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Tips and Tricks for Getting Your Agents to Adopt Your Real Estate CRM

March 10 2024

ire agents adopt crmBrokers, you know how crucial it is to invest in a rock-solid, reliable, and scalable real estate CRM for your business. But getting your agents to learn, use, and rely on the tool can be tricky. How can you balance driving agent adoption and proving the value of your tech investment? By highlighting the importance of a good CRM and lowering the barriers to entry.

The Importance of Technology Adoption by Agents

Most brokers know getting their real estate agents to adopt the technology they invest in is an uphill battle — to say the least. While commonly considered an inconvenience and gap in ongoing agent training, lack of tech adoption by agents is actually a threat to the brokerage and its success.

Brokers typically purchase CRMs not solely for having a centralized database, but also having a singular view into their agents' activities. This includes key milestones like:

  • Lead generation, follow-up, and conversion rates
  • Client outreach efforts
  • Retention efforts
  • Nurture campaigns and reminders
  • Email drip campaigns
  • Performance reports

By straying off-course and not using the CRM provided by their broker, agents pursuing the beaten path can struggle to track their follow-up, conversion rates, and other key metrics. Or, if they have these key performance indicators dialed into a systematic approach of their own, the lack of their broker's visibility and alignment to aligned processes means customer experiences can be inconsistent. This can jeopardize your bottom line, brand, and your brokerage's reputation.

So, why would agents risk not using the tech their broker provides them?

Skip the Learning Curve and Get Early Tech Adopters in Your Brokerage

It's not uncommon and is usually a result of plain old-fashioned human behavior. New technology always comes with a learning curve, and even a broker with the best intentions won't always beat out a determined agent spending their time chasing deals. Brokers need to invest in educating their agents on the new tech they've invested in and carve out dedicated time for ongoing training and maintenance. They also need to pitch the benefits of a CRM and its centralized view to their agents. However finding the time, resources, and capacity to dedicate to agents getting boots off the ground and behind their desks can also threaten ROI. What's a broker to do?

Agents are chasing their next success story and making time appear out of thin air to serve their clients and nurture new ones. It's well-known agents wear a lot of hats and have countless conflicting priorities to juggle. Because of this, it's crucial brokers get agents to adopt — and actively use — the CRM they've invested in.

If the learning curve is one of the biggest risk factors for agent tech adoption failing, brokers can actually eliminate that hurdle. How? By investing in a CRM that's extremely easy to use and designed with an agent on the go in mind.

To a seasoned, determined broker, finding an easy, seamless real estate CRM to invest in can sound a lot like finding a unicorn or stumbling upon a pot of gold at the end of a rainbow. But by investing in a proven tool CRM needs, brokers can give their agents' tech adoption rates a significant boost.

To view the original article, visit the Inside Real Estate blog.