Lead Management: How to Streamline your Lead Follow-Up with Contactually & Spacio

February 9, 2016 Ankur Patel

Are you hosting an open house this weekend? If so, how do you plan on collecting contact information
from potential buyers? If your sales process is still stuck on pen and paper, you may need to rethink your approach. Today’s home buyers – especially younger buyers and millennials – expect a premium experience. To earn their trust and the eventual sale you need to offer that from start to finish. In today’s post we’ll explain why top producing agents have abandoned the written approach. And we’ll introduce you to two tools that will change how you collect and use open house leads forever.

It’s Time to Ditch the Pen and Paper

The weekend is finally here. Your staging is flawless and the home looks beautiful. There couldn’t be more curb appeal if you had celebrities waving to visitors from the front porch. You’ve got a full slate of bookings and are expecting at least a few house hunters and walk-ins. It’s all set.

There’s just one thing: when a buyer walks in the door, how are you collecting their information? Let’s face it: stuffing a clipboard in a potential buyer’s face is an awful first impression. Not only is it an inconvenience, but it suggests that you’re behind the times. When was the last time you got excited to fill out a form? The good news is that you can say goodbye to the pen and paper sign-in forever. With just an iPad you can offer your buyers a fast, branded experience with automated follow-up. It’s time to leverage the power of Contactually and Spacio.

Contactually + Spacio for a Consistent, Persistent Approach

Spacio is the paperless open house. This tool allows you to create a fun, modern sign-in experience on an iPad or through the web. In seconds your open house visitors can fill in their contact details. Spacio stores this information while sending property details straight to the buyer’s email. After the open house you can view and export lists of buyers that visited and access detailed reports. Contactually is a simple yet powerful customer relationship management or ‘CRM’ tool.

While you may use a CRM for tracking, you may not be using one that enables automation. Contactually allows for regular and automatic follow-up with all your open house leads. This ensures that any potential buyers never fall off the radar. And you won’t need to worry about emailing each prospect by hand. It’s all done based on the emailing sequence you set up. Used together, these two tools are a powerful weapon in your sales arsenal. They’re also a win-win for both you and your prospective buyers. Your leads will receive listing information immediately after visiting the open house. You’ll capture their contact details and won’t risk losing track of them before the close. Let’s take a quick look at how Contactually and Spacio work to scale your lead management.

Sync Automatically in Just Two Steps

Connecting Contactually and Spacio to work takes just a few seconds. All you need is your Contactually API key. You can organize yourself with buckets for your open house leads as well. First, login to Contactually and click on the menu button in the top right. Select ‘Settings’ to access the Contactually settings page. Then, click ‘API’ on the left to reveal your API key. Here’s what this page looks like:contactuallyCopy the text in the ‘Your Key’ box. Then, you’ll need to head back to Spacio and login to your account. Once you’re logged in, click the ‘My Account’ link in the menu as seen here:

spacio.dashboardOn the account page, you’ll need to click the ‘Integrations’ tab at the top of the page. Paste the Contactually API key you copied into the ‘API Integration Key’ box. Optionally, after you’ve applied the API key, you can select the bucket where you would like Spacio to place your open house leads:

spacio.buckets

That’s it. Spacio will sync every new buyer lead that you collect at your open houses with Contactually. You won’t need to manually import or export any of your leads. Managing your potential buyers’ contact details is completely streamlined. The follow-up opportunities are endless. If you take anything away from this blog post: it’s time to retire the pen and paper approach. Prospective buyers hate writing down personal information as much as you hate collecting it. Scaling up your email and lead management will improve your close rates and your revenue. Use Contactually and Spacio to ensure that a ready buyer never slips through the cracks.

Are you ready to get started?

Visit Spacio to sign up for your FREE account.

The post Lead Management: How to Streamline your Lead Follow-Up with Contactually & Spacio appeared first on The Contactually Blog | For Relationship-Based Businesses.

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