There's a natural desire among us human being types (especially us self-employed creatures) to be as efficient as we can with our money and our time, and, apparently, the space in our purses or pockets. Thus, the evolution of the All-in-One printer/scanner/fax/copier/sandwich-maker, the smart phone data device and yes, the contact management system.
But is an all-in-one solution always the best solution? Not always; in fact, perhaps not usually!
Some salespeople still use two devices - one for business and one for personal use - and that's fine!
It’s the same with Contact Management. Most systems claim to provide a kitchen-sink level of features and services; from email management to newsletter creation to market snapshots to CMA's to contract preparation.
Impressive.
But, alas, I'm not impressed. All these extraneous features, in my experience, are clunky and imperfect. Yes, they will do newsletters, but, oh wait, the ability to track opens or include your fancy signature isn't available yet, but will be in the next upgrade "sometime next year!" Yes, it will create a CMA for you, but not in all markets and, no, that particular report isn't available, but will be in the next upgrade! Yada yada yada.
Here's the thing. We are professionals; therefore, it only makes sense that we choose to use the BEST systems, tools and programs to run our businesses. And it's highly unlikely that one system, tool or program can possibly be the BEST at everything you need a system, tool or program to do for you.
A contact management system is simply one tool to help you run your business, and it should its basic functions of managing your contacts and your contracts very well. If you can find a CMS that you are happy with in those two areas, you're golden.
But don't expect it to do everything else for you - does a surgeon have only one-size scalpel? Does your family doctor only prescribe one drug? Does your hairstylist only have one pair of scissors?
No, and as professional real estate agents we should search out and commit to having the best tools and systems, both to build our businesses with and to serve the clients we're honored to be hired by.
Next up: "But I Can't Afford a Contact Management System!"
Guest Author Jennifer Allan-Hagedorn has authored five books and multiple courses designed to teach agents her Sell with Soul philosophy that centers on four interrelated principles: Respect, Competence, Confidence, and Enthusiasm. Her books and resources can be found online at www.sellwithsoul.com.
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