• CRM management: Expertise in managing customer relationship management (CRM) software to track leads, interactions, and progress through the sales pipeline.- How to create and customize reports, create dashboards, drip campaigns- How to create custom fields, page layouts, and reports.• Lead importing: Knowledge of how to import leads from various sources into a CRM system, ensuring that all data is accurate and up-to-date.• Data Management: How to create and manage records, including accounts, contacts, and opportunities. This also includes understanding data validation rules, data imports, and exports.- Tools: Salesforce, REI Blackbook, Podio• Skip tracing: Familiarity with various skip tracing tools and techniques to locate hard-to-find leads and gather additional information to help qualify them.- Tools: Skip Genie, Propstream, Truepeoplesearch• Comps analysis: Ability to analyze comparable properties to determine accurate property values and inform pricing decisions.• Setting up walk inspections: Knowledge of how to schedule and coordinate on-site inspections of properties to gather additional information and help qualify leads.
