How to Simplify Your CRM Strategy
3 min read
Are you a commercial real estate agent that has found yourself in a mountain-high pile of to-dos with no end in sight? If this sounds like you, you've come to the right place. It is not uncommon to lack organizational skills; however, it makes it much harder for commercial real estate agents to stay on top of things. We'll let you in on a secret. Some tools help make life all that much easier, with almost no effort required. All you have to do is get started.
What are these tools, you may ask? If you have never heard of a CRM database, today is your lucky day. It's simple- a CRM database allows you to store and categorize your clients, prospects and more; with the click of a button, all you have to do is get started. Whether a customized excel file or an online generation tool, a CRM database will make your life much easier.
So, you've gotten started; now what? Here are five ways to simplify your database to get the most out of your CRM strategy.
Lead Source
Knowing where your lead came from helps you determine the most effective contact form. It also allows you to keep track of your primary lead sources. These sources include everything from personal referrals to website inquiries. From here, you can determine those to maintain and those to reevaluate.
Client Type
As a commercial real estate agent, you will likely have multiple client types currently working with or have worked with in the past. Types of contacts can include— investors, buyers, sellers, those looking to lease and more. This categorization is not linear, meaning you can apply multiple contact types to one client.
Properties Of Interest
Your clients and prospects want to remain top of mind when new properties are on the market. Keeping a record of the properties, they are looking for or currently own you to share relevant information.
Location, Location, Location!
Location is everything! Toronto and its surrounding areas are comprised of numerous desirable neighbourhoods and communities. Track the locations your clients have shown interest in; that way, you will be the first to know new listings.
Last Transaction Date
Reoccurring investors warrant a different selling strategy than a one-time buyer. Keeping your client's last transaction date at the top of mind will help you determine their interest in the market, allowing you to adjust your approach accordingly.
Organization is key to your success as a commercial real estate agent. Using tools such as CRM databases creates a record of important information relating to your client, improving your productivity and allowing you to develop an effective strategy for future transactions.
Reference
5 quick tips to organize your real estate client database & simplify your marketing. (2020, July 30). Retrieved August 16, 2022, from https://hub.topproducer.com/resources/organize-real-estate-database-simplify-marketing
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