Level Up - From Agent to Entrepreneur

Why My Personal CRM is a Trapper Keeper


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There is so much technology available to agents, but we don’t always take full advantage of the platforms at our disposal. Is there a way to make the process of lead generation more efficient? How can we keep records of all our leads more effectively? On this episode, we discuss how to upload details to our CRM in a hassle-free way.

 

Sometimes all the research we do on technology and CRMs hurts more than it helps. -Matt Johnson

 

Takeaways + Tactics 

  • The best CRM is the one you use - even if it’s low-tech.

  • Come up with the content you want to share, then pay someone else to load the information to the CRM software.

  • Think up and develop systems, but don’t use your time to manage them.
  •  

    Technology is meant to make our lives easier, but in reality most of us never get around to using it. No matter how simple the process is, we end up neglecting the technology designed to make lead generation more effective. To combat this, we need to pay an assistant to load information for us. Technology is intended to help us, but sometimes we need to find the simplest solution because it’s the one we will actually use.

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    Level Up - From Agent to EntrepreneurBy Greg Harrelson - Real Estate Broker, Entrepreneur & Coach

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