- Listing Entry
- Contact Entry
- To-Do List
Adjusting Window Sizes
On a laptop with a 1366 x 768 screen resolution, an operator noticed that the Activity window didn't fit their computer screen after SalesPartner was updated to version 14. In version 14 more windows have been converted to full screen instead of floating. In this case the OK / Cancel buttons were not visible.
You can adjust SalesPartner screen zoom settings so that windows fit the display you're using.
Open More, Settings, INI Settings, Misc tab.
125% zoom is the standard setting to fit comfortably on a 1920 x 1080 resolution display.
To make windows smaller, reduce the zoom percentage. Tip: for best results adjust in 25% increments. This maintains a consistent size for labels and elements in the graphic user interface.
There are two zoom settings and they affect different screens in SalesPartner.
Zoom for fixed sized windows:
So in order to make the activity window fit in this case we reduced the fixed window zoom down to 125% (originally 140%).
Restart SalesPartner to apply zoom setting changes.
Part 1: Trade Me Listing Number
To import a listing from Trade Me into SalesPartner all you need is the listing's Trade Me ID / reference number.
To find a listing's Trade Me ID first look up the property on Trade Me:
Note you can import any Trade Me listing including rentals, automotive and general items.
The ID number is in the address URL. Highlight the ten digit code and right-click to copy.
You can also copy the listing number from the bottom of the page next to page views.
Part 2: Import
To import the listing open SalesPartner, click More, Import Data.
Click Trade Me and select Single Listing
Open the Gallery and click Refresh in the top right corner. The imported listing should be visible if you imported it as available. To view Foreign listings open the Foreign tab along the bottom.
Key 1.4 Send out emails/letters and flyers on ALL new office listings
Sending out letters and flyers when new listings come into the office is basic pro-active marketing. As noted earlier some websites automate this process for registered contacts but we believe it works best if it is part of the ongoing development of the relationship between you and your clients.
There are many forms this process can take. SalesPartner has training guides for finding buyers for properties and then texting, sending flyers, DL cards, emails or direct mail to those potential clients.
These processes are available for both your own listings as well as other salespeople's listings from your office. The enquiry you generate is channeled back to you by the automated inclusion of your contact details.
The internet allows you to contact more people more quickly, more cheaply and efficiently if you can obtain their email address. An interesting point here is that some of the best property that comes on the market is sold before it is advertised or before, or soon after, its first open home. Such early sales will often be to clients of the listing salesperson, who would have had first notice of the listing, or to contacts alerted by other salespeople as soon as the property is available for sale. When asking for an email address, point out that you have a system for emailing contacts early notice of new listings together with price changes from motivated vendors.
In the first few years of SalesPartner one of our users checked their database for potential buyers for a new listing. It was a property they had sold a year ago and the vendors were now being transferred away from Lower Hutt. As soon as he brought up the list of possible buyers he noted one couple who had been the under bidders last time it was on the market. This time they bought the property before it was advertised. The point Neil made to us was that though he had completely forgotten about them until prompted, SalesPartner hadn’t.
In another case a salesperson in Khandallah running SalesPartner found their colleagues discussing a desirable new listing that someone else had brought in to the office on Friday. The discussion was on Monday and the salesperson was able to say he thought he would have it sold by midday. How did he achieve this? He had emailed his potential buyers on Friday, arranged several visits over the weekend and had three offers to present by Monday lunchtime.
It is understood that competition between buyers is a key to getting the best price for the vendor. If we also accept that some properties sell before being advertised or soon after going live, the more salespeople in your team who have systems to find buyers and contact them in a timely manner, the more buyer competition you will achieve.
A side benefit is that you can point out to buyers that some properties sell quickly and if they provide an email address they are more likely to have an early opportunity to consider those properties. In other words If they provide you with their email they won’t miss out.
I've encountered two kinds of resistance to these approaches from salespeople. The first is that buyers object to being put into a competitive situation, a so called “Dutch auction”. Such buyers may refuse to proceed with an offer. In response I suggest they advise those buyers that they may be able to find them a house that nobody else is interested in. And also ask the buyers what it would be like when they, as owners, subsequently want to sell it?
