6 Steps to Using Real Estate CRM Software

  • Simon Archer
  • December 13, 2017
  • 0

In a society where people are learning to perfect their digital communication abilities, arguably at the expense of their face-to-face social skills, real estate remains an anomaly. Of course, emails, text messages, and phone calls are part of the process, but the actually experience of going to look at a home with a person who you are trusting to guide you into making a huge investment that will affect every aspect of your life, is a big deal.

1. Why CRM matters

As any real agent knows, the relationship one builds with their customers is a large part of what makes the job appealing and worthwhile. Although it’s a high stress, high stakes environment, fueled by frequent ups and downs, in addition to an unconventional work schedule, there is definitely a pride to be found in being the person other’s trust when it comes to buying a home or property.

2. How it works

As an agent accumulates leads and contacts from marketing efforts, they will transfer this information in a customer relation management system that will store it. Although these systems started off mostly serving as a database, today they offer a lot more. Intuitive, easily customizable and widely accessible, the right CRM system can really be the difference between success and failure in the industry.

3. Fully connected

The ability to sync business email accounts with a CRM program means that agents can automatically add clients or prospective clients to a contact database as soon as the first communication takes place. Incorporating documents, emails and social media profiles, these systems also allows links to calendar events, buyer letters, real estate documents and online profiles to every client record. Simplifying the process to such an extent that is many cases the right CRM system can eliminate the need for an assistant.

4. Staying ahead

Setting milestones and managing long-term projects is also an important part of the real estate agent’s job. It allows agents to be proactive in addressing the transaction process. Whether that means listing appointment requests or listing home inspections and closing, these kind of features make sure that through reminders, or even automated emails, exceptional client service is provided every step of the way.

Automating sales tasks and other marketing collateral is simply a standard in today’s modern professional economy. By scheduling things ahead of time, it means that the work flow is more predictable and less likely to be effected by unanticipated hiccups.

5. On the go access

Real estate agents spend a lot of time in their cars. Whether driving to show clients homes or attending open houses, it is a mobile profession that doesn’t involve a lot of static time at the office. A good CMR program will include a mobile application that can automatically sync client data to provide anytime access to records and related information. Essentially, this eliminates a lot of manual administration entries and gives the agent to spend more time actually doing their job.

In addition, with today’s real estate CRM solutions, there is real-time tracking that allows agents to check things such as the open rate for emails sent to leads, or to view, for example, which contacts filled out certain forms on their websites. All the data is there on your mobile device.

6. Customizable

As the market becomes increasingly diversified, finding a niche is an important step to success. This means that there is not one CRM solution that is suitable to all agents. With today’s software, alterations can be made to meet specific marketing and sales needs. As the market changes or the needs of the client evolve, the agent can account for everything through their CRM system, keeping them one step ahead of the game.

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