Maintaining and Keeping My Podio CRM System Clean

Software for managing customer relationships (CRM) is where you store all of your contact and prospect information. Podio CRM real estate is the only reliable source you have for increasing customer satisfaction and prospect conversions. However, a disorganized database with problems with data integrity can cause more harm than good, which defeats the point of having a CRM data manager in the first place. Here, we go over the best practices for keeping your CRM database organized so you can get the most out of the program you select.

What is CRM Data management?

The act of arranging your customer and prospect data to strengthen your relationships with customers is known as customer relationship management, or CRM system, this could also be known as a Data Management System. Data management and customer relationship management, or CRM, are crucial aspects of any company that should never be overlooked. A solid CRM data management system may greatly enhance your interaction with potential clients and assist you in moving them down your sales funnel.

What is the Podio CRM real estate?

A cloud collaboration tool called Podio seeks to organize the majority of your company’s operations for all your real estate requirements. The one thing that distinguishes Podio is the way they approach collaboration. To guarantee that it is the proper match for any organization, the software aims to be as flexible as possible.

An Organization is divided into the following three tiers:

  • Workspaces.
  • Apps.
  • Items.

Gaining a thorough understanding of how Podio might benefit your company requires having a solid understanding of each of these concepts and how they operate. We will get into what each of these does and how they are connected. In the conclusion, you ought to comprehend Podio well enough to start using it in your company.

How to use the Podio CRM real estate system?

As a tool for collaboration, automation of workflows, and customer relationship management in real estate, Podio CRM real estate can be used very effectively. Podio collaborates & integrates with third party real estate company’s very seamlessly

One of the main advantages I see in adopting Podio over many other real estate CRMs is that it is highly customizable, very flexible & one can start using very almost zero to very little programming knowledge.

Podio already provides templates and apps for property managers, investors, brokers, and real estate agents.

podio crm real estate

How to maintain CRM Data?

For a firm to develop and succeed, regular CRM upkeep and cleansing are essential. This approach must be adopted by everyone in your organization.

Your sales and marketing teams will receive accurate and useful information from a well-maintained customer relationship management system. Your sales team will focus their time and energy on having more effective conversations with qualified leads. Your marketing team will have a better understanding of where to focus their efforts to engage and draw in qualified leads.

In a nutshell, well-maintained and consistent CRM practices will enhance customer satisfaction and financial performance for your business.

Here is the list to consider when you maintain your CRM Data

  • When importing contact lists, just import the necessary data.
  • Before importing contact lists, confirm that all data is in the appropriate format.
  • To prevent incomplete contact records, determine the crucial data fields.
  • Add email and phone field validation to forms.
  • Consistently look for duplications
  • Eliminate inactive contacts
  • Monitor lead source

You may be unsure of what a data hygiene check is or how to conduct one.

podio crm real estate

What is CRM Data Hygiene?

There is an easy solution. A frequent examination of your CRM and the data included therein is known as a “data hygiene check” to make sure the data is accurate and up to date.

This could involve removing inaccurate data, getting rid of duplicate records, enriching contacts with more clean data, or fixing errors already present in the data.

What is CRM data cleansing for?

By deleting inaccurate data, CRM data cleansing raises the data quality of your CRM database. It guarantees the accuracy of all contact information, allowing you to tailor and improve your marketing initiatives.

Since marketing strategies are data-driven, enhancing the quality of your database will boost the effectiveness of your marketing initiatives. Clean CRM data will enable your marketing teams to concentrate on engaging with the appropriate leads rather than wasting time creating emails that will bounce back or misaddress potential clients.

How to clean CRM Data?

Here is the list to consider to keep your CRM data clean.

1. Before you tidy up, analyze your data.

Before you begin to clean up your data, you must first assess its general condition. Verify its relevance and correctness. Decide which data should be kept and which can be discarded. Although human mistake is frequently to blame for inaccurate data, there are other occasions you should be aware of. Remove contacts who have hard-bounced or who have unsubscribed, look for duplicates, and filter contacts who have not visited your site recently.

