Blog · December 15, 2018

Simple Mistakes To Watch Out For When Using Real Estate CRM Tools

Businesses are now building and strengthening the relationships they have with shoppers. The same trend is seen in the real estate industry. In order to fully implement this strategy, the use of CRM (customer relationship management) tools has become very common. These tools so far have proved to work very well when it comes to client outsourcing and boosting loyalty among existing clients. The real estate industry has access to some of the best CRM tools and software.

The real estate CRM tools have been customized with features o that they can be able to meet the needs of all the stakeholders in the real estate market. However you can only enjoy the effectiveness of any real estate CRM tool by having an equally functional implementation strategy. Apart from implementation there are some mistakes that people make when suing the real estate CRM tools and in the end, suffer more losses than revenues.

Below are some of the simple mistakes that are made by real estate companies when using the real estate CRM tools and software:

1. Ownership allocation

This involves putting someone in charge to act like the project leader. It’s important to have someone who has experience in dealing with Real Estate CRM to oversee how the others are using the tool so that he can guide them. Failure to do this will bring confusion when it comes to duties and lead to lack of responsibility among your sales and marketing staff. There are additional resources at Ixact Real Estate CRM, which may help you learn more information.

2. The end user

It’s important to take into consideration the end user. Who are the end users? These are your sales people. Most of the real estate CRM tools have very fanciful features but are these features user friendly to your staff? If the sales teams don’t improve in their jobs even after using the system then it means the tool is not helping your business. User friendly systems are more productive compared to the more technical ones.

3. Data

GIGO: garbage in, garbage out. If your team inputs incorrect data into the real estate CRM tools then be prepared to have inaccurate results. Make sure the data being input in the system is complete and accurate.

4. Recommendation from other businesses

When looking for a real estate CRM tool for your company, you might take into consideration the CRM tools being used by other businesses. It’s good to consider the tools being used by your competitors, however be careful when taking this path. Most people run their businesses differently and just because your rival real estate firm is reaping the benefits of a certain real estate CRM tool. Doesn’t mean the same CRM tool will work for you. Look for a CRM tool that will be able to meet the needs of your company.

5. Inadequate training

Before you implement the real estate CRM tool, it’s very important that your sales team undergo training. The purpose of the training is to equip them with the necessary knowledge that they need in operating the CRM tools. Training also ensures the long term functionality of the CRM tools and its effectiveness. If the staff lacks the training to use the tool then the CRM tool is useless for your company.