What CRM should I use?

So, how can you really make sure that you are making the right choice in choosing your CRM? 

 

Plus, asking on forums DOES NOT help you.  You will get 100 opinions on what they think is right.  How do you know they even use CRM properly? Maybe they say "I use xxxx, it is the best". Yet, it doesn't sync properly. They have never used any campaigns, they only put their contacts there in a separate database.  Is that really using it or set up properly?  Set up a complimentary consultation with me below but also understand all these things:

 

  • OWN YOUR OWN DATA - Yes, your brokerage might entice you to use theirs, but think about the future and you want to leave(Yes, I know ....you will never leave lol but I can guarantee you that life happens and you MAY leave) .....do they allow you to export all the data?  All drips, all contacts, all deals?  Probably not, so why not start off on the right foot, using a CRM where you will always own your own data, regardless of which brokerage you are with!
  • PRICE– it’s always a factor in selecting the right CRM. Go for the ones that offer the best bang for your buck.
    • When Agents say I use this CRM or this website because it is FREE  when I am with xxxx brokerage.   IT IS NOT FREE.  It is included in your fees and, more than likely, you will hear me say it again. Who owns the data?
  • SUPPORT– I cannot stress this enough.  Support matters!   How long does it take for them to get back to you?  Is support outsourced? 
  • SYNC - Does it sync with your contacts/calendar/email? – This is probably one of the most important things you should always look for in a CRM. Your CRM's ability to sync with your contacts /calendar is huge.
    • Imagine only updating your CRM and updating your contact records on your phone happens magically? (No, not with some separate app!)  And Vice Versa!
    • Or add a calendar entry on your CRM and it magically appears on your device’s calendar? And Vice Versa!
    • Technology is amazing and your CRM should do this. No more updating multiple databases! One update does it all.
  • DRIP CAMPAIGNS – Imagine having the ability to communicate with your past and potential clients using an automated approach? Drip Campaigns are awesome and allow you to seamlessly reach out to your clients – ask them how it is going, send an email during their house anniversaries, or even have a task to remind you to call them on their anniversary or send them a card on their birthday. It’s a fantastic way to remind your clients you are there whenever they or someone they know needs help in buying/selling a home.  Building and KEEPING relationships!

ASK THE VENDOR:

  • Does your CRM do a two-way sync on contacts and calendar?
  • Does your CRM sync with labels/categories?
  • Does your CRM allow me to merge duplicates?
  • Does your CRM allow me to export all my deals?
    • and if it does, how are you going to get it into your own CRM?
  • Does your CRM allow me to export all my contacts and calendar?

These are key.  If they say yes, then you will want our help to make sure your devices are all set up to work properly with a great CRM.

THE BEST CRM IS THE ONE YOU USE BUT ALSO THAT ALLOWS YOU TO UPDATE ONCE ANYWHERE AND IT UPDATES EVERYWHERE! Yes, it is possible.  You update your phone contacts, computer contacts or your CRM contacts and it updates everywhere.

Do you feel like you are wasting time?

Like you are so stressed out?  Have now idea what CRM to choose or how to get it all integrated?

Do you feel like you are losing $10,000 to $100,000 in lost commission?

You have 2 options!

  1. Watch our full Master Class webinar for Agents: CLICK HERE
  2. If you have seen Darci loads of time and know you need help, book a FREE 30 Minute session: CLICK HERE 

Share this post on:

Darci LaRocque

Darci has a unique background that helps her understand Agent tech issues. She has been in Information Technology for over 2.5 decades, ran government projects on email and wireless device synchronization, use to program, research software and maybe the most important part, her husband is an Agent! Darci wants you to stop paying for software and start using it!

    © 2007 Darci Talks Consulting Inc. / Swirl Solutions  / Agent Tech Mastery