The Lasso Blog
Clean up the Mess! 3 Steps to Taking Control of Your CRM Data
Most marketers will tell you that having a clean prospect or customer database is important to do their job more effectively. However, in the constant pursuit of attracting new leads for sales, maintaining the data in your CRM is often an overlooked task...
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OSC of the Month | Christina Sadler
Our Lasso OSC of the Month is Christina Sadler from Neal Communities and Neal Signature Homes located in Lakewood Ranch, Florida. She has been an OSC for three years and, as one of three OSCs, personally manages 500-700 online leads per month for over 35...
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Dark Mode for Email. Are You Ready?
Come to the dark side… if you dare. There’s a lot of talk lately in the email world about dark mode and how it will impact your email design. Despite its spooky moniker, there’s really nothing to be afraid of. Developed as an accessibility setting, dark...
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Sales Process Automation – Email Templates
We launched Sales Process Automation a little over three months ago and it’s great to see how many of our users are taking advantage of the new marketing automation functionality. In fact, over 200,000 automated emails have been sent! For those who may...
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OSC of the Month | Rachel Starratt
Our October OSC of the Month is Rachel Starratt with Red Door Homes, a scattered on-your-lot builder in North and South Carolina. Rachel is a Dream Home Specialist and Customer Experience Coordinator who has been in the role for almost three years and,...
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Preview: New Dashboard in Lasso CRM
Over the past year we've been adding more reporting features to Lasso CRM. At the beginning of the year, we provided our clients with the Lasso Data Export Service so they could connect their data to some of the most popular BI tools. We then followed up...
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Onboarding and Training: Setting Up Your Online Counselor for Success
You’ve found (and hired) the right OSC, have a compensation structure that works for both of you, and now the next big step—onboarding your new OSC. So what do you need to do to get your new employee up to speed? It’s important to remember that you have...
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OSC of the Month | Jessie Greene
Our September OSC of the Month is Jessie Greene with Mungo Homes. In this interview, Jessie, who was the BIA of Central SC OSC of the Year for 2018, discusses her go-to closing techniques, the challenge of maintaining a good work-life balance, and the...
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Partner Spotlight: NoviHome
"Buyers are not looking to just purchase a home; they want an experience." In this partner spotlight, we're featuring NoviHome--a Lasso CRM integration partner. Read how NoviHome gives builders a new way to make the home buying experience even better. What...
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Lasso CRM Tips for Sales Agents
The use of a CRM is important to the overall success of your company. After all, your CRM houses your most vital assets--your prospects and buyers. With so many features in Lasso CRM it’s essential that, as an agent, you’re taking full advantage of the...
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OSC of the Month | Faith Blalock
Our August OSC of the Month is Faith Blalock with Berkshire Hathaway Taliesyn Realty. In this interview, Faith discusses her experience as an OSC and the support she's received from the team at BHHS and DoYouConvert. What is your company, role and...
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Setting up your OSC Program: Compensation
“Now that I’m ready to set up an OSC (Online Sales Counselor) program, what should I expect to pay the OSC?” This is one of the most common questions I’m asked from home builders about OSC programs and there is no silver bullet. This is a challenging...
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Sales Process Automation Best Practices
With the recent update to Lasso CRM, sales and marketing teams can now incorporate email automation as part of the sales process. This new functionality allows emails to be sent without requiring a sales agent’s involvement. Having this automation will...
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Product Update: Sales Process Email Automation
Our customers who use sales processes in Lasso CRM have seen great results in their lead conversion rates. A structured follow-up process means your sales teams are better-organized, and prospects inquiring about your communities receive regular...
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5 Characteristics of a Great CRM Champion
The CRM Champion in your organization is the key to implementing a Customer Relationship Management solution and using it to build stronger customer relationships. In a previous article I discussed why your company needs a CRM Champion, in this blog I...
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