Generating and closing quality customer leads is the essence
in the real estate closing business. Online services that can support those efforts, bringing to
bear sophisticated software tools and features, are becoming an increasingly important item in
our client’s arsenal.
A workflow is a pre-designed series of activities that is set
up within your CRM and used to automate customer marketing processes. Any task that is
repetitive in nature can be put into a workflow. When you systematize every step of your process
into workflows you have more time for face-to-face interaction with your contacts AND you ensure
that nothing falls through the cracks. When setting up a workflow there are 5 components you
have to consider: Why, Who, When, What and Where.
Custom segmentation marketing tasks and checklists are often
the most precise and effective way to ensure your customer’s data is up-to-date and
organized throughout the transaction closing acquisition and retention process. As you receive
each document and complete each task a custom checklist of action items makes it easy to see
completed and incomplete tasks quickly.
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To properly setup an account click on “Get Started” at the top of the
page or “Client Sign up”.
Yes you can integrate your Mailchimp lists with your segment subscribers and your
Closingology marketing segmentation account. From your MailChimp Account Step 1:
Retrieve Your MailChimp API Key, click on your account icon in the bottom left and
select Profile. Click Extras. Select API keys. Scroll down and click Create A Key.
Copy your API Key. Step 2: Integrate Mailchimp. Closingology's Geolocation
approximates where your prospects and customers are located so you can target your
campaigns for specific regions or time zones. We gather geolocation data each time
they interact with your Mailchimp signup form and email campaigns.
Yes with Closingolgy's data integration you can stay inside one system (like your
Salesforce CRM) and access data from other systems (like Oracle and SAP) inside the
system you're already in. With Salesforce there are a few different ways you can
integrate data into your CRM. APIs are how computers or other systems interact with
Yes you can change your Closingolgy's account information after you sign up such
as your name, company, business address, email address, etc.
Yes we can customize specific market segmentation features such as
Territorial/Graphic, Demographic, Socio-Physiological, Need-Oriented, Volume,
Qualitative, Product and Lifestyle segmentations.
Yes after you sign up you can send an invite email to your business colleagues for
them to also sign up on Closingology’s website.
There are two cases for Market Segmentation records: 1) If you use SAP Business
Warehouse customer data you can go up to 500k records 2) if you do not use SAP
Business Warehouse data then you can go up to 1 million customer records. These are
rules of thumb and there are other factors involved which may lead to higher or
lower boundary values.
Yes we design custom implementations to your company’s specifications.
Unfortunately, you can’t sign up for more than one account with the same email
Yes you can assign a designated Account Manager at your company who has full access
to managing user roles.