{"id":21938,"date":"2023-03-24T15:02:14","date_gmt":"2023-03-24T15:02:14","guid":{"rendered":"https:\/\/www.anthonydidonato.net\/wordpress\/?p=21938"},"modified":"2023-03-24T15:02:15","modified_gmt":"2023-03-24T15:02:15","slug":"factors-to-consider-when-choosing-a-crm","status":"publish","type":"post","link":"https:\/\/www.anthonydidonato.net\/wordpress\/factors-to-consider-when-choosing-a-crm\/","title":{"rendered":"Factors to Consider When Choosing a CRM"},"content":{"rendered":"\n

Don\u2019t know exactly what you want from a customer relationship management tool? Ask these questions to identify which options will address your true needs.<\/p>\n\n\n\n

Choosing the right customer relationship management tool may be one of the most frustrating aspects of setting up your real estate business. Many practitioners have tried several systems but still can\u2019t seem to find the one that fits their needs. If it works correctly, your CRM should serve as a silent partner, providing the structure to organize and nurture your contacts and relieve you of repetitive, mundane duties so you can focus on building your business. But too often, real estate pros find that their CRM doesn\u2019t offer enough of the support they wanted.<\/p>\n\n\n\n

Before choosing a CRM, you have to know what you want out of it. Blindly trying out systems can quickly become a waste of time. Micah Olson, associate broker at RE\/MAX Results in Orem, Utah, advises that pros pass on CRMs that aren\u2019t real estate\u2013specific because they won\u2019t be able to address your specialized needs. \u201cI don\u2019t see why anyone would want to customize a non-real estate CRM,\u201d he says. \u201cThere are enough systems available today that are already set up for how real estate professionals work and the information they need,\u201d he adds.<\/p>\n\n\n\n

But Olson has learned that it\u2019s rare for a single CRM to have all the features and functionality a practitioner needs. So how can you find the one that comes the closest? Here are some questions to ask as you look for the CRM that will work best for you.<\/p>\n\n\n\n

    \n
  1. Is it compatible with other tools you\u2019re already using?<\/strong> Olson, who uses Top Producer(link is external)<\/a>, found that he could easily integrate video service BombBomb(link is external)<\/a> and the Riley lead management system(link is external)<\/a> into his CRM. Focus particularly on a CRM that will be compatible with your lead generation tools, Olson suggests. \u201cTalk to your top three sources of leads and find out which CRM integrates most naturally with their system so you won\u2019t have to enter [customer] information manually.\u201d<\/li>\n\n\n\n
  2. Does it have robust automation features? <\/strong>A CRM\u2019s capacity to set up and automate routine correspondence and marketing campaigns is probably most important for real estate professionals, Olson says. He\u2019s created automated communication plans for a range of business opportunities, such as buyer and seller leads, new listings, valuation requests, buyers under contract, and follow-up with clients. \u201cI can even set auto emails to go out six months after doing something like a valuation request, asking a client if they would like an update,\u201d he says.<\/li>\n\n\n\n
  3. Does the CRM provider offer sufficient customer support?<\/strong> It\u2019s important to know that if you run into problems using your CRM, you\u2019ll get adequate assistance. When Joe Pryor, CRS, broker-owner of The Virtual Real Estate Team in Oklahoma City, upgraded to RealtyJuggler(link is external)<\/a> four years ago, one of the aspects of the CRM he appreciated most was its video tutorials and step-by-step guides on how to use its features. \u201cSo you don\u2019t have a huge learning curve,\u201d Pryor says. And if he needed to call or email customer support, a representative was always quick to respond, he adds. \u201cI really appreciate how personable, available, and responsive customer support is if you have a question.\u201d<\/li>\n\n\n\n
  4. Does the company behind the CRM have staying power?<\/strong> Newer companies may be creating CRMs with more state-of-the-art features, but if they haven\u2019t established longevity in the market, you could be stuck looking for another CRM if they go out of business. Mary Pope-Handy, CRS, CIPS, a sales associate with Sereno Group in Los Gatos, Calif., was using one CRM but the company folded. As a result, she lost all of the email records that were attached to her contact list. She wanted assurance that her next CRM provider would be around for the long haul, so she decided to use PropertyBase(link is external)<\/a>, which integrates with SalesForce.com(link is external)<\/a>, a longstanding company. \u201cSalesForce is a big platform, and it won\u2019t go out of business,\u201d Pope-Handy says.<\/li>\n\n\n\n
  5. How much time are you willing to invest in learning a CRM\u2019s features?<\/strong> \u201cYou can find a CRM system with basic functionality that\u2019s easy to use\u2014but it doesn\u2019t do much,\u201d Pope-Handy says. \u201cOr you can choose a system that will do whatever you want, like track referrals, but you have to be willing to invest your time to learn how to use it.\u201d She says her CRM can \u201cdo anything you can imagine,\u201d though it took her about a month to learn how to navigate the system. So when you\u2019re evaluating CRMs, first look at the basic features you need, then determine how many extra features you have the patience to learn.<\/li>\n\n\n\n
  6. Will the CRM be appropriate for everyone on your team?<\/strong> Chris Kallin, a sales associate at Realogics Sotheby\u2019s International Realty in Seattle, says that when he joined the brokerage\u2019s four-person Seattle by Design team a year ago, each team member was using a different CRM. \u201cOne of the first questions I asked was, \u2018If we are going to use a CRM, why not implement the same system for everyone?\u2019\u201d Kallin says. Over several months, he sought recommendations from other real estate professionals, researched dozens of options, and tried several before narrowing his list down to the top three, based on factors such as price, user interface, and intuitiveness of the software. User interface in particular is an overriding factor when choosing a CRM for a team, Kallin says.<\/li>\n\n\n\n
  7. Do you want your CRM to focus on sales or relationships?<\/strong> When you launch your CRM, what kind of information first pops up? \u201cIf it\u2019s a sales funnel and weighted opportunity figures, then it\u2019s a sales-focused CRM, and that purports to be its primary value,\u201d Kallin explains. \u201cIf it first presents you with contact records, then it\u2019s more people-focused.\u201d His team members emphasize client relationships, so they chose IXACT Contact(link is external)<\/a> as their team CRM. Kallin especially likes a feature that includes the name of a client\u2019s partner or spouse in each contact entry and uses both names in automated correspondence.<\/li>\n<\/ol>\n\n\n\n

