Skip to content
Back

Leading Through Technology

 

Wise Agent and Cole Information: A Powerful Combo for Real Estate Agents

As a sales leader in real estate, you know how essential client relationship management (CRM) is to your business. To stay ahead of the competition, you need a solution that can organize, track, and nurture leads while keeping you in control of pipeline and transaction management. 

This week, on The Info podcast, Bryce Curry, VP of Marketing at Cole Information is joined by co-founder and CEO of Wise Agent, Brandon Wise. Wise Agent is a leading CRM platform built specifically for real estate agents to help them sell more efficiently. Wise Agent provides subscribers an all-in-one platform to manage contacts, measure engagement, launch marketing campaigns, and manage transactions.

In the episode, Wise and Curry unpack the growing trends in technology that are powering today’s top real estate agents; tools that automate and simplify sales pipeline management and allow agents to have more informed conversations that lead to better relationships and better sales.

If you’re new to real estate sales or looking to integrate smarter tools into your business, you won’t want to miss this episode.

You can watch today’s episode on YouTube or listen where you get your podcasts.

YouTube  |  Spotify  | Google  |  Stitcher  | iTunes

 

Interested in how Wise Agent and Cole Information can power your agency? 

Visit wiseagent.com/cole for more information.

 

 


 

Leading Through Technology | Episode 4

AUTOMATED TRANSCRIPT

 

Bryce Curry:

System fragmentation is tripping your business strategy up. There’s a lot of buzz around marketing technology and automation, and yes, it can be very overwhelming. So, I invited one of the leading technologists, Brandon Wise, co-founder and CEO of Wise Agent, on our podcast.

Welcome to The Info, a podcast that encourages and equips sales leaders to prospect smarter. Hi, I’m your host, Bryce Curry, VP of Marketing at Cole Information. In this episode, Brandon talks to us about how he went from a frustrated real estate agent to co-founding and leading one of the leading CRM platforms. He and his team have been working on some exciting new features, which I’ve asked him to come on and demo for the visual part of our podcast. Check out the links in the episode description to learn more about Wise Agent and how to contact Brandon’s fantastic team.

Today I’m excited to have Brandon Wise, who’s one of the founders and CEO of Wise Agent. Really, Wise Agent is a leading technology in the real estate space, specifically around CRM. But we’re going to unpack some of the stuff that Brandon and his team have been building. The management team at Cole, we’ve had a great relationship with Wise Agent over the years, and it’s been exciting, Brandon, to watch you guys release different technology and innovation. Thank you for joining us today.

Brandon Wise:

Hey, thank you for having me, Bryce. I’m excited to be here.

Bryce Curry:

With this episode, I’m going to have you show some of the features of Wise Agent. You have some really exciting, innovative stuff that you are building and launching for real estate agents that really is next-level-

Brandon Wise:

Thank you.

Bryce Curry:

… I think, and I’m excited to let you show that to our audience. But before we jump in there, I just had a couple questions for you that I’d love to just connect with you on. One of the things in our podcast that we talk about with our guests is this idea of going from zero to one. When I get an opportunity to talk with a founder, I’d love for you just to spend a few moments to share your story of the journey of creating Wise Agent.

Brandon Wise:

Sure. I guess the quick story is, I was a realtor, and I was a rookie realtor, had my license hung at Coldwell Banker and going through listening to the coaches and doing the motions and going through all the things that you do, getting your business up and running out there, hustling. I realized right away, “Man, I need to get my business organized and running on some kind of system, or else I’m going to start dropping balls,” as I was getting a little busier. So really, Wise Agent came because it was a need for myself. It was never an idea that, “Hey, let’s build this platform and sell it to a bunch of agents.” It really was just I asked my best friend that was a computer programmer, I drew it out on a napkin at a ballgame actually and said, “Hey, can you build me this tool? I’ve got to get my business organized, or I’m not going to be able to go to the next level,” and he built this thing.

