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Why CRM? Why Salesforce?

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Jan Michael Aldea

on 9 July 2014

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Transcript of Why CRM? Why Salesforce?

what is a CRM?
Customer Relationship Management
At its simplest, a CRM system allows businesses to manage business relationships and the data and information associated with them. With CRM, you can:
happen between the 5th and 12th contact.
80% of transactions
came from either referrals or repeat business
85% of buyers and sellers
only 13% do
Because they don’t remember their realtor
Let's take a look at some numbers
I have a way for a marketing plan to effectively communicate to the different groups in my database
I have an effective way to implement my marketing plan
I have the contact info on prospects and clients collected in one place and stored in a cloud for mobile access
I have an annuity program (be able to sell my business)
when I decide to stop practicing real estate
My database is segmented into different groups so I can implement an effective marketing plan
I have a digital storage system in place for all my transaction documents.
I have a system in place to remind me to regularly touch my sphere of influence in a relevant and personalized way
I have a system of automated reminders for important dates in the transaction
I am able to access my transaction and contact files from my phone or tablet
I am using a mass email platform to communicate to my network
I am able to determine the effectiveness of my emails
I have an easy way to integrate Docusign into my business
I have a way to easily identify
hot, warm, or cold leads
so I can implement an action plan
to convert them to a transaction
You must have a great CRM in place
to your score...let's talk about how to build an effective database
A Communication Plan for focused and purposeful lead generation
A technology and social media plan as add-on layers TO the plan. It’s NOT the plan.
Tate Business Plan
A well organized electronic database management tool.
Marketing Plan Worksheet
Market Report, eTrends, HomeNotes
7 Keys to Building a Successful Database Strategy
List Everyone You Know
Identify Your Top Lead Sources
Capture & Set Up Your Database
Segment Your Database
Develop Your Marketing Plan
Work Your Plan
Track Your Results
Why CRM?
store customer and prospect contact information
accounts, leads and sales opportunities in one central location
ideally in the cloud so the information is accessible by many, in real time.
66% of a Realtor's business
would use their Realtor again
I have a way to effectively stay in touch with my past clients (or sphere of influence)
1- YES
3 - NO
14 - 20
you may have a CRM in place but aren't using it correctly
21 - 30
What's a CRM?
31 - 42
What do you think makes up a great database and why don't we all have one?
The Mindset of a Successful Agent
A Written
TateConnect Communication Plan
A strategy for managing your interactions & engagements with customers, clients, & sales prospects.
Customized and consistent messages that helps the agent connect with each consumer group when and how they want.
― Seth Godin
“Change almost never fails because it's too early. It almost always fails because it's too late.”
Your Core 100
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