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Introducing our new and improved Mailchimp integration

By Russ Duncan on Apr 25, 2019

Too many times have I heard the story about the one "tech savvy" broker or the transaction coordinator who gets tasked with exporting contacts from the CRM and importing them into Mailchimp to send a new email campaign.

If you're that person, then you know the steps involved. And moreover, you know just how inefficient that process is.

There's no reason to do it that way. You don't need two different tools to store your contacts and then email them.

We recently enhanced our existing Mailchimp integration so you can effortlessly send marketing emails straight from your CRM, where you already keep everything organized. (And of course, we have similar integrations with other email providers as well.)

Sounds nice, right? Here’s a little more about why we did it and how it works.

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NEW: Make a website straight from your CRM, complete with lead capture form

By The Apto Team on Apr 18, 2019

For many brokers, creating marketing materials for a property is a frustrating ordeal.

Even if you have the technology in place to create websites and brochures, you’re often entering details over and over, wondering if you missed something, or fiddling with the formatting. Then once the site is out there, you’re left sifting through unqualified leads.

And what about those off-market deals that you know you can sell, but don’t necessarily have the budget for materials that can help showcase the property?

You don’t have time or resources for all that. You need a professional website that’s easy to create, that’s built from the system you already have in place, with a centralized hub to organize and follow up with the leads that you reach out to or that come in on their own.

Well, we’ve got good news. We just launched Apto Property Sites, our latest product feature designed to help you work your deals more efficiently.

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What we’ve been reading: the DNA of #CRE, using tech to build client rapport, and automation in CRE

By The Apto Team on Mar 14, 2019

technologyThis week, we wanted to share a few articles that caught our attention recently.

From the annual DNA of #CRE survey to commentary on automation and technology, read on for the latest commercial real estate insights.

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3 things your business needs that Excel can never give you

By Erik Dolan-Del Vecchio on Feb 12, 2019

There’s no denying Microsoft Excel revolutionized the way businesses approach data.

Originally launched in 1985, Excel's strong graphics and fast processing speeds helped it beat out Lotus 1-2-3 to become the dominant spreadsheet software by the mid-1990s. For the next decade it helped businesses around the world analyze and present their data more effectively than ever before.

geolocation-mapsBut times have changed.

Given the options available today, Excel simply isn’t the best tool for commercial real estate professionals who need a platform to analyze data, prospect, and help them close deals. Modern customer relationship management (CRM) software, especially those focused specifically on CRE, create new possibilities and give brokers new ways to act on their data.

If you’re thinking about investing in new technology, now is the time. And if you’re still using an outdated spreadsheet, while shortcuts and tricks can help, ultimately you risk falling behind.

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[Infographic] The CRE Digital Marketing Checklist

By The Apto Team on Dec 18, 2018

Thinking about revamping your digital marketing strategy for 2019? Look no further.

Digital marketing isn't just the territory of millennials or technology companies. The term simply refers to any efforts to promote yourself or your brokerage on the internet, and it should an important part of your business strategy.

Here's a quick-hit strategic checklist to make sure you're doing it right.

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Your 2019 tech budget: A guide to CRE tools beyond CRM

By Erik Dolan-Del Vecchio on Nov 27, 2018

59c9921faca4f_jobs_report_career_business_people_computer_laptop_technology_CRE_tech-320x218Whether its keeping track of contacts or using the latest sales tools to win more deals, theres no question a strong CRM platform benefits every broker. Its the tech foundation of your business and the first item to check off your CRE tech shopping list.

But once you have an effective CRM in place, what then?

The world of CRE tech is expanding every day, and from marketing tools to virtual reality, its easy to feel lost in the mix. To help guide your technology investments, we looked through the key contenders to separate the essential from the optional.

From critical technologies that help you make the most of your data to nice but currently optional technologies like virtual reality, heres what you need to know to make the most of your technology budget.

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Webinar: Take a look at maps, deal boards, call lists, integrated news, and more

By The Apto Team on Oct 30, 2018

APTO_Deals Mock-up-2-webJoin us for a live webinar on Wednesday, Nov. 7 at 1 p.m. CT to see how Apto is driving deal flow more efficiently and effectively for nearly 10,000 commercial real estate brokers.

We’ll show you our latest and greatest features, including: mapping functionality, an interactive deals board, intelligent call lists, integrated CRE news, and enhanced tenant rep functionality.

Register now


Here’s a little bit more of a preview about what you’ll see.

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5 CRE data fails (and how to prevent them)

By Irena Ashcraft on Oct 25, 2018

frustrated-man-laptop-320x213Success in commercial real estate is built on great relationships. Some of the best brokers in the field are out there making phone calls, booking lunch dates, meeting new contacts, connecting with old clients, and networking with just about everyone. But behind every warm handshake, cold call, and hot lead is something that often gets overlooked: great data.

It may not be glamorous, but data is what makes things happen. CRE is full of data sets like property specs, financial stats, ownership history, and the number of cold calls you make each day. If you’re doing data right, you see a world of connections, trends, and insights that are invisible to everyone else. If you’re doing it wrong, all you see is a bunch of numbers.

Your data can be extremely powerful if you use it right. But if you’re making any of these 5 common data mistakes, you may actually be doing more harm than good. Here’s what you should know:

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How to tell if you need to upgrade your CRM

By The Apto Team on Oct 23, 2018

agile-post-its-320x213Excel spreadsheets. A precise email folder structure in your Outlook. Color-coded post-it notes. Salesforce. A CRE-dedicated technology that stores your data.

Whether you think of it as a CRM or not, every commercial real estate broker has a way to track and manage their prospect and client relationships. That’s what CRM is after all―customer relationship management. It refers to technology that helps you track, manage, and analyze interactions with contacts, whether they're prospective or current clients. It is generally a catchall term for the technology that enables these processes, but you could consider the more basic systems above as CRM (if you’re feeling generous).

5 warning signs that you might need a new system

If you’re comfortable with your income, you feel like you have plenty of time to get your work done, and have never missed a deadline or let a key detail slip, then you probably don’t need to upgrade whatever system you have in place.

But if not, it’s worth exploring if you need a new CRM.

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A formula to increase opportunities for new business

By The Apto Team on Oct 11, 2018

If you want more opportunities to win new business, you don't have to prospect more aggressively. You just have to prospect smarter.

It starts by ensuring you contact the right people at the right time. To do that, you need to have your information organized the right way. Then you have to have the right information on hand to make a quick connection.

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