Thursday, October 18, 2007
Building the Paperless Office
Building the Paperless Office
Joe Kissell, Macworld
Sunday, October 14, 2007 12:00 PM PDT
Computers were supposed to make paperless offices possible, but most of us are surrounded by more pages than ever. It's possible to break free from paper's grip, however.
I've developed a system that has allowed me to eliminate all but a slim handful of papers from my formerly bulging filing cabinets. I scan my documents and convert them to PDF files that include both high-resolution images of the originals (for reference and later printing) and -- using optical character recognition (OCR) software -- digitized copies of document text (so I can search, select, or copy it).
As a result, I have more free space on my desk and in my file cabinets, and almost every piece of paper in my erstwhile files -- old tax forms, letters from my bank, and more, as well as new stuff that still comes in -- is now searchable, easy to back up, and accessible from just about anywhere.
Get the Right Hardware
The first key is a good scanner. Fujitsu's ScanSnap is my tool of choice (and the one for which I'll provide specific instructions below). It's speedy (it can scan up to 18 pages per minute), it can scan both sides of the page at once, it automatically detects page size and type (color or black and white), and it includes a copy of Adobe Acrobat Standard.
While the ScanSnap is my favorite, you can find less-expensive sheet-fed scanners. Just be sure the model you choose has an automatic document feeder, bundled OCR software, a USB 2.0 interface, and a high page-per-minute rating.
As for hard-drive space, don't worry: With the settings recommended below, expect scanned PDFs to occupy about 250KB per page (or side) for black-and-white documents, 500KB for color. In other words, you should be able to store up to 4,000 pages in 1GB of disk space.
Get the Right Software
You'll also need two pieces of software. First, your scanner should come with some basic software, including OS X drivers and an application that lets you configure resolution, color bit depth, file type, default folders, and other settings; if you don't have that, check the vendor's Web site.
You'll also need an application that can perform OCR on your scanned documents and then combine the text with the original image of the page in a PDF file. The best candidates are Acrobat 8 Professional Acrobat Standard (version 7 should work), DevonThink Pro Office Office (US$150), or ReadIris Pro 9.
Most of the free or less-expensive versions of these programs won't work. Adobe Reader won't work, and neither will DevonThink or DevonThink Pro (the less-expensive versions of DevonThink Pro Office). Bundled versions of ReadIris should be OK. Your scanner may have come with all the software you need; the ScanSnap, for example, includes a copy of Acrobat Standard, and many other scanners come with ReadIris Pro. If your scanner comes with driver software but not a suitable OCR program, I recommend DevonThink Pro Office. It produces fast, accurate OCR results, imports scanned files automatically with minimal configuration, and provides a convenient interface for storing and searching scanned PDFs. Because Adobe Acrobat is so common, I'll provide specific instructions for it below.
Configure the Software
You then need to tweak the software to get the best results. Again, consult your scanner's documentation to find out how to change these settings.
Resolution I've found that 300 dpi yields the best trade-off between quality and convenience. In ScanSnap Manager, go to the Scanning tab and choose Better (Faster) from the Image Quality pop-up menu to get 300-dpi scans.
File type Since documents ultimately end up as PDFs in this system, I save scans as PDFs from the outset. In ScanSnap Manager, go to the File Option tab and choose PDF (*.pdf) from the File Format pop-up menu. If PDF isn't available in your scanning software, choose TIFF.
File location Most scanning software lets you put scanned images wherever you want. I save them to a subfolder named Scans in my Pictures folder, so I can easily find scanned documents later. In ScanSnap Manager, go to the Save tab, click on the Browse button, locate the folder you want to use, and click on Choose.
Other settings Turn on automatic duplex scanning and color detection: In ScanSnap Manager, go to the Scanning tab, choose Auto Color Detection from the Color Mode pop-up menu and Duplex Scan (Double-Sided) from the Scanning Side pop-up menu. If you can, tell the software to remove blank pages from scans, adjust crooked images, and automatically rotate images that are upside down or in landscape mode. In ScanSnap Manager, go to the Scanning tab, click on Option, and select the Allow Automatic Blank Page Removal, Correct Skewed Character Strings Automatically, and Allow Automatic Image Rotation options.
