, everyone's been there but it's definitely something to cut down on when looking to increase the number of wins you or your team land. 

API Nation's Google Contacts Integration

This is for android users as well as those with an iPhone who wish to opt for Google Contacts.

Chris recommends this even for those who are iPhone and apple device users because about 22% of RealGeeks users use Google Workspaces or Gmail. 

API Nation's iCloud Contacts Integration

This integration is for those with iPhones or apple devices. 

How to Automate in the API Nation Google Contacts Integration:

Once you have decided upon a home for your contacts go to API Nation and select the Google or iCloud Contacts integration -- in this breakdown, we will be discussing the API Nation Google Contacts Integration with Real Geeks but the iCloud Integration is quite similar. 

Go to API Nation.com and select the Apps & Syncs tab, then select Real Geeks. Sync Google Contacts to Real Geeks or Sync Google Contacts to Real Geeks, either way, you can perform a 2-way sync and it will still be covered under the flat $10 a month API Nation subscription. 

Confirm, and choose the Google Account you wish to sync and connect. 

Paste your Authorization key and begin to assign contacts to your desired agent. 

Now your contacts are connected across all applications!

Squashing Your Duplicate Contacts

If there is one value that all of this provides it's not having the awkward and annoying mistake of emailing a contact multiple times or annoying contacts with duplicate communications to their personal, professional emails and duplicate communications in general.

Going in and cleaning up the automation behind your contacts can save you from months of disorganization and heartache that can snowball, bog down your processes, and prevent you from closing the deals you want. 

Asking around the industry professionals all agree that one of the best methods of squashing duplicate contacts is through Google Contacts. Create a contact group in Google Contacts.

In doing this you can create labels and folders for contacts. You can sort them by professional and personal contacts or create a system of labels and folders of your own.

Google also has a merge and fix tool in Google Contacts that will alert you to any contacts that look suspicious or look too similar across contact groups.  

You can also skip this step and just organize your contacts within Real Geeks as an option too. 

Published on Apr 26, 2022

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Real Leads by Real Geeks is a highly efficient and effective marketing solution for generating, capturing and managing home buyer/seller leads.

One of the best lead generation and management systems available. A fully integrated custom IDX and marketing solution to drive traffic, capture leads, manage-cultivate them and close more transactions.

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(Coaching) (Keeping It Real)

Keeping It Real: The Resources To Equip Your Real Estate Team for Success with Sascha Chatman

Keeping It Real: The Resources To Equip Your Real Estate Team for Success

 

 

In this episode of Keeping it Real, Sascha Chatman and  Frank Klesitz, CEO of Vyral Marketing, break down how you can equip your real estate team for success.

Learn more about the resources needed to manage your own team of real estate agents. Of course, a capable workforce is one thing for generating leads and obtaining success in the real estate world. However, having the right resources available is one of the critical factors needed to equip your real estate team for success.

Recruiting Presentation 

Transforming Your Success into Their Success

Creating a Schedule

Buying this Year vs Next Year

Discovery Phase

The discovery phase is meant to determine whether or not the agents being recruited are the right fit for their real estate team while providing the necessary details for the agents to know what their team is about. Sascha first discusses their team goals and strategies to ensure agents know exactly what they're walking into. He also discusses other matters, such as expectations from the agents themselves and their commissions.

The discovery phase may be one of the most important parts of knowing how to equip your real estate team for success. In order to succeed, you need to have a reliable workforce on your side that shares the same goals and is willing to cooperate with the rest of the team to move forward. Having a compatible and efficient team is one of the best resources you can have in real estate, as it can significantly affect your business' productivity.

Ad Educated Buyer is Easier to Work with!

Agent Utility Belt

This is the highlight of the entire video. Sascha compares his utility belt of resources to Batman's belt of tools and trinkets. This belt essentially exists to store all resources and keep them within reach. Don't get the wrong idea, though. It's not an actual belt. Instead, it is usually a cloud or a compilation of all your valuable resources, such as videos, links, and other agent tools. Having a utility belt that is curated specifically for your team and your needs could help increase the productivity of your workflow because you won't have to scavenge for resources when you need them.

Not only does it make you more productive within your workplace, but it also gives off the sense that you are reliable and organized. When clients ask for something, you will easily have it within reach. 

Clients understandably have many questions before closing the deal, so one of the best ways to answer them is to grab a resource from your utility belt. For example, you're talking to a client about title insurance. Instead of answering their questions yourself, you could take an informative video from your utility belt and ask them to watch it. This makes it easier to understand and relate to.

Having a utility belt is a great way to equip your real estate team for success. It also comes in useful during business transactions. All in all, it's one of the best resources that a real estate team can have.

Having the right resources is essential in equipping your real estate team for success. Create an agent utility belt that caters to your team by signing up for the Real Geeks platform today. We provide valuable resources that you and your team can use to achieve the best possible outcome in every situation. Get started with us today!