Phone calls are the bread and butter of my brokerage, SVN-RICORE Investment Management: they fuel efficient prospecting and relationship building. When we switched to a new CRM, integrating our phone system with the new technology was high on our priority list. I’m the Office Manager and Executive Administrator for 10+ brokers, so it was my job to get everything up and running.
I recently shared some best practices on importing your data into a new CRM, but no matter how clean and organized your data is, it won’t matter if your brokers and staff don’t know how to use it.
We’ve all been there. It can be difficult to learn and adopt a new technology. To alleviate the growing pains, it often helps to provide a thorough training.
Below you’ll find out how we handled the new CRM training at SVN-RICORE Investment Management, Inc.
I’m the Office Manager and Executive Administrator for 10+ brokers at SVN-RICORE Investment Management, Inc., which recently decided to switch to a new CRM system. I’ve had years of experience as a Salesforce administrator, which was a big help when it came time to get the process started.