A Realtor's® Guide to Understanding CRM Dialers

Wes Martin
Posted by Wes Martin
Updated on
Published in Products

All The Basics for Realtors®

One of the most transformative tools changing the landscape of the real estate industry is the CRM dialer. But what exactly is a CRM dialer, and how can it help real estate professionals optimize their processes, manage their leads, and ultimately close more deals? Because of the upcoming release of REW's new CRM Dialer, we wanted to publish this comprehensive beginners' guide to help unravel the concept of CRM dialers, their unique features, potential challenges, and how to make the best use of this technology to elevate your real estate business.

An example of an active call from REW's CRM dialer

Example of an active call on REW's CRM dialer

What is a Dialer? A Brief Overview

In the simplest of terms, a dialer is a tool or software that automates the process of dialing phone numbers.

Initially, this meant physically dialing a number, but as technology advanced, it now refers to an application that can systematically call a list of phone numbers, allowing businesses to increase efficiency, minimize downtime, and streamline call operations. In the realm of real estate, dialers play a crucial role, particularly in the context of a CRM (Customer Relationship Management) system.  CRM dialers take this automation a step further by integrating with the entire customer relationship process. They offer features such as automatic call logging, instant note capturing, and scheduling follow-up tasks.

  • Dialers automate the calling process, thereby increasing productivity and efficiency
  • They can integrate with your CRM system to offer a seamless connection between calling activities and other client management tasks.
  • Modern dialers can be cloud-based, allowing access from anywhere.

Tip: When selecting a CRM dialer, consider your business's unique needs and the dialer's compatibility with your current CRM system.

Below is a video guide on how to use REW's CRM dialer


Types of Dialers: Power, Predictive, and Progressive

When we delve into the specifics, there are several types of dialers, each offering different capabilities.

The three most common types are power dialers, predictive dialers, and progressive dialers.

A power dialer dials one number at a time, waiting for a call to complete before moving on to the next - it streamlines the calling process by eliminating manual dialing but still gives the agent control over the pace.

A predictive dialer, on the other hand, uses algorithms to dial multiple numbers simultaneously, based on the prediction of when an agent will be available. 

A progressive dialer falls somewhere in between, dialing one number at a time but only when an agent is available to take the call.

  • Power dialers are suitable for personalized, one-on-one calls where agent control is necessary.
  • Predictive dialers are ideal for high-volume calling operations where efficiency is paramount.
  • Progressive dialers provide a balance between personalized attention and operational efficiency. 

Tip: Your choice of dialer type should depend on your operational requirements, the scale of your calling activities, and the level of personalization needed for your calls.

Call history from REW's CRM dialer

The call history on REW's CRM dialer

How CRM Dialers Revolutionize Real Estate Transactions

CRM dialers have been nothing short of revolutionary in the world of real estate transactions. By automating and streamlining the calling process, they free up valuable time for agents to focus on what matters most - building relationships with clients and closing deals. Moreover, CRM dialers go beyond just dialing numbers. They can be programmed to perform a host of other tasks, like logging call details, recording calls, sending follow-up emails, and even integrating these details into the client's CRM profile. This means that all client communication is captured in one place, offering a complete view of the client's journey.

  • CRM dialers increase the efficiency of the calling process, freeing up agents to focus on other critical tasks.
  • They can automate not just calls, but other associated tasks like call logging and follow-up actions.
  • CRM dialers provide a holistic view of the client's journey, improving the quality of client interactions.

Tip: Make the most of your CRM dialer by customizing its setting to suit your business needs. Don't forget to regularly update and clean your contact list for the best results.

An incoming call from REW's CRM dialer

An incoming call on REW's CRM dialer

The Role of Dialers in Effective Lead Management

In the competitive landscape of real estate, effective lead management is key to staying ahead, and dialers play a crucial role in this process. With a dialer, you can systematically contact a list of potential leads, ensuring that no opportunity slips through the cracks. This automation leaves you more time to focus on nurturing relationships and turning prospects into clients. Furthermore, dialers can be integrated into your CRM system, providing a holistic view of each lead's interactions with your business.  This integration allows you to personalize your follow-ups, track the lead's journey, and make data-driven decisions - as a result, your lead management becomes more efficient and effective.

