At national conferences and trade shows, I met other top producers and discovered we shared the same pain points.

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Bertha Atkins
6 years ago
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Two years ago, I was running one of the top-performing real estate teams in the country.

The growth was thrilling - staggering and it completely overwhelmed our team s ability to adequately measure, report on, and scale our success.

At national conferences and trade shows, I met other top producers and discovered we shared the same pain points.

3 Two years ago, I was running one of the top-performing real estate teams in the country. Under my direction, our sales grew by almost 600%, realizing $107M in annual revenue and closing over 400 homes a year. The growth was thrilling - staggering and it completely overwhelmed our team s ability to adequately measure, report on, and scale our success. I experienced firsthand the challenges of managing a business with exponential growth. At national conferences and trade shows, I met other top producers and discovered we shared the same pain points. I had hoped that through networking, I would learn about a solution that the rest of the industry was already using to tackle these issues. Bewildered to find that no single, comprehensive software platform existed, I set out to design and develop a custom application based on my own systems, reports, and standards. Seeking the opinions and advice of a few leaders in the industry quickly led to a large-scale collaboration with the top real estate teams and coaches in the country. Before I knew it, Firepoint became the solution we had all been looking for. Chris Tamm Firepoint CEO

4 Welcome to a brief Feature Overview of Firepoint We invite you to flip through the following pages to find out how Firepoint can help you optimize your business. We ve designed these features with guidance and input from some of the top coaches and teams in the nation, and continue to update them based on user feedback. We hope you ll let us know what our system can do to make your life easier, and join us in shaping the future of Firepoint. To see how Firepoint can help you grow and streamline your business, schedule a demo at firepoint.net.

5 Firepoint Feature Highlight IDX Home Search Site Search by the full range of your actual MLS terms instead of simplifying them to a few generic fields.

6 IDX Home Search Site Our results update every 15 minutes the fastest refresh time allowed by Multiple Listing Services. Commingling Pull data from multiple MLS s onto one site instead of having to purchase more platforms to manage each one. Expand into additional markets with the same site as your team grows.

7 IDX Home Search Site Create saved searches for your clients and choose how frequently they are sent, from immediately to monthly. Advertise Your Listings Feature either all the homes that your brokerage represents or just listings from specific agents on your team on the Our Homes page of your front-facing Firepoint site.

8 Firepoint Feature Highlight Custom Pages Manage your team page, agent pages, and blog. Releasing in August 2016, create custom pages for additional content like: neighborhood statistics, preferred vendors, testimonials, property list links, coming soon listings, etc.

10 Firepoint Feature Highlight Lending Partnership Management Our system automatically directs traffic to your lenders based on their co-marketing amounts, helping you stay RESPA compliant. Each lender has their own content and receives prequal applications directly from your site.

11 Lending Partnership Management Add your lenders as full users in the system to assign them specific lead sources or all sources depending on how you manage your business. As a Firepoint user, lenders can access their leads in the system, create tasks for themselves or other users, and even design their own follow-up campaigns.

12 Firepoint is taking the industry by storm. The transparency in PPC campaigns is particularly unique. I ve used other systems and they are only willing to share the number of leads and the average cost per lead. With Firepoint, you have a say in how the ad budget is spent. You can decide if you want 100 $4 leads, 40 $10 leads, or 10 $40 dollar leads. For the first time, a company is transparent and collaborative with how they run my PPC campaign. Also, with Firepoint, I can instantly see how much I m spending on one lead source and put them in order from best to worst ROI. Rob Kittle 311 HOMES SOLD LAST YEAR

Firepoint Feature Highlight Pay Per Click Campaigns North Carolina Raleigh, Cary, Knightdale, Garner Impressions Available 101,000 Cost Estimate 912 Click Through Rate 5% Clicks Available 505,000

13 Firepoint Feature Highlight Pay Per Click Campaigns North Carolina Raleigh, Cary, Knightdale, Garner Impressions Available 101,000 Cost Estimate 912 Click Through Rate 5% Clicks Available 505,000 Cost Per Click $0.43 Lead Registration Rate 8% We share everything from cost per click to impression share to conversion rates, so you know exactly how your ad dollars are being spent. Choose specific cities, neighborhoods, property types, and price points to target so you get in front of the clients you prefer to work with. Cost Per Lead $5.38 Cost Per Lead with Search Network $5.11 Max Leads Available 404 Max Budget Available $2, # of Leads for $1,000 Monthly 186

14 Firepoint Feature Highlight Custom Lead Sources Easily create lead sources that make sense for your business. Track which sources perform best to understand your true ROI.

