Simplify Lead Management with a Dynamic CRM

In our guide to “Simplify Lead Management and Nurturing with a Dynamic Real Estate CRM,” you’ll learn why a CRM is critical to your success and exactly how to set it up and start using it.

The best strategy for seamlessly managing and nurturing your leads is a dynamic CRM: Here’s why

Generating leads is one of the first (and most constant) business tasks you’ll hear about as a new real estate agent—but what do you do with the lead once you’ve “generated” it? Agents who don’t have a customer relationship manager, or CRM, set up to help them segment and target their leads according to what the leads want will quickly find themselves forgotten when the lead inevitably encounters an agent who seems more organized and more responsive. In actuality, that agent is probably just using one simple secret: a dynamic CRM. In our guide to “Simplify Lead Management and Nurturing with a Dynamic Real Estate CRM,” you’ll learn why a CRM is critical to your success and exactly how to set it up and start using it.

You are:

• A real estate agent who’s generated a few leads, but you’re not sure what to do next—or an established agent who realizes that your lead nurturing and retention could use some work.
• A licensed real estate assistant who works with leads for an agent, team, or broker, and who sees opportunities for converting more leads through nurturing.
• A broker or training manager whose agents have access to lead-generation platforms and CRM tools; your goal is to help your agents use those resources to their highest abilities.

You want:

• To understand why you need to be using a CRM and how it can strengthen your lead-nurturing efforts.
• To determine what features or attributes your CRM should have, whether you need a real estate-specific solution, and what specific vendor is going to be the best match for your needs.
• To provide an assistant or someone else who manages lead generation for your business more details about why it’s critical to keep your CRM up-to-date.

What you’ll get:

A four-chapter ebook covering everything you need to know to get set up with a CRM. You’ll get details on how and why to get started, what features your CRM should have in order to be useful to you as a real estate agent, how to optimize your lead management within your CRM so that you’re reaching out to the right leads at the right time, and what you need to know about converting clients. We’ve also included details on the next steps you should take to refine your CRM, and how you can learn more about lead nurturing and real estate marketing.