I’ll be upfront; this post is for those who already utilize a CRM solution, whether that’s AscendixRE for Microsoft Dynamics 365 Online & Salesforce.com, or another commercial real estate solution. Haven’t started using CRM but are interested? Contact us and we can discuss whether it’s time for your brokerage’s digital transition.
Using CRM is the first step to keep up with your competition. Streamlining your daily tasks with activity tracking, property and lease tracking, pipeline management, dashboards, and so on provides more time on your hands and increases your productivity.
In order to get ahead of the competition, brokers may need to invest a little bit more in return for more leads. There are various data intelligence providers out there, but we’ll focus on InsideView. Quite frankly, we’ll be focusing on them because we are partners, but we chose them because we believe they are the best out there. We aren’t the only ones who say so either. Over 20,000 companies rely on their services as they provide market intelligence across many industries including commercial real estate.
Integrating InsideView’s API into your CRM solution gives you the key to open many doors and close deals effectively. With InsideView, you get a convenient little window that appears in your company and contact pages within your CRM. This neat little window actually gives you an in-depth view of that company or contact, from up-to-date information including social buzz and news, which saves time for your team.
In fact, a Fortune 500 company that uses InsideView “saved 2 hours per week per sales rep on research time.” As Mark Cuban said at Digital Summit Dallas 2015, “time is the most valuable asset you don’t have.”
Simply said, InsideView’s data intelligence fuels your conversations with prospects and clients. By taking a minute to review the data InsideView provides you, you’ll be ready to have more meaningful conversations. Using the same resource, you can generate leads or decide if a prospect should no longer be pursued.
Another useful capability of InsideView is its streamlined data entry. Leave behind the days of manually researching and updating company and contact data. Too many people move between ranks and companies for you to keep up with their info. InsideView provides accurate and up-to-date data, and your CRM can update data from them in a matter of seconds.