Webinar: Leveraging Your CRM for Increased Production

Update: We added the webinar recording! Join our webinar “Leveraging Your CRM for Increased Production” hosted by Mike Lipsey of The Lipsey Company and Wes Snow of Ascendix Technologies.

This webinar is focused on breaking down the concept of CRM into real life CRE use cases that you can take away from the session and implement immediately to effect change in your business development efforts.

Date: Tuesday, September 26th, 2017

Join us for this exciting webinar full of ideas that you can execute on immediately.

Mike Lipsey of The Lipsey Company is teaming up with Wes Snow of Ascendix Technologies to combine Mike’s best practices with the latest in commercial real estate based CRM technology.

Watch the full webinar recording:

This webinar is focused on breaking down the concept of CRM into real life CRE use cases that you can take away from the session and implement immediately to effect change in your business development efforts.

Here are a few questions we will address during the session:

• how do I create a phone list / create a call down list?
• how do I schedule a future call/meeting?
• how do I use the team to log activities?
• how do I locate companies in a particular industry that are associated with leases expiring in the next 18 months?
• how do I capture emails in my CRM system from Outlook?
• how do I create a note on my mobile phone?
• how do I get a list of target accounts that I have not touched in 60 days?
• how do I view interactions from other brokers in my office (for those who are using a shared database)?
• how do I effectively track expiration dates for leases?
• how do I efficiently report listing activity to the owner?

We look forward to seeing you there.

Wes Snow is a co-founder and President of Ascendix Technologies based in Dallas, Texas with international offices located in Eastern Europe. Along with products that have been brought to market for the commercial real estate industry, Ascendix also provides an offshoring/outsourcing offering in their Ascendix Managed Services solutions which leverage the investments and experience obtained over the 10-year history of working with these partners.