Why use a CRM for Real Estate? Lead generation is the lifeblood of any successful real estate agent’s career, so let’s be blunt: if you think managin...
Lead generation is the lifeblood of any successful real estate agent’s career, so let’s be blunt: if you think managing those vital resources with Excel, Outlook, or Word is the way to go, you’re doing yourself and your business a disservice.With technology rapidly proliferating, there’s no reason to not use a customer relationship management platform or CRM. In short, CRM refers to practices, strategies, and technologies companies use to manage and analyze customer interactions and data throughout the customer lifecycle. CRM software consolidates customer information and documents into a single streamlined database and offers a host of tools and advantages. Let’s review:
Be aware any tool is only as strong as the person using it, so it’s important to be disciplined about updating it. Every time you speak to a contact or complete a meeting, enter your notes and schedule a follow-up, or even the best CRM becomes little more than a glorified database. Put in the effort to learn the tool and use it daily, and CRM will pay off in customer satisfaction as well as in a fuller pipeline.
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