Defining CRMs and their importance @ 0:00
Darci and Terry discuss what a client relationship management (CRM) software is and why it is an essential tool for real estate agents. They emphasize that a CRM is more than just a contact database - it helps manage the entire client lifecycle, including appointments, email campaigns, and transaction management.
Pitfalls of using a CRM incorrectly @ 5:29
Darci and Terry share stories of agents who have struggled with CRMs, either by not using them properly or by relying on a brokerage-provided CRM. They caution against using a CRM as a standalone database without integrating it with other systems, and warn about the risks of losing data when switching brokerages or CRMs.
Criteria for evaluating and selecting a CRM @ 12:59
Darci outlines key criteria to consider when evaluating a CRM, such as whether it provides a two-way sync with contacts and calendars across devices. She advises against using pre-built features like newsletters and drip campaigns, and instead recommends customizing them to reflect the agent's unique brand and communication style.
The cost of not using a CRM effectively @ 24:27
Darci shares that many agents she has spoken with have lost significant business opportunities, often in the range of $100,000 to billions of dollars, due to not having a properly configured and utilized CRM. She emphasizes the importance of consistently staying in touch with past clients and contacts to maintain top-of-mind awareness.
Recap and next steps @ 37:02
Darci and Terry wrap up the discussion, encouraging listeners to book a call with them to review their current systems and get guidance on selecting and implementing a CRM that aligns with their business needs. They also tease an upcoming podcast episode on the topic of newsletters.
Are you stuck and piecemealed your business together? Let's get you where you want to go. If you want our help to do that, book a call with Agent Tech Mastery at https://www.agenttechmastery.com/applypod it's absolutely free and possibly the best call you have ever had to change your business
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!