Hi everyone,
We just posted a new blog about best practices for REW CRM’s Deals and Sources feature. One of the things we always say in Real Estate Webmasters is: if it’s not in the CRM, it can’t be measured, and if it can’t be measured, it can’t be improved.
Accurate and complete data is essential for making correct decisions. Without data, you cannot properly assess your performance, spot areas for improvement, or pinpoint opportunities.
REW Deals allows you to track your deal pipeline and manage your deal transactions, while REW Sources gives you the ability to measure your marketing channels’ ROI. When you consistently log your deals and lead sources on REW CRM, you’ll get a more accurate reports and insights.
A few best practices we recommend:
Diligently log deals and sources, and regularly review that everything is up to date. Once you’ve developed this habit, it will naturally be incorporated in your workflow. Utilize Quick Notes on Deals and don’t forget to update them when needed. Make sure to also fill out all required fields so the CRM has all the important data needed to generate valuable reports. Take note that this is not a one time thing. Some fields, such as deal outcome, has to be revisited once any change or update happens. I encourage you to check out our REW Deals and Sources Best Practices blog for all the tips!
Using REW CRM is not just about streamlining your processes and work, it’s also a powerful tool for insights. When you have data to work with, you also set yourself and your team up for success.
If you’re using REW CRM, do you set up up a specific time to review your data? Do you have other CRM hygiene tips that help keep your data clean? I’d love to hear them!