Over the last four years, Mark Jacobsen has been working as a realtor with Keller Williams in Lansing, Michigan. Combining the desire to provide a first-rate experience for his clients and his passion for technology, Mark relies heavily on top-of-the-line applications.
In this process, automation plays a pivotal role.
We’re moving at a high speed these days, and if you can’t automate a manual process you’re going to get left behind,” says Mark.
GSuite, dotloop, Mailchimp and Podio are at the core of his automation process. PieSync comes into play as the solution to connect all these apps and create an effective workflow between them. Here’s an insight into his setup:
It is common for a realtor to have more than one email address, but Mark needs to have complete visibility of all of his contacts from any account whether he’s on a laptop or on the road. That’s why he synchronizes his different GSuite accounts bidirectionally through PieSync.
Additionally, he distributes his contacts between systems via different groups, and thanks to PieSync’s rule-based feature, he is able to maintain this segmentation in each account.
This means that whenever he adds or updates the contact information of any of his clients in one account, this new information is automatically synced to the other email address, and vice versa.
Mark also syncs his Google Contacts with Mailchimp. Thanks to this connection, he is able to send out compelling monthly updates to each one of the segments he has identified in GSuite.
When it comes the time to close the deal, Jacobsen uses dotloop, a platform that allows him to share and edit legal documents together with his clients. At this point in the transaction, GSuite has already gathered a lot of information about his client and PieSync has automatically synced it with dotloop, making sharing and filling forms a breeze.
For me, the best thing about PieSync is how much time it saves me. I don’t have to export/import contacts between apps or do dual entry anymore. I have everything working in the background. That gives me more time for my clients and allows me to offer that unreal experience they expect.
