Exciting CRM Updates, ISA Integration, and Leveraging Pre-Probate Leads | All The Leads Probate Mastermind #470

The podcast discusses the rollout of a new CRM system scheduled for the coming weekend, detailing features such as data migration and integration with ISA programs to automate and enhance business operations. The conversation highlights the usefulness of the click-to-dial feature and its impact on sales efficiency. The participants also delve into the nuances between probate and pre-probate leads, stressing the importance of compassion when dealing with potential clients, and the advantages of building relationships with attorneys. The dialogue is rounded off with mentions of direct mail, FCC regulations, and a reminder about the upcoming downtime for the CRM migration.

Previous episodes: AllTheLeads.com/probate-mastermind

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Chapters

• 0:00 Introduction to New Features and Development Plans
• 1:20 Migration Process and System Upgrade
• 2:20 Click-to-Dial Feature and Sales Efficiency
• 4:52 Importance of CRM and Integration
• 8:51 User Feedback and Future Developments
• 15:13 Pre-Probate Leads and Strategies
• 27:14 Understanding the Wheel of Probate
• 27:25 Handling Pre-Probate with Compassion
• 28:00 Probate vs. Pre-Probate: Strategies and Advice
• 28:56 Building Relationships with Surviving Spouses
• 29:32 Personal Touch in Real Estate
• 31:20 Working with Public Administrators
• 32:49 Clarifying County Requirements
• 36:44 Leveraging Probate and Pre-Probate Leads
• 39:53 Building Attorney Relationships
• 45:44 FCC Restrictions and Direct Mail
• 47:55 New CRM Launch Announcement
• 48:40 Final Thoughts and Encouragement