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CRM Solutions For Real Estate with Dynamics 365

by Tony Pimpo
5 minutes read

As your real estate business grows, you’ll need a CRM solution to manage client interactions. You need to keep track of whom, when, how, and why to contact.

Knowing whom to contact, when to contact, when you last contacted, and how to contact are basic details that go a long way to fostering favorable relationships with your customers. In the past, businesses relied on disorganized notes and memory. There’s a simpler solution today.

A CRM (or customer relationship management) system presents a simplified solution for managing all your clients’ information and more. The right CRM program goes beyond storing contact information and allows for organizing notes on every interaction, past payments, customer service concerns, and more.

These systems have their benefits in every industry. But here’s how CRM for real estate can be especially helpful.

Centralized Data

Successful CRM implementation organizes all the data from your clients and prospects in one place. This is a boon for any business that deals with clients, especially when more than one team member interacts with them. It takes the guesswork out of simple questions such as, “did someone call this person today? Did I call this person today?”

With a CRM system, you have a full history of all your clients and prospects organized in one place. Having this data organized in the cloud has its benefits when you’re showing homes to clients all over town. You’ll be able to add notes at the moment when clients give feedback or home preferences.

Improved Communication

The lack of an organized CRM system can present problems when it comes to reaching out to customers or prospects. You don’t want to be in a position of calling a customer to ask the same questions your teammate did two hours before.

CRM for real estate software eliminates this guesswork by making it easy to note when someone last contacted a customer or prospect. You can (and should) also note for what reasons you contacted that person. You can also note when to contact a prospect again and with what information. With this system in place, it’s easier to get the right questions from a customer, research the relevant topic, and contact them again in a timely manner.

Recent years show a change in customers’ expectations for communication. They’ll have questions and want information at any time and any location. Features such as Live Chat, social media interactions, or even Portals are a valuable way to keep lines of communications open no matter where (or when) you’re needed.

Sustainable Growth

If you’re in a smaller real estate office, you might not see the need for flashy CRM software. But what happens if your business grows? Managing the data from a growing share of clients becomes much harder over time. And if you bring in new real estate agents to help manage the growth, they won’t have the same business relationships with your clients that you do. Having the clients’ information organized in one central place saves time and confusion by making sure all team members have the same knowledge from the beginning.

Implementing a CRM system now, while your agency is still small, is ideal. Moving your clients’ data to a new system is easier when you have 50 clients or fewer, as opposed to a larger agency with hundreds of accounts to manage. It also helps you and your team build the habit of working with a solid CRM system from the beginning.

Simplified Management

In a real estate office, every team member will have their own style of writing notes. Sometimes they’ll include bare-bones notes thinking they’ll remember the rest later. Sometimes they’ll have a form of shorthand that only they understand. Even worse, you can revisit your own notes later and find you can’t understand your own shorthand – or your own handwriting!

This can lead to awkward situations in customer interactions. Imagine showing homes to your clients based on unreliable, handwritten notes taken from a phone call one week before. Important details from that call can get lost in the meantime, such as the ideal layout and style of a home or information on the surrounding neighborhood. Having these details overlooked can frustrate your clients and make them feel as if they aren’t listened to.

Real estate management software reduces these issues by having all your client data available in a single format. It takes the guesswork out of reading notes from your fellow agents and representatives. CRM for real estate software helps to standardize the information for every client and prospect for ease of understanding by other team members and managers. Senior members of your real estate team will have a better idea of handling customer interactions based on information gathered.

How Dynamic Consultants Group Can Help With Your CRM Needs

Dynamic Consultants Group introduces Dynamics 365 For Real Estate software, a CRM system and consultation solution to help your real estate business improve its efficiency and bring in more revenue. We offer consultations for your business, data migration and implementation, training, and more. Our years of experience ensure you are getting the best CRM implementation services available, all with minimal disruption to your business.

The system outlined by Dynamic Consultants Group adjusts to your business’ needs. It includes:

  1. Assessment of the needs and strengths of your business.
  2. Designing a solution that works for your individual business’ needs.
  3. Integrating the solution into your business and daily workflow.
  4. Testing and training to address weak points in the system.
  5. Final implementation.

Once Dynamics Consulting Group starts the implementation process, your business can see results right away.Contact Dynamic Consulting Group today to set up a meeting and get started.