- 16,909
There seems to be a lot of database guys who come to the forum testing a new database or wanting feedback of what we agents would like in a database. I haven't seen an ideal one. I would like one that ties everything I do together.
Here are some thoughts:
1. Ability to scan a lead card with my iPhone and it copies the name, address, etc. And creates a new contact in my database, links a PDF version of the lead to the contact in my database and connects it to a group within the database named "unworked new lead"
2. I would like the database to allow me to optimize routes any of my groups and send that entire group to my car's GPS (Send to Car by Google does this now but I have to re-enter data).
3. I would like to to give me three choices after I work the lead 1. Yes, today (appointment set or sale made) 2. Yes, later (schedule a follow up date and add notes.) 3. No (Get it out of my sight forever but still pop up my notes if I get the same lead again in the future.)
4. For my yes, laters- I want the database to automatically connect to my automated prospect farm system. Linking to Send Out Cards is fine but if it could do exactly what Send Out Cards does with the added ability of having a postage paid reply card in the cards it would be ideal.
5. All notes should be able to be done using voice to text on my iPhone on the fly.
6. The iPhone contacts and calendar should always stay in sync with the desktop database throughout the day.
7. Any phone messages, recordings of phone conversations, etc with this contact should easily link to this contact. All document PDF's would be linked.
8. When a sale is made, automatic follow up, thank you's, Christmas/ Birthday cards, cross sale cards, referal request cards, etc would be turned on with no effort from me.
9. When an app is submitted and pending, it would daily link me directly into that carrier's agent website to review the progress of the case. It would store the passwords and get me exactly to the right area in one click.
10. In addition to all this, it would do all the normal database stuff that ACT or any good database does now.
If you guys will build this, I'll buy it.
Here are some thoughts:
1. Ability to scan a lead card with my iPhone and it copies the name, address, etc. And creates a new contact in my database, links a PDF version of the lead to the contact in my database and connects it to a group within the database named "unworked new lead"
2. I would like the database to allow me to optimize routes any of my groups and send that entire group to my car's GPS (Send to Car by Google does this now but I have to re-enter data).
3. I would like to to give me three choices after I work the lead 1. Yes, today (appointment set or sale made) 2. Yes, later (schedule a follow up date and add notes.) 3. No (Get it out of my sight forever but still pop up my notes if I get the same lead again in the future.)
4. For my yes, laters- I want the database to automatically connect to my automated prospect farm system. Linking to Send Out Cards is fine but if it could do exactly what Send Out Cards does with the added ability of having a postage paid reply card in the cards it would be ideal.
5. All notes should be able to be done using voice to text on my iPhone on the fly.
6. The iPhone contacts and calendar should always stay in sync with the desktop database throughout the day.
7. Any phone messages, recordings of phone conversations, etc with this contact should easily link to this contact. All document PDF's would be linked.
8. When a sale is made, automatic follow up, thank you's, Christmas/ Birthday cards, cross sale cards, referal request cards, etc would be turned on with no effort from me.
9. When an app is submitted and pending, it would daily link me directly into that carrier's agent website to review the progress of the case. It would store the passwords and get me exactly to the right area in one click.
10. In addition to all this, it would do all the normal database stuff that ACT or any good database does now.
If you guys will build this, I'll buy it.