I’m a member of the Levin Johnston team here at Marcus & Millichap Palo Alto. When I first started out, I was strictly using Excel in tandem with Outlook. I realized pretty quickly that I needed something better in order to be truly effective. I needed a solution that both organized my data and would provide value to me as I moved forward along the deal process, whether that be prospecting or looking at different opportunities for my clients. After talking to other brokers that were using Apto, I decided I wanted to get going with it sooner rather than later.
Once I got started with the software, I discovered that Apto is very user-friendly. Now, it’s pretty much everything I need for my business. As a broker, you need to make sure you’re well organized and not forgetting small details. That’s what I love about Apto’s task management feature. I can set tasks for things I need to do three or four weeks in the future. Then, on that day, I don’t even remember that I was supposed to do something, but it will pop up in Apto and link to a specific principal I need to reach out to or properties I need to follow up on.
I wish I could tell you I never missed a follow-up when I was just using Excel and Outlook, but the truth is details will slip through the cracks if you’re not using something like Apto. On top of that, thoughts can get lost in translation over time. Down the road I may not understand the context of a follow-up and it can be really time consuming to look through all of my notes again. Apto helps me save the context of a task, so in the future, the most pertinent information is right there. It saves me time, which is so crucial in our business.
"Research for a cold call could take anywhere from three to five minutes if you do it the old way. If you make 10 calls, that’s almost an hour down the drain right there. With Apto, it takes 10 seconds to a minute to find all relevant information about a contact ."
If I had to quantify the amount of time Apto has helped me save, I would use prospecting as an example. When prospecting, you want to reach out to as many potential clients as possible, but they need to be quality conversations. Apto’s Prospect & Nurture functionality helps me be proactive by providing me information so I can be of value on the phone. Instead of spending time Googling a prospect, going on their LinkedIn, etc., Apto provides value immediately. Research for a cold call could take anywhere from three to five minutes if you do it the old way. If you make 10 calls, that’s almost an hour down the drain right there. With Apto, it takes 10 seconds to a minute to find all relevant information about a contact.
Other than time savings, Apto delivers real ROI when it comes to closing deals. One time a prospective client had expressed to me what they were looking for, and I linked that to a specific buyer profile in Apto. Then, when a building was for sale later on, I didn’t have to search through buyer prospects—Apto showed it to me instantly. Their buyer profile was a perfect fit, and it was a no-brainer to reach out to the prospect. I can honestly say that in that instance, Apto helped me close the deal easily and efficiently.
Apto helps you keep everything in line. It organizes the entire deal process from proposal through escrow and closing. For those who haven’t invested in Apto, frankly, you’re missing out. Whether it’s deals, money or time—you’re missing out!
See for yourself what all of the excitement is about.