Why you should segment your real estate contacts?

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Your guide to a healthier real estate database.

Why you should segment your real estate contacts?

Whether you prefer to keep your list in a spreadsheet or a more sophisticated real estate CRM, the importance of having your data organized should not be overlooked.

Having an organized database of leads, past clients and people in your sphere of influence provides a solid foundation for nurturing relationships and making the most out of the connections you’ve worked so hard to make. Let’s not forget about, cultivating referrals from your database cuts down on your cost to acquire new leads.

Every good real estate professional knows that having a system to follow helps create good habits and thus good discipline – let’s get to work on building your ideal database organization system.

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Make stronger bonds with the current clients and finding ways to attract new customers.

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A big part of CRM strategy is using a CRM tool.

How to clean your real estate database

Work out what you’re dealing with:

How many contacts are actually in your database right now?
How many of them have a full name, email, mobile phone number and street address as their record?
How many only have a name and mobile?
How many only have a name and email address?

You don’t need every record to be perfect to get started. But it helps to know how many records have gaps and what those gaps are so you can work out a plan to get it working better.

Insider Tip: it can help to export your data to a spreadsheet for this part. It will then let you filter so you can quickly see where the missing data is and how many records need updating.

5 Benefits of a CRM

Many people often use the term CRM (customer relationship management) to describe the software used to manage customer relationships. However, CRM also covers the strategy, processes, and people a business uses to engage and convert potential customers while retaining current ones.