CRM Automation Unleashed: 9 Real Scenarios for Success!
Ever come across the chant, "Robots are taking over the world!"?
Familiar, right? But here's the thing – that's far from reality.
Robots, AI, and automation? They're not on a mission for world domination, and guess what? They're not even swiping our jobs.
Automation? It's more of a partner in crime, not a disruptor.
It's the support we need to lighten the load, not make it heavier.
And when we talk about businesses, automation is no small player. In fact, business process automation (BPA) is like a heavyweight champion in the business realm!
Here's a stat bomb: The real estate industry is becoming more technology-intensive rather than labour-intensive, opening up a $100 billion opportunity for innovators.
Why, you ask? Because companies have cracked the code – they've seen the gold in automating their business processes.
Check this out: companies that ride the automation wave –
But here's the twist. Around 42% of businesses? They're sort of clueless about automation.
And here's the kicker – the teams facing the customers (think sales, marketing, and service)? They're not fully onboard the automation train, and trust me, that's where the magic really happens.
Those are the spots where automation knocks on opportunity's door!
This is especially true for real estate management companies where they have to deal with a number of clients at different stages of the customer journey. It becomes all the more important for management companies that deal with huge volumes of data on a daily basis.
Yes, the idea of automation is nice, but where do they begin?
In this article, we will discuss the importance of CRM automation and how you can improve your real estate sales and cut costs with PropFlo - An Intelligent Customer Lifecycle Management Software built for real estate developers and management companies.
Let's dive into a few instances of CRM automation tailored for real estate sales, marketing, and customer service teams.
These examples span from fundamental automation to more advanced approaches, offering insights for each department's enhancement.
Sales Automation Scenarios
Basic Automation: Prioritising Key Leads
This is a pretty common question - which leads should sales reps zero in on first?
The solution? Automate it!
By establishing a service level agreement (SLA) that funnels leads aligning with your ideal customer profile (ICP) to the earliest available sales representative, you efficiently prioritise leads that closely match your ICP.
This accelerates responsiveness and engagement.
Intermediate Automation: Engaging Inactive Customers
How do you know if a customer has stopped their real estate newsletter subscription that they were on?
In most cases, your sales team will find out only after customers have cancelled their subscription. But that can be easily changed with automation!
By being proactive and reaching out to your real estate clients when you see that they have stopped engaging with your emails, you can handle whatever the issue is upfront - and before it’s too late.
Whether it’s a problem in the sales process, or unsatisfactory customer service, create an automated process that notifies key managers in your company when customer engagement levels fall below your standard benchmark.
Advanced Automation: Proactive Subscription Renewal
Typically, customers only pay attention to subscription renewals when they receive the annual email.
However, with automation, you can transform this.
Craft automated emails to be dispatched four weeks ahead of renewal dates. Engage customers with inquiries about their well-being, provide assistance, and offer renewal details.
This subtle "check in" demonstrates that your company is customer-centric and strengthens customer relationships.
Nip any and all problems in the bud to keep your customers engaged!
Marketing Automation Scenarios
Basic Automation: Greeting New Sign-ups
Did you know that the best time to communicate with prospects or clients is to say “hello” immediately after they sign up? In fact, welcome emails are very good at conversions and generate up to 3X more revenue!
Sure, you can simply drop a “hello” in their box with an attractive CTA. Or, you can automate the entire process.
Using Propflo’s intelligent features, you can create an AI-generated mail with a simple prompt once a contact is added to its database. In the email, you can thank them for signing up, and even offer discounts or invite them to an upcoming event.
Seeing as you have complete access and capability to communicate with your customers, use automation wisely to streamline your communication processes.
Intermediate Automation: Sharing Warm Leads with Sales Teams
Sales and marketing teams are more synchronised in real estate companies than ever before. One way to further improve their synergy is to automatically pass on hot leads to the sales team once they are ready to buy.
You can use lead scoring features in your CRM to make sure that the sales team is also involved in the process, so both teams can agree on what a “hot lead” is.
Then, once a buyer fulfils a certain condition (i.e lead score 70+ or pricing page and product page visit), the lead can be automatically assigned to one of your sales representatives to follow up with.
Automating tasks like these will help increase your teams’ productivity and efficiency.
Advanced Automation: Tailoring Personalised Customer Marketing Campaigns
Customers seek personalization. In fact, they would even pay more for it!
