GeographicFarm partners with Top Producer CRM to convert more leads

November 4, 2016

A recent Inman article on how to achieve farming success gave this sage advice:

Inman quote

We couldn’t agree more, which is why we’re excited to communicate a new provider that works with Top Producer CRM—GeographicFarm.

If you haven’t heard of GeographicFarm, they specialize in getting you quality seller leads by helping you stay in front of your farm through landing pages, direct mail services, digital media channels and more.

Those familiar with Top Producer CRM know the power of timely responsiveness and consistent follow-up, and the key role these play in converting leads. And if you have Market Snapshot, there’s nothing better to help you tell the precise and accurate story of what’s going on in the market. Displaying your branding front and center, Market Snapshot delivers meaningful, personalized and relevant content for the areas your leads and clients care most about.

Sounds good, but how does this work?

In a nutshell, the quality seller leads generated from GeographicFarm are sent to Top Producer CRM, where you’ll be immediately notified that you have a new lead. Through automatic follow-up, you can send a custom email within 5 minutes and send a personalized Market Snapshot report for their area of interest.

Snapshot report

How do I set this up?

Setting up the integration is easy.

Note: These instructions are for Top Producer CRM, but this integration will work with FiveStreet too. Just grab your FiveStreet email address (click Lead Sources from the main menu) and then follow step 2 below.

1. First, grab your notification email address from Top Producer CRM. From the Settings area, click the Contacts tab > then click Copy to copy your email address.

Top Producer email

2. Then copy the email address into your GeographicFarm account by going to Site Editor > then copying it in the Also send emails to section (shown below).

Site editor

3. Last but not least, if you use Market Snapshot and want to automatically send reports to all incoming leads, from the Settings area, click the Contacts tab > click the Lead Alerts tab > then turn on Market Snapshot Auto-fulfillment.

Snapshot auto-fulfill

That’s all there is to it, but if you’re currently sending valuation emails through GeographicFarm, you’ll want to turn these off. Otherwise you’ll be sending these + Market Snapshots, and that would = spammy. (From the Site Editor of your seller lead capture landing page > clear the Enable Periodic Automated Valuation check box > then save.)

Screenshots represent site and mobile applications as of publication date. Site and mobile applications subject to change without notice. 

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