CRM ARTICLE

4 Signs You Aren’t Using Your CRM to its Fullest Potential

  | IXACT Contact – July 16, 2021

CRM. Customer relationship management concept. Customer service and relationship

What is IXACT Contact

A great CRM for new or seasoned agents! This real estate CRM is very much oriented toward the agent who focuses on emails, drip campaigns, and snail mail to cultivate their relationships.

The magic of a good real estate CRM is that it acts as your virtual assistant. It helps you get more done in less time, no matter how busy you get. Your CRM allows you to be in the driver’s seat and have total control over the complete client journey – from lead generation to the support and service you provide after you close.

Having a real estate CRM allows you to invest in the health and future of your business – and helps streamline all your important tasks. Functioning like a true assistant, you’ll receive automated task and appointment reminder emails to keep you on track with important dates, contact information and automated lead nurturing.

Here are four red flags that signify you aren’t using your CRM to its potential.

1. Hot Leads Start to Turn Cold 

When prospects aren’t nurtured properly, they will naturally start to drop off and look elsewhere for help. This could be a result of anything from a lack of follow through on your part, to failing to provide valuable resources or even demonstrate that you’re willing and able to go above and beyond for them.

TIP: Strike while the iron is hot. Lean on your CRM to plug into your calendar strategic times to follow up, quick takeaways from your last meeting when it’s still fresh, and even plug them into your email automation program so that they receive regular touch points from you. Automated drip real estate email marketing campaigns helps nurture your leads to build your brand and credibility.

And with IXACT Contact’s CRM App, it makes it easy to stay connected when you’re on the go. It only takes a few minutes – but can translate into incredible results.

2. You Can’t Find The Data You Need When You Need It

A real estate agent will bring in a flood of data, because you’re on the front lines with prospects everyday. However, it can be difficult to extract intelligence from this sea of data when there isn’t the proper framework in place. Ultimately there is a lot of wasted time and energy when you have to play catch up.

TIP: With a keep in touch dashboard in your CRM, you’re able to manage all your activities and communications in one consolidated place. You can structure your marketing events and build your business directory, plus have automated anniversary and meeting reminders. This allows you to aggregate your data so you don’t have to sift through and burn through time that could be better spent building your business. Consider this the heart and soul of your CRM.

3. Marketing Communications are Few and Far Between

Real estate is a world build on relationships. In order to stay top of mind, you need to stay on top of your marketing communications, and a lot of this will rely on your digital follow through. When you’ve earned a new contact, they expect frequent emails and touch points that provide your value to them. Yet, when the demands of everyday life force your marketing to drop off, your database will drop off too.

TIP: The key lies in automation. Instead of manually typing up emails to nurture your prospects and flushing away your time, automated nurture emails and e-Newsletters are the secret weapons for top producing real estate professionals. Plus you have the added benefit of having professionally designed and written email newsletters by real estate marketing experts. Which is where a CRM comes in handy.

4. Key Follow-Ups are Missed 

Don’t make the mistake of relying on your memory or your scribbled sticky notes when it comes to important dates. There is no great customer service mistake than neglecting to follow up with a prospect when promising to do so. Clients expect you to be 100% there during this critical time in their lives. If it appears like your mind is elsewhere, they will take their business elsewhere.

TIP: Pull all your data together into one organized and easy-to-manage database, in other words, a CRM. It will clearly outline a contact’s profile with complete email correspondence and touch points throughout your history. This allows you to see your entire communication history, and when to schedule automated follow up reminders. This will help you save time and communicate in a professional way. And when you’re on the go, all it takes is one tap on your mobile app to make a call or send an email or text, followed by an automatic prompt to make a note or create a follow-up task.

How To Make Sure Your CRM Is Reaching Its Fullest Potential

Having a real estate CRM is like having a powerful assistant in your pocket – so when you switch from desktop, to mobile to tablet – your assistant travels with you keeping you ahead of the curve.

IXACT Contact will be offering a 10-Week FREE Trial Summer Special! In this limited-time offer, you’ll be able to use IXACT Contact’s robust real estate CRM and marketing automation software FREE until mid-September!