Changing CRMs?​ 5 Things You Need to Consider When Moving From One CRM to Another

Are you considering switching CRMs?

Making the change can be a daunting task, but having the right Real Estate CRM is essential to thrive in today’s fast paced industry. When you use technology that holds you and your business back, you risk losing clients, prospects, and team members due to inefficiency and frustration.

You’ll be able to cut through the information overload as our industry experts discuss the key factors you need to consider when changing CRMs; allowing you to supercharge your agencies efficiencies, marketing efforts, so you can spend more time growing your business.

Presenters Trevor Bragg, Sales Team Lead at Eagle Software, and Ally Jacobs, Sales Team Lead at VaultRE, will take you through:

• How to scope and evaluate CRM options for your agency
• Five key considerations you need to be aware of
• How you can ensure a smooth transition process from one CRM to another
• Common mistakes to avoid when changing CRM​