2. Clean your data

Data cleaning can take many different forms, just like inaccurate data. Let’s examine a few instances, including deleting and filtering contacts as well as duplicating data.

podio crm real estate

Delete or Archive Inactive Contacts

Make a list of any contacts that are no longer active, and then delete or archive them from your database.

Locate and eliminate duplicates

Perhaps the most important duty is duplicate removal. The solution is to purge your present CRM, and then stop duplicate data from entering your system in the first place.

When you create identical copies of a record in your database, duplicates are produced. This could be two different listings for the same company, yet each entry’s data contains factual mistakes. Manually locating, managing, and merging these duplicates might take a lot of time.

Organize contacts

Dates on sites, such as the most recent conversion date, the latest open date for a marketing email, or the last reply date, are markers of contact engagement. If a contact hasn’t recently committed, you can remove them all at once depending on the date they were most recently engaged.

3. Make data consistent

As was already established, human error is the cause of a lot of inaccurate data. There will be different iterations of your data in your CRM system if an organization doesn’t have any rules or regulations to regulate how the data is entered into the system. Data standardization sometimes referred to as establishing a regulated, structured, and uniform environment for data entry into your CRM, is the answer.

Setting property fields that will show up when contacts or corporations are created manually is one way to standardize this. When adding fresh information to your CRM, could assist in producing accurate data. This tactic can also be used by adding crucial fields to your forms that your team will value when contacts are made as a result of form submissions.

You can make a list of contacts to compare against any important fields for which a contract would no longer be useful to ensure the consistency of all your data.

4. Completing blanks in data

CRMs contain a variety of data markers. These landmarks serve as a road map to fill in the blanks. For instance, if is the email format used by a specific organization in 100% of its correspondence, you can probably fill in any gaps for additional connections with confidence. If a website is absent from the account record but you have contact email domains, that can also be put in.

5. Carry out data validation

By validating the data, you can be sure that your CRM is using clean, accurate data. It is crucial to regularly validate your data using the rules, restrictions, and procedures that you have already established. This guarantees that the data in your system is accurate and helpful.

6. Establish guidelines

You must maintain a clean database that discourages duplication and encourages standardization if you want to periodically clean and sanitize data. To do this, you may, for instance, create a CRM policy that only allows sales representatives to access information.

Data cleaning is the process of improving the trustworthiness of a data set without necessarily removing data. It does not involve deleting information to make room for new data. Only correct and credible information can be expanded upon.

7. Make use of a unified platform

Sources for data analysis can be located in places other than the CRM. This might be in basic daily notes or spreadsheets. The secret is to organize everything, assess it, and input it into the CRM so that it can be used by all divisions, including marketing and sales.

If your technology is integrated, every time a lead or client contacts you, data is generated and stored in a single location. All of that data, including emails and recorded phone calls, is synchronized in one location and is accessible for worldwide analysis.

Relevantly, gathering all the data and viewing everything about a consumer enables you to comprehend where they are in the buying process and how to improve lead generation that results in a sale.

How to overcome common Mistakes most CRM Users make

In the era of the consumer, the foundation of any business is the relationship it has with its clients. The customer experience strategy of a small organization is built on customer relationship management, or “CRM.” It acts as the cornerstone for attracting, assisting, and generating recurring business. Small businesses may now communicate with their customers in ways that weren’t before conceivable thanks to CRM technology.

A CRM solution is just as good as how it is used, and for new CRM initiatives, there may be difficulties along the road. Here are some tips on how to stay away from them.

  • To start with keeping the CRM system simple
  • Do not try and put too many features, even though they may look very fancy
  • Focus on the important features you require
  • Build on features as you grow your business
  • Regiment Input of Data, Follow a strict process
  • This is specific for Podio CRM real estate systems, when uploading an excel sheet make sure the sheet is clean and error-free. No blanks rows, or Blank cells
  • Periodic Clean-up the of Database
  • Periodical revisit and maintenance automation
  • Archiving Old Records
  • Try and stick to one consultant who understands your system, too many cooks spoil the broth.

