The Real Estate Agents plays a crucial role in every successful Real Estate Enterprise. To streamline the business process the Real Estate enterprises are investing lot of money into setting up the CRM in the company. But the Agents may not be using the CRM system as effectively as it can be used. This post puts some of the best practices to be used by the real estate agents to get the best results from the CRM system.
Clean and Update the data in the CRM
Most of the real estate agents do not fill up the proper data into the CRM. Despite, having the important information about prospects, agents are reluctant in putting that information in the CRM system. Updating the prospects contact details like phone or email in the system helps at the time of SMS or email marketing.
Sometimes agents can also find lot of duplicates in the system. It creates a lot of ambiguity for agents and effects in tracking of the customer buying stage. For every certain period agents need to clean the data with proper naming conventions.
Enrich the customer information with Online research
These days all the customers are online. Agents need to be smart to research online and can find the key information of the customers. This information helps the agents to take the customers a step closer to the deal.
Record all the conversations in the Activity
Agents are involved in countless conversation with the customer before closing the deal. All these conversation need to be recorded to identify the buying habits of the customer. The conversations can be put into the Activity in CRM. By studying this information agents can identify the best approach to the customer and can increase the closing of the sale exponentially.
Save time by automating the processes
The real value of the CRM can be known if the sales process is automated with workflows, assignment rules, escalation rules, time based actions. Agent can focus on the closing the deals and be productive rather than involving in tedious process
Use Events in CRM to keep all the Appointments
Agents have appointments with the prospects for different reasons.CRM helps to mark the events in calendar, track the upcoming event and reminds the agents to keep up all the scheduled events without a miss.
Complete visibility into business by using Reports and Dashboards
Reports and dashboards give complete visibility into your business by running reports on opportunity. By using report agents can drill down the data and can find the patterns for all successfully closing deals.
Agents are always given targets to meet every month. Agents can measure their performance by running target related reports and dashboards in the CRM and can gain total visibility into sales closure.
Propelty CRM for real estate agents and developers helps agents follow the best practices. Contact Propelty team to know more.