As a real estate sales professional, it’s important to ensure you’re using your real estate CRM, or real estate contact management system, to understand those in your sphere of influence (SOI) better. Reports and the insight you’ll uncover from them will allow you to market to prospects better, discover new leads, wow past clients and much more. What type of reports should you run? Below are some useful reports you’ll want to pull from your real estate CRM system:
Property purchase date anniversary report. By learning who in your database has lived in the same home for more than five years, for example, you’ll be able to see who might be considering a move and subsequently reach out to the right people, at the right time.
Original source of contact summary. This summary report will give you insight into where your best leads are coming from. You’ll see where you’re getting your most business and where and/ or who to focus your efforts on.
Birthday list. Running a report to generate a list of birthdays by contact is essential. You can then acknowledge past clients on their birthday, for instance, and let them know you’re thinking of them.
If you’re using IXACT Contact real estate CRM, it’s easy to create any of the reports above. If you don’t have a real estate specific contact management system that is capable of allowing you to gain the insights we’ve discussed above, start by signing up for a 5-week risk free trial of IXACT Contact here.