Technology For Agents

After logging into your Top Producer 8i accounts today, you might have noticed some updates to your database.  Contact records have had a much needed revision, client notes have been improved, and the process for scheduling follow up activities has been streamlined.

I really like that the folks at Top Producer understand that their product needs revisions in this department.  The faster you are able to use a database, the better.  No one wants to sit and stare at a screen all day long and get nothing done.

We received this yesterday from our contact at Top Producer:

Faster Follow-up, More Consistent Marketing
Our new, enhanced Contact Record makes it easier to add a new appointment, look up specific contacts, and schedule follow-up for a later date.

Better Information At Your Fingertips
Your client notes are powerful tools for building relationships, allowing you to track client details, preferences and histories, and refer to them quickly when their phone call comes in. We’ve made it even easier to refer to past conversations.

Time Saving Tools
Your time is valuable. That’s why we’ve focused on enhancements that will save you time, such as new navigation, new search options, and auto-capitalization.

To get a full list of all the updates (it’s pretty extensive), head over to the Top Producer Campus.

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