3 Surefire Ways to Reap the Benefits of Your CRM

By Tiana Baur, Content Marketing Manager

#1 way to reap CRM benefits: Move people through your CRM sales flow!

The number one thing you can do with your CRM is to do what it was meant for: Convert, convert, convert, by moving people through that sales flow. It sounds like a no-brainer, but there are tons of agents out there that don’t even use a CRM.

Your sphere is everything. Not those cold leads you got from Zillow, not those contacts where you don’t even know how they got into your phone. Your repeats, your referrals, those that will all list with you at some point in the next ten years. Moving these gems through the sales flow is a sure bet to getting the job done and that contract signed.

If you don’t believe us, we’ll let the numbers speak for themselves. Those that actually did this, did 42% more business in 2017 – at least with our CRM, Moxi Engage.

#2 way to reap CRM benefits: Automation isn’t the enemy.

We’ve been hearing and reading some things that say auto-marketing isn’t the way to go. While the sentiment makes sense that auto-marketing is not enough by itself (and that’s true), it is still a vital touchpoint and there’s really no excuse to not take advantage of it. I mean, it’s automatic!

By no means are we suggesting “set and forget” auto-marketing is the only marketing you should be doing, but since you only have to sign everyone up one time and it can be extremely effective, it would be ridiculous not to take advantage of this kind of marketing.

Take Neighborhood News for example. This tool lets you send market snapshots to your sphere automagically AND it’s hyperlocal info, for whatever zip code you sign them up with (they can change the zip code themselves if they wish to). Utilize it, embrace it, love it.

#3 way to reap CRM benefits: Take lot of notes.

A contact database with no context is relatively useless. Even if it’s your own database, even if you have a great memory. Chances are, there are contacts in there like we mentioned above, and you have no idea whatsoever who they are. So, when you’re adding new people or learn new info or just have a spare minute waiting at the doctor’s office, update those notes! You might have a great memory, but we guarantee you won’t remember all of their birthdays or their favorite hobbies or drinks right off the top of your head. No one can remember everything. If you want to hear from a pro why this note taking is so important, look no further.

Psst – you’ll also notice if you click that link that a strong database is a priceless ticket to retirement. And by priceless, we mean it could actually be very lucrative if you’ve curated it diligently and thoughtfully, so the next owner of your book of business can use it properly.

So please, do yourselves a mega ultra-favor and take care of that CRM! Use it the way it was meant to be used, like the third arm you never had.