As the saying goes, if I got paid a dollar every time someone asked me which CRM was better, I would be a very rich woman.
After working 25 years in the real estate industry, I’ve held a unique position having the privilege of working with almost every software available.
As a premium outsourcing provider specializing in property administration, my company Property Management Virtual Assistant (PMVA) creates bespoke solutions by integrating systems and software with human intelligence to help business owners real estate to succeed.
We process 20,000 invoices, 30,000 rent receipts, schedule 3,000 routine inspections, and track hundreds of pending maintenance quotes and work orders in over 60 software in any given week.
So now I have your attention, let me be blunt and tell you why this is the wrong question to ask.
A few times a week, I make it a priority to meet with real estate business owners to discuss their issues, obstacles, issues, technology, staff concerns, profitability, and provide customized solutions to help them succeed. I call it a strategy session.
This is a confidential coffee shop via Zoom where we sit down to discuss the challenges they are facing and how they can overcome their current issues and move forward.
Almost everyone starts the conversation with the question about their CRM and which one is the best.
It’s as if having the answer will make their problems disappear like magic!
But just minutes into the session, they quickly realize that finding the perfect CRM has nothing to do with their overwhelming success, and their CRM selection is just one aspect of the overall strategy.
Why it’s not your CRM that’s the problem
After conducting thousands of strategy sessions, I’ve discovered that it’s not the CRM that’s causing the majority of the problems; it is the business owner’s mindset and plan that needs to be reviewed and adjusted.
In my strategy sessions, we go over the following key questions.
- Where am I now?
We explore the things that got you to where you are now and look at the major issues that are hindering your success.
- Where do I want to be?
Last year was not catastrophic. For many agency owners, it’s actually the opposite. There are so many opportunities out there, and spending time imagining your vision or reconnecting to your big “why” is incredibly important.
- What is the gap?
We look at your systems, technology, and workforce, and review the obvious next steps to take to build momentum and propel you toward your goals.
Interestingly, by the end of the session, most agency owners realize that changing their CRM would actually be a downside. (Unless, of course, you’re using a dinosaur program stuck on a server in the Harry Potter room collecting dust under the stairs.)
What they really needed was someone to remind them of what’s important, to remind them why they chose to go into business and that technology is only part of their overall business strategy. success.
Sometimes fresh but experienced eyes can make all the difference.