EPISODE 317: How CRM Changes over the Years

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EPISODE 317: How CRM Changes over the Years

John and Robert featured Brandon Wise for the 317th episode of the Mail-Right Show. Brandon Wise is a successful high-tech entrepreneur and visionary. He is also the founder and the CEO of Wise Agent, a CRM platform. He concentrates his knowledge and leadership on advancing innovations and guiding Wise Agent’s strategic direction. Brandon is committed to developing meaningful and long-term relationships with his Wise Agent family and others around him. Before founding Wise Agent, he was a licensed Realtor in Scottsdale and Fountain Hills, Arizona. Brandon talks about CRM and how to deal with leads from diverse sources in this podcast.

What is Wise Agent Software?

Wise Agent is a robust all-in-one real estate CRM platform that integrates contact management, lead automation, transaction management, and real estate marketing. It integrates with other prominent real estate technology providers, enabling real estate professionals to manage their whole business from a single platform. As a result, Wise Agent assists REALTORS in being more productive, saving time, and growing their business.

How To Handle Leads From Different Sources?

Actions Plans are an excellent way to get organized and stay on top of lead follow-up. They are essentially quick reminders to get in touch or perform a specific action and can keep Realtors connected even when things get busy. An Action Plan should mimic the overall lead follow-up strategy you’ve defined for your agents or yourself and serve as a series of reminders.

Tips on how to handle leads from different sources:

  • Wherever your leads originate, you want to guarantee they are integrated into your CRM automatically and immediately.
  • Whether they arrive when you’re seated at your computer or while you’re out showing houses, you shouldn’t have to worry about generating import-export leads from anything else.
  • Automate your follow-up with emails, text messages, or phone calls.

Utilize Drip Campaigns – If you have the contact information for a lead, you should contact them immediately. That said, you do not have to wait until they are ready to convert. Rather than that, begin a drip campaign. This is simply an automated email campaign in which your leads receive one message after another to help prepare them for conversion.

CRM: Then and Now

CRM, unlike in the past, has evolved dramatically in recent years. CRM must now be a full platform that includes marketing, transactions, and a well-rounded system that serves as a one-stop-shop where they can find everything. The adjustments are focused on automation, which will enable Realtors and others in the business sector to accomplish more impressive results with the simple tap. Unlike in the past, you will still need to scour the internet for all of the essential information, and you will have to make all of the efforts merely to give the clients personalized ideas before you convert those leads. With the help of an artificial intelligence bot that’s put in place to help convert leads and automation, the customer relationship has changed and become way more efficient.