CRM - keep it clean!
What does your client database look like? Do you have a client database? I sure hope so…or how else would you keep in touch with clients, reference their information, log key information from conversations with them, and keep track of your resources (repair and maintenance companies, title agencies, mortgage brokers, etc.).
Do you keep your client database in one central location such as Top Producer, Agent Office, Microsoft Outlook? Or is it chopped up in a couple locations and completely out of date? You want to ensure you, your in-house support, or your Virtual Assistant are consistently utilizing and maintaining your client database.
A few ways you can do so are to:
- Schedule time (either yours, your in-house support’s, or your VA’s time) to “scrub” your database for outdated records, duplicate records, etc. If this is something you dread, or just do not have the time to do, consider passing this task off to your VA.
- Randomly check the records once they are scrubbed and updated to ensure accuracy.
- Maintain your client database. Schedule daily, weekly, or monthly time (yours, your in-house supports, or your VA’s time) to update any client data in your database. This should be easy if you are actively marketing to your clients and past clients.
Keep in mind your database is your gold mine, if and only if the data is current and consistently maintained. This could help eliminate those returned farming and Just Listed/Just Sold postcards that you spend your hard earned money on!
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