written by Jamie Muenchen, Community Leader
Real estate CRM software is a game-changer for agents who want to streamline their lead management workflows and nurture buyer and seller leads more effectively — all with an eye toward closing more deals. If you’ve hesitated to adopt a customer relationship management (CRM) solution so far, or you currently use an older lead generation software with limited capabilities, here’s a good refresher on why a modern, comprehensive, real estate-specific CRM is the power tool you need to ensure your real estate business has the most competitive, results-driven lead management game in town.
Read on to learn the key benefits of real estate CRM software, understand how you can apply it to your everyday workflows, and get a summary of the top features to look for when you’re ready to evaluate solutions and providers.
The Importance of CRM Software for Real Estate
Real estate CRM software is a game-changer for agents who want to streamline their lead management workflows and nurture buyer and seller leads more effectively — all with an eye toward closing more deals.
- Leads
- Listings
- Leverage
The Importance of CRM Software for Real Estate
Real estate CRM software is a game-changer for agents who want to streamline their lead management workflows and nurture buyer and seller leads more effectively — all with an eye toward closing more deals. If you’ve hesitated to adopt a customer relationship management (CRM) solution so far, or you currently use an older lead generation software with limited capabilities, here’s a good refresher on why a modern, comprehensive, real estate-specific CRM is the power tool you need to ensure your real estate business has the most competitive, results-driven lead management game in town.
Read on to learn the key benefits of real estate CRM software, understand how you can apply it to your everyday workflows, and get a summary of the top features to look for when you’re ready to evaluate solutions and providers.
Real estate CRM software is a game-changer for agents who want to streamline their lead management workflows and nurture buyer and seller leads more effectively — all with an eye toward closing more deals. If you’ve hesitated to adopt a customer relationship management (CRM) solution so far, or you currently use an older lead generation software with limited capabilities, here’s a good refresher on why a modern, comprehensive, real estate-specific CRM is the power tool you need to ensure your real estate business has the most competitive, results-driven lead management game in town.
Read on to learn the key benefits of real estate CRM software, understand how you can apply it to your everyday workflows, and get a summary of the top features to look for when you’re ready to evaluate solutions and providers.
“ This will be the greatest event that has ever happened in the history.”
Develop a Strategic Marketing Plan
1.Develop a Strategic Marketing Plan
- Create segmented contact lists
- Design targeted messaging for different groups
- Plan your communication frequency — don't over email. One email a week should be your maximum
- Monitor engagement rates for various marketing channels, such as:
- Email: Deliverability, open rates, clicks, as well as unsubscribes, marked as spam, and bounces
- Direct mail: Scans or website visits, and then action taken from there
- Landing pages: Traffic, form submissions, conversion rate
- Text messages/SMS: Replies, calls, links clicked, and also unsubscribes
2.Implement Accountability Systems
- Track lost listings and analyze why they were lost. You can't get them all, but you can improve processes and get more
- Monitor contact attempts and follow-up activities, e.g. how often are you following up, how are you following up (text, email, call), how promptly are you following up?
- Set specific goals for listing appointments, e.g. how many you want to get, ideal conversion rate, as well as listing volume, etc.
- Regular review of metrics and adjustments as needed — this is the most important! Review what's working, and what's not