So, why not give them what they want with automation?
Here’s a way you can combine your marketing, and sales efforts with automation.
We will use PropFlo - ICLM as an example here. As you may very well know, real estate leads are precious. Considering the time it takes for a customer to complete their journey, it becomes all the more important to nurture potential leads so that they can convert.
Using Propflo, you can easily sort out different leads based on different criteria. For instance, the leads you got from facebook are not as active as the ones you got from LinkedIn, which is why your marketing department has decided to create an email marketing campaign targeting inactive users.
Now you can filter out the leads that show this behaviour and you can set up an easy email marketing campaign that is triggered based on certain actions of these leads. For instance, each time they visit your product page that they are not subscribed to, an automated mail will be sent to them.
What’s more, if you are using PropFlo, you can create all kinds of mails for your marketing campaigns based on a few prompts. PropFlo’s advanced AI integration will help create these mails in seconds so your marketing team can focus on their overall strategy rather than waste time writing mails.
Customer Service Automation Scenarios
Basic Automation: Let customers know that you are paying attention.
According to a report from SuperOffice, 90% of companies do not inform the customer that their problem or email has been received.
If a customer is trying to reach you to raise a concern but is not able to get in touch with your service department, chances are that they will reach out through another channel.
And then another, and another, until you call them and speak to them directly. (sound familiar?). It’s costly for both your business and the customer in terms of time and effort.
Now, if you put yourselves in the shoes of your customer, what do you do when you get an instantaneous response from a company that your problem is being resolved? You’d probably wait, right?
Our advice: automate this email! As soon as you receive a complaint or concern, tell your customers that you are working on it. It’s that simple.
Intermediate Automation: Anything else I can help you with?
Every now and then, you’ll get a query from a customer that you will try to solve, but are not sure if you succeeded. You’ll respond and hope that they are satisfied with the resolution.
But what if you could automate a follow-up email to see if they need more help?
You can send an email to find out:
It’s a simple process but it has a huge impact on the customer and in turn your business.
Advanced automation: Low NPS ratings
NPS helps you understand what your customers think of your service, or brand.
It’s an easy rating system employed by thousands of companies to understand the levels of satisfaction of their customers about their products and services.
However, there will be times when a particular customer is dissatisfied with your service and rates you with a low score.
If you are quick to respond and listen to their concerns, they are much more likely to give you a better score in the future. You can easily deal with customers like these through automation.
Create an automated process for every time a customer gives you a bad score. Now, you and your teams get to decide what the benchmark is going to be, but we recommend sending out an email to clients that leave an NPS of 7 or lower.
Send out an email to suggest a call with the customer to discuss their experience, expectations and suggestions. Not only is it an amazing way to get in touch with your customers - it’s a great way to improve customer experience.
Conclusion
Automation of business processes is a very simple concept - to eliminate manual and repetitive tasks.
This way your sales and marketing teams will have more time to pursue and nurture leads.
With PropFlo’s intuitive automation features:
Ultimately, PropFlo’s automation will allow your real estate business to focus on what truly matters - building a customer-centric business. And that’s the core of what PropFlo does.
Our Intelligent Customer Lifecycle Management platform lets you put your customers at the centre of your real estate business.
If you are a real estate company looking to use an intelligent system specially designed for real estate, schedule a free demo with us and we will get back to you.
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FAQs:
1.What is an example of CRM automation?
By using a CRM like Nutshell, you can automate this task. You may make forms with Nutshell that you can integrate into your website. Nutshell automatically gathers and maintains the lead information each time a site visitor signs up as a lead so that your sales staff can quickly access it.
2.What is CRM email automation?
To organise, automate, and synchronise sales and marketing processes, CRM software is used. CRM email marketing combines email marketing with customer relationship management software. This enables direct engagement with customers and potential customers and improves personalisation.
3.Why do we need CRM automation?
A centralised database is typically offered by CRM automation solutions to store client data such as names, contact information, social media profiles, and employers. With the help of this feature, you can rapidly access client information, reply to inquiries, and make sure your team is on the same page.
4.What are email automation tools?
Finding your audience and engaging your consumers are made easier by email automation. Automations run in the background as you attend to other important duties, unlike manual campaigns. You can use automation to send personalized emails to each individual, from first-time visitors to loyal customers.