The second is where a listing salesperson objects to other salespeople marketing their listings. Their objection is that the salesperson is taking advantage of the listing agent to appear as though they have a bigger market presence than they would if they could only promote their own listings. The outcome with this objection depends on the management approach of the agency. Maximum buyer exposure is clearly in the best interest of vendors. And in New Zealand it is the vendors who pay the commission.
Where agencies invest in online advertising it makes sense to channel enquiry to the listing salesperson. Where the vendor, listing salesperson, or firm funds traditional advertising it also makes sense for the listing salesperson’s details to be included in the advert. Notably this provides incentive for salespeople to obtain vendor funded advertising. In re-active marketing the contact details should be the listing salesperson. With pro-active marketing the contact details should be those of the salesperson who has the buyer in their database.
The internet is different from other media to the extent that salespeople can invest in their own web presence, and provide extra exposure for the firm’s listings to their own clients. Therefore they should expect that enquiry on the property should come back directly to them rather than to the listing salesperson. Without the possibility of achieving a selling commission there is no incentive to give a property extra exposure on personal websites.
The difference is the distinction between “we have listed” and “I have listed” but there is more to it than self-promotion. It is in the vendor's best interest that where a buyer has established trust with a salesperson, then that salesperson should be empowered to promote all agency listings.
The best agencies (from a vendors point of view) embrace this approach and encourage their sales team to have an online presence (webpage, social media, blog), that also works as a pre-listing kit. And to use them to pro-actively market properties to their buyers and potential vendors. Sometimes these contacts are referred to as suspects and prospects. They are the people for whom the salesperson is developing detailed knowledge of their requirements and motivations.
The way to gather this knowledge is by discussing actual property opportunities. The key to developing a good relationship with clients is to send details of new listings and motivated vendors to as many potential clients as possible, and encouraging them to contact you for when their motivation changes.
Other firms are still struggling with the idea that the listing belongs not to the vendor or the agency but to the salesperson who signed it up.
An interesting angle of this debate is that to get the best price a vendor needs to have buyer competition. In a multi-offer situation where other salespeople in the office have interest, the listing salesperson should not know what competing offers are until they are presented in the presence of an independent person, usually the sales manager. This is in the vendor’s best interest and may achieve better outcomes for the vendor than if all offers are obtained exclusively by the listing salesperson.
When potential vendors are selecting a salesperson, they should ask the salesperson not only how many properties they have recently sold, but also how many of their recent sales were sold by other team members. Any significant number is a good answer. Few or none is a warning sign. The vendor may be hiring a salesperson who will find a buyer, locate or select a property for them, and then negotiate with the vendor to make the property affordable for the buyer, without encouraging competition between buyers. They could be achieving their results by getting their vendors to meet their buyers’ expectations. A good agent to list with is one who encourages their colleagues to sell their vendors’ properties.
It is not always possible to get clear details of what a potential buyer is looking for. Many potential buyers have a range of possibilities in mind. For example a new location, a possible home and business, holiday home, a first home or an investment property. This list has been compiled from our own situation and I am sure we are not unique.
A salesperson in Wellington reported that a couple looking for a property for their daughter expressed interest in a lifestyle block promoted on his webpage quite out of their initial enquiry range. They explained that if they bought the property they intended to have their daughter’s family live in the existing home and would sell their own house and build another for themselves on the grounds. The “wet and forget” website based approach will ignore these opportunities.
There is an ugly expression which also illustrates the problem. Some salespeople faced with yet another decision by a buyer to buy a property outside their originally specified requirements say “buyers are liars”. In reality buyer motivation changes and an automated systems based on last month’s requirements will miss the mark.
David Knox once asked a group of salespeople who among them had bought a property in the past year. He then asked those salespeople to list their original buying criteria and how well they matched with the property they purchased. Most of the purchases did not match the original criteria but were bought for the fabulous view, the location, or proximity to work.
David Knox was illustrating the four NOs theory. The theory holds that when a buyer says no the first time pointing out some missing feature, that should not rule the property out for the salesperson. It also illustrates that there are some features which buyers will appreciate enough to buy a property despite its other drawbacks. These premium features that are a priority for your buyers are the ones to identify to obtain a premium price for your vendors.
