Crush Your 2020 Goals with These CRM Tips

Crush Your 2020 Goals with These CRM Tips

We’ve created a list of the top 20 things to do to maximize the most of your CRM. Make 2020 your best year yet!

We’ve created a list of the top 20 things to do to maximize the most of your CRM. Make 2020 your best year yet!

Focused lion to symbolize a successful year using a CRM.

We are already a couple weeks into 2020. Have you hit the ground running, or lagged a little? It’s okay! Time goes by quickly, which is why we put together this list of 20 top things to maximize your CRM in 2020.  

Whether you are using LionDesk, your own CRM, or are not even using a CRM yet, these tips will help you dominate your goals and make 2020 your most profitable year yet. Not a bad start to the decade. 

Best CRM Tips:

  1. Engage purposefully: Segment by interests, then share interest focused information and watch your replies go through the roof.
  2. Thank your past clients / Let them know you care: Send a text to all past clients thanking them for their business. No ask. 
  3. Follow up with Open House Visitors: Send a video text to recent open house visitors thanking them for coming and to look out for an email from you with more info.
  4. Know where your leads are: Review your allocated leads and see where they are in the funnel to create an important task to stay top of mind.
  5. Set reminders: Create a call reminder task to reach out to your new leads. 
  6. Follow up: Set up a task to follow up with a lead that hasn’t replied to your email in a while. Could your follow up game use a boost? Check out the Follow Up Master Plan here.
  7. Connect with new clients: Set up a welcome automation email with important links, contact details, and more to go out 1-2 days later with information about you and your company. 
  8. Work on the go: Download the mobile app. Give yourself the ability to be ahead of your competitor by following up with a client 24/7 while you’re away from your office. You can schedule appointments, enter information, review notes, follow-ups and more all at your fingertips.
  9. Connect your tools: Set up Integrations for tools that aren’t already part of your CRM to give you access to all of your information without needing to switch between multiple systems. 
  10. Stay relevant: Create a content calendar with relevant value-added information. What would your leads find interesting?
  11. Sit back & follow up: Use LionDesk’s Lead Assist and let Gabby (AI) do all the follow up for you! 
  12. Track, measure and win! Track and measure your campaigns so you know what works and can continually improve your marketing and sales efforts.
  13. Tidy up: Cleanse your database. Are there unsegmented leads that should be segmented? Are there old emails that need updating? Clean them up!  
  14. Let them know you care / Stay top of mind: Go back through your past sales and create recurring text task reminders on the housing anniversary for yearly check-ins.
  15. Set it & forget it: Apply monthly recurring task reminders for your SOI to take action on monthly.  
  16. Prepare ahead to save time in the future:  Create evergreen videos for your different lead sources as your first touchpoint. Get face to face as quickly as possible.  
  17. Agents are your sphere too: Create a list of VIP agents in your market to send all new listings and buyers looking for XYZ. 
  18. Keep success metrics visible: Set your dashboard up so it shows the most important information at a glance.
  19. Try something new: Practice sending a video text or try out a campaign (maybe a blended one) on a friend or family member. Have fun with it and include a call-to-action and see when and how they respond.
  20. Remember your sphere’s special dates: As you go through the year, take 5 minutes each day to update your sphere’s special days like: birthdays (Facebook can be a helpful resource for this) and anniversaries (wedding, closing date, etc). These special dates are a great reminder to reach out and say hello. #staytopofmind 

Ready to dominate? Go out there and put these tips into play to make 2020 your BEST YEAR yet!   

If you’re not yet using a CRM, we recommend our free 30-day trial.

David Anderson’s 2020 Vision for LionDesk

David Anderson’s 2020 Vision for LionDesk

With the new year in full swing, David Anderson shares client and company growth from 2019 and LionDesk’s most important goals and vision for 2020.

With the new year in full swing, David Anderson shares client and company growth from 2019 and LionDesk’s most important goals and vision for 2020.

A message from LionDesk Founder & CEO David Anderson: 

It was just a few short years ago when I started LionDesk in a small office above an airport hangar and made my first sale. 

Fast forward to 2019, our clients have sent over 150 million emails, 36 million text messages, made 4.2 million phone calls and tracked over $37 billion in transaction volume!

We’ve also expanded with new LionDesk offices in Canada and Mexico and have users in over 85 countries across the globe.  

We launched a new version of LionDesk CRM, a new industry agnostic Transaction Platform, as well as a beta launch of Visual Market Insights (a brand-new tool that will allow you to weaponize your CRM data to target and increase sales). 

While this past year has been full of growth, innovation doesn’t stop for us. We have a lot of goals.  

Here are some of the most important:  

1) Improve on what we’re already doing.  

As a CRM, we believe the communication to your clients is the most important thing we can ensure. This year, we will be putting in more systems to make the delivery of your communications better so that you can be confident in us and in LionDesk.  

