Why RESimpli Beats Other CRMs Hands Down

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Episode Transcript

SPEAKER_00 (00:07):
Hey guys, this is Cassie.
In case you were expecting thebearded wonder that is my
partner to be filling up yourscreens today, let me help you
shift your focus.
We're wanting to put out moredetails, more videos about the
details of our business thathave really changed the game for

(00:28):
us.
And so I'm gonna be taking sometime here to talk about CRMs.
I know, I know it's everyone'sfavorite topic, right?
But CRMs have literally changedthe game for us.
Now, I've built out a lot ofCRMs over the course of our

(00:48):
business.
It's been a it's been a minute.
We've used a few.
And so this topic is actuallyreally, really important to me.
Um it's an operational thingthat I've focused on um a lot
over the years.
It's been game-changing for us.
Now, our current CRM, not beingthe only one we've used, being

(01:09):
that I've built some out, I havea lot to say on this topic,
right?
That being said, um, if you areday one, this video is not for
you.
You do not require a beefy CRM,but if you are looking to level
up your business, you'reabsolutely going to need one,

(01:30):
and you're going to need thebest one available to you and
for your business.
Now, we currently use Re Simply.
There are a lot of reasons whywe use Re Simply.
And I can assure you that I wasnot an easy sale.
They actually, you know, I'vesaid this before, they actually

(01:51):
had to do a lot of work to getus to even look at it as a
business.
They were trying to get RJ, RJ,RJ, RJ, and he's like, look, you
want to talk CRMs, you're gonnahave to win Cassie's heart over.
So I actually was reallyskeptical at this point um back
in the day when we were havingthis conversation.

(02:13):
It wasn't anything I was in ahurry to preview or talk about.
You know, we're really, really,really big on being authentic
and showing people what wegenuinely use, but there's a
need for it in this space.
And like I said, if you'relooking to level your business
up, this is for you.
So today, what I really want totalk about is why it's so

(02:36):
important.
I know RJ recently spoke onthis, in that, like, sure, it's
an organizational thing, andorganizing your leads, um, your
statuses are really important.
And yeah, I believe in that.
But there's a lot of places Ican organize information um and
projects, right?
And we have used some of thosein the past and some really good

(02:58):
ones that I've built out.
I've also built one out on myown that never really made it to
product.
And so I do understand a lot oflike the coding things, even
though I could never do it.
Uh, the design things, the techthings, even though I could
never do it.
I'm just the user, right?
I do understand how complicatedthat can get.

(03:19):
So I think that, you know, oneof the first reasons that I even
actually took a look at recentlywas because I did not want to be
the person anymore.
I did not have the bandwidth.
It wasn't the best use of mytime in my business to be
creating all the features in ourCRM, even when it was overlaid

(03:41):
on another platform.
So this was the first reason uhthat that piqued my interest in
recently, right?
Um, I've used, we've used,excuse me, we've used other ones
in the past where that was notnecessarily the case, but I
still almost had to like playthis design role, right?
And I know that there's thisneed in this space um for

(04:04):
business owners that that reallyneed some of these extra
features, but they justshouldn't.
And I wouldn't recommend thatthey be designing their CRM or
learning how to build a lot ofthese features out in a
software.
Some, a lot of what what Resimply has, you know, I wouldn't

(04:24):
even be able to build out,right?
So all that to say, this is atopic that's like actually
really important, in my opinion.
Um, and so I just really want togo ahead and cover, probably in
a multi-part series over thecourse of time.
Let's just say that way.
Um, we want to kind ofhighlight, you know, some of our

(04:47):
favorite things and and how weoperate our serum and and why
these things are so important.
So today I'm gonna talk aboutstaying in front of your leads
and one of the vital parts ofre-simply that I think is kind
of to be expected by somepeople, I guess, when you're

(05:10):
you're having a CRM where youhave the ability to, you know,
stack lists and skip trace andimport your leads and so on and
so forth, and kind of createthese marketing campaigns and
track your KPIs.
But I think for me, one of thebig kickers has definitely,
definitely, definitely been thefollow-up campaigns and

(05:33):
automations and the AI in thatregard.
Here's why we don't actuallylean heavily on technology to
talk to parties in a deal, forexample, for us.
We don't over-automate oursystem, but I can tell you we
maximize our lead efficiencybecause we do have a couple of

(05:58):
these installed, right?
Now, what do I mean by that?
That means that if we we likethe manual labor, right?
We want them to talk to aperson.
There are AI features in ReSimply that we love, and there
are some that we don't heavilyuse.
Um, that's just a fact, right?

