Buying a CRM is a big decision. The CRM you choose will be the technological backbone of your agency’s daily operations. Getting it right is critical.
Here are 7 questions you should be asking every CRM software provider you consider, explored via 7 mini podcasts that explain why they matter and what answers you should expect, to help you make the big decision of selecting a new CRM supplier.
They might be tough questions, but then again, it’s a tough decision that’s worth getting right.
The hallmark of a quality CRM is how it sets value first, not price. When you’re looking for the right tools for your agency to get the job done, the real premium is in value offered. Find out which value markers you should be considering when reviewing the price of a product.
Your client data is your most valuable asset, which is why nothing less than a 100% accurate migration will do. Listen to the podcast below to get a view on what you should be expecting and getting during data migration.
It’s pretty standard for some training to be available when you adopt new software. But is this free or an extra cost? And will it be enough to support your team, even when new staff comes onboard? Here’s what to look out for when it comes to evaluating a training offer.
CRM suppliers might wax lyrical about their powerful APIs, but the real power lies in integration and customisation, and how your CRM connects all your existing PropTech solutions. Find out below what you should be expecting from an integration point of view.
Protecting your customer data is as much of a moral requirement as it is a legal one and a mistake can be very costly for both of these reasons. Is your software enabling your agency to be fully compliant without you having to think twice about it? And what sort of compliance should you be looking for?
When considering your new CRM supplier, it’s important to understand what influences their product roadmap and how their product is shaped around what agents want most. In this podcast we review the checklist for ensuring you get innovation that matters.
CRM software can unlock a world of competitive advantage – but it takes some practice and a lot of support. The ideal CRM supplier will be the one who is geared for a relationship throughout your contract. Here’s what to look out for to find out if your next CRM supplier is relationship minded.
If you would like to chat about any of these questions or their corresponding podcast with a member of the Reapit team, book a chat today and we will be in touch shortly.
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