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T: 617.266.9166 www.bostonlogic.com  Leveraging the Sequoia platform for success! Presented by: Patrick  Berzai pberzai@bostonlogic.com 617.266.9166
Overview Tour the Sequoia Dashboard Tips for using Sequoia for:  Users Agents Brokers Sidebar Widget Townspage optimization Social Media T: 617.266.9166 www.bostonlogic.com
Tasks are color- coded in order of urgency Catalogue Upcoming Events… See your New Leads’ Activity …and Messages See Messages from Boston Logic about Updates, Tutorials, or Logic Classrooms here! T: 617.266.9166 www.bostonlogic.com
Stay organized! To Dashboard From Day Planner Go from disorganized to digitized. Keep track of your calls, emails, appointments and tasks to accelerate the sales process!
Reports     Access up to date data about your brokerage from any smart phone, iPad, or computer T: 617.266.9166 www.bostonlogic.com
Make accurate forecasts  No more guesswork!  With our Deal Tracker, get an accurate forecast of agent stats, brokerage projections and more! T: 617.266.9166 www.bostonlogic.com
Keys to CRM Success Data, Data, Data.  Get as much information as possible. Commit to the system Utilize Lead Management Accounts T: 617.266.9166 www.bostonlogic.com
Questions ???? For more information contact:  Patrick Berzai @ pberzai@bostonlogic.com or Matthew Bennett @ mbennett@bostonlogic.com. Or call 617.266.9166 For Upcoming Logic Classroom Webinars by Boston Logic check out our real estate online marketing blog at www.realestaterseo1.com Also, check out our main blog at www.bostonlogic.com/blog T: 617.266.9166 www.bostonlogic.com

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Logic classroom -leveraging sequoia for success-1

  • 1. T: 617.266.9166 www.bostonlogic.com Leveraging the Sequoia platform for success! Presented by: Patrick Berzai pberzai@bostonlogic.com 617.266.9166
  • 2. Overview Tour the Sequoia Dashboard Tips for using Sequoia for: Users Agents Brokers Sidebar Widget Townspage optimization Social Media T: 617.266.9166 www.bostonlogic.com
  • 3. Tasks are color- coded in order of urgency Catalogue Upcoming Events… See your New Leads’ Activity …and Messages See Messages from Boston Logic about Updates, Tutorials, or Logic Classrooms here! T: 617.266.9166 www.bostonlogic.com
  • 4. Stay organized! To Dashboard From Day Planner Go from disorganized to digitized. Keep track of your calls, emails, appointments and tasks to accelerate the sales process!
  • 5. Reports Access up to date data about your brokerage from any smart phone, iPad, or computer T: 617.266.9166 www.bostonlogic.com
  • 6. Make accurate forecasts No more guesswork! With our Deal Tracker, get an accurate forecast of agent stats, brokerage projections and more! T: 617.266.9166 www.bostonlogic.com
  • 7. Keys to CRM Success Data, Data, Data. Get as much information as possible. Commit to the system Utilize Lead Management Accounts T: 617.266.9166 www.bostonlogic.com
  • 8. Questions ???? For more information contact: Patrick Berzai @ pberzai@bostonlogic.com or Matthew Bennett @ mbennett@bostonlogic.com. Or call 617.266.9166 For Upcoming Logic Classroom Webinars by Boston Logic check out our real estate online marketing blog at www.realestaterseo1.com Also, check out our main blog at www.bostonlogic.com/blog T: 617.266.9166 www.bostonlogic.com