(06:23):
Here's the reason why.
Um, I really want sellers to beon the phone with a person.
So to have an AI summary that isbeefier on that call is
fantastic.
But I don't necessarily want,you know, a seller to call into

(06:44):
my company and it go to a robot,right?
Going to a robot that passes iton to a real life person, a
closer is what's important tome.
These are all things that wesimply can do.
Um, but I want that to comedirectly to a closer, right?
So our follow-up campaigns, wejust don't have a lot of

(07:04):
statuses organized in ourbusiness where we're having
somebody automatically reach outto them.
We manually do that up into acertain amount of time that we
have never reached the selleruntil we actually start to send
out an automated message.
Why is that important?

(07:25):
It's coming from you can set itup to come from different
numbers, you can set it up tohave these text messages, you
know, read differently, set themup to stay in front of that
seller and taking away some ofthe manual efforts when a lead
has an age or a status that isno longer the best use of time.

(07:49):
In other words, your human laboris going to be spent, your
closers, the the closers on yourteam, their time is going to be
spent on the phones talking toreal sellers who are really
motivated and they're ready togo, right?
That's where you want yourbusiness space to be in.

(08:10):
So this is why I think it's it'svitally important that, yeah,
you can have these types offeatures, but how you use them
is everything, right?
You can talk about it in anorganizational category, but
realistically speaking, youknow, you're not over-automating

(08:32):
over AI on your business.
And this is what I love aboutResembly.
You don't have to become anexpert, you know, at creating a
CRM or building one out orbuilding in features that are
hosted on some other platformthat you can customize it, but

(08:54):
you don't have to add featuresthat don't already exist.
You don't have to go hiresomebody out to add these
features in for you.
The ReSimply team will help youinstall them.
We also work heavily with the ReSimply Team on you know
developing uh a lot of keyfeatures that we want to see for

(09:17):
you know additional stuff.
So I look forward to continuingto talk to you guys about this.
But for me, it's these follow-upcampaigns that you build up a
certain pipeline in yourbusiness.
And if you have a team underyou, this is a great way for you

(09:37):
to ensure that no lead goesneglected.
So when a lead is, I mean, wejust closed a deal, I'm pretty
sure that was a lead thatentered our system three years
ago that followed up with us.
So when I say that these kindsof campaigns are vitally

(10:00):
important to the organization ofhow you stay in front of your
sellers, I mean it.
And I'm not just talking aboutthe statuses, I'm talking about
the ability to set it up so youcan stay in front of your
sellers.
And it also is gonna track thatinformation.
You're not gonna have to inputit manually, it's gonna track
that information right there onyour lead.

(10:22):
You know, there's a lot of CRMsthat I have used that either did
that very poorly, or you'd haveto enter a lot of this stuff
manually, or you'd have to setcertain triggers off.
And look, I get it.
Like there's ways to do this inother CRMs or other ways to
organize your leads.

(10:42):
But once you get to a certainlevel and you have a certain
level amount of pipeline andleads built up over time, you're
missing money if you're notusing a feature like this in a
system where it works thisefficiently, right?
Um, having that all in one spacehas been a game changer for us.

(11:03):
And it's something I wouldabsolutely have required to be
in any CRM that I was even goingto consider putting my stamp of
approval on to the public, muchless use internally in our
business.
So as far as that goes, if youguys are in that position where

(11:23):
you're looking to get moreinformation about what you
should look for in a CRM,definitely let us know in the
comments.
I have a lot to say about thistopic, and I think it is pretty
crucial.
And I know it's not foreverybody yet, but hopefully, if
you're following this channel,it will be for you eventually

(11:44):
because this is one of thethings that has been a game
changer for us.
This is one of the things thathelps us stay on top of, you
know, our maximizing our leadpotential and our lead spend,
much less our closing.
So um that's it for today, guys,on this topic.
And I hope you enjoy it becauseI got a lot more to say.

(12:06):
So if you really like it, let meknow because I got a lot of CRM
stuff I can dig into.
I think that there's a real needfor us to have these discussions
in this space, but ultimately,you guys who are watching these
videos determine that.
So please be sure to let meknow.
And we'll see you next time.