Tips for Migrating to a new CRM system

Everyone has different reasons for switching to a new CRM software solution. The real estate sector is no different. So if you are considering making a change, we’d recommend keeping the following 5 tips in mind:

1. Identify what’s lacking in your current CRM

Make a list of the features and functionalities that your real estate CRM system doesn’t have, the challenges it isn’t addressing or the problems it isn’t helping you solve. Once you know this information, you’ll be empowered with the insights you need in your search to find a new CRM that actually works for you, making the process less daunting.

2. Ask for a live demonstration

You don’t want to be investing in a new real estate CRM unless you’ve actually tested it out. One option is asking for a live demonstration during which you will have the opportunity to ask the sales person any questions and concerns you might have that relate to your organisation. In this way, you’ll get a feel for how the CRM system works and if it provides you with the functionality that your real estate business needs.

3. Make sure the CRM software integrates with other 3rd party applications

You don’t want to invest in a CRM solution only to find that it doesn’t integrate with the applications you need to properly manage your business and streamline operations. The Qobrix Real Estate CRM software solution for instance can integrate with a number of other systems including telephony systems, mail servers, MailChimp, SMS gateways, live chat system, business intelligence and back-office/ERP systems.

4. Make certain the new CRM will be scalable

As your business grows, so does your need for a real estate CRM system that will be able to adapt to the expansion. If one considers the pivotal role a CRM solution plays in keeping sales teams, management and other key stakeholders properly informed about every aspect of your business to be able to properly carry out their respective functions, it makes sense that the CRM system needs to be agile enough to cope with growth.

5. Make user experience a priority

You’ve chosen a CRM solution that looks like the perfect fit for your real estate business – but have you considered ease of use to ensure successful on-boarding of your staff? Consider getting employees from various departments across your organisation to test out the platform before making a final decision to buy. Listen to their feedback to ensure team collaboration and support of your end choice. As Social Media Today suggests, “the equation is simple – if you buy something that’s difficult for your team to use, sales will likely go down. If you buy something that works well for your team, sales will likely go up. Invest in this testing by incentivizing your sales team to do it”.

Contact a member of the Qobrix team to schedule a live DEMO of our real estate CRM software solution and find out how it will help your real estate business streamline complex workflows and maximise lead conversion and profitability.