At the time we didn’t even know what he had built, it’s called a CRM, and for anyone out there that doesn’t know, Wise Agent is a CRM platform. Basically, CRM stands for Contact Relationship Management. What we do is we provide the tools and technology to help realtors and brokers be able to run their business using systems. We run their whole business on systems, we back it and we also provide all the marketing so they can streamline all their marketing and transactions. So, they have one platform they can run everything on, and we back it up with good support. But it all started as a tool that I needed to use for myself, and then as other agents started seeing it, they’re like, “Hey, how can I get on?” That’s where we’ve taken it to 21 years later, still continuing to add onto it and solve agents’ problems.

Bryce Curry:

That’s such a great story. That’s why I wanted you to share, because you had a frustration, a need that needed to be filled for your own efforts in business, and then over the years it’s turned into impacting thousands and thousands of agents across the country. Now, are you guys primarily focused within the US, or what markets do you serve and support?

Brandon Wise:

We started off just really focused on the US and that’s been our drive, but now it’s gone worldwide and we have people all over the world using it, so it’s always neat to answer the phone. We’ve got someone in Pakistan, and then another hour later someone in New Zealand. So really, we’re helping everyone. We have a newsletter that we put out every month and we do put it in English and Spanish because we have a lot of Spanish-speaking, so we’ve gone really big on the Spanish. But really, we’ve got people worldwide, and it’s exciting to have all these relationships around the world.

Bryce Curry:

That’s amazing. It really shows the power of your platform and the need that it fills. One of the things that I always think is really cool when I get to see what you guys are doing is just innovation. I think innovation is probably a big thread of everything that you guys do at Wise Agent. What’s your approach there? Is it a market-first approach? In talking with agents and obviously your background as an agent, you have that ability to think like an agent. What’s your approach to innovating for the real estate agent?

Brandon Wise:

I feel like we are just so fortunate that the members that we’ve attracted that use Wise Agent are the top agents around the country. We’ve set ourselves apart as a technology company that we answer the phone and we have true relationships with our members. We’re constantly hearing them, listening to the brokers and the agents tell us what their problems are or what their headaches are. Then we go to the drawing board and we figure out, “Hey, how can we innovate a tool or a solution that’s going to help that little piece?” And over the years, after 20 years of listening to the agents and figuring out these problems and making solutions for it, we’ve created a really massive platform, and we’re always really big on trying to keep it very easy to use. Every tool in here, even though it solves a lot of problems, they’re real simplified.

Bryce Curry:

That’s really a key thing, and something I want our audience on this podcast… Does go into insurance and home services. But from a CRM perspective and some of the stuff that we’re going to talk about today, it’s really important to have that central location of your sphere of influence, your contacts, but Wise Agent, you go even beyond that, right? You guys have campaign building capabilities and monitoring and measurements.

Brandon Wise:

Right. Just like you said, it started off as that, but then the brokers and agents were saying, “Hey, we need reports and we need to take it to other levels, and we also want to track our transactions and store our documents, and have all the leads come in and help us convert leads.” So, every little issue we’ve taken and built it into this platform. Our drive when we’re building these tools, it’s for realtors and brokers, but now we’ve got insurance agents and car sales and lawyers using it, because really the systems that we build, if you’re in any kind of sales running any kind of business, it’s the exact same thing. In the end it’s about building relationships, and that’s what we do.

Bryce Curry:

Absolutely. One of the mission-critical things for sales professionals, marketers, even all the way up to the C-level, is to have visibility to your pipeline, right?

Brandon Wise:

Right.

Bryce Curry:

Top of funnel, middle, bottom of funnel. Platforms like Wise Agent help with that, because you can see who’s responding, who’s engaged, and take action accordingly. One of the things I was interested in talking to you about and getting your perspective on before we dive into the platform and talk a little bit more about some of what Wise Agent offers is, what’s your perspective on the horizon? Honestly, as a management team, we view you guys as technologists in a lot of ways. We think about what is Wise Agent doing from a technology standpoint. What do you think the next two to five years holds for real estate agents or marketers and sales professionals from a technology perspective?

