5 Popular Features of Customer Relationship Management Software
The real estate market is competitive no matter where you go. As an agent if you are not on the ball at all times, it could mean the difference between retaining clients and making sales or potential clients turning to other agents for their needs.
As a result, more and more agents are turning to CRM software to ensure effective marketing campaigns and contact with clients. If you are an agent and not using such an application, below are 5 features that will definitely benefit you.
1. Contact & lead management
CRM software acts as a detailed address book where agents can store contact information of all clients. This allows them to put the clients at the center of their marketing communications. The agents can also keep in touch with their clients by remembering their important dates like birthdays and anniversaries. This is important in the retention of clients because it makes them feel valued, remembered, and appreciated.
The software also allows real estate agents to track and manage leads. Agents are able to see how many prospective customers were contacted in a given period of time. It also includes the issues that were discussed as well as the questions the customers asked. From this, the agent can generate reports that are important in converting leads to actual customers.
2. Marketing automation
CRM software has a marketing automation feature that allows for efficient and effective marketing. This platform is designed in a way that enables automatic communication through emails, social media platforms, and websites. Unlike manual marketing where you can easily forget to pass marketing information on to some clients, the software ensures all customers are contacted and in a timely manner.
The feature also allows for customer segmentation. Creating specific groups of customers based on different needs enables effective marketing. This is because the agents will send specific marketing information to a particular customer target group, ensuring everyone’s interests are addressed.
3. Task management
CRM software makes work easier for real estate agents by helping them manage tasks as there is a feature that allows for the automation of recurring tasks and notifications. It also automates follow-up tasks to help the agents close as many deals as possible.
Real estate agents usually have many tasks to complete. This software allows them to plan their activities well in advance. Having a schedule of the activities and the calendar of work they have to do ensures that no task is left unattended. It also boosts productivity and saves them time as they can swiftly switch from one task to the next.
4. Salesforce automation system
Understanding sales is vital for real estate agents to help them plan their marketing strategies and generate leads. The sales force automation system allows agents to collect, store, and analyze customer sales information. The information can be analyzed according to property category, location, and time period. This way, the agents can understand where to get more clients and in turn boost their sales.
This system enables agents to track sales cycles from the time a customer’s information was obtained to when they made a purchase. Having a customer’s sales history will help understand customers and provide them with what they need which is vital in retaining customers.
5. Customer service tool
Customers have to feel valued and listened to if they are to make a purchase. The customer service tool in real estate CRM software helps real estate agents to provide customers with efficient customer support. This automated tool allows for a prompt response to customers queries and concerns.
The software also allows for easy communication through different means including emails, telephone calls, and social media. This makes customer service more efficient and provides the opportunity for real estate agent to answer any and all queries received.