Product Updates Archives - Sales Techniques That Really Work

Category: Product Updates (page 1 of 2)

View Your CRE Sales Performance Metrics in Real Time With Digsy AI

April 13, 2018 / digsyaiteam / 0 Comments

Digsy AI believes that tracking your sales performance metrics is critical for success in commercial real estate. That’s why our commercial real estate CRM gives you the capability to view your very own Sales Performance Metrics.

Having to manually log your performance always gets in the way of the other 500 things on your to-do list. In Digsy AI, your metrics are logged automatically for you in real time. That way you have accurate data to identify patterns and compare week-by-week how much you’ve improved as a commercial real estate broker.

It’s time to close your spreadsheets, throw away your post-its, and toss your inaccurate sales reports in the trash! You can start recreating the number of calls, emails, and meetings that brought you success so you can close deals like clockwork.

How to View Your Sales Performance Metrics

You can quickly access your performance metrics by clicking the “My Performance” tab wherever you are in the Digsy AI platform.

Import Contacts Directly From Your Email into Your Smart CRM

Email marketing is the engine that makes your business run. But you need to keep records of your contacts and their activities on a Commercial Real Estate CRM.

Should you have to manually transfer contacts’ info from your email into your CRM?

Nope – not with Digsy AI. We won’t allow this nonsense!

Digsy AI gives you the ability to quickly add the contacts directly from your email, whether it’s a prospect or client you’ve been emailing or contact in your address book.

Here’s how:

Access Your Docs and Contracts in a Contact Record with Digsy AI

March 22, 2018 / digsyaiteam / 0 Comments

Have you ever been on the phone with a client and been blindsided by a very specific question about a property they’re interested in?

What do you do?

You can frantically scramble to uncover the info under the mountains of attachments and replies in your email.

You can weakly trickle out an excuse; a “Let me look that up”, or “I’ll get back to you”.

Or, you can glance down at the library of documents at your fingertips in your commercial real estate CRM.

With Digsy AI’s attachment feature, all of your prospect and client documents can now be stored within their profile page.

Easily View All of Your Contacts Within a Single Company

March 22, 2018 / digsyaiteam / 0 Comments

You have this huge commercial real estate CRM filled with contacts. And, a portion of those contacts probably work within the same company.

Well, wouldn’t it be nice to see a list of contacts that are within the same company? What about the number of contacts that have the same company?

Digsy AI allows you to associate contacts with a company. That way you can:

See a list of contacts within the same company
Easily create and search for the companies you’re working with

Start Your Day Right – Digsy AI’s Daily Digest Email

February 6, 2018 / digsyaiteam / 0 Comments

Before you head to the office and start your day, you’ll receive Digsy AI’s Daily Digest email. Our Daily Digest email will help you prioritize your day by showing your scheduled follow ups and overdue follow ups.

We even take it a step further by giving you the ability to send an Email and/or Call your contact to instantly take action. That way you can immediately start to chip away at your to-do’s.

Crush Through Your Contacts with Digsy AI’s Mass Select Feature

January 23, 2018 / digsyaiteam / 0 Comments

The contacts in your Digsy AI account are yours. You should be able to take any action that you want in the most efficient way possible.

Our philosophy here at Digsy AI is to take every measure to save you time and effort throughout your day.

That’s why we’ve given you the ability to effortlessly select all your contacts in a stage and take action.

With the Select All feature, you can:

Send a mass email
Tag all your contacts
Move all your contacts to another stage

… all with just a couple clicks. You even have the option to only select all the contacts within a page, which is the “Select All in View” option

Here are a few ways to use Digsy AI’s Select All Feature:

Search for Contacts and Properties Faster Than Ever With Global Search

January 22, 2018 / digsyaiteam / 0 Comments

Digsy AI has a powerful Advanced Search function where you can easily segment and group your contacts to take action. For a quick search on the fly, Digsy AI created Global Search.

Our Global Search bar can now be found in the upper right hand corner of any page that you find yourself in Digsy AI.

Easily Export Your Contacts on Digsy AI with a Couple Clicks

December 27, 2017 / digsyaiteam / 0 Comments

There are some things that every professional in that industry needs to guard with their life. Construction workers guard their tools; brokers guard their contacts. No matter where they go, brokers need to have their contacts readily available. We understand how much blood, sweat, and tears went into compiling your book of business. This is why Digsy provides a simple, but easily customizable method of exporting your contacts.

Below we’ll walk you through on how to export:

all of your contacts
a variety of lists using the Search Function

Respond to Your Contacts Directly from Digsy AI

December 22, 2017 / digsyaiteam / 0 Comments

We all know the annoyance of logging into your email and being greeted by a mandatory password change. In reality, it doesn’t take very much effort to change a password, maybe 30 extra seconds. But those 30 seconds broke your routine. And for busy professionals, their routine is sacred.

We’ve taken a big step in returning control over your routine by allowing you to reply directly from the activities feed. You can take your time on a heartfelt response, or you can quickly shoot out an email template. Regardless of your choice, you no longer have a clunky system forcing you to dance between windows.

Quickly Create Groups and Organize Your Contacts on Digsy AI

December 21, 2017 / digsyaiteam / 0 Comments

There’s an old spanish proverb that states, “Each mind is its own world”. Digsy AI has assembled a brilliant team of designers and developers to create the platform that you know and love. But, we cannot begin to fathom all of the different approaches that each broker will use in their daily workflow.

This is why, we’ve taken the popular tagging feature and maximized its potential. Our newly upgraded tagging allows you to efficiently group and organize multiple prospects at once. You can create as many tags to streamline your workflow. Tagging was already incredibly powerful in a singular form. Now it’s been multiplied to meet the demands of even the most prolific prospectors.

Category: Product Updates (page 1 of 2)

How to View Your Sales Performance Metrics

Here’s how:

Here are a few ways to use Digsy AI’s Select All Feature:

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