Automate your scans
Next configure your scanning software so it will send scans directly to your OCR program, save the document with the new text layer, and close the file. Here's how to do that in Acrobat; you can follow similar procedures for whichever software you're using.
Start by configuring Acrobat's OCR settings. Open a PDF file and choose Document: Recognize Text Using OCR: Start. In the dialog box that appears, click on Edit, make sure English (US) is selected in the Primary OCR Language pop-up menu, and choose Searchable Image (Exact) from the PDF Output Style pop-up menu.
Next, set up an AppleScript Folder Action to automate the processing of new scans. You can download AppleScripts for Acrobat and ReadIris Pro from macworld .com/3048. (DevonThink Pro Office takes care of this process automatically. ScanSnap Manager can automatically open scanned files in any of these programs, but can't automate the rest of the process.)
Once you've downloaded the script you need, save it in /Library/ Scripts/Folder Action Scripts; I call mine OCR This. Control- or right-click on the folder you've designated to hold new scans and, from the contextual menu, choose Enable Folder Actions. Control- or right-click again and choose Attach A Folder Action. In the window that appears, navigate to your new AppleScript file, select it, and click on Choose.
Now try scanning a new document. If everything works correctly, Acrobat should open shortly after your scan finishes, recognize the text in the document, and close the document window when it's finished.
Set Up a Workflow
With the technology in place, you can start scanning. But if you have thousands of pages to digitize, you're looking at a long process. Before you begin, figure out a good strategy.
Narrow the field Consider culling documents you don't really need, rather than scanning everything blindly.
Play the name game Give each document a descriptive label as soon as possible, while the contents are still fresh in your memory.
Devise a filing system Make sure you know where you're going to store each document -- and move it there immediately after scanning.
Get rid of the paper After scanning your documents, decide which ones you need to shred, which you can recycle, and which you must keep safe (legal documents such as birth certificates and notarized contracts).
Don't overdo it If you've got zillions of papers, don't try to scan them all at once. Set a goal of, say, 50 sheets a day. Once you're caught up, get in the habit of regularly scanning and then disposing of (or filing) all new documents.
[Joe Kissell is the senior editor of TidBits and the author of Real World Mac Maintenance and Backups (Peachpit Press, 2006).]
Joe Kissell has no affiliation with Darrin Jackson either personally or professionally
this article is posted by Darrin Jackson for the sole purpose of educating small business
Wednesday, September 26, 2007
Keeping more clients with better customer service
One thing we have to keep in the forefront of our minds as our business begins to grow is the power of customer service. After all, we are all in the business of fixing problems. Every client you have right now is your client because he or she had a problem and you fixed it, simply put.
Never thought of it that way, this fact is true, and the reason you are reading this right now is, there is something you want to do better, or want to begin doing so in essence you are looking for a solution as all your clients are, when they call you. If we can remember this from the company level then we will look at customer complaints from a different perspective.
When a customer complains, about a service or product, he/she does not really care about your product or service, what they care about is the problem they were, having in the first place that is as of yet unresolved. Your client has made a purchase from you, for you to fix there particular problem and your solution has come up short. The only thing that the client is looking for is to have his original problem fixed.
Below is and example of customer service explained and how it has saved one client and created an onslaught of referrals from this client.
Let us assume one of our clients calls in and begins to complain about how long it took our company to repair his pc. He also tells us there is another company online that does remote support and they have a 24x7 30 sec response time. In addition, it took us 1 hour to respond and 15 minutes for repair. So what do we do, the product he purchased (DirectTek core) clearly states response time to calls are 2-4 hours and our (DirectTek pro) has a 30 second response time and repairs average 8 minutes.
