Zoho CRM Tips and Tricks for Real Estate #02
Templates: Part 1
Use pre-existing templates for creating invoices with the relevant information. Use the templates to create mailers for lead nurturing, follow up emails, confirmation emails. Once you set up templates for different mailers, you just have to automate the mails to trigger at certain points in the sales pipeline saving time and hassle of repeating the task.
Lead nurturing: Sending out offers and keeping in touch with the leads generated from website, social media and cold calling are crucial in the competitive real estate market. As the leads are gathered the agents will use the pre designed templates to create lead nurturing campaigns swiftly. Set up a workflow to trigger a congratulatory mail when a customer completes a purchase. For rentals the same mail could be sent when the tenants move in. Also, after every purchase the agents send out Thank you mailers using existing templates. Use workflow and email templates for relationship building emails like Birthday and Anniversary.
A step by step workflow set up by the agent would look something like this:
- Sending out the first mail when the lead is generated through webforms or cold calling to understand the basic requirements and interest of the lead.
- The second email includes a couple of options related to the customers' requirements.
- Depending upon the interest shown by the customer, at this stage, either another mail is triggered with more relevant options/price lists or the lead dies of lack of interest. The lead scoring rules in Zoho CRM is very useful in filtering out leads at this stage.
- After a visit to the property or the final stages of the deal closing the agent sends out a mail with the invoice and confirmation of purchase.
- After the purchase/lease has been made the agent sends out a thank you mail.
Follow up: There are many questions before the purchase happens. Responses are faster with follow up emails on client queries using the email templates. Also, once an agent or broker meets the clients, or a property is shown to the client, the agent/broker will send follow up emails asking about the interest of the client in the purchase or recommending them more options within their criteria (locality, budget).
Agents can easily set up a process for both lead nurturing and follow up emails using Blueprints, which we will discuss in our upcoming tips.
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Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
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