4 Quotes by Bob Woehrle

Our software allows agents to send out automatic e-greetings on birthdays, anniversary, the changing of the clocks twice a year. Remembering customers at times they would not expect you to remember them has a strong emotional appeal.

We provide an electronic tool to do this with every contact they have.

We also recommend building a target group of preferred customers. The two easiest ways to make money are repeat sales and referrals. We want to target them and give them a special dose of attention.

The majority of large brokerages do not have a comprehensive CRM product available to their agents. Those agents have had to sign up for Top Producer or use Outlook or whatever.