How to Master Your CRM-with Dan Corkill- EP 124

During this episode of the Lab Coat Agents Podcast, host Jeff Pfitzer talks to Dan Corkill, founder of Follow Up Boss, one of the biggest and best CRMs in the market; It is a self-funded, profitable company launched in April of 2011. The company is fully remote with a primarily US-based team. You don’t want to miss out on learning the best practices in CRM! Episode Highlights:  Dan shares his life journey and talks about what led him to launch his venture – Follow Up Boss. Initially, when Dan launched Follow Up Boss, they spent the first 6 months building the software’s foundation.  Many people are paying for CRM tools but not utilizing it to their full potential. Follow Up Boss leverages things for realtors. The platform is not just meant for scaling business but also to deliver a first-class client experience.  Why does someone need a CRM? How often do customers use the same agent on their next transaction? You want to build relationships with people as a real estate agent and continually evaluate how to reach more people with those relationships. “With very little money, you can create a database, build relations, use email marketing, create videos, and much more,” says Dan. Jeff talks about a game-changer quote, “Own Attention and Own The Market.” “50% of the sales go to the first person who contacts them” says Jeff. An agent who makes at least 6 follow-ups increases their chances to close the deal to >90%+. This is not possible without a proper system or process in place. Jeff reads two more stats, “91% of clients say they would give a referral, but only 11% of real-estate agents ask for a referral.” “Each year, real-estate agents lose 14% of their customers.”   The features of Follow Up Boss are effective and easy to use. Dan explains what data is required to start the process. What does it mean to bring value to your customer and keep the focus on service to them? Jeff recommends realtors to “Put yourself in the shoes of your buyers over the years, and create videos addressing the FAQs.” The Follow Up Boss CRM can generate leads from anywhere and the company has a dedicated team that helps users to set up. Follow Up Boss has an app for both android and iPhone users.  Dan shares a wonderful piece of advice with listeners about how to best generate leads and reach out to maximum people.    3 Key Points: Dan guides listeners about how to use technology to their advantage. Dan reveals the 3 biggest reasons why a person needs CRM (Customer Relationship Management). Jeff curiously asks Dan, “What makes Follow Up Boss unique?”;“Why are the big boys using it?” Resources Mentioned:  Lab Coat Agents  | Website | Facebook | Facebook Group | Twitter | Instagram  Jeff Pfitzer   | Instagram | LinkedIn | Twitter Dan Corkill   [email protected] |  LinkedIn Follow Up Boss  Street Text (Sponsor)