Real Estate

How to make better use of a Real Estate CRM? Discover 5 tactics

Do you know how to better leverage a real estate CRM? This is one of the most common doubts that many people have, mainly because a CRM is often seen as just an internal organization system.

However, it can be much more than that. After all, he has the ability to gather valuable information that can (and should) be used in the sales process.

In today’s text, you will see a list of 5 valuable tips that, if you start putting it into practice today, will surely have much more results in sales.

This will be a way to use CRM in a much more active way, so that you can use its information to make decisions towards an exponential increase in sales of products and services.

If you are interested in the subject, read on and learn how to get more out of a system you already use by smart city Lahore . Come on?


Real Estate CRM – See a list of 5 tactics to get the most out of it and increase your sales today

If you think you’ve used all the features that your real estate CRM offers, know that there’s a lot more behind the system. As much as the system already takes on a lot of functions, you can still actively extract much more from it.

And how can this be done? Simply using a very valuable thing that we humans have: rationality!

You see, a real estate CRM system is programmed to offer many benefits and facilities to any realtor or real estate agent.

It is designed exactly for that, letting the user perform only small information insertions where, based on this information, the CRM itself can deliver the best paths for various functions: customer service, sales, collections, reports and analysis.

However, what if this information is used as a way to boost some marketing strategy, from a creative point of view?

You can do this and get a lot of results, as the CRM information is completely unique to your real estate agency. That is, no one else will have the power to create a campaign or strategy as powerful as yours. Because you have exactly what you need for it: information!

We’ve separated a list with 5 steps for you to start, today, exploring your real estate CRM in a different way, observing some tactical criteria:

  1. Use it actively so that the data can be interpreted by humans;
  2. Use the CRM information to create campaigns on Facebook Ads, Instagram Ads and Google Ads;
  3. Use activity filters to gain insights into creating new products or services – How does your customer/prospect behave?
  4. Align the marketing and sales sector so they can work together via CRM;
  5. Develop a unique and personalized service with the customer – Beginning, middle and end of the funnel;

Let’s explain each of the items in the list above. So, follow the text from now on and see what you can do today to optimize processes and use your CRM information creatively and dynamically.


Use it actively so that data can be interpreted by humans

The first step for you to use a real estate CRM in a much more active and exclusive way is considering the following: the CRM is still a machine and you are a human being.

In other words, you will have infinite possibilities of combinations that a CRM may not have, from a creative and human point of view. And this will make all the difference in any marketing and sales process, since the market is made up of people.

So, yes, enjoy all the benefits of CRM, from a process optimization point of view. However, never fail to leverage the generated data so that you can make a humane analysis of it.

Numbers and information, no matter how good they are, will still be just numbers and information. We humans have the ability to put information together and turn it into something. And that’s the goal of bringing more humane analytics to CRM.

In other words, use your real estate’s CRM in an extremely active way. Know everything that happens and what doesn’t. Know who the cataloged prospects are. Know yesterday they come and why they came. Understand who the customers are already and where they came from.

All this will make the level of information be taken to the top floor, going up some stairs. And this, of course, is excellent for any strategy you might have created.

The real estate market, in general, is very similar. That is, there are people wanting to buy, people wanting to sell, builders wanting investment and sales in the plant, and so on.

Therefore, a good way to stand out and build unique situations and winning strategies is precisely by taking advantage of what only you and your real estate agency have: specific (and unique) information from the prospect base.

Use CRM information to create campaigns on Facebook Ads, Instagram Ads and Google Ads

Nowadays, the internet allows us to build things that are simply spectacular. After all, access to information is increasingly detailed and, in this way, it is possible to reach anyone anywhere in the world, from a marketing point of view.

Just think that a few years ago this was not possible and not even imaginable. An advertisement, for example, was limited to running a local newspaper, TV channel or billboard on the street.

Not that these media are bad today. However, they can’t have the scale and penetration that Facebook, Instagram and Google can. From these tools, it is possible to reach absolutely anyone who is connected and sending information to the platform.

And you, of course, can enjoy all this in an even more incredible way, because you have a powerful tool, which is a real estate CRM.

