How much time and money Carissa saved by just having the right systems

Implementing a CRM system is profitable to both little scale and huge scale business wanders. In the event that you need to discover what are the advantages of using the right CRM for your business, then read further to know the key points.




"That's ENOUGH, I can't take it anymore!!" Carissa screamed inside as sheer exhaustion took over! The team was closing over 400 units with 100 listings, and on top of that, they lost key team members. She found herself working 80 hours a week with no end in sight.

Carissa Vowels from The Haro Group of Keller Williams, who closed 412 units last year and targeted to do 650 this year, performed a miraculous turn around to gain her sanity and went from working 80 hours a week to 40 while saving the team an additional 20 hours a week and $50,000 a year by having the right SYSTEMS in place! How much time and money can YOU save by having the right systems.

Here are the Top 5 system features that helped Carissa and her team to save both time and money:

1. Action Plan
Creating an action plan helps you maintain your focus. Without an action plan, you may engage in a lot of      activity without accomplishing anything towards your goal, or you may not take any action at all because you don't know where to begin. Your action plan helps ensure that your actions and decisions are oriented toward accomplishing your goals.


2. Assign Tasks to Multiple Roles
When managing employee tasks it will be important to ensure that the work is actually being done. Carissa's Team is constantly growing, and it's very important for her to effectively assign tasks to multiple roles.


3. Assign tasks based on the role, not the person
Productivity is enhanced when the responsibilities assigned closely align with the team member's strengths. For instance, record-keeping jobs may align best with the team member assigned with all tasks related to accounting. Boosted productivity only arises when all members agree with the responsibilities assigned to them.


4. Manage all different moving parts of the team, their activities and productivity and do that automatically
All companies want to improve employee productivity, but how time & money efficient would it be to automate the delegation of tasks and see their activity & productivity? Having the right system, Carissa was able to save $50,000 a year and was able to cut her workload by 50%.


5. Tracking the processes and status of a client
No matter how great your products or services are, your business will inevitably fail without an efficient sales process in place. Be it efficiency in terms of customer service, lead tracking and management, or communications with the various departments involved in the sales process, risks can be mitigated when the right tools are utilized. In order to achieve this, your sales team needs to have a 360 degree view of each buyer’s needs and history which will help your sales reps derive crucial insights to better manage their customer relationships. This is where a Customer Relationship Management (CRM) system comes into play.


Just like Carissa, you too can make one of the best decisions of your life by choosing the right system that can automate your business to give you the Freedom to focus your time and efforts in the right places… and ultimately making more money to grow your business!

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