Brandon Wise:

I think it’s going to be exciting. I get excited about change. I know a lot of people don’t like change, but it’s coming. Right now we’re seeing it fast, especially with all the new artificial intelligence styles coming out, that we are absolutely grabbing on and bringing to our members, figuring out how are our members going to be able to use this best. So, it’s going to be exciting.

Of course, the markets are going to always go up and down, but there’s always a need for the real estate agents. We’re always going to need someone to walk us through the most expensive thing where we’re going to buy on our lives, as someone that doesn’t do it all the time. So, there’s going to be a need for realtors. I think the realtors that are grasping the new technology and taking advantage of all the marketing and sales technologies that are out there are going to definitely be the ones coming out ahead on top. I don’t think that technology is going to put agents out of business, but I think the agents that use the technology are going to end up putting the other agents out of business.

Bryce Curry:

I think technology behind the scenes also helps the real estate agent or the sales professional. I think of our home service individuals, like in solar. There’s education, there’s trust, there’s also this process of big expense that the homeowner is having to consider. Technology like Wise Agent I feel helps an agent or helps a sales professional be the guide, because you lean into that technology. As a real estate agent, or insurance agent in our case and some of our different verticals, it’s so important we talk to our customers about you’re the guide for this consumer and you’re taking them along this story to a success to where they want to be, whether I need four bedrooms because my family’s growing, or I need to move because of some reason. I think when you’re considering a technology platform, it’s important that it provides automation, it provides things that save you time so you can be this guide and interact more and develop the relationships with real estate agents.

Brandon Wise:

I agree. I think so much about what we do here is trying to give the agents and the brokers back some of their time so they can use that time to build the relationships and do the things, the human touches, that everyone out there needs, and then do it at a higher level because of the technology behind it.

Bryce Curry:

One of the things I did want to ask you when I was thinking about this podcast is, if you would unpack a little bit of how does Wise Agent support lead to the transaction funnel. You have this top and bottom funnel, and different people will give different definitions of that, but can you talk about the full picture of how does Wise Agent help start at the top of the funnel and then help lead it to a transaction, right?

Brandon Wise:

Yeah.

Bryce Curry:

I’m sure you deal with real estate agents that are looking to grow, obviously. They want to go from 20 transactions to 50; some of our bigger agents that we mutually share are in hundreds and hundreds of transactions. At a high level, how does Wise Agent help support that whole process?

Brandon Wise:

Like you said, most of the leads that are coming offline are coming from what we call a landing page, and really a landing page, which I can show you in the demo, but it’s just a website that’s there for one purpose: to capture leads information. There’s always going to be a couple boxes you can fill out your name and your email on every landing page. As these leads are coming in, and they might be coming in from landing pages they fill out on other third-party platforms like Zillow or Fealtor.com or Redfin, those leads are coming in that realtors are able to buy, or they’re running their own ads on Facebook and Google, or using a landing page where they’re capturing leads, or even holding an open house. Everyone that walks through the open house, instead of having them sign in on a piece of paper, now they can create a nice little landing page and say, “Hey, before you walk through, the seller requests you put your information in,” and you can just capture a lot more information.

Anytime they fill out one of those landing pages, whether it’s on Google or Facebook or on Zillow, we’ve made sure that Wise Agent is tied in with all of those, so automatically and immediately those leads flow right into their CRM, Wise Agent. Then from there, the idea would be that the realtor has pre-thought out, “Hey, when leads come in from one of these sources, what all do I want to happen on it?” Before they hold that open house or before they run the ad on Facebook, they’re going to say, “Well, when the lead comes in here, I want to categorize them in these categories, and then I want to send this text and these series of emails over this much time to try and convert this lead from just a lead into having a conversation with me.” And conversations are what turns these leads into clients.

So, that’s what we’ve done, taken that. Then where Cole comes in with us is we were getting a lot of leads come in with very limited information, and I was actually at a conference talking to Jim, the CEO of Cole, and telling him our problem. “Man, there’s a lot of leads, but the agents don’t even have enough information to call them back and have a conversation, because a lot of times it’s nothing but an address or an email, or a name and no other info.” As I was telling Jim from Cole our issue, we put together, “Hey, what if we were able to combine these two and add some of that really valuable information?” So, now we’re getting that piece of it, and then the other part is talking to these leads.

