An agent’s sphere is the lifeblood of their business, but staying on top of hundreds of clients and leads can be exhausting and time consuming. Wouldn’t it be great to immediately know details about their sphere and know when they are likely to list their homes? Public data can make all the difference.
Enter Moxi Insights
Moxi Insights is a newly released feature of our Moxi Engage CRM and is no doubt changing the game for sphere marketing with the help of public data. Moxi Insights gives quick and organized client information to agents through their CRM, from general demographics, housing info, lifestyle choices, financials, and hobbies to where clients/prospects donate and invest their money. Agents can potentially see if their clients have pets, certain cars, or if they’re a value shopper.
Notifications and badges let you see when people in your sphere are looking to downsize or could afford a larger home, and if they’re highly likely to buy or sell. All to make it easier for agents to maintain control of their sphere, and of course, save them some precious time.
The public data is there, but how are you going to take full advantage of it?
We’ve put together a list of the top 10 ways to use Moxi Insights to its fullest:
1. Send investment opportunities to investors.
2. Invite all your sports fans to a night out at the ballpark. Buy ’em a ticket, a beer and a hotdog. Save some money by taking them to a minor-league game (which are typically very fun and engaging BTW).
3. Send all the highly-likely-to-sell people your “How to list your home” guide. Moxi Insights lets you know when someone is highly-likely-to-sell.
4. Send about to be empty nesters your “Downsizing tips from the pros” guide. Moxi Insights informs you when people are probably thinking of downsizing.
5. Send invitations to the local gallery walk night to all the art fans. Do a meetup with them. Offer to buy them a glass of vino.
6. Got a boat and a bunch of boating fans? Invite them to a meet up on the lake. Have everyone tie up together and do a barbeque on your boat.
7. Quickly and easily learn more info about the internet leads you receive.
8. Learn the interests of your client or almost-client to buy them the perfect “thank you”, “happy birthday”, or closing gift.
9. Got a bunch of literature fans? Invite ’em to a local bookstore with a cafe and offer to buy ’em coffee and a scone.
10. If anyone has a badge, send an unsolicited CMA, a handwritten note, text or Facebook message them for a coffee date just to chat and catch up. Spend extra time with them – not necessarily talking about anything on the Insights report, but reconnecting with them at the perfect time.
The goal is to keep it real and find the human connection when you are working to engage and convert new leads or keep in touch with your sphere. Moxi Insights helps you do just that with the use of public data.
Here’s another look at Moxi Insights:
Like all Moxi Works products, Moxi Insights is mobile optimized through the Moxi Engage CRM and can be accessed on any handheld device, laptop, or tablet.
Find out more about Moxi Insights, our other products, and what the Moxi Cloud is all about right here.
We’ve been hard at work this year, creating products we know agents will love. Today we’d like to announce our newest product: Moxi Insights! This product gives agents access to client insights with the click of a button.
Moxi Insights, currently in Beta, gives quick and organized client information to agents through their Moxi Engage CRM. General demographics, housing info, lifestyle choices, financials, and more can all be learned about clients through the Moxi Insights product.
“Moxi Insights is a feature that not only adds to the overarching Engage CRM experience, but it’s also one that has the potential to revolutionize sphere marketing as we know it. Let’s face it, the core of an agent’s business is built upon a strong client base, but it’s impossible to personally keep up with every single one. Moxi Insights now does it for them. By reminding an agent to reach out to clients when their kids are heading off to college or letting them know the investment opportunities their clients care about, it frees up even more time for agents and keeps them on track,” said York Baur, CEO of Moxi Works.
Depending on the public data available, the insights given from Moxi Insights might include detailed information anywhere from hobbies to where clients/prospects donate and invest their money. Agents can potentially see if their clients have pets, certain cars, or if they’re a value shopper.
Moxi Insights also allows agents to filter their client lists based off of their likelihood to sell. For instance, if there are teenagers in the house, Moxi Insights will notify the agent that this family might be interested in downsizing soon. This is all based off public data that Moxi pulls into the agent’s Engage account. It helps agents quickly understand who they should be targeting in their sphere today, with badges next to the clients that are gearing up for a major life change.
Like all Moxi Works products, Moxi Insights is mobile optimized through their Moxi Engage CRM and can be accessed on any handheld device, laptop, or tablet.
Find out more about Moxi Insights, our other products, and what the Moxi Cloud is all about right here.
Watch how Moxi Insights Works below!
The Moxi Cloud’s newest integrated partner is Spacio, an app that allows agents to host paperless open houses and turns them into powerful sales opportunities. We’re excited to have Spacio on our open platform to provide an easy and effective way for agents to create new client relationships.
Mike McHenry, VP of Channels and Partnerships said, “Spacio is a great lead capture solution for agents. By integrating Spacio’s application into the Moxi Cloud, we can automatically insert contacts from an open house to our CRM, Moxi Engage and then email a CMA directly to all the walk-thru’s for follow-up.”
Here’s how it works:
Simple and Paperless Lead Capture
A modern and inviting sign-in form collects visitor information and leaves them with an unforgettable first impression. Spacio verifies the accuracy of visitors’ contact information so agents can focus their efforts on the highest quality leads.
Spacio automatically sends a follow up email to prospects after they sign in. Through Moxi Present, the follow up email can include agent’s customized interactive presentations of the listing. Spacio also gives agents access to all the open house leads in our Moxi Engage CRM.
