Boost Your Real Estate Sales Process with airSlate SignNow's Management Tools

How to create outlook signature

hey there real estate folks welcome to real estate crm visualize your sales process and automate tasks this is just a simple discussion and demo where you can learn how to visualize your sales process and automate activities to help you save time and minimize mistakes there's so much more we could cover on this subject but for the sake of everyone's time we're going to leave that for future videos if you would like to book a one-on-one with us and take a deeper dive just let us know by visiting the website below and connecting with us over there let's get started okay so let's just jump right in today we're going to walk you through how to visualize your sales process with the help of the crm and we're going to show you how to automate activities that'll enable your team to stay focused and minimize mistakes and why an activity-based sales process will help you increase your sales you see a crm used properly by realtors can be a secret weapon you can customize your crm to match your sales process and build out each stage visually and make sure you stay on top of your deals it can provide a clear snapshot of how your deals are progressing it can even highlight deals that need your immediate attention you can clearly see the deals that are highlighted red those are the ones that need your attention by focusing on the actions involved in closing a deal it'll help provide insight and control it also allows agents to clearly see what actions they took that helped them to close the deal now all you have to do is rinse and repeat so to begin to visualize your sales process you first need to understand all the actions that go into closing a deal think of it as a roadmap of your sales process we like to call this activity-based selling because it's all about keeping focus on the actions that make sales happen there are a lot of activities an agent's going to have to do to close the sale starting out with prospecting and lead generation you know preparing listings client walkthroughs doing market analysis doing a home appraisal actually putting the house on the market scheduling the viewings qualifying buyers even final negotiations you know scheduling that final inspection and preparing all the paperwork and then once they close the sale removing the listing from the website hey i'm sure there's much much more that i haven't even captured here so here's the deal now that we know all the activities involved in the sales process we need to visualize this somewhere and track how each deal is progressing and let me show you how to do that pipe drive okay so as you can see here um we're in uh where my pipedrive crm um we're gonna take a look at the the different uh pipelines that we've set up here and as you can see you know i've got one here for real estate i've got another one here for uh marketing and lead generation and then there's some few others here and if you look at um each stage you know we've got the lead in stage that's where uh you know the customer has reached out and uh or has been uh contacted by uh by the marketing team and uh the lead is now in the system and now we have uh the stage where the agent's gonna make contact with the the prospect and then we have uh the property valued and moving on we have uh the house is up on the market then the next stage in the sales process is uh the negotiation started and then sale closed earlier in the video we talked about all the different activities that are involved and you're probably wondering why are they not up here so when you're doing your pipeline you may not want every single activity that is involved in the sales process to show up in your pipeline you may just want to see the key key stages that are involved in the sales process so as you can see uh you can easily customize your stages by clicking on the names here and let me show you how to do that just going to click on this nifty little pencil icon that's going to open up to editing and here you can change the name if you want here you can change whatever you want and you can set maybe the pro probability percentage of closing and then we have deal rotting earlier we showed you that uh the deals that were rotting were highlighted in red and this is where you set that how many days so for example if you had a lead come in and you know historically if the conte the prospect is not contacted within 24 hours let's say that you have a pretty good chance of losing the deal well you can just set that to uh one day right and uh that way if the prospect is not contacted within 24 hours it'll highlight red okay so like i said it's pretty easy here to set up and customize uh your stages you can add even more stages by just clicking on this new stage button here and you can enter in a new stage uh this could be uh whatever you want to put in there and uh and as well you can just take that stage and you can move it to uh anywhere you want right so you can move that to in between contact me and property valued and there you go if you want to delete the stage you can just delete the stage right there so the key thing with with pipedrive is um when you want to customize the crm to fit your sales funnel they do really make it really easy okay so i'm just going to hit cancel because i don't want to make any changes to that pipeline and i'm just going to leave the page um and the other thing too is it's really easy to make multiple pipelines like i said i've got another pipeline here called marketing and lead generation and for example here you know you may want to have two pipelines you might want to have the pipeline where your sales it's just for your sales agents right so those are sales activities but for your marketing team you may want to have a pipeline that's specific to all the different stages within their marketing file okay so for example in this one here i've put a mock one together for you so we've got starting out with adding some new properties into our funnel right so they do some market research they look at the market they look at the different houses that potentially they want to target and then they start adding those uh properties into good properties uh maybe you're doing cool cold call campaigns or or call campaigns to your current customers maybe there's flyers that are being sent out or you're doing digital advertising in social media maybe you're running a linkedin outreach program or you're going out and visiting locations by doing door knocking and then you could have your uh your lead stage here which is your uh converted leads and again it's really easy to do you just come in add a new pipeline and this comes up with some basic stages that pipedrive fills in there for you but again you could delete all of these and start fresh it's up to you and that way um you can visualize all the steps in your sales process which makes really easy for both you and the agent to uh to manage all the deals and to see which stage they're in it's really not that hard uh again but it will allow your team to always know where the leads are and where they're coming from and of