SalesPartner has “looking for” options that salespeople can use to record the special features for which their buyers will pay a premium. Together with records of their buyers’ comments from visits to other properties, they can track buyer motivation as it changes and secure the best property available for them. With SalesPartner they can do this for more buyers than with manual systems.
Another scenario which often occurs is that buyers who missed out on a multi-offer situation have revealed to the salesperson what sort of property they would like to buy, and what they can afford. At this point the relationship between the buyer and the salesperson is most effective. With SalesPartner property for buyer matching it is likely that if there is a suitable property available, it will be found and presented by the salesperson who knows their buyer's situation best.
These processes together with pro-active marketing and trust building methods, are important for selling rural and commercial property. When applied well they work for all property types.
To convert multiple photos in Listing Entry, open the Media tab and press Ctrl+A to select all photos. Right-click on the first / main photo and click Convert to > Next Available (Pic1). The selected photos will be converted sequentially.
Note: Converted photos can be rearranged using drag & drop.
Report template fixes:
Mapping categories for listings imported from Realestate.co.nz
In version 220.127.116.11 listings imported from Realestate.co.nz will retain category information for Commercial, Business, Rural and Residential listings.
Commercial (Sales) category map
Commercial (Lease) category map
Rural category maps
Business category maps
John Duncan MBA BCA Licensed Real Estate Salesperson (REAA 2008)
Key 1.3: Achieve more listings using SalesPartner processes
We believe you will achieve more listings if you can show potential vendors how your systems are being used to market and sell existing vendors’ property. At the same time your processes should demonstrate your mastery of the systems you would use to find the best buyer for their property.
Pro-Active marketing and databasing is about opening doors to more listings with these pro-active marketing keys to successful client relationship management.
A small diversion: several years ago my wife Cecily and I were dining at a restaurant in Nelson near a large group of diverse personalities having a pre-Christmas get together. These were people from different ethnic groups, a range of ages, mostly extroverted, determined to enjoy themselves, with lots of experiences to share, who looked like they worked together well, with some tension but plenty of good humour. In other words, they looked like a real estate agency. I was surprised that I couldn’t identify any of the people personally. So keen to be proactive and not having a full knowledge of the different agencies in the area I introduced myself and sought to determine their agency identity. I learned this was a Christmas party for Victim Support - a local government agency tasked with helping victims of accidents and crime. If you feel you could cope in a role with that agency then you will be well suited to cope with the emotional side of real estate.
So now you have joined a real estate firm you need to give everyone you know and meet an opportunity to contact you when faced with a real estate decision.
It follows that you should take every opportunity to send information on the properties for sale by your office to potential clients. Who is a potential client? Rick DeLuca’s definition was “if they know I am in real estate and I know how to contact them then they should go in my data base as a potential client.”
With SalesPartner the information you send will always include your contact details. That is in place of the person who listed the property. This improves the flow of enquiry back to you and reassures people that you are working in their market place.
There is an important point you should not miss. We believe you should send information on property to potential buyers or customers you have met but most importantly you should also send information on available properties to potential vendors you want to become your clients.
In New Zealand it is the vendors who pay real estate commissions and they are also interested in the market. Every time you send them details of your offices’ new listings, invitations to open homes, details of recent sales and news about the market you are demonstrating the systems you have to find the best buyers for their property. Every potential vendor whose property you appraise should be treated like a potential buyer until they make a decision to list. They are after all, the people that you want to buy your services. This is pro-active marketing.
You should take every opportunity to make these communications personal by adding your own comments on the properties, the market, recent successful sales and even the weather.
Some firms have elaborate online systems to allow potential buyers to log in, enter their price and other requirements and be automatically emailed with matching properties as they come on the market. We call this the “wet and forget” approach. Its main drawback is that it doesn’t help build a relationship between the client and the salesperson, but there are other drawbacks which we will come back to.
The key process for you to master is building a database, recording your contacts and the activity you complete with them and matching these contacts up with properties. With SalesPartner these processes are easier than ever before.
"SalesPartner helps me extract maximum value from my
biggest asset - my database".