How REW Dialer Tracks Conversations to Help Agents Reach Their Goals
You might have heard us say this before, and we’ll never get tired of repeating it, “Focus on conversations, not just call volume!” In support of this motto, we recently updated REW Dialer to automatically map conversations and log it on REW CRM. If you’re wondering how it all works and the impact it has on your business, dive into this blog post!
Conversations Metrics showcased on REW CRM.
Call with REW Dialer
For real estate professionals, a day can’t go by without making multiple calls, and REW Dialer makes this task easier. This beneficial REW CRM add-on allows users to make calls directly from the CRM, so there's no need to switch screens or devices. That’s not all! With REW Dialer, you can record conversations (with permission) and add notes in the middle of the call, which is very convenient for keeping track of every interaction.
This is exactly where the recent update comes in. While REW Dialer already logged calls to begin with, it now automatically categorizes calls as a conversation, attempt, voicemail, or wrong number. If the call lasted more than 2 minutes, it's recorded as a conversation. If it goes to voicemail or is under two minutes, it’s categorized as a voicemail. If there’s no answer or no connection, the call is logged as an attempt, and it’s labeled as a wrong number if the number dialed is incorrect. You can still edit the outcome if needed, simply check out our April product updates blog for the step-by step guide.
An agent's sample call log on REW CRM.
Why Conversations Matter
While we are in the digital era with many advanced strategies and technologies to reach our audience, we can never discount the impact of traditional conversations in closing deals. In real estate, relationships matter, and it often starts with a seemingly simple conversation. We are trained to track call attempts as a performance metric, but it’s just as important to track actual interactions, not just call volume.
Jayda McLauchlin, a rising star on the Carly Carey Real Estate Team, understands this better than anyone. She doesn’t just diligently make calls, but also focuses on connecting with leads and having real conversations. Her results prove she’s doing it right. Jayda closed over $10 million in transaction volume in a market with fewer than 100,000 residents in her first year as a REALTOR®, and with the momentum she’s on, she’s on track to double that this year!
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Jayda McLauchlin, an agent from Carley Carey Real Estate Team.
Agents like Jayda know that conversations drive results, and that there is a positive correlation between conversations and deals. The more conversations you have, the more appointments you’ll set, and the more opportunities you’ll create to close deals!
Track Conversations Metrics
REW Dialer enables you to track Conversations metrics without any extra effort, with the calls automatically mapped on REW CRM, ready for analysis. Any task that we can take off your plate is a win in our books!
To start reviewing your Conversations performance, go to the Agents dashboard in REW CRM and create Smart Lists. These are tailored lists of agents based on a few filters you selected. For example, you can create a Smart List to see the agents who are achieving over 60 minutes of Conversation Time, or those meeting their Conversation goals. You can also personalize the Agent View by adding Conversations metrics as columns. This way, it's simpler to glance and compare data in a single view. Select various Conversations metrics like Number of Conversations, Conversation Time, Average Conversation Time, Call Attempts, Wrong Number, Voicemails, and more!
Conversations metrics displayed on the Agents Dashboard.
Additionally, our recent update introduced Conversations metrics in Agent Goals, which allows you to set Conversation goals and includes them in an agent's report score card. These CRM functions and metrics are very helpful to measure agent performance, identify any area of improvement, and an excellent coaching aid for team leaders!
A sample Agent Report and Score Card.
Aside from the Agents dashboard, you can analyze Conversations metrics on REW CRM’s Leads dashboard. This allows you to quickly determine which leads need more attention or following up, so you don’t have to manually check each of your notes. Take advantage of Conversations metrics in REW CRM and visit our Smart List guide for the complete instructions on how to set up Smart Lists and Views.
Best Practices to Follow
We don’t just want you to hit your goals, we want you to surpass them! With these best practices, you can maximize the full potential of REW Dialer and the ability to track Conversations metrics:
- Aim for Meaningful Conversations: Once the lead picks up your call, make sure to take advantage of that golden opportunity and build rapport. Get to know your lead by asking questions, determine their preferences, and establish your expertise to create trust.
- Leverage Smart Lists and Views: Create custom Views and Smart Lists to monitor agents’ Conversations with leads. For example, set up a list of agents who have consistently not met their Conversations goals to help them adjust their outreach strategy. You can also leverage the custom Views with Conversations metrics to rank which leads have the least Conversation Time with agents. Use this information to allot time and build a relationship with these leads.
- Incorporate Conversations Insights Into Agent Coaching: Use REW Dialer’s Conversations data to provide targeted coaching to agents who are struggling. Don’t forget to also recognize agents who excel in conversations, and give them a shoutout for doing a good job.
- Identify the Best Times to Call: Analyze the Conversations metrics to determine the best times to call leads. If most conversations happen in the morning, adjust your calling schedule and monitor if your connection rate increases.
- Set Realistic Call and Conversation Goals: Make sure to set realistic and achievable daily goals that are historically proven to result in set appointments and closed deals. Having this type of information is valuable in understanding the effort needed to achieve your goals.
The different lead call outcomes.
Keep on Learning
Want to learn more? We encourage you to visit REW Academy to get informative video guides on how to master features like REW Dialer, Smart Lists, Conversation metrics, and more. Plus, bookmark the Resources page to access educational articles about Real Estate Webmasters products and services.
Finally, join our community in the REW Forum to meet other experts, ask questions, and share your ideas. These platforms are here to support your success, so check them out today!
The Resources page's quick links to blogs, the forum, and Academy videos.
REW Dialer Conversations Mapping FAQ
What counts as a conversation?
Any call lasting more than 2 minutes is logged as a conversation.
Can I change the call outcome?
Yes! You can manually edit the call outcome if needed in REW CRM. Simply go to the call log history, and select the call you want to update.
Do I need to enable this feature?
There's no extra setup required. This update is available to anyone who's subscribed to the REW Dialer.