In Episode 45 of the Toe-2-Toe Podcast, hosts Jenn Murtland and Monica Weakley duke it out over whether you really need a CRM. Hear why Jenn does not use a CRM and why Monica feels you need to have a system for managing relationships. Stay tuned for the insightful tiebreaker at the end.
Episode Highlights:
- Do you really need a CRM?
- Jenn says no and that she does not use one.
- You can get so busy working in the CRM that you're not doing the work.
- Jenn prefers communicating with people instead of getting trapped managing a CRM system.
- Monica disagrees. You may not need a traditional CRM system, but you need something.
- Monica uses Facebook as a key tool for relationship management. She also uses a wall CRM divided by As, Bs, and Cs.
- A wall CRM allows you to see the relationships you need to manage and that can help.
- Monica urges you to find a system that will work for you.
- Jenn used to organize her CRM based on a daily folder system.
- Gary Keller of Keller Williams fame similarly used an index black file box.
- The problem with CRMs is that we can overcomplicate them.
- Jenn says that without some kind of system, your business growth is limited by your memory.
- Jenn's partner uses a CRM and reminds Jenn who to call.
- CRM tools are only amazing if you use them and populate them with the right kind of information, and then deliver on it.
- Don't get trapped. If you find yourself getting trapped, maybe you need something simpler.
- Today’s tiebreaker guest, Alan Whisman, believes realtors need to use a CRM.
- To stay in touch, you need some way to manage the relationship.
- When you have a system to manage data, you don't have to think about it.
- It took years for Alan to perfect his CRM system.
- Alan likes putting all of the data in one place and letting it sync with other tools he uses.
- The best CRM is the one you're going to use.
3 Key Points:
- Even if you don’t use CRM software, you need a system for managing client relationships.
- The problem with CRMs is that we can overcomplicate them.
- Find a system to manage relationships that works for you.
Resources Mentioned:
