Importing Contacts Into KVCORE Tutorial | Best Practices & Tips

Coach Kane
Coach Kane
293 بار بازدید - 7 ماه پیش - The Zoom meeting primarily focused
The Zoom meeting primarily focused on the process of importing contacts into KV Core, a real estate CRM software, with an emphasis on its significance as the initial step in utilizing the system. The discussion revolved around strategies for importing and nurturing leads within KV Core, covering manual and bulk entry methods and categorizing leads into three types: sphere of influence, organic, and purchased leads.

The meeting highlighted the importance of understanding each lead type, with sphere of influence leads originating from personal networks, organic leads generated from sources like open houses, and purchased leads acquired from third-party sources. Strategies for effective communication and continuous engagement were stressed, particularly for sphere of influence leads and organic leads, which were deemed as requiring more active nurturing.

The speaker underscored the importance of trust in business relationships and suggested viewing purchased leads as a long-term investment, emphasizing the provision of valuable information over time. Caution was advised when dealing with purchased leads, and the "Email Scrubber" tool was recommended for email verification to ensure accuracy. The need for an email address for every contact in the CRM, automated email processes, and personalized content creation for different leads were also discussed.

The meeting delved into the technical aspects of importing leads into KV Core, covering manual entry, CSV file uploading, and the use of search alerts for lead nurturing. Correct email entry and alignment between client expectations and email content were highlighted as crucial. The speaker shared plans for future 'Tech Tuesdays' and a YouTube tutorial on KV Core, promising a video and email recap the following day. Attendees were encouraged to subscribe to the YouTube channel for similar informative content.

The 'Tech Tuesday' session concluded with positive feedback and optimistic plans for more sessions in 2024. Overall, the meeting provided valuable insights into the effective management of relationship-building in a real estate business context, with a specific focus on buying or selling properties using the KV Core system.

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7 ماه پیش در تاریخ 1402/09/28 منتشر شده است.
293 بـار بازدید شده
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