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Choosing a Real Estate CRM for Your Brokerage

March 06 2017

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Not all real estate CRM platforms are equal. So how do you make sure that you invest wisely in such a vital system for your brokerage?

Victor Lund of WAV Group addresses key factors brokerage owners should consider when selecting a real estate CRM.

Key considerations you will find in the whitepaper:

  • Setting agents up for success with goal tracking
  • Why agents need 500+ contacts records in their CRM
  • Why a sphere-centric CRM exceeds a leads-centric CRM
  • The role that CRM plays in forecasting brokerage revenue
  • How a real estate CRM impacts consumer engagement with your brand
  • The importance of integrating email, calendar, and contacts with your CRM

Choose a real estate CRM that helps agents grow and nurture their sphere

The whitepaper details how to think about each topic above and what brokerages like Long & Foster and Windermere Real Estate have done, and the success they've seen.

When you look at the activities that drive their success, they tend to revolve around helping agents getting better at:

  1. Prospecting
  2. Building a sphere of influence
  3. Being a great consultant
  4. Performing an excellent transaction
  5. Staying connected to that customer for life

The role your CRM plays in this process is huge. To build a brokerage that will thrive, equip your agents with a CRM that lets them take care of their customers for life. This is what makes a great CRM tool. If you are a brokerage owner or manager read this whitepaper. It will change the way you think about CRM.

To view the original article, visit the Moxi Works blog.