myMarketing2014

The Agenda

Intro

Overview

Chatter

Future Releases

Q&A

Technology and Marketing

• Need to stay top of mind with your client• Big Data and information wave • The “New” client and your role as an agent • Work from home drives need to collaborate• Compliance and record keeping• The competition is using systems

The Problem

• What system to use?– Too many systems to choose from– What’s a CRM?

• Double entry– No centralized database– None are fully integrated

• Expensive

The Solution

• To provide our agents with technology that’s easy to use and designed around the agent’s most important needs – Stay in touch with your clients– Manage prospects and leads– Convenient

One Platform to run your business on. Snaps together. Simple to expand. Easy to use.

Sales ForceClient Management System

Provides a 360 degree view of your business CONVENIENT

• Collaborate with one another without emails • Track Leads, Contacts and Transactions• Keep up with Key Dates, Birthdays, Anniversaries, • See when your clients are looking at properties in real-time• Easy access to all marketing collateral, forms and training• Gives Private Label Realty agents a competitive edge

Phase 1Introducing the new PLR collaboration tool

What is Chatter? Chatter is a brand-new way to share your ideas and communicate with others in the company no matter where you are. Because information is automatically pushed to you, Chatter makes it easy to connect with one another. Best of all it’s easy to use!

If you can Facebook, you can Chatter!

How it Can Help Want to let everyone know about a coming soon or pocket listing? Post it to your entire

office's Pocket Listing Chatter group.

Looking for a good electrician? Post a question to your entire office's all agent Chatter group.

Looking to refer a client to one of our sister locations? Quickly and easily post to other offices' all agent group.

Looking to keep up with your office's Agent Advisory Board? Check out their group's postings at any time or get notified automatically in real time when new items are posted.

What if you are not logged in? Free desktop chatter feeds just like instant messenger or I-message on your smart phone.

Let all the agents in your office know about upcoming open houses right from your smart phone. - EXAMPLE

Sales Force Rollout Schedule

• June 10th - Chatter• July 8th – 10th - Contacts - Outlook integration• July 8th – 10th - Email campaign• September 12th - Listing Integration &

DocuSign• November 11th- 13th - Transaction management• December 9th - 11th - Business Plan Module

Training Plan

• Monthly live training sessions at Tenura HC• Post sales meeting Q&A• Training videos posted to Chatter• Sales Force online training

Questions?Email – SalesForce@PrivateLabelRealty .com

What’s the Cost?

• Here’s what our competition charges– Full Enterprise System - $125/mo/agent– Chatter - $15/mo/agent

• myMarketing Full – No Additional Fee– Full system features– Technology Ambassador eligibility– Early release testers

• myMarketing Lite – No additional Fee– Chatter and groups

Q&A.Q: What if I’m currently on lite and I want the full benefits of Sales Force?A: You can go to a modified Full myMarketing without postcards for $89/mo.

Q: Can I go from myMarketing Full with Postcards to the myMarketing without postcards and still get the full benefits of the Sales Force platform?A: Yes, you can change to the myMarketing Full without postcards at $89/mo. Payment change will be reflected on your next billing cycle if notice is given by the 15th of the month.

Q: Is lite going away?A: Lite is no longer available for new agents. However, we are going to be working with the advisory board on what substitutions can possibly be made to allow the full Sales Force platform to be included at some point in the future.

“Run your business. Don’t let your business run You!”

myMarketing + Sales Force