4 tips when adopting a CRM for real estate

Smoothen the onboarding process with this great technology. As you implement the usage of customer relationship management software (CRM) as a Realtor, the next step is to get everyone else within your brokerage to do the same. Here are 4 tips when adopting a CRM for real estate;

1. Initiate transparent communication

Like with any new implementations, it is expected that there will be some hesitance, inquiries or concerns along the way. With that, make sure to listen to your colleagues thoroughly and carefully consider their feedback. Showcase the advantages CRM will bring to your workflow by discussing how new features will solve existing issues. Therefore be sure to include them when forming any action plans, task lists while automation processes should be explained clearly. They should be able to grasp and accept how these new CRM implementations will benefit them in all aspects of the job and support the initiative.

2. Appoint a CRM for real estate champion

Assigning someone to be your representative or “champion” for CRM will further help your teammates adapt to the new system. This can be a person or a set of people who will be in charge of training your colleagues about CRM, as well as assisting them through issues, and convincing other members to join in the program. Something you could take from other companies about this is to create a dedicated champion or team of representatives for each department. With this, the specific nuances and issues for each team is covered completely. 

3. Establish a dedicated knowledge base

Build your own knowledge base for your colleagues to use as reference for the CRM. This will give them the opportunity to learn about the system on their own. It will yield positive results on your team’s performance, as it will speed up the addressing of concerns and solving of problems. 

The knowledge base should possess the right blend of technical instructions and company policy. Ensure that this reference material is written as thoroughly as possible, in order to deliver a more solid plan for your team.

4. Offer training to support your CRM for real estate

Taking in new processes and systems is often difficult, so it’s up to you to make it smooth and streamlined for your team. This will provide them with the confidence to step up to the occasion and integrate CRM to their workflow. 

Together with the rest of the previously mentioned tips, a dedicated training program will help your team embrace the new system. Be sure to consistently give a set of helpful information, as well as periodic training to keep everyone up to date throughout any major update. 

Overall, the key takeaway here is to keep your team in mind first. Prioritising them over anything else will help ease the transition to CRM, or any kind of system or program for that  matter.

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