Clearly, our client has purchased the wrong product and what he is upset about is the solution we presented does not fit his needs. The biggest mistake we could make at this point is putting the blame on the client. We could tell him that when we presented our solution to you, it was your company that chose the core product; furthermore, our response times are clearly indicated.
We would be right in telling him that but we would probably be with one less client. Instead, we choose to use the opportunity as an up sell versus a loss of a client. we would tell the client in this example, “Sir we are sorry we did not live up to your expectations, but we do have a product that is better suited to you needs and at this time we would like to offer you our DirectTek pro. This solution will resolve your downtime issues and due to you being unsatisfied with our other product we will offer it to you at a 10% discount rate with one month free”.
Good customer service does not have to be performed only in the face of problems though. One of the most profitable forms of customer service comes in the form of cross selling. Let’s use our insurance broker as an example.
One of our clients (Associated Management) implemented a cross sale, customer service plan here’s how it works. They specialize in worker’s compensation they also carry automobile, fleet, and life insurance. They implemented a customer service call center which would call there existing customer to make sure they were happy with there current insurance solutions. They then began the up sell process of explaining to them the discount they would receive by converting there fleet, life and automobile insurance over to them. As well as making it more convenient to the client by having to only, keep track of one company instead of dealing with multiple companies. It lead to an 11.3% increase in revenue (recently implemented give us some time)
Conclusion: Stay in the business of fixing problems and you will stand a better chance of staying in business.
Tuesday, August 21, 2007
Grow your small business with Information Technology
You Can Grow Your Small Business Using The Right Technology
Dan Katz of PSK Supermarkets, a
Written by Tony Correto
VoltagePc –we educate you, support you, protect you Call us and tell us what more we can do for you
Tuesday, August 14, 2007
Microsoft Vista Upgrade?
Every time new software is released, we get plenty of calls on should we upgrade or not? This time I decided to right a quick column on the theory that is behind a software upgrade and what we usually will tell our clients regarding the topic of software upgrades.
Software's are constantly being upgraded usually for one of two reasons, one is for the software to increase its functionality, and the other is for the software companies to make more money. As the software company receives complaints on specific functions that is does not do well or does not do at all, they will either, a) create a patch or, b) get the programmers to rewrite the software to include the missing functions.(and of course give us a new version) That handles the first reason for upgrades, now as to the second, making more money.
That rather long-winded explanation leads to this: do we need to upgrade to Microsoft Vista? NO or better said not at this time.
Although in the not so distant future your upgrade will come, trust me.
In Conclusion,
As was said earlier in this article you will eventually be forced to upgrade, In terms of the operating systems not as quickly as in applications software. Quite simply we are at the will of the software companies as they upgrade there software they simply stop supporting previous versions of the software therefore forcing us into the upgrade process. Here are some simple rules to consider when upgrading.
- Does the newer version have features that my company needs
- What is the company’s training time frame for this new application ( new features usually mean the change of the familiar interface and you have to learn where everything is all over again)
- Are they (the software company) supporting my current version and if so until when. (As long as they support you current application why upgrade?)
- How long has this new version been offered (whenever a new version is introduced to the population it will always have bugs. The trick is to wait a little while before you purchase the newer version 6-12 months after the release date so the patches can be written to fix the issues the software has. Otherwise your tech support bills can get quite hefty as well as your company downtime, buyer beware)
- What are the hardware requirements for the new software (new software may mean hardware upgrades make sure you evaluate the true cost of an upgrade)
- How many technicians are skilled enough to support us after we upgrade. ( A software takes a little time to master so although your technician may be highly skilled in windows 2000 has he been educating in Windows server 2003)
- What do your I.T. team or support personnel think about an upgrade? ( if you have an I.T. team or a technical support team get there input if not use a consultant it can save you tons of headaches)
- Don’t listen to the software sales person use your technical support team (anybody who gets paid a commission on your purchase is not necessarily the best person to guide your purchasing decision )
- If they offer a free trial use it ( a quick and easy way to determine the capabilities of the new software as well as the pitfalls in a controlled environment)
If you follow these rules they will definitely help you gauge when to upgrade and why. As always, I hope this article is helpful to all small businesses and entrepreneurs.
Please post comment or ask your questions @ http://www.voltagepc.com/ we are always here to help.
Our motto: If knowledge is power, then allow us to help you be king!
DarrinJackson The Go To Guy
Technorati ProfileFriday, August 10, 2007
Why your website is probably money wasted?
To begin this discussion we must first determine a website’s purpose. There are two types of a web presence the first is a presentational website. This type is to give information to prospects about what it is you do and what you can do to help them.
The second type is an e-commerce website this site is to sell products. There are the variants, those that do both, usually a service based business will go with the variants. Ultimately, no matter which website you use it is a marketing tool. If you cannot gauge its effectiveness and measure its results then you have wasted your money, period.
Let us take this conversation to marketing for a split second. Many of us drive down the multiple highways in beautiful
Interestingly enough, companies spend millions on these billboards and ultimately they do not work. That is, if you are gauging the effectiveness of how well these billboards work, by how often they make your phone ring. This is because these billboards are for brand awareness not to increase immediate sales which is why only the large corporations with money to burn should even think about using this form of marketing
That story was to help you see what many of the
A web site correctly designed, is designed from the client side first not from the business side first, allow me to explain. Client side first simple means what we want our client to do once the get to our site. Many sites show off the company, this is what was meant by business side first. When a client comes to you website they are listening to WIFM RADIO (what’s in it for me... radio). As business owners, we are usually very proud of our business, especially if it is profitable, so much, so that sometimes we forget we are to be of service to our clients. The point is, when you go to a website are you looking for a company or a product? Chances are your clients are looking for a product too. With that being said, spend more time showing off the products and trying to retain precious client information i.e. name, phone, and email. Then displaying the pretty pictures of the office building, the conference room, and your exquisite staff because ultimately your clients don’t really care. All they care about is getting the service that you offer as cheap as possible with as much quality as you present it to be.
Web Traffic- More then likely as a small business you will have to generate your own web traffic with all the information on the web and all your competition on the web, it will be difficult for you to get to the top 10 ranking without a sizable investment (don’t worry all is not lost keep reading ). So what do you do? You begin by redesigning your website to become a functional marketing tool not just a billboard. As an example if you were an insurance company give them the opportunity to request a quote by filling in there vehicle information (lead generation). If you were a real estate agent have a form for there information so you can call back with apartment availability. This will produce a functional website, one that you can capture prospects information and enhance your chance of turning a billboard into a functional marketing tool!
Drive Your Web Traffic – Chances are you are already engaged in some form of marketing for your companies’ product or service. What we do now is push our marketing efforts towards our web campaign. To drive web traffic, in our previous example of the real estate agent, all of his marketing pieces should now read “go to www.someoneneedsrealtor.com for free apartment availability search” now anybody looking for an apartment in his area will be able to put there information in and check availability while you, as the real estate agent will have generated a new lead.
In conclusion, if you are a small business you will need a web presence no question. The only question you should have is, what is the website for and how will it be used? Once you have answered those questions then you can have your web designer create his Michelangelo and your marketing tool.
Sunday, August 5, 2007
Finally affordabe I.T. solutions
Our Clients- Voltage pc has been designed for the small business owner who is looking for technical synergy and low cost solutions. Our client usually is a small business owner who realizes the need for an Information Technology department but unfortunately does not have the capital for such a team (until now). Due to recent advances in the world of Pc support., many companies are now able to offer remote pc support. This breakthrough is leading the way for low cost Pc support and regular system maintenance. What this means to you as the SMB, (small medium sized business) is simply cost reduction.
