![]() ![]() Whether you have an existing CRM software system, or are considering implementing one in your business for the first time, these practices will help ensure you’re utilizing this powerful tool to its full capacity. We’ve developed these over our two decades in the real estate business and use them in our own brokerage. That’s why we’ve outlined our recommendations for CRM best practices in five categories: Like most technology on the market, there can be a steep learning curve when it comes to using a new system, discovering the best ways to implement it into your existing business practices, and maximizing the features and benefits offered. It will save you time and energy, prevent missed opportunities and deadlines, and ensure consistent outreach to your clients and contacts to produce a steady flow of new business. Investing in a CRM system for your real estate business, if used correctly, will pay for itself many times over. A CRM serves as a central repository for all of your records and client communications. Intelligence: No more searching emails, text messages and file folders to track down documents or past conversations.Automation: Save time and prevent missed deadlines by creating “workflows” to automate routine processes. ![]() Portability: Access your client data from anywhere using a tablet or smartphone.All three of these can be enhanced through the proper use of a CRM system. The pillars of a successful real estate business include: serving your current clients with excellence, sales and marketing to bring in new clients, and good record keeping. We personally use Realvolve in our brokerage, GoodLife Realty, and we recommend it to Paperless Agent Coaching Club Members, as well. There are a number of excellent CRM options, many of which are customized for the needs and uses of real estate agents. However, these “old school” tools can’t begin to compare to the power and capabilities offered by the CRM software systems on the market today. Then we migrated to a Microsoft Excel spreadsheet, which gave us an enhanced ability to organize and sort our contacts. In the old days, we used a Roladex and handwritten notes. CRM stands for “Customer Relationship Management,” and over the years real estate agents have used a variety of tools to manage and track their client relationships.
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