Mobility With Your CRM

Written by Posted On Wednesday, 03 July 2019 05:25

One of the biggest misconceptions when people consider a CRM is that they think they will be tied to their computer.

This may have been the case some years ago but at this point, most real estate CRMs have a mobile version.

The mobile CRM versions don’t do everything the desktop versions do, but they shouldn’t. Some people love to do a lot on their phone and that’s fine. But consider that at some point doing some things on your mobile phone takes longer than doing them on the desktop. For instance, creating a template email in your CRM on your mobile device would take much longer than to do it on the desktop. For this reason, no CRM enables creation of email templates on the mobile version. What they do contain is everything you need to be mobile and not tied to your computer.

That said, there is no reason you can’t run your business on the road with the mobile version. Email, appointments, calendar, listing and transaction tasks, all of which can be accomplished on the mobile.

We are approaching a time when mobile versions will allow you to talk to them as you would with an assistant. Asking it what’s next on the schedule, who called, who emailed, just like an assistant. We are already at the point where a CRM is mobile and it will only get better, faster and easier. Check this off the list of reasons why not to get a CRM!


Article 4 of a series: 

Article 1: Why Is It so Difficult to Stay With a CRM?
Article 2: How Long Does it Take to Learn a CRM?
Article 3: The Pain of Growth

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Gary David Hall

Gary David Hall became a Real Estate Agent in 1987, and has been in the industry ever since. He has been in the trenches, and speaks your language.  Gary's clients often qualify him as being able to teach so that they understand, without a lot of technical jargon.  He knows exactly what it's like to sell a lot of Real Estate, and that is why his training is so relevant and insightful. Just ask his clients. His last four years in Real Estate Sales, Gary brokered 147 transactions and was on track for 60 in his last year with a team of three.  Having just come from a background as a computer technician and then a computer operations manager, he was able to put many automated systems into practice.  When it became evident that the industry needed the technological efficiency he used in his personal business, he decided to share that knowledge with other real estate professionals.  He founded RE-ACT, LLC (Real Estate Automation, Consultation and Training) in 1999.

Despite having a very successful and growing real estate career, Gary's true passion is teaching. His primary focus is helping agents and teams utilize CRM and Operations Management to improve their transaction management, lead generation, and follow-up efficiency. He is affiliated as a reseller for over 30 different products. He has traveled the country conducting technology and CRM seminars comprised of the many topics for which agents have a need for more clarity.  Most recently, Gary is sought after by associations and varying groups for his webinars on CRM.

While you can still bring Gary to your office for Real Estate Operations Management to help you organize your operations with CRM software, he has been having great success doing it online while screen sharing.  He is also available for any other kind of training or troubleshooting online as well.

GaryDavidHall.com

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