January is a great time to reflect on the past year, make resolutions and plans for the New Year. In the real estate business, this is a great time to work on communication and marketing plans. Of course, with any good plan, the only way to know if it is working is to track and measure the results. What has always puzzled me is when I ask agents if they use a Contactually or another CRM to manage client communication, often they say they just use their email, a spreadsheet, or some say they don’t use anything at all, they just remember.
How can a busy real estate agent remember every single person on their client list and what they sent to them? When you consider most people in real estate have hundreds of people in their database, it would be impossible to remember every single marketing piece or communication sent. Organizing the database is the first step in creating a viable communication plan and one of the most important tools for any agent is a CRM (client relationship management).
Our company, Coldwell Banker Bain Seal invested in our agent’s success by providing Contactually to all our agents at no cost. We did this because we know how important an agent’s database is to their business. Two years ago when we began teaching our agents how to use Contactually, many of them discovered they were leaving business on the table because of a lack of communication and follow-up with some of their clients. When you use a CRM such as Contactually this doesn’t happen. With daily reminders about who to contact, you can’t forget anyone.
Benefits of using Contactually:
• Daily contact reminders so no one is forgotten
• Reminders for special occasion such as birthday, anniversary, holiday
• Customized approach to marketing and communication
• Article Sharing
• Robust template library
• Group or individual communication
• Email tracking for open and click rates
• Record of your most recent communication with each person in your database
Now that our company has some history with Contactually, we have been looking at the results for our agents who have been actively using Contactually. Here is what we have found.
We have several workshops coming up for Contactually and look forward to helping you get started.
We encourage you to get your database organized, by harnessing the power of Contactually and we know you will see more business this year!