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It’s critical that all those messages are easily accessible and even searchable inside your CRM. For better or worse, it’s probably your main channel of communication.
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Provide your clients with a free mobile app for instant deal access and real-time collaboration capability Send hard-copy reports to clients who are not technically adept Provide clients with an online portal to self-serve their need for files and updates Effortlessly view a searchable rollup of deal activity, prospects, offers and more in one place Easily relate all of a team’s activities and emails to deals Putting you on top this way is achievable provided that the CRM offers the following features: It should contain features and workflows that help you deliver the kind of stellar client service that drives repeat business and referrals.
The best CRM for commercial real estate should be fundamentally designed to make you shine with every deal. You work hard every day for your clients, and they need to know it. Scrutinize any CRM to ensure that this feature is available. In fact seamlessly connecting emails to deals is really important. This includes emails and file attachments too. It’s critical that your CRM is wired to channel this deluge of data into deals. As your business matures, just about every call, meeting and email will have something to do with a deal. It should reduce your need for paper while streamlining your communication. A deal becomes a sort of digital file cabinet that’s accessible by your entire team, and even your clients. Think of your CRM as a data collection tool that seamlessly organizes everything you do into deals. However, the best CRMs will turn deals into a whole lot more. In their most basic form, they help manage your pipeline of opportunities. In a commercial real estate CRM, a deal represents any type of assignment regardless of your specialty. Deal managementĭeals are the lifeblood of your business. Find the CRM that is the most intuitive to you, and you’ll be well on your way to success.
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It is not your responsibility to obtain training to make up for poor software design. Ultimately it is the responsibility of the CRM provider to create a solution that’s easy to use. We chop lots of overly complicated functionality this way. I’ve always maintained that any feature added to ClientLook that requires training is a failure of design. Does everything seem to make sense? Or, do the features require lots of explanation? Trust your gut since you’ll be spending a lot of time with your CRM.
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Get a demo and/or a free trial of a potential solution.
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Did you invest weeks learning how to use your phone? Of course not, even though it’s a highly complex device. Because of this, you need a CRM that is essentially training free much like the latest generate of mobile devices. And, even if you do, you’re going to forget everything you’ve learned. The fact is, you are unlikely to invest time in CRM training. Otherwise, your chances for success aren’t good. Be certain that whatever CRM you choose is native to CRE, and isn’t masquerading as an industry-specific solution when it’s actually an enterprise software platform. I’ve seen more failed enterprise software CRM rollouts than any other technology initiative. It also focuses on the productivity of the individual user as opposed to the organization, which is critical when users are independent contractors with proprietary data. It contains features, workflows and modules that are industry specific. It fails in commercial real estate though.Ī commercial real estate CRM is different in both its design and its target market. This makes sense if you’re an auto manufacturer or a big bank, and your users are employees with specific roles and job responsibilities. By definition, “ enterprise CRM software” refers to an application designed to satisfy the needs of the organization and not the individual users. Generic CRM solutions like Salesforce and Microsoft Dynamics are so successful because they provide amazing enterprise software solutions to the world’s biggest companies.
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