Understanding Your Audience Identifying Your Ideal Customer Profile When I first started with Real Geeks CRM, I realized that understanding my audience was crucial. I had to dig deep into who my ideal customers were—what their pain points were, their behaviors, and what motivated them. I would talk to my existing clients and analyze their […]
Understanding Your Needs Assess Your Business Size and Structure Before diving into the world of CRM software, I think it’s super important to understand your own business needs. Are you a solo agent or part of a large real estate team? Knowing your structure helps narrow down the options. Trust me, picking software meant for
Understanding Multi Select Lookups What is a Multi Select Lookup? Hey there! If you’re diving into Zoho CRM, you’ve probably come across the term “multi select lookup” and wondered what it actually means. In simple terms, it’s a field that allows you to select multiple options from a predefined list, and it’s super handy if
Understand Your Business Needs Evaluate Your Current Processes When I first started looking for a CRM, I had to take a long, hard look at how we were currently managing our customer relationships. It was eye-opening! I realized there were so many manual processes that could easily be automated. It’s important to really know what
Understand Your Business Needs Identify Key Features Let me tell you, the first step in picking the right CRM is figuring out what exactly you need it to do for your real estate business. You might think, “All CRMs are the same,” but trust me, they’re not. Some CRMs offer lead management tools that are