Customer management can be difficult to maintain. From showings and managing listings to staying on top of new potential clients, real estate agents have a lot to tackle each day.

In celebration of Small Business Week, we have compiled a few ways to use a Customer Relationship Management (CRM) tool to assist you in:

  • Providing a better customer experience
  • Centralize customer information
  • Segment customer data


Customer Experience

A CRM can help your business build a better relationship with your customers. It fosters loyalty and client retention, which is a pillar of real estate relationship marketing.

At Cight Solutions we celebrate your small business and want to help you scale. By utilizing a CRM tool, you collect data allowing you to recognize trends and communicate with your leads and clients.

A quality CRM gathers essential information such as:

  • Demographics
  • Purchase records
  • Notes on interactions
  • Previous communications

This ensures that your employees are armed with knowledge to provide a better customer experience, boosting customer satisfaction.

A CRM is today’s solution to yesterday’s Rolodex. If you’re organizing your customers and leads in a spreadsheet, on sticky notes, or simply in your contacts on your phone, it’s time to organize with a Customer Relationship Management tool.


Centralized Customer Information

There’s a large pool of CRM options available for relators. We can help you identify your priorities and the level of technical support needed before selecting what’s best for you.

A well built and maintained CRM can:

  • Schedule tasks to stay on top of current clients.
  • Segment contacts into lists and integrate with email marketing tools to see outreach results specific to a person or group of people.
  • Integrate with social media to gain insight into how contacts interact with you
  • Assist in sales forecasting across all buying and selling opportunities

Utilizing a system to collect, organize, and manage all customer-related information allows you to:

  • Track a buyer’s journey
  • Streamline communication
  • Improve data management, and enhance customer experience

With a centralized system for contact information, internal teams are able to share critical communication data, ultimately optimizing a personalized experience from generated lead to buyer.

What’s another benefit of a centralized tool to track customer interactions? A CRM tool can automate daily tasks to help you maximize your time-consuming, but necessary work. Tasks such as follow-up communication, emails, sales workflows, assignments, and campaigns can all be automated, assigned and executed with a good CRM.


Segmented Data

Hundreds of contacts and potential buyers can be overwhelming. A CRM that is updated and well managed can help you identify which clients are interested in particular houses or properties. Identifying the right lead with the right opportunity will help you save time and cultivate a quality connection with your customers.

A CRM can automatically segment your contact lists based on your criteria, making it easy to find the ones you want to contact at any given time. CRM software provides insight into your target audience, thereby allowing you to improve marketing campaigns to target likely conversions.

With a team like Cight Solutions on your side, scaling your real estate small business is possible; with a thoughtful CRM strategy to meet your goals and save you time and energy, providing you quality information to do what you do best!

Cool, see you later

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