Everybody knows now, it’s called speed to lead. As soon as a lead comes in, I need to pick up the phone within five minutes and try to reach out to them. But a lot of times these leads are coming in in the middle of the night or when the agents are out showing houses. So, we’ve added in more technology to help with that, an AI bot that’s specific for converting leads. Anytime a lead comes in now, a text message can be sent out right away from someone that appears to be an assistant. They’ll start having the conversations and asking all the right questions, but it’s really just a bot that’s running in the background. That’s really helped the agents convert more of their leads that take a long time, because now it’s having conversations with the bot, and then the bot hands the conversation over when the lead is ready to convert.

Bryce Curry:

That’s a great way of looking at a full lead to transaction, and how technology can support that, automate that, and to your point, even when an agent might not be available because they’re in the market showing a house or closing a deal, their technology is still working on their behalf: providing efficiencies, saving time, always being accessible, and again, being the guide to that consumer. I think that’s a super powerful thing for especially the Cole audience to think about, as you’re used to using our products to do hyper-local neighborhood marketing, list building. But the importance of then taking that information and putting it into a process, a platform like this, takes your agency to the next level because of the exact reason that Brandon laid out.

Brandon, we serve various verticals at Cole, anywhere from the individual that’s a business development rep that’s making a call to the C-level that’s making decisions on installing business technology, to a broker. I would say one of the number one frustrations that we hear from our users that I wanted to unpack with you, and we’ve started talking about this a little bit, is the need for an all-in-one platform. I have stuff here, I have some stuff over here, but they don’t talk to each other. I’m too small of a business to really think about how to connect databases or database architecture, especially in our focus is small to medium-size business sector.

Technology has revolutionized a lot of ways that we go about prospecting and managing our business. You mentioned it, but I think that it’s really interesting, and you demoed this to our management team a couple weeks ago. There’s a lot of talk about artificial intelligence, and in various contexts it can mean various things. But what do you think AI has to offer? You touched just briefly on this a moment ago, but what does AI have to offer to sales and prospecting professionals?

Brandon Wise:

Man, on the sales side of it, as these leads are coming in, even the great sales people know, “Hey, we’ve got to call right away. We’ve got to get that speed to lead.” But then it’s all about consistency and how many times are we going to follow up. As humans, even though we all know sometimes it takes eight or 10 touches, a lot of times as our members or even if I call someone, call you five times or text you a few times and you don’t reply, I might just be like, “Okay, this guy doesn’t want to talk to me.”

But when you’re using an artificial intelligence bot and they’re texting, they don’t have those same feelings, so it’ll keep texting you for up to a full year, this thing keeps on trying to have a conversation. What we’re seeing is sometimes it takes eight times, sometimes it takes 15 or 20 tries, and sometimes months later, but they’ll happen to send that text message at the right timing that catches that lead at a weak point or whatever you want to call it. But they’ll reply back and say, “Actually, I did want to know about this house down the street,” and that starts the conversation. So, being able to use that technology, that artificial intelligence to get those conversations started is what we’re seeing is just a huge piece on the sell side of it.

Then of course on the marketing side, we’ve integrated new technology there where I’ve seen for a long time, realtors and brokers, a lot of them are not good writers and good marketers. That’s not what they were into. But it’s such a huge piece of building your business; you have to be able to write some blogs and some marketing ads. Even the listing descriptions on the house, you can make a difference if you can write a better description. Now we’ve integrated ChatGPT, it’s the newest artificial intelligence the world is talking about, but we’ve brought it in, we turned it into something we call the writing assistants in our platform, and our members are going crazy loving that they can just go in and have it write pretty much anything to do with marketing. It can write drip campaigns, it can write texts, it can reply to emails with really nice replies. So, they’re just using it to save time, to get their writing started, and sometimes they do a little editing on it. But it’s just really been a game changer that we’ve added last month.

