Your CRE CRM 2017 shopping list

crm 2017 check list

Your CRE CRM 2017 Shopping List

In order to be a successful commercial real estate broker, you need to create and maintain relationships with a number of people. With the advancements in software technology over the past decade, CRM applications have become much more powerful and efficient. This has caused an increase in expectations of what constitutes proper service delivery.

Any experienced commercial broker knows that delivering excellent customer service is one of the most important drivers of business growth. For this reason, working from a Rolodex or email address book simply isn’t a feasible way to stay organized anymore. If you haven’t made the switch to a CRM system, now is the perfect time to do so.

Things to Look for When Buying a CRM

Determining which CRM is right for you can tough. You’ll need to determine which system is easy to navigate and can fit your unique needs. Here are some things to consider when choosing a CRM:

1. It can integrate with popular programs

The purpose of a CRM is to help you become more efficient and organized. If your system can’t integrate with platforms that are widely used in CRE, you won’t be getting the boost in productivity and efficiency that you need. Integration is a must have. Look for a CRM system that can sync with your mobile device, leverage online research systems and communicate with popular marketing tools in the industry.

2. Does it work in the cloud?

Most businesses are moving from programs that require being installed to SaaS (software as a service) technology. If your CRM doesn’t work this way then it’s already outdated. A cloud-compatible program will work with any operating system (Windows or Mac) and on any computer or mobile device. Expect the same reliable experience no matter how you connect. Also look for unlimited storage because you never want to run out of space.

3. It offers online assistance

In an industry like CRE, being unorganized or unresponsive can cost you a lot of money. Having a CRM that doesn’t run properly or is difficult to navigate could seriously inhibit your performance and success.

When shopping for a CRM, look for a system that offers virtual support and is known for having good response times. That way, you can quickly overcome any mistakes that could cost you a deal.

4. It helps you manage your tasks

Part of what makes a good CRM is its capacity to help you organize and run your day-to-day tasks. You want to invest in a program that can help you label leads; create, manage, and categorize contacts; and follow the progress of business deals. Remember, the primary purpose of a CRM is to help ease your workload.

Find a CRM that Works for You

Don’t be distracted by excessive features, look for a CRM platform that meets all of your needs without additional features that you’ll never use. Clientlook’s commercial real estate sofware is designed specifically for people working in CRE, and is able to sync with programs like Realtors Property Resource and Buildout, so that you always stay organized and on top of your work.

About the Author

Michael Griffin

Michael Griffin - President & CEO, ClientLook, Ltd.

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