Real Estate Agents and their Contacts


Ryan Bush

Over the past few months we have seen an upward trend in the real estate market as residential and commercial properties have begun to move. The increase in sales has prompted many agencies to begin investing in customer relationship management (CRM) systems or tools. Two of the most popular CRM systems are Salesforce and Microsoft Dynamics. The common goal of CRM systems is to help realtors drive more sales by staying organized and staying relevant with their contacts. In order to accomplish this the realtor inputs their contacts’ information into the system and then tracks correspondence and engagement over time. These systems are great until it is time for a relator to move to a new agency and the realtor realizes they do not own, or do not have access to, their data. A real estate agent’s well-being is determined by how many sales they are able to close each… Read more!