<p><img alt="" src="/images/blog/TheUltimateCleanUpYourCRMChecklist.jpg" style="width: 800px; height: 400px;" /><br />
<span style="font-weight: 400;">Having a good approach to client relationships can completely alter the way you do business —and utilizing a good CRM is key to this success. But, if your contacts and notes are disorganized or out of date, it can negatively affect the way you move forward with current clients and prospective clients. </span></p>
<h5>Get your CRM system back on track with the ultimate clean up your CRM checklist.</h5>
<h3><br />
<b>QUARTERLY</b></h3>
<p><b>Clean Up Duplicates</b> Duplicate records will cause confusion, especially if notes are being divided between duplicates. For example, if an agent on your team has a great interaction with a client and they log the details in a duplicate record, it will get lost when someone else looks at this information. They will have to sift through these duplicate records to find the complete picture.</p>
<p>You should consolidate all information on one client into one record and merge together any duplicates. Cleaning up these redundant records will save time, hassle and will reduce errors.</p>
<p>Wise Agent has a duplicate <a href="https://wiseagent.com/blog/clean-up-your-database-with-wise-agent-crm-duplicate-merge-tool">Merge Tool</a> that will save you time and make cleaning up your database easy! Merge all of your duplicate contacts into one entry with ease!<br />
</p>
<p><b>Streamline</b></p>
<p><span>If you have several different real estate agents accessing the CRM system, you will want to streamline the record entry templates so that each agent knows where to record client information, transactions and opportunities without confusing others. It’s always a good idea to get everyone in the habit of entering the following:</span></p>
<ul>
<li><span style="font-weight: 400;">Current budget</span></li>
<li><span style="font-weight: 400;">How you met the client</span></li>
<li><span style="font-weight: 400;">Current and future needs</span></li>
<li><span style="font-weight: 400;">Next steps in helping this client</span></li>
<li><span style="font-weight: 400;">Brief summary of the conversation</span></li>
</ul>
<p><strong>Utilize Transaction Management </strong></p>
<p>Successful real estate agents utilize transaction management systems in their daily routines because it saves time. You can manage leads, automate processes and reduce paperwork using this system. This frees up more time for real estate agents to focus on gaining clients and earning more business.Transaction management systems help agents become more efficient and more productive.<a href="https://wiseagent.com/blog/lead-management-made-simple-save-time"> Find out more</a> about how transaction management systems can help get your real estate business organized in the new year.</p>
<h3> </h3>
<h3><b>YEARLY</b></h3>
<p><b>Follow Up with Old Contacts</b> <span style="font-weight: 400;">Sift through the CRM and make a list of old contacts that have not been touched in awhile. Now is the perfect time to reconnect. These conversations will help determine if buyers are still buyers, if sellers are still sellers and if prospects are still prospects —or if they have turned into clients. Don’t let older contacts take up space in your CRM system.</span></p>
<p><span style="font-weight: 400;">Clean up those unorganized CRM records and messy client interactions by reaching out to old contacts, eliminating duplicates, and creating templates that will streamline your CRM records. Make sure to perform regular maintenance on your CRM so that it continues to be organized and efficient. </span> <span style="font-weight: 400;">Having an organized CRM system will make you more efficient, build better client relationships and work seamlessly and efficiently to grow business.</span></p>