Custom Lead Sources Post listings or a filtered search results page to social media platforms with a unique tracking link generated by Firepoint.

15 Custom Lead Sources Post listings or a filtered search results page to social media platforms with a unique tracking link generated by Firepoint. Upon clicking the link, prospective clients are taken to your site, attributed to the correct lead source in Firepoint, and can view properties based on your forced registration settings.

Firepoint was a game changer for us. Operating on multiple platforms made us inefficient. After switching to Firepoint, our productivity increased 25-50%.

16 Firepoint was a game changer for us. Operating on multiple platforms made us inefficient. After switching to Firepoint, our productivity increased 25-50%. Now I can t imagine running our team without Firepoint s lead distribution rules they are much more robust than a simple round robin approach. I believe that Firepoint is THE all-in-one solution for the real estate industry. Saul Zenkevicius 608 HOMES SOLD LAST TWO YEARS

17 Firepoint Feature Highlight Lead Distribution Our robust and easy-to-use lead distribution system gives you the freedom to manage your leads however you see fit. Filter and distribute depending on source, price, day, time and even specific location parameters including city, neighborhood, and zip code.

18 Lead Distribution Continuous Ripaway Make sure your leads are getting the quick response and attention they deserve. You decide how many minutes your agents have to accept a lead before it s sent to the next agent, and the next, until it s assigned.

19 Lead Distribution Create an infinite number of rules for each lead source and distribute leads not just to agents, but also to lenders and ISA s. Set different rules for during and after business hours, and on days off to maximize your team s efficiency. Include campaigns with lead distribution rules to send an immediate touch and ensure your message and process always matches the situation.

20 Firepoint Feature Highlight Campaigns Our system includes campaigns professionally written by a marketing team and edited by coaches.

21 Campaigns Build campaigns specific to your brand with custom images, videos, and full HTML editing capabilities. Use them to manage everything from a coming soon listing checklist, to follow-up for different lead sources, to past client follow-up for 10 years. Streamline Your Business Utilize campaigns for internal processes such as new hire training and transaction coordination. Include scripts in task assignments to ensure your team offers consistent messaging to your clients.

22 Firepoint Feature Highlight Dashboard Keep your team organized and productive with the Firepoint dashboard. Users see only their tasks and database of leads grouped by Status, Most Active, and Recently Active.

23 Dashboard Tackle your list of tasks and sort them by those that are overdue, due today, and upcoming. Easily Identify: Leads at risk of being forgotten Leads with no tasks assigned to you Possible missed opportunities Leads with no saved searches Top priorities Leads with new status and Leads not viewed

24 Dashboard Our Most Active Leads list helps you focus on your hottest opportunities. A lead s activity level is calculated by factoring in the number of properties viewed, saved searches created, favorites added, and when the lead was last using your site.

25 Firepoint is amazing! It s a lot faster than the other system I was using and has more accountability features than any CRM out there. Now that my team is using Firepoint, we re increasing our conversion rate on the same number of leads. I m excited about where Firepoint is heading. Michael Perna 1,227 HOMES SOLD LAST TWO YEARS

26 Firepoint Feature Highlight Accountability Make sure everyone on your team including agents, ISA's, lending partners, and even stagers stays on top of their tasks.

27 Accountability Step back and get a bigger picture of your team s performance, or drill down into the details for oneon-one s, training, and informing management decisions with our Accountability report. Keep clients from falling through the cracks and catch red flags before they turn into fires by monitoring your team s Leads Not Viewed, Overdue Tasks, and Leads No Tasks numbers.

28 Firepoint Feature Highlight Lead Details Manage every stage of your relationship with a lead from conversion to under contract to post close follow-up in one place.

29 Lead Details See all communication between your client and your team, including calls, s, texts, and notes. Each team member can see other member s tasks, activities, and communication with the client, offering transparency and accountability for everyone involved.

30 Lead Details Log all the important client information you want to keep track of in Contact Details - including information on as many alternate contacts as you need.

31 Lead Details Check out which properties your client clicks on, which ones they favorite, which Saved Search results they ve received, and track trends based on various date ranges.

