5 Ways A CRM Fuels Agent Success

5 Ways A CRM Fuels Agent Success

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May 9, 2023
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Chris Linsell
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Education & Best Practices

In an ideal world, a good real estate CRM helps agents streamline daily activities, nurture leads, and prioritize what’s important. We know, all of that sounds great in theory, but what about the real world?

We connected with some real-life real estate professionals using the industry-leading Elevate real estate CRM to learn about the features they find most useful. Here's what they said:

An Efficient Real Estate CRM Dashboard Saves You Time

Before my CRM, I was stressed because I felt like I had to spend hours every week chasing leads and trying to focus on follow up. Now I have this great at-a-glance dashboard of all my daily activities: who I need to contact, automated outreach, and all follow up. I was able to cancel four other products, which saved money, and the insight and time saved has turned me into a loyal fan.” – Jennifer M.

How to Improve Your CRM Dashboard Use

Invest time to learn about all of your CRM’s features and how you can consolidate and automate your daily activities. Jennifer's major unlock was that she was able to cancel her subscriptions to other products and platforms.

Bottom Line: Your CRM is likely capable of more than you're using it for, so take some time to dig into all its features. If you're an Elevate user, we've got a ton of great resources to help you level up your CRM game. If you're not an Elevate user, it might be time to consider a switch!

Try Elevate Real Estate CRM

A Lead Concierge Service Improves Your Closing Rate

“I spend about $1,600 a month on leads, and my CRM’s concierge service is converting an average of 12% of them into conversations for me. The transcript gives me valuable information about my prospect, and the fact that people think that I have an assistant in Los Angeles is priceless.” – Jason T.

How to Get More from Lead Concierge

Lead Concierge is an Elevate-specific tool that dramatically increases your capacity to nurture leads at scale (while still operating the other parts of your business).

If you aren't an Elevate user, or haven't turned on Lead Concierge, another option to consider is hiring someone to help with the follow-up. Virtual assistants have become pretty common in real estate, so if you don't have the high-powered tech of Elevate's Lead Concierge, you should consider a low-tech option.

More, Low-friction CMAs get You More Listings

“A comprehensive CMA can be really time-consuming. My CRM has one of the easiest CMA wizards ever. It creates and shares a professional CMA in minutes so I can move on with my day. My clients are always impressed with how quickly I can respond to their information requests.” – Sonja P.

How to Produce More, Easy CMAs

We all know how much our clients value a CMA. If you don't have the high-powered Automated CMA tool from Elevate, consider doing "neighborhood CMAs". Rather than having to conduct an analysis on every house in a neighborhood you're prospecting, you can put together a single report on the whole community and share it at large.

If good conversations start from it, you can conduct a more individualized analysis for interested sellers.

Connected Social Media Allows You to Be More in Touch with Leads and Clients

“I knew I needed social media, but finding the time to commit was overwhelming. Elevate automatically posts my listings to Facebook, Twitter, LinkedIn and YouTube, along with other content for my audience. Now I’m a social media rockstar and only lift a finger when I want to post something personal.” – Lisa L.

How to Use the Social Media + CRM Combo Better

Find a CRM with social media marketing tools that do the work for you, especially if social media isn’t a strength.

Send More Accurate Market Reports, More Often

“My favorite feature (of Elevate) is the daily market reports. Anytime a listing hits the market that matches client interest, they receive an auto-generated email with all the details. In today’s market, we need to move quickly, and this tool ensures that my clients are the first to know about new listings.” – Danielle T.

How to Make Sure Your Market Reports are Competitive with Zillow's

A lot of your potential buyers will have market alerts set up through third-party sites like Zillow. In order to make your alerts stand out, make sure to provide some value that Zillow doesn't. Our favorite strategy here is to include a link to an automatic calendar service like Calendly where your clients can use your calendar to select a time for a showing request.

Originally published in partnership with RISMedia

CRM | Agent CRM | Real estate agents | Real estate market | Marketing system | RISMedia
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