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Use Your CRM to Close More Transactions

Agents can organize their contacts in their client relationship management tool, generate quality leads and schedule, send and track multiple email campaigns.

NORWALK, Conn. – For agents, having a client relationship management (CRM) tool is essential because it provides a dependable way to stay organized and generate quality leads. A real estate CRM can be regarded as a one-stop information database.

By using a CRM, agents can organize all their contacts in one place. They should look for one that also lets them rank each person in their database based on how likely they are to use real estate services or make a referral. Agents can then track which existing or future clients should be receiving most of their attention.

A CRM also can be used to schedule, send and track multiple campaigns. Agents should select a CRM that allows them to send bulk emails and monitor what is (or isn’t) working, which enables agents to communicate more effectively with their contacts. Some CRMs even have the option of creating the marketing assets for the agent.

In addition, agents can use their CRM to makes a to-do list. The right CRM can create action steps based on the agent’s targets and current progress. Agents can receive daily reminders for action steps, view a list of priorities and see their schedule.

Finally, agents can use a CRM to set daily, weekly, monthly and yearly targets. The CRM can remind agents about their targets on daily basis as well as inform them how productive they are each day. Agents can use this information to see how much progress they have made and what they need to do to succeed.

Source: RISMedia (04/21/22) 

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