Sales Management

How to Set Up Your Real Estate CRM: A Step-by-Step Guide

If you’ve landed here, you already know why a CRM is critical for your real estate agency. What you need now are practical tips to set it up for success. Most articles stop at the "why" of CRMs—but we're going to focus on the "how." Let’s dive into actionable steps and examples to customize your CRM and make it work for you.

The Q4 Push: 4 Tips to Boost Sales Performance in the Final Stretch

This article offers four practical strategies to boost sales performance and support your team in Q4. Tips include encouraging breaks, providing essential resources, setting realistic goals, and celebrating wins—building momentum and resilience as the year closes out.

Information Gathering: How to Turn Every Discovery Call Into a Win

Learn how to transform every discovery call into a win by focusing on information gathering, asking open-ended questions, and building trust. Use insights gained to understand customer needs, track trends, and strengthen strategies.

Sales Automation: How CRM Can Boost Your Team’s Efficiency in 2024

If your sales team is still manually logging calls, chasing leads, and juggling spreadsheets, you’re not just falling behind your competitors — you’re also losing valuable deals. In this article, we discuss how AI CRMs can streamline your processes and boost your team’s efficiency.

Revolutionizing Call Centers: The AI-Powered CRM Transformation

Juggling a growing influx of leads, providing personalized service across multiple channels, and maintaining high customer satisfaction can feel like an endless balancing act. But artificial intelligence (AI) is transforming the call center industry by offering innovative solutions to these challenges and others. AI-powered customer relationship management (CRM) and CRM platforms are at the forefront of this transformation — with many call center leaders already using AI tools to improve efficiency, return on investment (ROI), and more.1 In this article, we look at five ways AI is influencing CRM and redefining call centers.

Five tips to improve your sales funnel

This article lists 5 great tips that will help you improve your sales funnel, no matter which industry you’re in. We decided to focus on those most common issues that can pop up anywhere. If you want even more useful tips and industry specific solutions, be sure to check out some of our other articles such as: How to Create a Sales Process for your SaaS Startup and How to Sell your Product: Top Tips for Success, or check out other posts on our Blog.