Get Insights on Your Most Likely Customers
Spacio gathers social insights on visitors and surfaces the most likely customers based on the agent’s Ideal Customer Profile. Lead Quality Scores are based on the agent’s preferences and a variety of factors, including how visitors answer questions on the sign-in form and public data available on leads.
Real-Time Reporting on Brokerage-Wide Activities
Make more effective, data-driven decisions on sales, marketing, and training with comprehensive real-time reporting on company-wide open house activities.
Spacio utilizes the information already in the Moxi Works open platform including brokerage branding and agent/office roster information. Moxi Works’ customers can enjoy automatic onboarding of all agents, including complete agent profiles with headshots in Spacio and all listings automatically populated upon account creation. This means agents spend no time migrating to Spacio and more time using it.
Find out more about Spacio and the wave it’s making in the real estate industry by clicking here.
Better Homes and Gardens Real Estate Rand Realty has launched a powerful combination of the latest in agent productivity technology. Through the Moxi Cloud, our open platform, agents now have access to our Moxi Engage™ CRM, which is fully integrated into an advanced automated marketing platform from teammate, Imprev, Inc.
“There’s a great technology race in real estate that has brokerages scrambling to add the latest innovations to gain a competitive edge and attract new agents,” says Matthew Rand, managing partner of Better Homes and Gardens Real Estate Rand Realty, which operates 26 offices with 1000 agents. “But agents are suffering from tool fatigue: There are too many disconnected apps and tools offered to agents without a focused plan from the broker to tie them all together,” he continues.
Better Homes and Gardens Real Estate Rand Realty, which is the premier real estate broker in New York City’s northern suburbs, closes more than $2.1 billion in real estate sales every year in Westchester, the Hudson Valley, and Northern New Jersey. The Rand organization is well-known for its regional technology leadership. It was the first company to put its listings online, the first to offer mapping and directions, and now the they’re the first to provide a fully mobile environment for home sellers and buyers.
“Combining two best-in-class technologies that are fully integrated helps make Better Homes and Gardens Real Estate Rand Realty agents’ lives simpler and their businesses more successful,” Rand says. He adds, “The streamlined experience will also be a powerful offering in our recruiting strategy.”
Renwick Congdon, CEO of Imprev, a company known for its advanced automated marketing services, explains how the Moxi Works and Imprev integration creates a unique value proposition. “Providing compelling, timely, and relevant content to buyers and sellers helps agents build relationships and trust,” Congdon shares. “Delivering the right marketing to the client consistently and automatically can help an agent gain a client for life.”
“We’re making sure agents do the right thing at the right time, which we’ve seen dramatically increases their new, repeat, and referral business,” says York Baur, CEO at Seattle-based Moxi Works. “The technology that BHGRE Rand Realty is providing to its agents will provide a workflow that will be the envy of its competitors.”
Both listing and contact information for each Better Homes and Gardens Real Estate Rand Realty agent will be synchronized with their CRM and marketing platforms. The streamlined workflow dramatically increases agent efficiency and improves data quality by eliminating the need to enter listing and contact information in multiple systems. The integration also enables the automatic creation of marketing content for a wide range of marketing activities – from promoting a new listing to keeping in contact with an agent’s leads and sphere of influence – all without requiring the agent to lift a finger.
The Moxi Cloud open platform continues to grow, now with customizable marketing from real estate firm, Impact Marketing.
Founded by real estate professionals, Impact Marketing brings over twenty years of industry experience. Impact is a real estate marketing firm that provides proven marketing solutions through online tools and printed products. They aren’t your stock standard marketing firm, they do things differently and the benefits are many.
The most annoying thing about using services can sometimes be the fact that it is seemingly impossible to reach an actual human being when you’re having problems or just want to ask a simple question. Impact Marketing prides themselves on always being reachable to their agents. Their service is personalized at every step of the way, making it a more collaborative experience for agents.
They offer customizable materials for direct mail, including nurture campaigns so agents can “set-and-forget,” putting their brain power towards selling. Impact also offers list services where they manage contact lists or create general radius mailing lists with optimal demographic filters so agents target exactly who they want to. Impressing clients is easy with their high quality brochures and agents can make their own marketing materials from scratch with their Custom Desk program.
Mike McHenry, VP of Channels and Partnerships said, “Impact Marketing Specialists have built a great client base in the real estate industry and enjoy a great reputation. We’re proud to be partners with Steve and his team. The integration with Moxi Works provides an easy click for agents to order material and services from their Impact account.”
Impact will integrate with the Moxi Works Engage CRM product, allowing agents to click a button, taking them directly to the Impact system with all of the appropriate info, for a quick review and checkout process. It will also integrate with their contact list so agents can choose who the marketing pieces are sent to.
“Adding Impact Marketing to our Engage CRM product in genius. Snail mail will never cease to exist as a touch point for agents. It’s an important piece of sphere marketing that can’t be forgotten, and Impact gets it done right,” said York Baur, Moxi Works CEO.
What’s more is that Impact has dedicated Marketing Managers taking care of every step of the process, making marketing as easy as possible for agents. The solutions are endless. Plus, with lightning fast turnaround times, it’s hard to not fall in love with this team.
Find out more about Impact Marketing, starting with their innovative approach to social sharing: