Episode 8: Why a CRM is Simply Necessary

28/02/2022 32 min
Episode 8: Why a CRM is Simply Necessary

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Episode Synopsis

A CRM is more than a newsletter tool, it's like having a virtual assistant. If you have a lot of apprehension with this topic or think knowing the basics is enough, give the tool a second thought. Incorporating a CRM into your business is more than what meets the eye. LISTEN UP. The real estate game is changing - screw that - it already has and no-one is REALLY talking about it....until now. Real Estate of Tomorrow holds conversations on crucial topics needed to successfully navigate the shifting real estate industry. In this bi-weekly podcast we break down the massive shifts in real estate and tell you the specific steps you need to take to kick a$$ in the coming years, just like we are. We're your hosts, Edgardo Balentine and Scott DiGregorio, giving you the rundown on real estate from decades of experience and the new generation. Your business experiences longer buying cycles as clients are more educated and involved in buying decisions. This means that conversations, questions, offers, and all forms of exchanging information digitally are valuable over a longer period of time. You can TAKE INVENTORY of your sales cycle, and you can proactively update your contacts with information they need. Silence is your worst enemy when it comes to your clients. Don't ghost your contacts; keep in touch. If you are successful, and not fully taking advantage of using a CRM, you're leaving a lot of opportunity on the table. If you're not successful (which you will be if you keep listening to this podcast), take advantage of the CRM early, and get a solid foundation in place. Whether you use 100% of the tool is irrelevant, just learn 100% of what you can about using a CRM to equip your business with more LEVERAGE. Using a CRM will DRAMATICALLY change your business. What are you doing today to be relevant tomorrow? What are you doing today to be successful tomorrow? [email protected]  Hit us up. Time stamps:[00:36] - CRMs are for more than newsletters. [02:32] - You can grow your business while saving yourself time by using a CRM. [04:09] - Your business experiences longer buying cycles as clients are more educated and involved in buying decisions. [05:58] - A CRM helps you keep track of multiple conversations happening with clients over a period of time. [07:58] - What is a CRM? [09:48] - Jungo is the mortgage-specific CRM from Salesforce. How can you use it? [12:05] - Take inventory of your sale cycle. [14:47] - Pay attention to the quality of your service, and even more attention to the experience of your service. [17:31] - Hack patterns so you can automate business and maintain consistency. [19:30] - Silence is not a good sign when it comes to your clients. Any relationship needs communication. [21:40] - Let your personality shine. Find what works for you. [24:32] - Do you know the numbers behind your lead to closing ratios? [27:00] - Place systems in your business NOW. [29:03] - Explore CRM options and experiment. [31:05] - Anything is better than not using a CRM. Links: Real Estate of Tomorrow Edgardo Balentine Scott DiGregorio www.ijungo.com/

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