If you’re like many professionals, you may find yourself falling into the trap of setting vague, immeasurable goals for your business. This makes it difficult to track of your progress and see if you’re close to being where you need to be in order to reach your dreams. As a result, you may feel burned out, disappointed and/or frustrated at the end of the year, and wondering why you’re no closer to accomplishing your goals than you were last year.
Setting benchmarks and deadlines allows you to track your progress throughout the year so that you can make a fair assessment of how you’re doing and adjust your goal if necessary. And Referral Maker™ CRM makes it easy to reach your goals, as long as you do your daily activities.
The goals you create for your business should include, but are not limited to, the number of:
• Additions to your database
• Personal notes sent
• Daily phone calls to your clients
• Client parties or meet ups with your top clients
• Local business owners you work with
A customer relationship management (CRM) system designed for real estate can help you track your transactions and referrals, manage your activities and sort your database so that you know where you stand in your journey toward achieving your goals.
Features of Buffini & Company’s Referral Maker™ CRM
Simple & easy to set up
Getting started with Referral Maker is easy; it only takes a few minutes to import all of your client data, and configure the system for your business.
Sort & qualify your clients with one click
Referral Maker makes it easy to sort and qualify your database with a single click, allowing you to rank your relationships so that the CRM can show you who to spend the most time with for maximum results.
Prioritize your daily activities
You’ll always know who to contact—when, where and how. If you’re not sure what to say, a tab offers dialogues and clever conversation starters to help you chat with your clients whether you spoke with them last week or five years ago. Referral Maker removes all obstacles and helps you take effective action each day.
Reach your goals
Tell Referral Maker what you want to achieve, and it will create a customized action plan to get you there. You’ll get an instant snapshot of what you need to do each day to get the results you want.
Track your results automatically
Get real-time stats of your business performance: referrals, transactions, income, proactive activities and more. Every time you create an activity in Referral Maker, it’s automatically tracked for you!
Make your marketing seamless
Referral Maker allows you to send your monthly marketing materials with a few clicks of the mouse. Once you input your clients’ information, you can personalize your monthly letters and send eReports with ease.
Referral Maker is a real estate CRM designed to help real estate professionals track their activities, client information and much more. Click here to learn more and to start using Referral Maker CRM today.