32 Lead Details Quickly access criteria specific to a client s buying or selling opportunity, and track all of their closings in the same place.

33 Lead Details Manage which team members are assigned to a lead, and add as many users as you need.

34 Firepoint Feature Highlight Global Lead Creation Create a new lead from anywhere in the application, and assign the team for the lead, with one click and a few quick pieces of information.

35 Firepoint Feature Highlight Global Lead Search Easily find any primary or alternate contact in your lead database. Search by contact name, phone number, address, or even notes on file. This feature is especially helpful for agents who have trouble remembering names but are great note-takers.

36 Firepoint Feature Highlight Tags Label, sort, and search your entire database with custom identifiers, making it easy to pull call lists or organize leads into groups.

37 Firepoint Feature Highlight In-Application Texting We store all sent and received texts directly on the lead s file, along with all other types of client communication, to keep everyone assigned to the lead up-to-date.

Firepoint Feature Highlight Call Recording Calls are logged and recorded directly in a lead s record, providing proof that your team is communicating with clients

38 Firepoint Feature Highlight Call Recording Calls are logged and recorded directly in a lead s record, providing proof that your team is communicating with clients when they should be. Listen to calls to understand exactly how your company is being represented and use the recordings to train your team or offer call coaching.

39 Dialer Direct-dial from any device, even when you re on the road, for less than most singleuser software. TCPA compliant *TCPA, the Telephone Consumer Protection Act of 1991, provides a $16,000 fine per phone call or text message to a mobile phone number placed by an autodialer or automated system if you do not have prior written consent/permission to do so. Ask your Firepoint sales rep for more information on how the Firepoint dialer is TCPA compliant.

40 Firepoint Feature Highlight Reporting Our advanced reporting tool provides you with a single source for accessing and analyzing business performance. Lead conversion data, number of leads and closings, and marketing spend are all at your fingertips.

41 Reporting Compare specific, or all, lead sources to help analyze true ROI with metrics like: Company Dollar The money you keep after paying splits Cash Conversion Cycle How long it takes to get each advertising dollar back (the velocity of your money) Cost per Closing The amount you spent on a lead source divided by the number of closings from that source

42 Reporting Return on Investment (ROI) is often miscalculated by comparing how much was spent on leads and how much was made in a given month. Since the majority of leads take over a month from contact to close, the leads you re counting in June may have come from the $300 you spent on PPC in April, rather than the $500 you spent on PPC in June. Firepoint calculates your true ROI by tracking a lead s point of entry, its conversion time, total cost, and final return.

43 And now a preview of Features in the Pipeline One of our most important promises to you is that we never stop developing and upgrading our application. We constantly work to make your real estate software experience smarter, faster, and more robust. Here s a peek at what we re working on now. Please Note These features are currently in various stages of the design process and will continue to evolve as we respond to further input and feedback prior to release. They are presented here for illustration purposes only.

agent information, price, status, and the listing expiration date.

44 Features in the Pipeline Features in the Pipeline Transaction Coordination See all of your dates and deadlines in one place. Manage your listing inventory with a report showing days on market, address, number of price reductions, date of last contact, last notes, listing agent information, price, status, and the listing expiration date. Front-End Templates Select one of our beautiful pre-designed templates for your IDX search site, then customize it to fit your brand, location, and individual team preferences. Include all of your client agreements and closing files with document storage.

Any system that a real estate agent is using, whether you re an individual, a small team, mediumsized team, or a large team, needs to have some fundamentals.

45 Any system that a real estate agent is using, whether you re an individual, a small team, mediumsized team, or a large team, needs to have some fundamentals. You need to have lead gen analysis, to track leads and see what they're doing on your site. You need to be able to find out: what are our expenses; what are our sources coming in, what do those cost us and what is our return on investment? In addition to accountability for agents and knowing what s going on in your overall business, you need a whole picture and you don t want to have to utilize four or five different systems to do that you want one system to do that. Firepoint is that solution: where you can have everything in one spot. Gabe Cordova 814 HOMES SOLD LAST YEAR

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Grow Your Small Business With Salesforce SELL. SERVICE. MARKET. SUCCEED.

Grow Your Small Business With Salesforce SELL. SERVICE. MARKET. SUCCEED. Table of Contents Grow Your Small Business With Salesforce 01 02 03 04 05 Introduction The Salesforce Advantage Chapter 1 Make Everyone