Your CRM New Year’s Resolution

Your CRM New Year’s Resolution

Your CRM New Year’s Resolution

It’s January, the time of year many of us make some New Year’s resolutions. Of all the things I can think of to make your commercial real estate business more effective, ramping up your sales and leasing efforts by getting more committed to yourself through your CRM software is at the top of the list. 

The Key To Success

The key to success with any CRM is to actually use it. A commercial real estate CRM really shines when it becomes a repository of everything you know about a prospect or client and all your communications with them. Over time, it becomes a gold mine of information that can be harvested down the road. A properly utilized CRM ensures that you have the information you need at your fingertips the next time a client calls. It allows you to honor your commitments to clients, remember important details about deals, and put your finger on information about prospects that could make the difference between connecting with them or losing out to a competitor.

The only way all this happens is for you to ensure that you capture your activity and schedule your next steps in ClientLook. It takes mere seconds to record the results of a phone call or add information you glean about a prospect in his ClientLook record. Take a minute to schedule your next interaction as a task or event. If you know a contact occupies 10,000 square feet and his lease expires in October, note that information on his record so it can be retrieved when needed and to ensure that contact searches for people who meet a specific criteria in the future yields a list that includes that person. 

Get Started Today

Getting yourself more organized should be at the top of everyone’s to-do list. Make a promise to yourself to start doing it better now. ClientLook gives you the perfect place to organize all of this. It’s just a matter of spending a few minutes each day to work the system so it works for you for years to come.

If you’re not a current ClientLook subscriber, schedule a demo today to see how our commercial real estate CRM can help make 2022 your best year yet.

Already a ClientLook subscriber? Request a free Success Audit to make sure you’re getting the most out of our features.

About the Author

Chuck Cutler, MICP

Vice President, Customer Support

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