2) Deliver World-Class Support.

In 2020, it’s our goal to deliver support beyond expectations from the moment you contact us, through your first 30 days, and for years on. For that to happen, we will continue to train our talented staff and improve where we can.  

3) Continue Core Development.

We know that change isn’t always easy, but we are committed to not only make things easier and efficient for you but create new features and functionality that are unique in the marketplace.  

4) Getting 10% better at everything. 

Each month, our team is dedicated to making a system, process, procedure or feature at least 10% better. Incremental improvements in each department and the creation of new departments will be a key factor of your trust in us as we all grow together. 

5) Reimagining the future of CRM and LionDesk.

A CRM has traditionally been a place to store contacts, communicate with clients and track deals. We are going to be expanding what it means to be a CRM. Giving actionable insights and being able to execute on them to build your business is going to be a key driver of our thought processes and execution plans. We want to expand our product lines and services to create more features at a low cost, so you can get the most from LionDesk in 2020 and beyond. 

With the new year in full swing, our team is committed to provide you tools, resources and support to help take your business to the next level…stress-free. 2020 here we come!  

Never Leave a Lead Behind with Contacts Slipping Away

Never Leave a Lead Behind with Contacts Slipping Away

If you’re a real estate agent or a mortgage broker or really any sales position, you know the value of a hot lead. Your day is filled with being pulled in multiple directions and you’re always on the go. So, remembering which leads to follow up with each day is not something you can remember on your own.

If you’re a real estate agent or a mortgage broker or really any sales position, you know the value of a hot lead. Your day is filled with being pulled in multiple directions and you’re always on the go. So, remembering which leads to follow up with each day is not something you can remember on your own.

A pack of lion cubs symbolizing no sales leads getting left behind.

If you’re a real estate agent or a mortgage broker or really any sales position, you know the value of a hot lead. Your day is filled with being pulled in multiple directions and you’re always on the go. So, remembering which leads to follow up with each day is not something you can remember on your own.

Continue reading “Never Leave a Lead Behind with Contacts Slipping Away”

Automating Follow Up for Past Clients and Sphere

Automating Follow Up for Past Clients and Sphere

How many people do you have in your database? 50, 100, 500, 1,000+?

The average CRM user has 600. Don’t worry if yours is less or more than that number.

What’s important is how you have them segmented in your database

How many people do you have in your database? 50, 100, 500, 1,000+?

The average CRM user has 600. Don’t worry if yours is less or more than that number.

What’s important is how you have them segmented in your database

Lion after his prey symbolizing a sales professional after their past clients and sphere.

How many people do you have in your database? 50, 100, 500, 1,000+? 

The average CRM user has 600. Don’t worry if yours is less or more than that number. 

What’s important is how you have them segmented in your database. 

Continue reading “Automating Follow Up for Past Clients and Sphere”

Automate Your Real Estate Marketing in under 30 Minutes a Day

Automate Your Real Estate Marketing in under 30 Minutes a Day

If you’re a real estate agent, you know that work-life balance gets challenging. Especially when you’re trying to market yourself and your business, get new leads, make calls, send emails, keep up with important tasks, close deals and the list can go on.

If you’re a real estate agent, you know that work-life balance gets challenging. Especially when you’re trying to market yourself and your business, get new leads, make calls, send emails, keep up with important tasks, close deals and the list can go on.

An image of lions relaxing symbolizing how LionDesk can make growing your business stress-free.

If you’re a real estate agent, you know that work-life balance gets challenging. Especially when you’re trying to market yourself and your business, get new leads, make calls, send emails, keep up with important tasks, close deals and the list can go on.  

Continue reading “Automate Your Real Estate Marketing in under 30 Minutes a Day”

How One Text Message Got 9 Appointments – Interview with Matt Lewis

How One Text Message Got 9 Appointments – Interview with Matt Lewis

Before signing up with LionDesk, Matt Lewis hadn’t reached out to his contacts in a long time and knew there was something missing in his business. What was missing was being able to follow up and communicate effectively. 

Before signing up with LionDesk, Matt Lewis hadn’t reached out to his contacts in a long time and knew there was something missing in his business. What was missing was being able to follow up and communicate effectively. 

Before signing up with LionDesk, Matt Lewis hadn’t reached out to his contacts in a long time and knew there was something missing in his business. What was missing was being able to follow up and communicate effectively. 

One simple bulk text message later, Matt was already seeing results by using LionDesk in less than 60 days.  

Just by sending [ Hey, how you doing?] to 1800 people in his database, Matt was able to get 300 responses, 9 appointments and 3 loan applications.  

With that simple text message, the wheels started turning for Matt. He had contacts reaching out to him for help with loans and the conversations kept on going.  

Watch the video below to see more of Matt’s insights and aha moments using LionDesk… 

No matter how many contacts you have, imagine how much more business could be flowing in by sending out a text.