Bryce Curry:

The human brain is focused on two big things, about thriving and surviving and stuff like that. But as marketers, as sales professionals, we’re trying to break through being ignored and then building that into a relationship. You guys work with many agents across the country using your platform. If you’re willing, what are some of the top strategies just at a high level that you’re seeing that agents are using Wise Agent, and maybe this is more for when we get into the demo, to stay top of mind, to not be ignored, to be the go-to agent, stuff like that.

Brandon Wise:

I think a lot of right now what we’re seeing with this as the market has been changing is a lot of the agents are going back to the basics. Almost the more technology that the world is getting, the more AI, the bigger the need for human touch is. So, picking up the phone and having real conversations, it goes so much further right now. So, we have tools in Wise Agent like a call list to help you organize your calls and make sure that you’re taking notes and scheduling the calls. So, even with the basic things going back to the old school way, there’s still technology that’s going to help you do those things.

And it’s not just one thing. I think right now they’re realizing, “Hey, we’ve got to get better at marketing as far as staying in front of people’s faces for longer periods of time.” People are taking more time to make decisions right now. So, it’s not only the phone calls, it’s setting up the campaigns, and depending on where they are, you’ll have different campaigns that are texting and emailing follow-ups for three, six, eight months, for new leads, some for people you’ve already met, some for people you’ve already sold things to. So, you’re constantly staying in touch.

They’re sending out their monthly newsletter, something that goes all the way back to the first marketing the realtors probably did. It’s working then, it works, and they do take that newsletter. We prepare the newsletter for them, so there’s no work. It puts their branding on, it’s done: it’s got a recipe, it’s got the real estate. But then they go in if they want they add their listings to it, or a little real estate corner for their area. But just again, that consistency when you add the newsletter, the text, the emails, the phone calls, they’re staying in touch, and those are the ones that are winning. They’re doing the broad spectrum of all the things that everyone knows they should be doing, but most people aren’t doing.

Bryce Curry:

We’ve talked about ways of getting noticed and talked about how Wise Agent can help from a prospect to a transaction and so forth. What I’d like to do is quickly just have you provide a demo. I think it’s important to show just a high-level overview of what the platform is, the CRM aspect. But also if you wouldn’t mind, because I think it’s super cool, you showed it to us and I’d love our audience to see it, for those that watch our podcast. Those listening, you can go on our YouTube channel or into the community blog section and watch the visual of this part. But I’d love, Brandon, for you to just walk us through a demo of what the platform is, and if you wouldn’t mind, show us this really cool thing that you’ve done with the AI component, and then also the landing page side of things, because that’s definitely industry-leading.

Brandon Wise:

Absolutely. I love showing it. I’ll go ahead and share my screen here. When we started working with Cole, it was a really big deal for us because we had so many agents call and saying, “Man, we’re getting a lot of leads, but it’s just nothing but a physical address, and it’s really hard for us to pick up the phone and call. We don’t know a number, we don’t know a name, we don’t know anything.” I think that was a big piece that brought this partnership together, and it was such a benefit to both of our members.

Now, what you’re seeing here is I’m actually logged into the front page of Wise Agent, and as you get started and you’re going through it, you’re going to be able to see your commissions and your day planner and to-dos and birthdays and all the good stuff where your leads are coming from. But what I wanted to jump over and show you is, we’re going to just open up a landing page here, and I’ve gone and just got an address off of Zillow, and I dropped it in to show you what happens.

We’re just acting like this is a lead, and maybe they’ve clicked on a Facebook ad that says, “Do you want to know how much your home is worth?” They said yes, and then it brought them to the next page, and now they’ve got to fill in their address, and it’s asking for their first name, their last name, and their email as well. But we’re going to say that they just want to beat the system and take a shortcut, so all they put in was their address. As soon as they hit that “get valuation” now, then that lead off of this landing page or any other landing page, it’s already gone into the CRM, and now we can return back a property valuation page or whatever we want there.

