3 Ways CRM Helps the Customer Journey

  • Bruno Rice
  • December 13, 2018

Do you want to get your fair share of the real estate business?

Well, you have to make it easy for clients to do business with you. The less complicated your engagement with a potential client is, the more likely you will get their attention. Using a transparent, effective and efficient system puts you at the frontline of potential real estate customers. Provide your clients with an efficient communication platform and constantly update them on the status of their engagement with you. Sluggish response to queries could discourage potential customers from doing business with you.

However, with an effective CRM for closing leads, your brokerage firm will rise to the top of the most preferred realtors, earning you the respect of most real estate clients. But how exactly can a real estate CRM improve the client journey? Well, here are a few suggestions:

1. It Makes Your First Impression Count

The journey to winning over a client starts with the right first impression. If you get off on a wrong footing with a client, chances are you will not win their confidence and business. First impressions are enduring, and changing them can be highly difficult. That first contact where a first impression will take place can be in the form of an email, a website visit, a phone call, or on social media.

Make sure every communication tool at your disposal is primed to project a winning first impression. To trust you with their business, clients need to know you are available for them whenever they need your services. Such a winning relationship starts with a positive first impression.

2. Makes Follow up Easy

Getting a new lead is the beginning of what should be a solid client-customer relationship. To foster this relationship, constant and clear communication is key. Provide clients with constant updates and let them know you are listening to them whenever they reach out to you.

An effective CRM can help you cultivate a positive relationship with a client by leveraging on technological tools and applications that make communicating with clients extremely convenient. You can use such tools to automate routine yet crucial tasks such as scheduling emails, events and other forms of communication to keep your business continually in front of clients.

3. Protects Clients’ Data

Customers are very sensitive about how your company handles their personal details. Making sure their data is protected behind layers of firewalls boosts their trust and confidence in your services. Scattering customer data into numerous applications can compromise its security and breach clients’ confidence in your services. Besides, storing customers’ data in different applications is time-consuming and adds no value both to the customer and to your real estate business.

A CRM for real estate overcomes this problem by adding extra layers of security through a centralized data location. This way, clients can at their convenience access whatever information they need; such as property listings. Some real estate CRM systems provide shareable real estate updates. A centralized system makes it possible for clients to buy and sell at their convenience.

These approaches to improving a real estate client’s journey using a CRM system is invalid if you don’t have a functional, effective CRM software that can be relied on. Make sure you acquire technology that adds value to your real estate customers. It makes no sense to acquire a CRM system that clients cannot depend on or one that cannot be relied on to produce accurate reports. Since your customers are accustomed to cutting-edge technology, use a CRM system that meets the basic requirements of most technological platforms and applications.

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