  • Dialers automate the process of contacting leads, ensuring consistency and thoroughness.
  • CRM dialers can track each lead's interaction with your business, enabling personalized follow-ups.
  • Integration of dialers into your CRM system allows for better tracking and data-driven decision-making.

Tip: To fully leverage the power of dialers in lead management, ensure your team is properly trained on how to use the dialer and understand its features. Regularly updating your leads list can also improve your outcomes.

Overcoming Potential Challenges in Implementation

While the advantages of implementing a dialer are plentiful, there may be a few roadblocks along the way. One common challenge is resistance to change, particularly from team members who are more comfortable with traditional methods.  It's essential to ensure adequate training and support to help your team transition smoothly to using a dialer. Another potential hurdle could be technical issues or system compatibility. It's crucial to choose a dialer that is compatible with your existing CRM system, or if you're implementing a new system entirely, ensure it fits well with your business processes and needs. Working with a reliable vendor who offers excellent customer support can help in troubleshooting any technical problems that arise.

  • Address resistance to change by providing adequate training and support for your team.
  • Ensure system compatibility when choosing a dialer to avoid technical issues.
  • Work with a reliable vendor who can provide quality customer service support for troubleshooting.

Tip: Implementing a dialer in stages, rather than all at once, can help ease the transition and allow you to address issues as they arise, ensuring a smoother implementation process.

The settings on REW's CRM dialer

The settings tab on REW's CRM dialer

Best Practices for Using CRM Dialers in Real Estate

Using a CRM dialer can be a game-changer for your real estate business, but to reap maximum benefits, you need to follow best practices. First and foremost, always keep your data clean and up-to-date. A dialer is only so good at the data fed into it, so regular cleaning and updating your contact list is crucial/ Secondly, make full use of the features your dialer offers - this includes features like automatic note-taking, call recording, and follow-up scheduling. These features can dramatically improve your efficiency and provide valuable insights into your clients.

Lastly, don't forget to track your metrics. Understanding how your dialer is affecting your key performance indicators can help you optimize your processes and improve results.

  • Keep your data clean and up-to-date to ensure the dialer's effectiveness.
  • Make full use of the features your dialer offers to maximize your efficiency and glean valuable insights.
  • Regularly track your key performance metrics to understand the dialer's impact and identify areas for improvement.

Tip: Continual training is vital to stay up-to-date with new features and best practices. Consider regular training sessions with your team to get the most out of your CRM dialer.

CRM Dialers: In Conclusion

In conclusion, the CRM dialer stands out as an indispensable tool for real estate professionals, aiming to improve efficiency, build better relationships with clients, and enhance overall customer experience. As we've explored, the road to successful implementation isn't with its challenges, but with the right knowledge and best practices, these hurdles can be surmounted. Embrace the digital revolution in real estate and discover how CRM dialers can assist in taking your business to the next level. Remember, staying ahead of the curve is not an option, but a necessity in today's fast-paced and competitive real estate market.


Real Estate CRM Dialers FAQ

How can I integrate a CRM dialer with my existing CRM system?

The process of integrating a CRM dialer with your existing CRM system largely depends on the specific dialer and CRM software you're using. Most modern CRM dialers are designed to seamlessly integrate with popular CRM systems. It usually involves an initial setup process guided by the dialer's CRM customer support team. Thankfully, REW's dialer is built into our CRM.

Does using a CRM dialer comply with legal requirements for cold calling?

CRM dialers should be used in accordance with applicable local, state, and national laws, including those related to cold calling and telemarketing. These laws often require certain disclosures and consent from the individual being called.

How secure is my data with a CRM dialer?

Data security is a paramount concern in today's digital age. Reputable CRM dialer vendors typically have robust security measures in place to protect your data, including encryption, secure user authentication, and regular backups. However, it's important to review the vendor's security policy to ensure it meets your standards.

Is there a limit on the number of contacts you have in a CRM dialer?

The limit on the number of contacts you can have in a CRM dialer largely depends on the specific software and the plan you choose. Some CRM dialers may offer unlimited contacts, while others may have a limit that increases with more advanced plans. Be sure to check with your CRM dialer vendor to understand any potential limitations.

Can I use a CRM dialer on my mobile device?

Yes, many CRM dialer solutions offer mobile apps or are optimized for mobile use, allowing you to make calls, access customer data, and manage your tasks on the go. However, the specific capabilities can vary, so it's important to check with your CRM dialer vendor to understand the mobile functionalities they provide.

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