Common Task- Many SMB's do not really understand what an I.T department’s job really is and why it is beneficial to have such a department. One of our biggest jobs in the I.T. department is maintenance, many of the computer problems we deal with could be simple avoided with regular routine maintenance. Unfortunately many SMB’s only deal with there computers on a break/fix basis we have all heard the phrase “if it aint broke don’t fix it” s although this mentality in the world of computers will surely cost you.
The most important job of your I.T department should be guiding you into your technical maturity. Simply put, where are you now and where are you going technically is the I.T departments greatest task.
An example may be best for a clear understanding.
We will use a mortgage broker as our example. Many small businesses begin in the home and with any luck, will prosper, and out grow the company’s birthplace relatively quickly, usually 1-2 years. Now when our client first began his business at home he/she felt that a network is not necessary and they can probably use something like Microsoft outlook to manage their contacts. Although this may be true, the cost for the company when it moves from its birthright will be far more costly and time consuming then if our client would have installed a network and the proper software from the beginning. Many mortgage bankers also used web-based software, which will also lead them to believing there is no real need for a network.
Now let’s look at the above scenario and see if an I.T department could help. First, we will discuss… to network or not to network. Unfortunately, this is not an easy answer. As for me, I believe in hosted solutions and for many mortgage brokers they use a solution called calyx, which is a hosted solution. Now for a single seat using the calyx software it will cost you $350, for each additional seat, it will cost you another $100 www.calyxsoftware.com . Calyx is great software with many features that are difficult to duplicate but with the right software installed, you really don’t have to
If you start with a client server setup for a single user you would pay anywhere from $2000-$5000 for all the necessary hardware, software and installation (there are many who will try to charge you more than quoted). Next you would need a good contact management software, in this case act premium for real estate $369.99 (single user license) www.act.com Now many of you are looking at the price difference between the client –server setup and the calyx setup and thinking its more cost effective to use calyx then the client server setup. This is simply not the case as our client expands beyond the home based business.
The client server setup will allow five users to share files and emails, as well as all contact information, calyx will not. Furthermore, the cost of the client server is a fixed cost for at least 3 years closer to 5 years. The calyx cost will continue yearly and will grow as your company grows. Once you grow to the point where you need the calyx data server you will now spend another $2000 plus you’re per seat licenses below is the table breakdown to show as your business grows your cost grows.
Calyx
Server $2000
Seat License 5 $750
Total $2750 (yearly)
5 year total $13750
Windows 2003 Server $1902
Act 5 User License $1999
Installation $1000
Server maintenance $2000
Total (5 year) $6901
The point of this break down is to show you the importance of an I.T department you see over a 5-year span the calyx solution will cost you 13,750 while the client server with an estimated maintenance cost of 400 per year will cost you almost $7000 less then a calyx solution. Does that mean client server is a better solution? Possibly but the point here is that a good I.T. solution provider should be a liaison helping you to understand your technical goals through every step of your growth process. There are too many unanswered questions in the above scenario to say which is the better solution but wouldn’t you want a technician to answer that for you considering there may be a difference of $7000 dollars over 5 years.
In conclusion, with the reduced cost associated with using remote support solutions, many I.T. companies can and should produce greater support for small business at rates that are affordable. At Voltage pc, we can support your entire office and help guide your technical growth for less then what you probably pay now for your current break/fix support.
At Voltage Pc most small business with 5-10 computers can be supported for approximately $1188 per year or less
For More Information on VoltagePc please visit us at www.voltagepc.com
Please post comments or suggestions help us to serve you better
Thursday, August 2, 2007
Technology Sucks…...AND I AM A COMPUTER TECHNICIAN.
I am sorry had to get that out but its true every word of it. Technology is great no denying it and at this point, who could live without it. This is exactly the point of this article. If you lose your cell phone, you have lost all your contacts. Computer crashes no business today. On the road forgot your laptop have to go back to get it. Gets home Cable/DSL router down no web surfing? Where does all this end, has our dependence on technology invaded our very life's to the core, unfortunately…...yes it has.
