A Customer Relationship Management (CRM) system is a tool. Like all tools, you have to use it as intended if you want to see results. A CRM is essentially a swiss army knife for your brokerage. It is one of the most multi-functional tools on the market. It can be used in a number of ways but how can you ensure you are using it to its fullest potential?
Do you enter all of your contacts (buyers, sellers, tenants, contractors, investors, etc.) in your CRM?
The CRM Solution: Start syncing your CRM with your email provider (ex. Gmail or Outlook)
Do you track every call, email, meeting, detail, and note in your CRM?
The CRM Solution: With the Salesforce1 Mobile App you can log a call right when you hang up. You can log emails or set follow-up tasks with the click of a button.
Do you let your CRM take the burden off of you by automating some of your daily follow-up tasks?
The CRM Solution: REthink’s automated workflows are a “set it and forget it” type feature. Create strategic plans (through task reminders and automated emails) to convert new leads and sell your properties faster.
Can other agents or brokers on your team easily see the status of the project you are working on without having to email you or call you directly?
The CRM Solution: In a CRM like REthink, you can easily track commission splits on every deal.
Are you providing your clients with the best level of service possible even post-sale?
The CRM Solution: Store every client interest, detail, or conversation topic in your CRM. Never forget a lease expiration date or sale anniversary date ever again.
At a glance can you easily see where you are with your commission goals, your transactions for the year, and your overall sales pipeline?
The CRM Solution: REthink’s Broker Dashboards and Reports update in real time providing you with greater visibility into your entire brokerage.
If you answered “No” to any of the questions above, chances are you either in need of a real estate specific CRM, such as REthink or you are not using your existing CRM to its optimal capacity. Time is wasted and deals are lost because brokerages either aren’t using a CRM or they are not using it efficiently.
Some brokers and agents wonder why their CRM isn’t working for them. Management continues searching for new tools. However, when a CRM is used properly it can become a powerful tool that can help you bring in more leads, provide an exceptional level of customer service, accurately forecast your personal or team goals, and ultimately close deals, faster.
By: Julie Macalik
Sr. Business Analyst, Think Tech Labs
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