The Realsynch BI is a robust tool built to simplify data integration and enhance business intelligence for real estate professionals. Following best practices will help you get the most out of the platform, ensuring data accuracy and smoother workflows.

Setting Up Integrations

• Map Fields Accurately: Ensure the fields between your Source and Realsynch BI are correctly mapped to avoid data discrepancies.
• You need to be the owner of the FUB account to complete the setup, or obtain an Owner API key.
• Use Standard Mapping When Possible: Standard mappings help maintain consistency, especially when adding new agents or teams.

 Managing Data Quality

There are several methods for tracking appointments in FUB, and Realsynch BI supports the following:

• Appointment Entity under a Lead (Recommended):
  • You must use the same entity for both Appointment Set and Appointment Met.  
  • Utilize custom types (e.g., buyer, seller) and custom outcomes (e.g., working with buyers, listing obtained).  
  • Include details like appointment date, location, guests, and description.  
• Deal Pipeline + Stage:
  • Create Buyer and Seller pipelines under Deals → Manage Pipelines.  
  • Add Appointment Set and Appointment Met stages within each pipeline.  
  • This allows for easy transition from appointment tracking to deal tracking.  
• Lead Stage:
  • Use custom Lead Stages to identify Appointment Set and Appointment Met under Admin Stages.  
  • For improved results, use distinct Lead Stages for:
    • Appointment Set (Buyer)
    • Appointment Set (Seller)
    • Appointment Met (Buyer)
    • Appointment Met (Seller)  
• Lead Tags:
  • Use custom Lead Tags to identify:
    • Appointment Set (Buyer)
    • Appointment Set (Seller)
    • Appointment Met (Buyer)
    • Appointment Met (Seller)
      
      

Tracking Transactions

• The most effective way to track transactions is by using the pipeline/stage feature in FUB.  
  • This method facilitates the creation of deals and movement through the deal pipeline from Agreement to Closed.
• Establish dedicated Buyer and Seller pipelines.  
  • Under each pipeline, create stages for:
    • Agreement
    • Active (Seller only)
    • Pending
    • Closed
    • Lost

• When creating deals, include important information such as amount, commission, and lead information. 

Customizing Metrics and Dashboards

• Set Monthly Goals for:
  • Sales
  • Calls
  • Transactions
• Focus on Key Performance Indicators (KPIs): Choose KPIs that reflect your business goals, like appointment set rates or closed deals.
  
  
• Filter Data by Role: Customize dashboards based on the user's role (Agent, Team Lead, Admin) for more relevant insights.
  
  

*Note: All data is based on your customization settings for tracking appointments and deals. 

Optimizing Call Tracking

• Set Realistic Call Duration Thresholds: Choose a minimum duration that accurately distinguishes contacts and conversations from short or missed calls.
  
  
• Incorporate Call Notes: Encourage agents to add notes during or after calls for better context in reports. (optional)
  
  
• Define Conversation Outcomes: Clearly specify what qualifies as a successful conversation to maintain consistency.
  
  
  

Troubleshooting Common Issues

• Sync Failures: Check API connections and field mapping when data isn't updating.
  
  
• Dashboard Errors: Refresh the page or clear cached data to resolve display issues.