But the big piece is that when we jump back over to the CRM now, I’m going to go ahead and click on the contact button and we’re going to go to the contact list. As we get here, you’ll see today I have this set up to sort by the date that it was updated, the most recent lead that’s come in or any updates. You can see right here, this is that new lead that just came in right now, just a few seconds ago. All that we put in when this lead came in was a physical address, and you can see within seconds it already found and was able to fill in the email, a phone number, a first name, and a last name for this person. Then when I click on the contact, we also got a lot of valuable information. We got a birthday and a cell phone number that we can use to reach out to them.

Now, as I scroll down on that summary page, you can see we get to the notes section, and not only did we get the stuff you can see that was filled in, but there’s a lot of other excellent information that we can use for conversation starters, and just to learn a little bit. We see these people own a dog and a cat. So, you can start learning a little bit about this new lead that came in, and the more you know, the more information you have, the easier it is to have a conversation, and the conversations are what turns leads into clients. So, you’ve got to start having the conversations. But this just gives a big icebreaker where you just can look and see all this information on that person, that when it came in just a second ago, we knew nothing but their physical address. That’s the power of that partnership with Cole: being able to provide our members with a lot of immediate information so they can follow up on those leads.

Real quick, I wanted to click under marketing and just click on the landing pages just so that people understand. Landing pages are really where the leads start. No matter what you’re doing, whether it’s an open house or a home valuation or anything else, we’ve got all kinds of landing pages. You can take and edit and use those, put them all throughout the internet and use those to capture your leads as they come in. Then what you want to do before you even put those out, after you get your plan in your head, is you would go under the contact and you’d go to the lead rules, and that’s where you’re going to decide, “Hey, as these leads are coming in, what do I want to happen? As this lead comes in off of Facebook, I want to automatically put them on a 10-day conversion drip campaign where it’s texting and emailing them, and I want to pre-categorize them.” And what email do I want to send off immediately, and what text message do I want to send immediately, versus the ones that go after that and any of those kind of things.

The idea is preparing the system before the lead ever comes in, so that when the leads start coming in, it just rolls and you’ve got the system. Part of that system is what marketing pieces, what are you going to email them and send to them to help convert them and make them feel comfortable enough to say, “Yeah, I want to use you for my solar system, or to buy my house or to sell my car,” or whatever it is that you’re doing.

A lot of that comes to what is the content that you’re putting out, and that’s the next thing that Bryce talked about. Also under marketing, when I click on the button that says “content library” here, that brings us into a page where now this is where I can store all the content that I’m going to use over and over again. There’s different sections for email versus text, but when you click on one of those tabs, you’ll see a little blue icon here that says AI Writing Assistant. This is a test site. You can see actually someone had just used it and said, “Write a short blog the homeowner would want about a solar system, or about using solar on your house.” So, it wrote this whole paragraph.

Then we’re going to do it live here for you, so I’ll say, “Write a short blog maybe that we’re going to use about why someone would want to move,” and you could move to, I’ll just say Scottsdale, since we’re here in Arizona, just Scottsdale AZ. That’s all. Anything that I needed to use to get some content written up, any kind of copy there is, you can ask this thing to write it, and then it just takes it about 30 seconds. It’s coming up with the best way to word everything, and then it’s going to pop that writing in, and there it is. So, now I’ve got a whole blog written about Scottsdale, Arizona is a great place to live for anyone looking for a desert lifestyle. It goes on and talks about the temperature and all the benefits of living in Scottsdale.

Now I can just click on that, and then it pulls that blog into my editor. I can go make any edits, make sure that the voice sounds like it’s coming from me, and now I can turn around and add that to my blog or use that as an email or a text message, or you name it. That’s how that writing assistant works, and saves so much time with any kind of copy or content you need to create for your marketing needs.

Bryce Curry:

For sure. I am super pumped that you guys are offering that, and also the data flow of taking a lead and enhancing that lead to give the agent, your end user, a little bit more information, because you can think about the pitch, the approach, does it fit your sales style, and more importantly, increase your contact rates as well, because you have additional contact points.

