In this second post in a series about the evolving agency landscape, the challenges faced by financial services agencies take centre stage. The first part, about real estate, didn’t need much of an introduction as the industry is well known. But what exactly are financial services agencies? And how are they getting ready for the future, where technology is bringing new opportunities as well potential threats?
In Belgium, May is the Month of the Public Holiday, with three extended weekends in a row. Suffice to say it was quite a challenge to get things done. Luckily here at PieSync we love a challenge, so we faced it head-on and got more done than ever!
Here’s our top 3 in chronological order:
In this first post in a series about the evolving agency landscape, we’ll focus on the challenges real estate agents and brokers face.
‘Are Real Estate Brokers Obsolete?’ is the title of a highly debated article Bruce Kasanoff wrote on Forbes.com last year. When the concept of real estate brokers first took off, brokers were the only source of information about a property, and there weren’t many possibilities to advertise.
The internet has changed all that. In his article, Kasanoff states that apart from opening the door to let buyers into a property, 95% of what a broker does, can now be done by technology. Provocative, isn’t it?
PieSync is proud to announce that we’ll be hosting our very first webinar: How to Sync CRM Contacts with Other Apps through PieSync! In this 30-minute Sync CRM contacts webinar, we’ll to show you how to connect your cloud apps, keep your contacts in sync, share contacts with the entire team and make your CRM contacts mobile.
You hear it all the time: ‘The agency model is broken’ or even ‘The agency model is dead’. Advertising, marketing, financial services, real estate agencies… they are all struggling in some way or another. But will agencies become extinct? I don’t buy it. There are challenges, yes. The business world is rapidly changing, and some agencies will not make it. Since sticking your head in the sand is not your best tactic, why not explore how you can adapt and thrive in an increasingly technological world?
Capsule arrived on the CRM scene fairly late, but it’s not always the early bird that catches the worm. The worm, in this case, being SMBs that want an easy online CRM without having to smash their piggy bank to the ground.
Getting a CRM is one thing, making sure everybody uses it, is quite another.
CRM success boils down to three simple things: preparation, execution and follow-up. Sounds easy enough, doesn’t it? Keep in mind that each step is important. Ignoring just one aspect could ruin your investment made in CRM software…