New Year, New Updates: REW CRM's Agent Goals, Import Tool, and More

A new year is the perfect time to set fresh goals and refine your workflow. With the latest addition of Agent Goals in REW CRM, tracking progress and staying accountable has become easier. But that's not all—we've also rolled out several other updates designed to enhance efficiency, improve lead management, and streamline everyday tasks. Let’s dive in!

Agent Goals Overview

Agent Goals is a much-anticipated feature introduced to enhance how agents set and monitor their goals within the CRM platform. Now, you can seamlessly add, monitor, and evaluate your goals, creating an effective framework for tracking progress and other targets. Agent Goals' impact is tangible, and agents gain a heightened sense of accountability and focus, enabling them to align their day-to-day activities with strategic objectives.

Tracking progress in real-time transforms traditional goal-setting. Agents can now assess their achievements at a glance, identifying areas of success and areas requiring adjustment. The ripple effect extends beyond personal growth, positively influencing team dynamics. As individual agents thrive in reaching their goals, the collective impact on team performance also becomes undeniable, resulting in a culture of excellence.

 

A video walkthrough of REW CRM's new Agent Goals feature.

Navigating Agent Goals

Through Agent Goals, REW CRM users now have the flexibility to create historical and future goals from 2019 to 2029. This forward-thinking feature allows agents to plan and track their performance across different timeframes. The intuitive interface allows agents to input specific details, including the selected year, commission goals, buy and sell sides, and total deals.

View-wise, columns provide a quick snapshot of an agent's chosen goals and targets. This overview enhances visibility into individual performance metrics so you can effectively monitor progress. Visual indicators have been added, and hovering over these visuals reveals the percentage of the goal achieved. This fosters a proactive mindset by visually representing the journey towards success.

Each agent in your team can view and edit their individual goals, and admins can oversee all agents' goals and even create agent goals on their behalf if necessary. This balance of individualized control and administrative oversight provides agents and admins the tools they need to reach and surpass their goals.

Agent Goals' interface showcasing how to set key goals and targets.

Progress Tracking

Setting specific goals and diligently tracking progress should be done by real estate professionals. Without clear and well-defined objectives, it becomes challenging to channel efforts effectively, resulting in a lack of direction and purpose. Success is often measured quantitatively, and specific goals serve as a compass, enabling agents to focus on what truly matters.

Regularly tracking progress is equally important. Adaptability is crucial in any industry, and monitoring enables swift responses and adjustments to changes. By continuously assessing performance against established benchmarks, professionals can pinpoint strengths, address weaknesses, and make timely adjustments to stay on course toward their goals.

Agent Goals' visual indicators displaying the current goal achieved in bars and percentages.

Additional Product Updates

Alongside Agent Goals, we’ve also introduced several other enhancements to improve efficiency and usability in REW CRM. Here’s a quick look at what’s new:

• CSV Import Tool – Easily import large volumes of contacts and leads into your CRM with just a few clicks. The tool allows users to map fields from a CSV file, with imports recommended to be capped at 1,000 leads per batch for optimal performance. Each import also creates a unique lead group for easy access. Check out our Import Tool blog post for more details.

• Google Translations for Websites – Sites can now be translated into different languages using a new language picker. This feature is disabled by default but can be activated for multilingual support.

• Export for Deals and Sources Views – Users can now export data from the Deals and Sources views into a CSV file. Simply select the information you need, click the export button, and download your data.

• Location Sorting and Filtering in Lead View – A new filter allows users to sort and view leads based on their geographic location, providing more insight into visitor activity.

Conclusion

Agent Goals creates a results-driven mindset and cultivates a culture of improvement. This new feature, together will the other product updates, empower real estate professionals to not only dream big but to turn those dreams into measurable and attainable successes. 

Dive Into REW CRM and Hit Your Targets with Agent Goals

Agent Goals and Product Updates FAQ