Let's talk about cell phones as our first example. I consistently hear people complain about the cost of a cell phone or the amount of the bill itself. Our problem is we only see the phone in our hand not the labor that went into it.
First, we have the assembly of the cell phone that we all know is pennies on the dollar due to foreign labor. (Foreign labor definitely another blog waiting to happen). Although the manufacturing of the phone itself may be inexpensive, what about the engineering of the phone, some electrical engineer (yearly salary $48,010) somewhere had to be paid to sit there and design that little black or silver phone in your pocket.
Secondly, we have the software designer (yearly salary $60,000) who has to design the software that allows voice dialing, surfing the web, speed dialing and the myriad of other features we find in our oh to familiar cell phones.
Finally, we have the network that our wireless signal travels on, this includes the towers that are erected, the many network technicians to keep it running, the satellites that try to prevent our dead spots and of course the many salespeople, marketing teams and top brass who think of the next innovation to keep us purchasing their products. Although I could not find an exact number for this cost, I am sure it's in the millions yearly.
The purpose of the cell phone breakdown is to open you mind up to the cost of technology. Many people believe that computer technician’s prices are extremely high and this is what leads me to write this article on why technology sucks.
First of all obviously I don’t think technology sucks if I did I would not have invested 12 years of my life into it. What I do think sucks is that over the years it has become a thankless profession in which people feel there are being robbed instead of helped.
When I first began my career in Information Technology the help desk position was almost as good as being superman. You would have a problem with your pc, call help desk then we would put on our geek cape swoop down to your floor, fix the problem, and walk away with the thanks and appreciation due to all who celebrate geekdom.
What I realized after starting my consultant business is the reason we were all so well loved back in the good ol’ days is that our cost was transparent to the users. In today’s day and age as a consultant my cost is anything but transparent. Look at it this way if you work for a fortune 500 company they have all the computer staff you will ever need on the payroll, but if you are running your own company you have the cost of pc support and maintenance to absorb, which means no more happy faces when we come.
Sad but true, we are now looked at like an unavoidable evil instead of an important part of day-to-day business. Fortunately, there are multiple levels of computer users and as the computer user becomes more informed, the better a client he becomes. Lets look at the stages of pc user how they evolve, and how and what, a technician deals with in each step.
Level 1 –novice user, There are not many of these left these days considering a child born in 1980 would actually be 27 years old today. (gees I’m getting old) which means that they have no memory of a life before computers so almost everyone today at least knows what a computer is and knows how to use one…or do they?
The novice user usually has the knowledge of how to use a computer but do not know the best practices on how to keep it problem free. They may download programs or install programs and never delete the temporary files that every program will install during the installation process. They may never use the defragment program that is in every windows based operating system to keep the hard drive contiguous. (If you don’t know what contiguous means you must be the novice user we are talking about). They may never run a virus scan or download the patches offered to keep there system up to date on the last virus definitions. This is the novice pc user, his face has changed over the years but the habits haven’t.
Let’s discuss the problems as technicians we face with the novice user. Problem number one is if you don’t do regular maintenance on your computer, it’s an awful mess by the time we get there. Time equals money, so when you see the bill after we have performed our services you are usually very unhappy. Worse yet is our other problem, this problem I have named Johnny power user. Our power user is not quite a technician but pretty far removed from the novice user, this is the person usually called upon by our novice group to fix the simple pc problems. Unfortunately for all us techs worldwide he usually doesn’t charge for his service so the novice user has become quite use to the idea of having his/her pc fixed free.
Level 2-power user (Johnny) The power user is a far better client in the world of consulting. You see for us he/she has fixed so many other peoples computers over the years that he has gained the understanding that this (a computer technician) is really a job. Although maybe not a technician in his own right, he has gained the insight into the world of a pc tech that our novice user never sees.
She/he may know how to keep there computers up and running and problem free but have also realized that there core competency is far more important to there bottom line, then fixing and maintaining there own computers. At this point they prefer to use outside resources then to be bothered with the day to day maintenance of there own pc’s F.Y.I this is when your power user stops answering your calls when you need him to fix your pc.
