Medina is a Pennington, New Jersey-based lawyer specializing in estate planning who is a certified elder law attorney and financial planner, and a registered investment adviser who leads two thriving firms in those areas, as well as a national technology conference. The managing partner of Medina Law Group, president of Palante Wealth Advisors and founder of the MacTrack Legal technology conference says his approach to growth has always been to master the art of business.
As a third-generation entrepreneur and mom to three kids, Michigan Realtor Breanne Martin Gaudard instinctively knows that to thrive, businesses have to be able to scale. With the experience she gained from watching her mother do the bookkeeping, she took on technology management priorities that include Daylite, an Apple-focused Customer Relationship Management (CRM) app that promises it can power teams to “handle more clients, close more deals and execute more projects than ever before.”
Prior to using the Daylite CRM, Martin family businesses mostly ran off of paper file folders, a Rolodex contact-card system, and another CRM called Realty Juggler that wasn’t Mac compatible and didn’t fit with how the team actually worked together using email as primary communication.
Sometimes cases can take a decade or more, and he wouldn’t be able to manage it without the help of Daylite, a comprehensive, Mac-based customer relationship management app.
“Specifically, because it’s a Mac-native program, it integrates incredibly well with Apple Mail,” said Eisenberg. “The Daylite Mail Assistant is fantastic. I don’t have to be worried about having access to my email as long as I have access to my Daylite database whether it’s on my iPhone, iPad, iMac or the MacBook Pro I use when I travel. I can very easily look up a case history or see what Tasks I have in relation to it as well as all past communications.”
As urbanites across the U.S. relocate to smaller cities seeking more housing space, lower taxes and more accessible amenities, the City of Portland, population 650,000, beckons as an arts and foodie (and amazing craft beer) paradise nestled an hour east of the Pacific Ocean and an hour west of the Cascade mountain range.
Since 2004, Sean Becker and his three-person team have been selling homes in Portland. Sean Z Becker Real Estate specialized in condos and new developments at first, but the team soon broadened out to single family dwellings. These days the homes are often sold to incoming newcomers from Seattle, San Francisco and New York who can still find a nice detached house for USD$700,000 or $800,000 – a third or less of what they would pay in what have become less affordable US mega-cities.