Short podcast/transcript excerpt (Real Estate Team OS, episode 37) where Greg Harrelson advises that a CRM should be used primarily as a lead identification and prioritization system rather than a long automated conversion workflow. Core recommendations: get contacts into the CRM, identify engagement to build a priority call list, and focus daily on calling new contacts and engaged past contacts.
Your CRM isn't a lead conversion system. It's a lead identification and prioritization system.
What people are doing now is they're saying, I'm going to put it all in the CRM, kick off this five year workflow and think that that's going to convert them, set off that workflow. I believe in that. But that's, that's not core. That's an enhancement to a great core, which is get them in our CRM. Identify engagement. That really identifies your priority list of who you need to spend time with because it identifies your low hanging fru and go talk to them. If you just did those two things right there every single day, call new people and call the old people that are engaging, you will out produce yourself and you could get rid of all this other stuff and complicating your life.
Greg Harrelson breaks down the fundamentals behind his highly successful Team ridge on episode 37 of Real Estate Team OS.
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