Work smarter, not harder, with these best practices for segmenting your CRM and organizing your workflows. Greg Harrelson, Lindsay Colbert, and Abe Safa discuss the new status and urgencies CRM update from Real Geeks.

Greg Harrelson, Lindsay Colbert, and Abe Safa discuss the new status update from Real Geeks CRM that will improve the segmenting process in dealing with new leads and existing leads to be consistent with the goals of providing timely and accurate information for clients.

They break down what we can do with the new status and urgencies and how they will be using them to improve your workflows and segmenting in your Real Geeks CRM.

Building Your Database

Segmenting Your CRM

What Are the New Statuses in RealGeeks CRM? 

The Segmenting process in RealGeeks CRM helps you better understand where your leads are in their buying cycle. This understanding allows you to take the appropriate actions to nurture them through to a sale.

Segmenting is also essential when managing your existing clients, as it can help you determine if they are ready for an upgrade or additional services.

The new statuses that have been added to RealGeeks CRM are as follows:

New

A fresh and new lead comes into the CRM; before, the system is not tagging the leads if it's new or not. With the new Segmenting process in RealGeeks CRM, any new lead that comes into the system will be automatically tagged as a "New."

This will allow you to more easily identify and segment these leads so that you can take the appropriate actions to nurture them through to a sale.

Attempted Contact

This status will be applied to any lead you have attempted to contact, either successful or unsuccessful. Once you make an activity (text, phone call, email, or leave a voicemail), the status will automatically change to "Attempted Contact."

This is a valuable status to have as it will help you determine which leads are more engaged and responsive and which ones you may need to reach out to again.

Nurture

After contacting the lead and the lead responding, the RealGeeks CRM will automatically change the status to "Nurture."

This status is vital as it helps you determine which leads are ready to be moved further down the Segmenting process.

At this point, you may want to consider sending them additional information or scheduling a consultation call.

Note: To use these new status updates, you have to go to the backend of RealGeeks CRM and enable this in the settings.

What Are the New Urgencies in RealGeeks CRM?

Qualifying leads and distributing them to the appropriate salespeople have never been more critical. With the release of new urgencies in RealGeeks CRM, we've made some significant changes to the urgencies handled in segmenting your CRM.

In Segmenting, there are now four types of urgencies: Fire, Hot, Warm, and Long-Term.

  • Fire Urgency are leads that are needed to contact daily.
  • Hot Urgency are leads that should be contacted weekly.
  • Warm Urgency are leads that should be contacted monthly.
  • Long-Term Urgency are leads that can be contacted quarterly.

It takes the agent to follow up or log activity for the statuses automatically kick in and move the lead to a different follow-up time frame.

This feature helps the CRM be more consistent with providing timely and accurate information for clients and further and faster by working on the database in RealGeeks CRM.

To have everything automatically tagged either in the new statuses or urgencies is a fantastic feature because now every lead is searchable, sortable, and reportable by these criteria.

FAQs

Will Real Geeks do the same thing with the old leads as we try to contact them and make notes?

Answer: Some statuses still do not automatically change, but you can do a bulk update by enabling this option in the settings.

Can we create a filter of leads we attempted contact by phone less than a certain amount of times?

Answer: The best thing you can do there is just do your status attempted to contact and look at your last contact date. You can't look at the number of times you've tried to in the advance search filters.

Published on Apr 26, 2022 under , , ,

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Real Leads by Real Geeks is a highly efficient and effective marketing solution for generating, capturing and managing home buyer/seller leads.

One of the best lead generation and management systems available. A fully integrated custom IDX and marketing solution to drive traffic, capture leads, manage-cultivate them and close more transactions.

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(Coaching) (Keeping It Real)

Keeping It Real: The Resources To Equip Your Real Estate Team for Success with Sascha Chatman

Keeping It Real: The Resources To Equip Your Real Estate Team for Success

 

 

In this episode of Keeping it Real, Sascha Chatman and  Frank Klesitz, CEO of Vyral Marketing, break down how you can equip your real estate team for success.

Learn more about the resources needed to manage your own team of real estate agents. Of course, a capable workforce is one thing for generating leads and obtaining success in the real estate world. However, having the right resources available is one of the critical factors needed to equip your real estate team for success.

Recruiting Presentation 

Transforming Your Success into Their Success

Creating a Schedule

Buying this Year vs Next Year

Discovery Phase

The discovery phase is meant to determine whether or not the agents being recruited are the right fit for their real estate team while providing the necessary details for the agents to know what their team is about. Sascha first discusses their team goals and strategies to ensure agents know exactly what they're walking into. He also discusses other matters, such as expectations from the agents themselves and their commissions.

The discovery phase may be one of the most important parts of knowing how to equip your real estate team for success. In order to succeed, you need to have a reliable workforce on your side that shares the same goals and is willing to cooperate with the rest of the team to move forward. Having a compatible and efficient team is one of the best resources you can have in real estate, as it can significantly affect your business' productivity.

Ad Educated Buyer is Easier to Work with!

Agent Utility Belt

This is the highlight of the entire video. Sascha compares his utility belt of resources to Batman's belt of tools and trinkets. This belt essentially exists to store all resources and keep them within reach. Don't get the wrong idea, though. It's not an actual belt. Instead, it is usually a cloud or a compilation of all your valuable resources, such as videos, links, and other agent tools. Having a utility belt that is curated specifically for your team and your needs could help increase the productivity of your workflow because you won't have to scavenge for resources when you need them.

Not only does it make you more productive within your workplace, but it also gives off the sense that you are reliable and organized. When clients ask for something, you will easily have it within reach. 

Clients understandably have many questions before closing the deal, so one of the best ways to answer them is to grab a resource from your utility belt. For example, you're talking to a client about title insurance. Instead of answering their questions yourself, you could take an informative video from your utility belt and ask them to watch it. This makes it easier to understand and relate to.

Having a utility belt is a great way to equip your real estate team for success. It also comes in useful during business transactions. All in all, it's one of the best resources that a real estate team can have.

Having the right resources is essential in equipping your real estate team for success. Create an agent utility belt that caters to your team by signing up for the Real Geeks platform today. We provide valuable resources that you and your team can use to achieve the best possible outcome in every situation. Get started with us today!