Ready To Throw Your Broker CRM Out The Window? Read This First…

by | Mar 19, 2024

Edition #1

I’m sure you’d agree that managing client relationships efficiently isn’t just an advantage; it’s essential as a broker. After all, we are in a relationship building business before anything else.

But, having a robust CRM doesn’t immediately solve this problem for brokers (sorry to break it to you!) In fact, some of the challenges we hear about a lot from brokers come down to the fact that they are just not using their CRM in the best possible way, and things are getting messy.

[At Auctus Coaching, we love Salestrekker CRM, but these insights and tips apply to whatever system you’re using.]

Here are Some Common CRM Challenges (And How to Overcome Them)

1. “I’m Overwhelmed With Tasks That My Team Could Be Handling”

Fix: The power of delegation through CRM. Equip your team with CRM training that enables them to take over tasks efficiently. This isn’t just about teaching them to use the software—it’s about integrating the CRM into your business processes so that your team can handle more, freeing you to focus on growth.

2. “Integrating My CRM Feels Like Rocket Science”

Fix: Simplify CRM integration. Start with the essentials: Ensure your CRM integrates seamlessly with your email and calendar booking systems to automate scheduling and communication. Use built-in templates and workflows to automate repetitive tasks, making your operations smoother and more efficient.

3. “I’m Not Making the Most of My CRM Data”

Fix: Unlock the potential of CRM data. Dive into the analytics and reporting features of your CRM to gain insights into client behaviour, conversion rates, and team performance. Use this data to refine your strategies, personalise client interactions, and improve decision-making.

How to Elevate Your CRM Game

Understanding the potential of your CRM and putting it into action can seem daunting. That’s where Auctus Coaching steps in. Beyond advice, we offer hands-on support for CRM integration, ensuring your system is optimised to meet the unique needs of your brokerage. In other words, we don’t just tell you how to do something or throw some theory at you – we actually come in and do it for you so your business is set up in the best possible way.

We’ve seen first-hand for all of our clients, how a well-implemented CRM system can revolutionise a mortgage broker’s everyday business – transforming challenges into opportunities for growth and client satisfaction.

And the best part is that once your CRM and workflows are in great shape, your time can be better used getting back to building those relationships and actually growing your business. And that’s exciting!

If you’re sick of struggling with the workflows and your CRM alone and want our support in implementing robust processes, book a time or DM me ‘Growth’ to get started. I can’t wait to support you on your broker growth journey!

Christian Paterson, Auctus Coaching

Christian Paterson

Director, Head Coach

I love nothing more than helping hardworking brokers to work smarter and enjoy their business while growing an incredibly profitable and efficient operation.