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Save Time, Make Money with CRM

California Career Enhancement Online Course


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Included Standard:

Includes Video

Key Features:

Includes Video

Video segments highlight important points

Package Summary

Price: $150.00 (USD)
Category: Vocational Training > Real Estate > Professional Development > California
Features: online video

Courses Provided By:

California Association of REALTORS
525 S Virgil Ave,
Los Angeles, CA 90020
(213) 739-8200

Save Time, Make Money with CRM

This is a non-credit course. Not for license renewals.

Too many agents and brokers manage their relationships and their transactions by the seat of their pants. These methods are increasingly impractical and the result is far more agents struggling to survive and more clients receiving subpar service and representation.

In this exciting three (3) hour course you'll explore the nature of the changes in our business, our client's expectations and the customer relationship building technology that has transformed so many aspects of our lives. Learn from an expert who built a thriving business with Customer Relationship Management (CRM) software and can make sure you walk away with solid tasks and ideas you can implement immediately to improve your bottom line.

How you benefit from taking this course:

  • Have ideas on how to encourage CRM use
  • Have specific ideas on how to organize data
  • Have specific ideas on how to leverage the data
  • Receive actionable tips and best practices on effective lead follow up
  • Understand why internet leads need different follow up systems
  • Understand the power of automation
  • Have specific ideas on how to automate
  • Understand the leverage automation has in managing and developing staff and agents
  • Have specific ideas on how to leverage specific points in the transaction to create, repeat and referral business

This course covers:

  • Review how our business is consuming
  • Examine the paradigm of our business in the past
  • Contrast this with our present day paradigm and explore its challenges to the agent and brokerage/team
  • Understand the stress points for any agent/team operating with the old tools and methods in the new paradigm
  • Review an entire workflow concept from contact to listing to contract to close
  • Explore resistance to using a CRM and how to overcome it
  • Discuss online lead generation and how this differs from traditional leads
  • Understand that collecting data for people, properties and transactions in one platform exponentially leverages the usefulness of all data

ATTENTION CAR MEMBERS: You can receive this course for 50% off its regular price by using your membership benefits at the California Association of REALTORS® website! Visit this course at the CAR Education Online Store for more details.

This course will remain available to students for 365 days after enrollment.