From Goals to Growth: Using Agent Goals and Scorecards
In our recent Summer of Innovation webinar, Aayaam Kapoor, our VP of Product and Agency, gave us an inside look at how to make the most of Agent Goals and Report Scorecards in REW CRM. Aayaam shared practical tips on setting clear objectives, tracking progress, and driving real results. If you couldn’t make it, here’s a quick recap of how these powerful tools can help you elevate your real estate business and keep your team on track.
Setting Up and Tracking Your Goals
Setting up your goals in REW CRM is straightforward. Start in the My Setup section, where you can customize both daily and annual targets. For daily goals, you can set specific targets for calls, emails, texts, and deal appointments, as well as define your workdays to ensure your goals match your schedule. When it comes to annual goals, you can set the year, establish a commission goal, and determine the total number of buy side and sell side you aim to achieve.
Tracking your progress is just as easy. For daily goals, navigate to the Agent Dashboard and click on ‘Grade Me.’ You’ll receive a letter grade that gives you a clear summary of how well you’re meeting your targets. This feature allows you to change the timeline and analyze your data, identifying trends and correlations.
For annual goals, you can create a custom ‘View’ on the Agent Dashboard to monitor your progress and select the four key performance indicators (KPIs) in your annual goals. If you need a refresher on how to set up custom Views, you can watch the replay of a webinar hosted by our Customer Success Manager, Sammi Ho, who walked through the process in detail.
Setting up daily call and email goals on REW CRM.
The Impact of Goal Tracking
Harnessing REW CRM’s Agent Goals and Report Scorecards comes with a range of benefits that enhance both individual and team performance. It enables agents to structure their activities and focus their efforts on specific objectives like calls, emails, and appointments. This structured approach not only helps in meeting their goals but also enables them to assess their performance regularly, providing valuable insights into their strengths and areas for improvement.
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A sample Report Scorecard showing an agent's goal progress.
On the other hand, managers can leverage these tools to drive team success. With access to detailed performance data, managers can engage in data-driven conversations with their team, showcasing the impact of effective communication and calling strategies. Moreover, you can use these tools to implement incentives and foster a sense of fun competition, encouraging your team to excel and achieve their goals with enthusiasm and drive.
Promo on REW CRM Upgrade!
Our Summer of Innovation promo is in full swing, and this is your chance to elevate your REW CRM experience at unbeatable rates! For a limited time, you can secure the first 10 hours of REW CRM upgrades for just $100 per hour. After the initial 10 hours, additional upgrade hours are available at a discounted rate of $150 per hour.
That’s not all. We’re also offering exclusive promotions for early contract renewals, patchwork, and SEO services. This is your opportunity to get the most value for your investment and ensure your CRM is running at peak performance. These promotions won’t be around forever! Contact us or reach out to your Account Manager today to get started and make the most of these limited-time offers.
Explore REW CRM’s Source View
We’re excited to announce our next Summer of Innovation webinar on August 20th, featuring our Account Manager, Shannon Barker. In this session, Shannon will dive into The Advantages of Source View and how it can transform your approach to tracking your marketing channels’ ROI.
This REW CRM tool is essential for making data-driven decisions and optimizing your marketing strategy to ensure you’re getting the best possible results from your investment. Don’t miss this informative session, register now and secure your spot!
Join Shannon Barker on August 20th and explore REW CRM's Source View.
Agent Goals and Report Scorecards FAQ
What benefits do Agent Goals and Report Scorecards offer?
Agents benefit from structured daily and annual targets, helping them focus on specific objectives and self-assess their performance. Managers can use these tools for data-driven discussions, track team performance, and implement incentives and competition to drive success.
What are the current Summer of Innovation promos?
You can get the first 10 hours of REW CRM upgrades for just $100 per hour, with additional hours available at a discounted rate of $150 per hour. We’re also offering promotions for early renewals, patchwork, and SEO services. Contact us today to avail these promos!
What’s the next Summer of Innovation webinar about?
On August 20th, join Shannon Barker, our Account Manager, as she explores the REW CRM’s Source View. Learn how this tool can help you track marketing ROI and make data-driven decisions to optimize your strategy. Register now to secure your spot!