Do You Have Proper CRM??

Anthony: Hey, everybody. Today, I want to talk about how you need to make sure to be where you need to be when a prospect is ready. To be in the right place, to follow up at the right time, to send the right e-mail at the right time, to send the right item of value at the right time when that prospect is ready to make a move. In order to do that, I need to talk to you about having a CRM. Anthony Lamacchia here on this crush it page and I want to talk about this because it’s a really important topic.

I was lucky enough when I got back in the business back in 2004 I had a business partner who was adamant that we had to be on a CRM. I learned the right way right from the beginning. We used an old CRM called Agent office and we used that for many many years. Then we had top producer and then we finally made the switch and built our own custom CRM on the sales force platform, but don’t get confused by that. I’m not here to tell you you need your own custom CRM. That was a long term and very expensive business decision that we made that is not necessary for everyone’s business.

We had excel trackers and we had various excel trackers and we had the CRM for many many years. We ran the company that way until 2014 and it worked out really well. Take a look here. These are my tasks for the day right here. Different things that I have to make sure to do different people to follow-up with and then you look here, all kinds of dashboards. How many leads we’ve brought in as a company, how many have been converted, et cetera.

I no longer sell homes, I no longer actively work with buyers and sellers but my to-dos and follow-ups, might be following up with an agent in the company out of the company, maybe someone we’re talking about coming in. Whatever it may be that doesn’t matter. The bottom line is if you want to grow your business and you want to organize your business and you want to be in control of your business and not have your business be in control of you, you must have a CRM. I’m not here to tell you which one or to endorse any specific one, it doesn’t really matter. There are many many of them out there and I know people that have had good results on all of them.

Again, if you want to be serious about your business, you want to grow your business, you want to have a sustainable business an organized business that you’re in control of, you need a CRM. You need to update it daily, feed it daily, make it part of your daily routine and remember within a few weeks or a month, it becomes a habit and then you can’t live without it. The top agents in our company, the absolute top agents, all use the CRM the most. It’s no coincidence that the top agents have the highest usage in the CRM because they’re taking advantage of it. If you don’t have a Customer Relationship Management system, get one. If you have one and you’re not using it daily, get going. All right, have a great day, everyone.