Q: “Denise, the agent I share an office with is raving about her new CRM. It is online and very techy. I am generally not techy. I have my database in an Excel sheet which I can manage, but should I just go to a class and step up to this new system? It seems […]
Q: “Denise, you addressed databases in the Zebra Report last week and I hate to admit my database is a mess. I have a leads database which is automatically populated from my online lead source, an old database from my previous career (I have some people who I still reach out to), and I have […]
Q: Denise, I was in your Safari class this week and you talked about the importance of having your client database on your own computer. I have my database on my company’s server via their CRM. Can you elaborate a bit? A: You bet! I firmly believe that you should have control over your client […]
Q: I’m in an office with limited technical support… and I’m not great with technology. I find myself spending hours and hours trying to figure out stupid things. For example, I’m tracking market data and putting it in Excel. I want to create graphs and charts, but I just can’t figure it out without pulling […]
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