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Tracks & Template Management

Combined prospecting and client management

Creating and enforcing useful best practice is an incredibly important (and equally difficult) part of any sales manager’s role. This one function has potentially the strongest effect on improving prospecting, sales and client management activity inside an agency. Putting your years of hard-earned lessons into follow-up tracks and merge templates gives your staff all the tools they need to do great things in their roles.

Combine tracks driven by your experience with Rex’s easy to use prospecting and client management tools and you’ll have an incredibly powerful combination that will make your staff more productive from day one.

Tracks & Template Management
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Tracks for regular, targeted follow-up

Tracks are grouped, time-released tasks that define best practice in following up listing prospects, appraisals, buyers and everything in between. Rex comes with 16 follow-up tracks targeting designed to cover different types of client at varying interest levels. You can use these straight out of the box, customise them or create your own to suit your specific way of doing business.

Adding a track takes two click of a mouse. When combined with the CRM’s bulk merge capability, completing template-driven tasks takes agents seconds.

Once you’ve defined your best practice, Rex takes over to make it easier for agents to follow your process than it is to do their own. You can be confident that the path of least resistance will actually be to follow your agency best practice.

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Use templates for more targeted, effective messaging

Well written templates letters, emails and SMS messages have a powerful place in your sales management arsenal. Template messages save your staff time and ensure they are consistently on-brand when they correspond with your agency’s clients.

Combining templates with best practice tracks to send a client welcome email in 30 seconds instead of 15 minutes. That’s a big win for your staff, and a great productivity improvement for you as a sales manager.

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