This system will offer you the possibility to understand, like no one else, consumer behavior in the real estate market, so that you can use this information to prepare online advertising campaigns .

These campaigns will then have incredible targeting power because you know who to advertise to, when to advertise, and what to advertise. After all, with the information that the real estate CRM offers you, it is possible to design different types of target audience, profiles, personas and, in this way, reach an ultra-specific audience that nobody knows: just you.

Develop a marketing strategy to reach the tastes, particularities, needs and desires of the prospects that are in your base. This will make you have great results in campaigns in the medium and long term, as you will be advertising to the right people.


Use activity filters to gain insights into creating new products or services – How does your customer/prospect behave?

If you’ve ever explored your real estate CRM deeply, you know that it offers a multitude of reports, analytics and data. However, as with any management program, this one will only be positively effective once the information contained in it is analyzed and interpreted by a human being.

As much as the system itself has an intelligence that adds a lot of value to optimize time and processes, we cannot underestimate our analytical capacity to generate demands and create new strategies. And doing it randomly is one of the worst possible things because we don’t know where we’re going.

However, when we base these strategies on real and professionally collected information, the chances of success are extremely greater in any campaign or action you want to eventually build.

Therefore, use filters and activity reports from your prospects and clients to think analytically and discover new products and services that may eventually be created by your real estate agency.

If you can notice any different behavior or that catches your attention through the real estate CRM, know that this is a very important step so that you can finally have ideas for new actions and real estate solutions.

People are always giving signals. All you have to do is tune in the right frequency to pick up these signals. Here’s how to design good real estate marketing strategies , based on the information you collect in the CRM.

Align the marketing and sales sector so they can work together via CRM

Another very important tactic that you can (and should) consider for a better use of real estate CRM is the work together factor.

Think about it: if you have a sales and marketing team who don’t speak the same language, which path is this job going to take? Probably to the path of randomness.

And, as we understand in several articles here on Ville Imob’s blog , the path of randomness should not be followed for any reason.

Therefore, always have a good alignment between marketing and sales, so that they can work together to pursue the goals set at some time of the year.

While marketing works to seek out quality prospects, the sales sector works so that each of these prospects can ultimately become a customer.

But this is only possible if both sectors are on the same path and direction. Otherwise, nothing will go right. After all, imagine that the marketing sector is engaged in capturing leads to buy luxury homes, but the sales area does not have luxury homes at the moment. There’s something wrong with the strategy, isn’t there?

And the real estate CRM will be able to guide these steps much more effectively, as it will be able to provide all the information that the strategy needs, so that it is the only source to feed different sectors.

But for this information centralization to work, remember to intelligently align your teams, ok?


Develop a unique and personalized service with the customer – Start, middle and end of the funnel

If you follow Ville Imob’s articles, you’ve certainly understood the importance of a good sales funnel for real estate agencies. Generally speaking, a sales funnel is nothing more than a path that the prospect takes until, finally, he/she becomes a client of your real estate company.

But this path can take up to 2 years to be covered. Therefore, it is essential that you are following a strategy to the letter, in order to carry the process through to the end.

The funnel can be fully automated through emails or online advertising campaigns. However, unlike many other markets and competitors, you have a very powerful tool at your disposal, which is a real estate CRM.

From it, you will be able to have a much closer, human and direct contact with the potential customers that your funnel is capturing. And this is amazing because conversions could start happening much sooner than you think.

Therefore, create a personalized, exclusive and personal service in your real estate, so that you can use the CRM information so that this process is viable.

Do have a sales and service script. But never let this script be superimposed on humanized care, ok?

Each person is unique, with unique needs and a unique life. And the best service will always be the one that respects all these individualities. So, use all your CRM information to make it work!

Count on Ville Imob tools and systems to improve your sales

Today, we’ve learned how a real estate CRM can be much more effective when used “out of the box”. In other words, you will be able to implement several human tactics, so that you take advantage of the system’s potential to generate more leads and, of course, increase sales.

After all, no data generation has power if these data are not used effectively and that generate results in the medium and long term. Count on Ville Imob’s tools to help you on this journey and good sales!