Why a Clean Database Is the Most Important CRM Strategy

By Tiana Baur

database cleaningYour current and past clients are what gave and continues to give you the entirety of your real estate business, which is why your sphere – or database – is the make or break of your success. It’s the meat and the potatoes, the wheels and the gasoline, the peanut butter and the jelly… you get the point.

The data to back it up

In fact, according to our data, those who converted people in their Moxi Engage CRM, did 40% more business than those who didn’t. To clarify, conversions simply mean moving people through your sales flow in your CRM, from marketing, to prospect, to active, and into pending. Because of this, not having your database be clean and up-to-date, with no duplicates, can mean kissing that 40% goodbye. Let that sink in. Using your CRM is such a simple daily task, that can completely transform your real estate business and put lots more money in your pocket.

Clean up your database by doing nothing

The worst part about this, is that cleaning a database sounds extremely daunting. With everything else going on, it gets pushed down the to-do list time and time again. What if we told you that you could get a clean database in 48 hours by doing practically nothing?

Welcome to Concierge – our new offering to help agents with the busy work. We want to do the heavy lifting, so you can hit the ground running and take full advantage of your MoxiWorks products. Saving time and LOTS of potential frustration.

The MoxiWorks Concierge team helps you by scrubbing your database of contacts and appending them with the most current data available today. Once it’s been scrubbed, you can choose between uploading the final list yourself or have us do it for you. The concierge database clean-up will:

• Identify and merge duplicate records
• Consolidate contact data for seamless upload and search inside of Moxi Engage
• + Guaranteed turnaround of two business days

For reference, the regular contact database clean-up is $150, while the premium contact database clean-up is $300. Our Premium service includes dedicated phone support throughout the process.

What are you waiting for? Save time, enhance the accuracy of your contacts in Moxi Engage, and get that 40% more business you deserve by converting contacts through your sales flow!

Posted on April 26, 2018 at 3:44 pm
Tam Nguyen | Category: Sphere Marketing | Tagged , , , , , ,

Why The Right Brokerage CRM Can Be a Goldmine

Choose wisely, and your brokerage could see agent productivity increase by 40%

As seen in Mile 62 Magazine – By Andrew Eberting 

A CRM should be the epicenter of your customer and prospect data – and your brokerage. Not having the right one implemented at your brokerage, you cost yourself and your agents the #1 thing that matters most: Money.
If profitability and growing market share is not for you, no sweat. However, if you do want to own the competition in every possible competitive category, then keep reading.

1.) Ease of Use

For Your Agents: One of the biggest factors that impact agent adoption of your brokerage’s tools is its ease-of-use or lack thereof. The more approachable your offerings are, the barrier to resistance will also be lowered.
Agents want to do what they do best: create dreams for clients and win more listings. Give them something that accomplishes both, and your brokerage becomes the “it” place to be.

For You: If your current agents are excited about the tools that make their lives easier, think about the impact this can have on other areas of your business.

  • New agent recruiting
  • Current agent retention
  • Growth in market share

If your brokerage platform offering is sound, it will result in the acquisition of more share of your local market. It is a dog-eat-dog world; which one are you going to be?

2.) Scalability and Integration/Single Point of Truth

For Your Agents: If an agent can navigate to a single point of truth for their entire workflow with their sphere, what kind of increase would that have not only with their productivity but also their quality of life?

  • One place to see all their entire database
  • Build a CMA powered by integration with your MLSs
  • Email said CMA to their sphere
  • Turnaround and start marketing current listings or themselves instantly to Facebook and other online channels
  • Send automated closing gifts to clients based on transactional closing history

How much time would be saved each day to log in and find all their tools in one place vs. logging into multiple systems? How much is this time down costing your brokerage?

For You: Staying competitive also means needing to stay current with best-in-class tools. The ability to stay agile while meeting the demands of your brokerage platform (like being integrated across multiple areas of the agent’s daily life) plays a significant role in making you recession-proof the next time the industry retreats. Being able to turn on new tools or keep favorites for your agents, while sunsetting those that have fallen out of favor or compliance, also lowers your annual spend on technology.

3.) Client Success aka YOUR Success Experience

For Your Agents: It is inevitable; at one point or another we all get stuck. With this in mind, sometimes everyone needs a helping hand. Accessibility to success, training, and support is vital to getting back on the proverbial bike and keep going.

For You: A happy agent is a productive agent. Offering your agents a CRM solution that provides multiple channels and assets to help them overcome roadblocks can be gamechanger in their productivity.

70% of Software-as-a-Service (SaaS) end users prefer searching for self-service help related to their issues (Zendesk), meaning an agent’s time-to-productivity can be directly impacted by their ability to resolve roadblocks.

 

Want to know what else to look for in a CRM for your brokerage?

Check out our latest joint white paper with Victor Lund of WAV Group:
How to Choose a Real Estate CRM

 

 

Salesforce (2018, April 03) 4 Trends Customer Service Teams Are Using to Kill the Competition.
Zendesk Customers want to help themselves? 

Posted on April 23, 2018 at 5:12 pm
Tam Nguyen | Category: Productivity | Tagged , , , , , , , ,

This tool is revolutionizing the way managers recruit

By Tiana Baur

recruit blog header image

We recently announced the launch of Moxi Talent, our new tool for managers and recruiters, to help them do their jobs more efficiently, providing them with much more information right at their fingertips. It’s designed to execute based on goal-setting, automation, and a consistent methodology to attract and hire agents.

Built on Moxi Engage

Moxi Talent guides recruiters and managers through the recruiting process not unlike a CRM. In fact, Moxi Talent was built on the core of Moxi Engage, our CRM and productivity tool. Moxi Talent requires managers and recruiters to set their goals before taking any other action. The goals are used by the system to keep managers focused on a disciplined methodology, despite the noise of daily office life, especially for those with an open-door policy.

Engage, it’s foundation, increases agent production by an average of 38%, so the outlook for Moxi Talent is extremely promising. The task manager helps managers and recruiters take the correct action at the correct time. The tasks include anything from posting to the target agent’s LinkedIn profile or taking the time to attend a few more broker’s opens each month. For users that also have Moxi Present, it might suggest sending the agent an interactive CMA to show them the power of the tools your agents have access to, to do their jobs more efficiently and effectively.

moxi talent recruiting tool

Identify who to recruit

Not only does Talent walk you through successfully getting an all-star agent into your office, but it also tells you who these agents are, and which ones will help you reach your goals. It also prioritizes your tasks, so you’re focusing on the ones that could really count vs. ones you’d like to have in the fold.

And in the very near future, you can get even better insights. Let’s say you have a goal of $1M more in sales volume this year for your office. You’ll be able to see sales volume for the agents you’re going after, making it obvious who will get the job done.

Retain your existing agents

Recruiting is important, but it’s only a piece of the puzzle. Retention is just as important (as you know) for your brokerage as recruiting is. Moxi Talent will help you connect with all of your existing agents, making sure they’re happy and not looking elsewhere.

Although Moxi Talent is currently in Beta, you can get your brokerage signed up to be part of the early bird program here.

Posted on March 16, 2018 at 4:36 pm
Tam Nguyen | Category: MoxiWorks | Tagged , , , , , , , , , ,