Level 3 Power user extraordinaire-This is a tech without the certifications and our favorite client. This client understands networking, client server relationships, the difference between operating systems, Lan/Wan requirements the difference between a Linksys router and a Cisco router and overall could do my job if he wanted to. Why are they our best clients simple they value the cost of our knowledge they understand that a pc is a tool much like your vehicle. Your vehicle needs regular maintenance to provide a nice safe ride to and from work, school, soccer practice etc. Your pc also needs the same attention and our power users know this.
In conclusion- technology is here to stay and you will consistently need people to work on it. Although technology is often overlooked as in the cell phone analogy, it cannot be ignored. The best one can hope for in the world of Information Technology is that you will consistently educate yourself and find a firm that can bring you forward one step at a time affordably and consistently. We are one such firm www.bizmanconsulting.com and we have a entire page devoted to free and low cost solutions to keep your pc running at its best. We at Voltage pc hope you have found this article educational and will continue to post regularly on our blog darrinjackson.livejournal.com please feel free to leave comments its been our pleasure to serve you.
Thursday, July 26, 2007
Information Technology and Marketing Synergy
How to find more clients you already have?
This is an interesting topic of discussion one of the things that intrigues us is if you have been in business for any stretch of time and already have a customer base, one that you have gradually generated over the years, and then it has cost you a sizable amount of time and capital to create. Yet as business owners we invest so much time trying to generate new customers instead of cultivating new sales from current customer, (you guessed it here come one of those examples again).
One of our clients maintained that our solution simple could not work for him because he has a real estate company. His view was once he puts a customer into a home or apartment the deal is complete there is no up sell for his particular product so at the close of deal, the bond with the customer also closes. We quickly showed him the error in that thinking, now we will show you his solution.
We explained to him the first thing he had to do was, acquire all the necessary data at the beginning of the customer relationship and have it in a usable format for later data mining. Remember know how to use your tools.
In his situation, the instrument is contact management software, by implementing contact management software, we were able to show him how to acquire the correct data for further sales with the same client or create a referral base from his existing client base. This is how we implemented it. First, we paid careful attention to his renter’s client base they are a potential for home ownership if cultivated properly. We designed a new informational chart for potential clients to fill out (only adding email address, level of desired home ownership, future career plans, schools, upcoming tests i.e. computer certification, health care certification , or relocation). The value of this new form was to determine the client’s projected financial growth in the next 2 -5 years. As for real estate brokers and mortgage brokers, you have clients that are fixed in a location for two- or more years (new lease), so they are definitely a captive audience. (Easy to keep in touch with).
The next step was to help him channel his marketing dollar. Our client never thought of a small cost effective house-warming gift. Have you ever had your realtor generously give you a house-warming gift? In this case a his and hers monogrammed towel set was the desired house warming gift. Cost to customer $30(that he recoups twice once from the office fee he charges second from the referrals and return clients).
The last step was to explain to our client how to mine the data for possibilities. Once completed it looked like this to our client.:
If the realtor's client was an apartment renter he had enough information to determine when and if his client could become a potential homebuyer (mortgage sale). The house-warming gift established awareness in the buyers mind (word of mouth sale). Every 3 months we advised our client (the Realtor) to send an email or postcard to his customers (lessees). We also showed him how to pay attention to his leases since he knew exactly when the lease would expire for each of his clients (future sale or apartment rental) which enabled him more return business. In the scope of 1 year, our customer increased his sales revenue by a little over 50% literally doubling his earnings.
Most importantly some reading this may assume this method would be incredibly time consuming and hard to implement. In all actuality, our client has more time on his hands now then when he was earning less. Why? He understood how to use his tools. Contact management software or a CRM solution are like gold to a small business it makes data management simple yet effective. You do not have take our word for it do your research and determine for yourselves, it will definitely if implemented correctly improve your bottom line.
http://www.voltagepc.com/