This very specific use case that you have I think is huge, I really do. I want all of our customers that obviously are mutual customers to be using this. But if you’re not currently with Wise Agent, I think this is a feature that’s a game-changer for you, because one of the things, Cole, that we get asked a lot about is, “How do I increase my response rates? I have up to three points of contact per house, it’s the confirmed homeowner, I’ve made my list based off demographic selects. I get all that, but I need something to help me increase my response rate.” The use of this writing assistant can help you, because it saves you time, but also, I think, right, Brandon, you can do some input on writing style?

Brandon Wise:

Yes.

Bryce Curry:

Once you showed us, maybe you wouldn’t necessarily do this, but in a Shakespearean format, or you can give a tone input that fits your personality and it just makes it-

Brandon Wise:

Right, right.

Bryce Curry:

… that much more personable. I think it’s huge. I think that it is ability for even our insurance agents and across our verticals to be able to use this to create and be a subject matter expert, and create a bunch of content very quickly, is super powerful.

Brandon Wise:

Even the example you used of sending an email, I’ve seen it, you can take the subject line that realtors are are known to be not great at writing subject lines that get opened, and you can put it in, say, “Rewrite this line, the subject line for an email, in something that’s more likely to get opened,” and it’ll rewrite it more interesting, the same subject line, and you can take that. So, it just really is a game-changer when you start using it in your marketing. You’re going to see your open rates go up, your replies go up, and your time put into creating all this content go way down.

Bryce Curry:

And it’s all in one place, right?

Brandon Wise:

Right.

Bryce Curry:

I can see the results of all of this within my Wise Agent account. I don’t have to go to a different platform to see how is my email doing versus my calling campaigns, and it feeds back to the contacts and stuff like that. So, I have full perspective of my prospecting efforts, my marketing initiatives and stuff like that.

Brandon Wise:

Yeah, we were really big… You mentioned it earlier, but there are so many other cool technology companies out there in our industry that really compliment the CRM. Nobody has time to be jumping from one platform to another and switching in and out. We saw that early on and said, “Hey, let’s create relationships with these other technology companies, and really build tight integrations that make sense and simplify everything so that you can run your whole business in one platform, but you’re able to take advantage of some of the other technologies that everyone needs.”

Bryce Curry:

Absolutely. Well, Brandon, thanks again for being on The Info podcast. How can our audience learn more about you or reach out to your company? Where should they go to get more information?

Brandon Wise:

Really, the best way is just go to wiseagent.com or wiseagent.com/cole, and there’s a contact us button on that page. There’s a start it, try it free. I think that’s really the best bet, is just hit the “Try It Free” button, get your free 14 days going, and in that 14 days we’re going to reach out to you to do a one-on-one onboarding. I think that’s the critical part, is you want to take advantage of that free one-on-one help. We’ll help you get your database moved over, get it synced with your phone, get your leads coming in automatically and set up your drip campaigns; run you through the whole system and get it customized for your business and what you’re needing right now.

Bryce Curry:

Awesome.

Brandon Wise:

So, use our support, because that’s going to really save you a lot of time.

Bryce Curry:

Awesome, awesome. We’ll put those links in the description of this podcast so you can click on those as well. And Brandon, thanks again.

Brandon Wise:

All right. Thank you, Bryce.

Bryce Curry:

Of course. I hope this episode provided value to you as a salesperson. If you enjoyed our content, please like, subscribe and leave a review. Make sure to join us for the next episode of The Info by Cole Information.

A man smiling at his computer

Call Cole Information for a free demo or contact us online!

800-800-3271

It only takes a few minutes to see how we can help you maximize your prospecting strategy!

test

Cole Information
Cole Information
Back to Login
A man smiling at his computer

Call us to learn more about team pricing.

800-800-3271

It only takes a few minutes to see how we can help you maximize your prospecting strategy!

A man smiling at his computer

Call us to learn more about team pricing.

800-800-3271

It only takes a few minutes to see how we can help you maximize your prospecting strategy!