    Remember that choosing a CRM is a personal decision and should reflect what you consider most important in your business, Kallin says. Once you\u2019ve compiled a short list of potential solutions, the best proof is in their use. \u201cMost CRMs offer a free trial,\u201d Kallin notes. \u201cSpend a couple of hours under the hood seeing how records are set up, what kind of action plans it provides, and how much of the work is already done for you. Then you\u2019ll know which one is your best choice.\u201d<\/p>\n\n\n\n

    \"\"<\/a>
    Image by Tumisu<\/a> from Pixabay<\/a><\/figcaption><\/figure>\n\n\n\n

    \u00a9National Association of REALTORS\u00ae
    Reprinted with permission<\/p>\n","protected":false},"excerpt":{"rendered":"

    Don\u2019t know exactly what you want from a customer relationship management tool? Ask these questions to identify which options will address your true needs. Choosing the right customer relationship management tool may be one of the most frustrating aspects of setting up your real estate business. Many practitioners have tried several systems but still can\u2019t … <\/p>\n

    Continue reading<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,8],"tags":[5,32,4,9],"class_list":["post-21938","post","type-post","status-publish","format-standard","hentry","category-news","category-real-estate-tips","tag-anthony-didonato","tag-news","tag-real-estate","tag-tips","item-wrap"],"yoast_head":"\nFactors to Consider When Choosing a CRM - Real Estate Agent and Sales in PA - Anthony DiDonato Broomall, Media, Delaware County and surrounding areas in Pennsylvania<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.anthonydidonato.net\/wordpress\/factors-to-consider-when-choosing-a-crm\/\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.anthonydidonato.net\\\/wordpress\\\/factors-to-consider-when-choosing-a-crm\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.anthonydidonato.net\\\/wordpress\\\/factors-to-consider-when-choosing-a-crm\\\/\"},\"author\":{\"name\":\"admin\",\"@id\":\"http:\\\/\\\/www.anthonydidonato.net\\\/wordpress\\\/#\\\/schema\\\/person\\\/964792b6994e8cc4cbddc36ad4824908\"},\"headline\":\"Factors to Consider When Choosing a CRM\",\"datePublished\":\"2023-03-24T15:02:14+00:00\",\"dateModified\":\"2023-03-24T15:02:15+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.anthonydidonato.net\\\/wordpress\\\/factors-to-consider-when-choosing-a-crm\\\/\"},\"wordCount\":1160,\"publisher\":{\"@id\":\"http:\\\/\\\/www.anthonydidonato.net\\\/wordpress\\\/#\\\/schema\\\/person\\\/964792b6994e8cc4cbddc36ad4824908\"},\"image\":{\"@id\":\"https:\\\/\\\/www.anthonydidonato.net\\\/wordpress\\\/factors-to-consider-when-choosing-a-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.anthonydidonato.net\\\/wordpress\\\/wp-content\\\/uploads\\\/2023\\\/03\\\/crm-7142692_1280-1024x514.jpg\",\"keywords\":[\"Anthony DiDonato\",\"News\",\"Real Estate\",\"tips\"],\"articleSection\":[\"News\",\"Real Estate Tips\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.anthonydidonato.net\\\/wordpress\\\/factors-to-consider-when-choosing-a-crm\\\/\",\"url\":\"https:\\\/\\\/www.anthonydidonato.net\\\/wordpress\\\/factors-to-consider-when-choosing-a-crm\\\/\",\"name\":\"Factors to Consider When Choosing a CRM - 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