CRM!

Compass Family,

My girls watched the movie “Frozen 2” over the weekend and there was a recurring line throughout that when things were hard, rather than overthinking things, just “do the next right thing” you can think of.?

In that spirit, here’s a “next right thing” for everyone to do today: maximize your CRM setup. The best reasons I can give you to maximize your CRM are:

1. The #1 thing that top agents have in common, is that virtually all of their business comes from their sphere of influence. It’s a repeat /referral business.
2. Repeat and referral is about a) doing a great job when you work with your clients and then b) staying top of mind for them in a way that makes them refer you. None of you have a tough time doing “a”, but you do have a tough time doing “b”. Simplest way to prove that? NAR stat: 88% of people say they would work with their agent again, only 12% do.

Only 20% of agents use a CRM, even though it’s a powerful way to set yourselves up for success and help you stay connected to your community. And if you work it into your everyday routine, it’s easy. Here are the steps to take for your CRM:

1. First, if you haven’t connected your Gmail to the CRM, this is the easiest place to start. The moment you “sync” the two, the system will save you time by automatically importing the contacts you email, surfacing people you should be speaking with and logging your interactions with clients. Here are 2 resources to guide you:
2. Take a step-by-step guided tour inside the CRM showing you how to connect your Gmail (login required)
3. Or, you can follow along with screenshots on how to connect your Gmail to your CRM
4. Next, import all of the contact lists you maintain in spreadsheets or another CRM or something like Mailchimp. This will ensure you have one single database of all of your contacts and don’t have to worry about maintaining multiple lists.
5. First, look for an “Export Contacts” or “Download Contacts” option in your existing software and use that to download your list as a “csv” file
6. Once you have that, or if you’re already organizing your contacts in a spreadsheet, watch this video to see how to organize your other contacts in a spreadsheet to get them ready to import successfully
7. Finally, watch this video to see how to import those contacts into the Compass CRM. Or click here if you prefer to get the same step-by-step guidance from a series of screenshots rather than a video.

Once you have this set up, you’ll be able to nurture ALL of your relationships with follow-up tasks, email composers and activity tracking and prioritize your business growth with artificial-intelligence (AI) recommendations of which contacts to engage with. These CRM features will save you time and help you strengthen your business — both during this extraordinary time and beyond.?

We also have a webinar this Thursday at 2 pm EST to provide an overview of every CRM feature currently available! Click here to register for the webinar (login required). And if you ever need IT support while working from home — with this CRM project, or any other tech issue — please email [email protected].

And, here is today’s daily video about the importance of CRM.

Best,?

Robert