4 Tips to Make Switching Your CRM System Easy (and Profitable!)
Some have said switching from one CRM system to another is worse than divorce. That’s understandable as not every CRM company is created equal, and even though legally agents and brokers own all the data within those systems, not every vendor wants to give it up!
Luckily, Chime is not like every other CRM provider. Your database is your lifeblood, and we get that. In our latest LCA webinar, Tristian and Randy were joined by Adam Frank, an eXP realtor, who made the switch from CINC to Chime two years ago and now helps others do the same. The group discussed why switching to Chime doesn’t have to be scary and can actually serve as a lever to boost your business.
One such example Adam shared included an eXP agent who made the switch to Chime. With the first email to his database from the Chime system, he saw a 300% increase in response rate and scored seven listings — in just the first month alone! For more details, watch the full webinar recording or check out Adam’s top tips below.
Four tips to make the switch:
START WITH A STRATEGY
Data without direction is useless. Migrating your CRM data without a strategy is the same. No matter if you are switching from brokerage to brokerage or CRM to CRM, any transition needs a plan.
GET ORGANIZED AND THEN IMPORT
LESS IS MORE
Too many people get granular with lead descriptions and categories in their database. Adam suggests that instead of using micro categories, start more broadly. The goal is to make sure the data you import into the Chime CRM system is simple, searchable, and effective.
USE THE NEW CRM SYSTEM AS AN OPPORTUNITY
Chime is a complete digital marketing platform that includes a CRM, website, and lead sources. It is one of the leading CRMs in the real estate industry! Start today and receive a free personal demo and exclusive LCA discount!
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