Tag Archives: crm

Organize your contacts by how you met

Do you know how you and your customer met?

If you own a Facebook account, you have likely seen posts from one of your friends on your timeline, asking all of their Facebook friends, how they originally met.  These posts are fun and informative and provide a tip to real estate agents on how to improve their marketing efforts.

Most CRM systems allow you to add tags in order to easily search, categorize or filter your customer base.  By using a “how did we meet” tag, you will be able to develop marketing campaigns and follow up schedules that allow you to customize the message that shares your common interests.

For example, let’s say you have several contacts in your CRM that you met in high school.  When you reach out to this group, you might incorporate a message themed around one of the following suggestions.

·         Do you remember when?

·         Spotlight on a favorite teacher or class.

·         Upcoming reunion information

·         The latest school news or information

If you have several family members tagged in your CRM, your message might include:

·         Upcoming family birthdays

·         Anniversary announcements

·         Recent visits

·         Family pet photos

 

Your message has a better chance of being well received and read if it includes a common theme the recipient will enjoy reading.  Tagging your contact base with how you met will help you create an effective message.

Help your business by using a CRM system

We are invested in the success of our agents and that is why we are rolling out a new customer relationship management system to help our agents stay in contact with their past, present and future customers .

I want to applaud those agents that are already taking full advantage of a contact management solution. Regular contact through maintaining and using a CRM,  results in business.

I do not understand how anyone can say they are just too busy to make an effort to stay in touch with their past customers.  A CRM makes staying in touch easy and on top of that, we have a tech trainer in our office that can help agents if they are not sure how to start.

The process takes very little time but the rewards are endless!