Success in business boils down to doing a few key actions, repeatedly. In real estate it’s about staying in touch with your past clients and sphere of influence to generate repeat business and a predictable flow of referral leads. The secret is that you need to have a systematic approach.
It’s pretty easy in theory. The trick is keeping track of who you should be calling, emailing or visiting each day in order to stick to your stay in touch plan. And it gets trickier as your client list grows.
That’s where a CRM is a true difference maker for your business. Of course you can use it to keep track of your clients and sphere so you have a record of your calls, emails etc. for each and every person in your client book. The My Book CRM lets you track referrals, manage active opportunities and keep track of total client lifetime value.
The biggest lift a CRM gives your business is through sales process automation. Use a “set it and forget it” marketing strategy to generate automatic daily reminders of those stay in touch activities you need to be doing to generate the most business. Automatic email drip campaigns let you regularly stay top of mind for your in-progress leads and your past clients.