Final Words

You can accomplish a lot more with CRM technology while using less money and time. You can keep in touch with your clients and potential clients on a much more intimate level. All of that, however, is dependent on communication automation, etc. Your “personalized” communications will reach the wrong individuals, inform them of the incorrect things, and ultimately damage your company’s reputation if the data you have in your database is not clean and reliable. It’s crucial that you take the essential actions for data cleansing for CRM. If you don’t, it could start a chain reaction of unavoidable circumstances that you can’t stop. Use the advice above to guide your firm in making data integrity and CRM database cleansing a key concern.


Frequently Asked Questions about Podio CRM real estate System

What three features are present in the majority of CRM real estate packages?

To simplify company procedures, increase operational efficiencies, and maintain an edge over their rivals, realtors must fully make use of the following features:

Automated sales process:

The real estate sales team’s job is made simpler and more efficient by the CRM, which allows them to automate the sales pipeline. The CRM’s end-to-end sales automation features assist sales representatives with everything from lead nurturing to deal closure. Automating repetitive procedures, it frees up the sales teams to concentrate on the more important revenue-generating tasks.

Stock Management:

Huge amounts of inventory are handled every day by businesses in the real estate industry. Real estate developers could fast experience pain if they try to handle it manually. The answer is to use specialized digital inventory management software, like CRM. It can be used by realtors to remotely manage a sizable number of residences, floors, buildings, and even complexes. To keep an eye on the Real Estate inventory, they no longer need to be present physically.

Integration of Cloud Telephony:

With the use of cloud telephony technology coupled with CRM, real estate developers may offer their leads and clients an Omni channel interface. A real estate company must have integrated call center functions in order to provide a smooth communication channel that aids in the deal collection, nurturing, and closing.

Can you use Podio as a CRM?

Yes, you can make use of Podio CRM real estate tool. As Podio is the best solution for real estate investors. Hundreds of real estate brokers, agents, and realtors utilize Podio as their CRM software to organize and streamline their daily operations. Podio CRM in real estate equips your staff with all the knowledge they require to locate and market the ideal homes for your clients both online and on mobile devices.

What is the best CRM for new real estate agents?

Podio is one of the simplest CRMs to use right out of the box, Podio is a great option for single agents or small teams. Most of the time, you can set up Podio in an hour or two and begin using it the same day to contact clients or set up automated messaging.

What is a CRM system in real estate?

A customer relationship management (CRM) system that assists in managing all conversations with leads and clients is known as a real estate CRM. CRM systems increasingly affect the effectiveness of real estate agents’ brokerages and their day-to-day work every year.

How expensive is Podio for a CRM System in real estate?

Podio can be used as a tool for collaboration, process automation, and customer relationship management in real estate. It has a very attractive price point. The premium podio upgrade is for just 24$ per employee per month. One of the main advantages I see in adopting Podio over many other real estate CRMs is that it is highly customizable, very flexible & one can start using very almost zero to very little programming knowledge.

What is Podio in real estate?

A highly customized client relationship management system is just one aspect of Podio (CRM). You may customize this cloud collaboration tool to fit your own business demands and procedures. It has a file-sharing feature, task management functionality, and API (s). Here are some features of the Podio CRM real estate system:

  • Pipeline automation for sales
  • Budget monitoring
  • Creating workflows using “if this, then that” logic (e.g., if an update is made, create a task for person X)
  • Web forms that you might distribute to a real estate assistant, for instance, so that he could enter incoming seller or buyer leads that would then be added to your Podio CRM.

Sharing a Podio project with a client Podio offers a variety of applications, extensions, and third-party software connectors that you may use to further automate and customize your real estate business.

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