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Episode 299: The Right CRM Is The One You Will Use Daily!

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Manage episode 428028630 series 1984839
Content provided by Jan O'Brien, Matt Emerson, Jan O'Brien - Business, and Life Balance Coaches. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jan O'Brien, Matt Emerson, Jan O'Brien - Business, and Life Balance Coaches or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the latest episode of the WBNL Podcast, we dive into the essential tool every real estate agent needs to thrive: Customer Relationship Management (CRM) software. The episode emphasizes the importance of choosing a CRM that fits not only the technical needs of managing client interactions, streamlining operations, and enhancing productivity but also one that aligns with personal preferences for daily use.

Understanding that simplicity can often lead to more effective management, the discussion outlines the critical components of an ideal CRM, including contact management, lead nurturing and conversion, tracking listings, pendings, closings, and ensuring consistent follow-up with past clients and spheres of influence (SOI). Emphasizing the CRM's role as a virtual assistant, this episode guides listeners through the primary types of Real Estate CRMs available, from solutions designed for individual agents to team CRMs that offer user addition capabilities and IDX websites with lead routing and management features.

Tune in to discover how selecting the right CRM can transform your real estate business by making daily operations more efficient and enjoyable. Whether you're an individual agent or part of a team, this episode explains the importance of choosing a system that you'll look forward to using every day.

Find our show notes at https://www.wbnlcoaching.com/podcast

  continue reading

303 episodes

Artwork
iconShare
 
Manage episode 428028630 series 1984839
Content provided by Jan O'Brien, Matt Emerson, Jan O'Brien - Business, and Life Balance Coaches. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jan O'Brien, Matt Emerson, Jan O'Brien - Business, and Life Balance Coaches or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the latest episode of the WBNL Podcast, we dive into the essential tool every real estate agent needs to thrive: Customer Relationship Management (CRM) software. The episode emphasizes the importance of choosing a CRM that fits not only the technical needs of managing client interactions, streamlining operations, and enhancing productivity but also one that aligns with personal preferences for daily use.

Understanding that simplicity can often lead to more effective management, the discussion outlines the critical components of an ideal CRM, including contact management, lead nurturing and conversion, tracking listings, pendings, closings, and ensuring consistent follow-up with past clients and spheres of influence (SOI). Emphasizing the CRM's role as a virtual assistant, this episode guides listeners through the primary types of Real Estate CRMs available, from solutions designed for individual agents to team CRMs that offer user addition capabilities and IDX websites with lead routing and management features.

Tune in to discover how selecting the right CRM can transform your real estate business by making daily operations more efficient and enjoyable. Whether you're an individual agent or part of a team, this episode explains the importance of choosing a system that you'll look forward to using every day.

Find our show notes at https://www.wbnlcoaching.com/podcast

  continue reading

303 episodes

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