You are viewing our site as an Agent, Switch Your View:

Agent | Broker     Reset Filters to Default     Back to List

Since When Do "Full Service" and "Turnkey" NOT Actually Mean Full Service and Turnkey?

August 13 2013

leading agent turnkeyAs the owner of a company that develops cloud based CRM solutions for the real estate industry, I read my fair share of blogs, visit competitors' websites, and even read reviews and talk with real estate professionals that may use some solution other than ours. The one thing I see thrown around quite often are the phrases "Turnkey" and "Full Service."

This shouldn't surprise anyone. After all, who doesn't want something that is full service or turnkey? That generally makes things easier. The surprise here, though, is that many of these solutions are not turnkey or full service at all when you examine them.

When I speak with agents and we start discussing CRMs, more often than not, they tell me a story of how they signed up for "CRM Solution XYZ," and when they got started with it, they realized some things were missing. For instance, perhaps email templates for drip follow-up campaigns. They then call the CRM vendor, only to be told, "Those are things you need to set up for yourself."

That is not turnkey. To those ends, today I thought I would give you a quick checklist of things to consider when evaluating a CRM solution, so you don't end up getting something that falls short of what you thought it would be.

  • Are there pre-formatted drip campaigns you can take advantage of?
  • Are there easy to use web-to-lead widgets that you can install on any of your websites, landing pages, etc.?
  • Does the system easily import leads from your online advertising ventures (e.g. Trulia, Zillow, realtor.comĀ®, Listings-to-Leads, etc.) with no human interaction on your part?
  • Does the system easily sync with all your devices (e.g. phone, tablet, etc.) so when you are out in the field, you have all your information at your fingertips?
  • Is there a sufficient knowledge base you can refer to if you have questions? Better yet, are there enough support options to fit your particular needs (e.g. if you only have time to learn a new system at midnight, is there a live body around to help you with what you are needing help with?)
  • Turnkey should mean "everything end-to-end." Does the solution you are looking at cover everything out of the box, or is the solution such that you have to continually pay more and more to unlock more features?

Obviously this list could go on and on, but these are the main pain points I hear from real estate professionals when talking to them about their CRM needs. If your solution can cover most of these needs, you should be well on your way.

To view the original article, visit the Leading Agent blogLeading Agent blog.

See Choosing a CRM for more questions to ask before purchasing a new solution.