A powerful real estate customer relationship management (CRM) system has become one of the most vital necessities in the real estate toolbox. In fact, a 2015 study* on CRM systems suggests that more than 70% of respondents actively use a CRM system.
But today, CRM systems are much more powerful than the old-school databases they used to be. With all the bells and whistles - from task management to marketing automation, communication tools, scheduling and more - how can you effectively shop for and find the right CRM for your needs?
In a recent interview, Stacy Stateham, VP of Marketing and Branding at BloomTree Realty, reflected on the strategic search they embarked on to find the perfect CRM system for their agents, and how they arrived at Top Producer® CRM. These are their 5 must-haves:
#2: Scalability
“While each of the products presented their own benefits, the two main differentiators are that Top Producer® CRM is very robust and it’s easy to use,” said Stacy. For example, Top Producer® CRM is scalable according to the agent’s choices and comfort level. “Even if all they do is hit the front page and channel leads from it, they will still get benefits. They can go in as far as they want, and one size fits as many as possible,” she added.
#2: Productivity
BloomTree considered their tech package an investment and felt confident it would pay for itself with agent productivity. “We knew that if we could get all our agents on board with Top Producer® CRM and we trained them how to use it effectively, they’d have to try hard to NOT get one extra closing a year,” said Stacy.
#3: Integration
Top Producer® CRM integrates with other tools, which makes it easy for agents to go beyond the typical one or two touches per lead. “They can look at their entire database and see how long it’s been since they reached out to a client. And they can easily stay in touch by sending emails, connecting on social media, and just checking in to chat,” Stacy said. “It is making a huge difference.”
#4: Standardization
The system’s standardization brokerage-wide was yet another selling factor. For example, not only is it easier for the agents when they’re all on a common system, but it also saves time for the Agent Happiness Team, who can easily answer questions without having to learn dozens of different web platforms.
#5: Branding
The higher level of service made possible through the Top Producer® suite of products means clients feel that they’re being well taken care of. “We are very much monitoring our brand and teaching agents to monitor theirs, as well,” said Stacy, “and the Top Producer® CRM simply makes it easier to provide that extra human touch that our clients remember.”
Learn more about BloomTree Realty’s strategic search for the best CRM system in their full interview with Active Rain. And, to explore how Top Producer® can start working for you or your agents, connect with us today.
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