course uh what opportunities are coming up uh down the pipeline okay so my mother-in-law you know she was a real estate agent uh for most of her career uh her tagline was buy and sell with barb rozelle she's now retired and uh but she she always told me that if you uh you wanna you wanna win deals then you gotta work smart and uh so let's take her advice here and let's learn how pipedrive can help you manage your sales process and some of the activities smarter by using workflow automation okay so workflow automation in order to get there all you have to do is click these three little dots in the bottom and it will pop up some more options in here you can come up to workflow automation and click uh workflow automation so pipedrive does a really good job with templates they've got templates for sending emails so you have templates for creating activities they got templates for adding deals and moving deals um adding products to deals there's all kinds of templates that you can build but for for this demo here we're talking specifically about the real estate industry so i went ahead and i created a few uh workflows to help speed up some of the processes for simple tasks that your marketing team or your sales agents will need to do like for example adding a property so you know you don't want to if you're importing a list of prospects and properties you don't want to have to add a deal for all those individually you know that's going to take you a long time so what you could do is import that list and then create a workflow so in this case here i've got a couple workflow automations one of them is for marketing and one of them is for the sales agents and we'll have a look at the marketing one first so in this case here i'm just going to edit this so you can have a look so each workflow is going to have a trigger and that could be a trigger um based on a number of different things could be the person could be the deal could be when it's moving through the different stage stages it could be when an activity is updated so in this case here it's going to be a person trigger and if you look at the trigger the trigger basically says if a label has changed and the label is changed to good property then do this it's not it's not too hard right so if i look at what i'm telling you to do i'm saying hey when that happens i want you to create a deal and i want you to link it to the person the contact that we put in and the organization if they have we have their business organization information and the title i want you to include the person's first name for the title i'm going to leave the value blank until after a sales agent actually meets with the prospect and we're going to move it to the pipeline stage which is good fit properties okay and then the owner of that is going to be the person that created the contact so that's one way we can automatically add a deal so let me show you how that would work so if i came back in here to my contacts okay and you can see here we have all of our contacts we have all these different labels these labels allstate hot lead but here's one that's blank there's nothing in there ah there's no label so so let's go ahead and let's change that label all right so let's move that up so you can see it so let's change that to a good property and you're going to see automatically it's going to create a deal so if i come over to my pipeline go back to my pipeline and i look at the marketing and lead generation boom there it is tony turner if i click on tony turner it's going to be bringing me into the dashboard that has all their information and here's some interest some interesting things that just happened so automatically all of the activities that we had set up so door knocking digital ads linkedin outreach send a flyer cold call campaign all those different activities and tasks were automatically created and done so if you think about that most administrators take anywhere between five and ten minutes to update these tasks well if you had to do 23 of them at a time well you're talking about two hours worth of work just to update all the data by creating a workflow automation all of a sudden that's done immediately for you it eliminates uh that wasted time and eliminates any mistakes that someone might make like forgetting to set up a task to do a cold call campaign okay so if there's specific tasks in your marketing as funnel that you need to do you can automatically set that workflow up uh and it'll it'll set up for uh for your marketing team okay so let's go back to um let's go back to the workflows so we're back in workflows here and we want to look at um one of the workflows i created called new client activities so whenever a new prospect is added create pre-meeting activities so these are these are all the activities that you need to do in order to get that listing ready okay so if we jump in here and have a look at uh the deal that's created so the the the trigger here is if a deal stage is in lead in then create all of these activities okay so one activity is going to be to prepare the sales listing another activity is going to be schedule a walkthrough another activity would be do the market analysis okay and then another one could be um do the home appraisal right so these are all the different activities that we need to do before we put the house on the market maybe okay so those are all automated so what ends up happening is if i come back into my contacts okay and i'm just going to take olivia morgan here and let's uh let's take her label to no label so we just moved uh move that to uh no lego and you can see the owner for that is michelle smith and i'm going to come in here and i'm going to change that to hot lead okay now you're gonna see that went to three open deals okay because it automatically created a deal there and if we come back to our deal stage and we come back over here and look at the real estate pipeline and come to the bottom we should see olivia morgan okay and there she is so if you open up olivia morgan boom there she is and here are all the things that need to be done so prepare the listing market analysis home appraisal schedule the walkthrough all those tasks were automatically created for michelle so she doesn't have to worry about it anymore again this is going to save a lot of time for the agents and any administrators to ensure that the tasks are properly set up and i think the thing is you can set up your calendar so that this automatically connects with your calendar and having a calendar link is great because then you can take your smartphone with you on the road and all of your activities are there in your calendar or you can easily just open up your application and download the pipedrive app and it has pretty much everything you see here on the screen you can be able to do uh in the application so if i did my job correctly you've learned how to customize your pipeline within pipedrive you've learned how automations can eliminate a lot of wasted time and minimize mistakes so if you'd like a little bit more information or you'd love to get a one-on-one demo then click the link below and connect with us on our website bye for now