Field Notes: Top 3 Ways to Manage Leads on the Go

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It’s all about prioritizing.

When your lead management efforts are prioritized effectively, and you have the right technology to fuel your strategy, you know exactly what needs to get done and when, and have the tools to handle it from the palm of your hand. the tools to get it done with a few clicks or a swipe. It’s literally all in the palm of your hand.Here are our top 3 strategies to prioritize lead management on the go.

Prioritize your follow up: be more responsive and win more business

It’s all about that speed to lead! Of course you know this,but when you’re on the go you don’t have time to sort through your database and see who needs to be contacted immediately. Not to mention digging up contact info and taking the time to reach out.

So how to keep your conversations going smoothly without dropping the ball? 

This is where a mobile CRM come in very handy. You want to be empowered to know which leads are the top priority, i.e. new leads registering on your real estate website, leads that are back on the site after a while of inactivity, or leads that have reached out with a question or responded to one of your communication efforts. With the right mobile technology, it’s simple to stay top of mind with your prospects and keep the conversation rolling. You can receive timely notifications so you know exactly when the iron is hot, and strike with the right method of communication.

For example, BoomTown’s mobile app has a “critical first hour” tab to let you know who needs your immediate attention. When you know who is fresh and ready to talk, and you are able to respond quickly, it exponentially increases your chance of connecting effectively, or re-engaging with leads who are eager for your assistance.

Once the first hour has passed on these leads, in the BoomTown app they are moved to a “Waiting on You” section. This makes it simple to scroll through the list when you’re out in the field, pull up the communication history on any lead, and take immediate action with the tap of the finger.

You can quickly call, text, or email leads based on the way they reached out to you, so you’re guaranteed to follow their preferred method of communication and deliver an amazing experience.

Prioritize your tasks: be more productive and make more connections

When you’re out in the field and on the go, to-do lists are often out the window and your work style shifts to “on the fly.” This is a recipe for things slipping through the cracks. Take advantage of scheduling features and reminders on your phone. If you know you need to make a call by noon, or send off paperwork by the end of the day, schedule reminders that alert you at a certain time, or when you’ve reached a specific location.

We know this can be a cumbersome part of being on the go, so the BoomTown app is designed with a To-Dos feature that allows you to schedule tasks and reminders, hit snooze, and mark as completed with a simple swipe. If you’re scrambling for more information, all lead names link to their unique and informative record so you can get up to speed in a snap.

Have some time to burn before a client arrives? Scroll through your past-due activities and play some catch up, or shift to your upcoming tasks and get ahead of the game! Having an effective mobile app puts the power in your hand (literally!).

If you don’t have the tech options you need, try to carve out time each evening to get your tasks noted in your phone so you can have access to any notes and to-dos when you’re out and about, and can start working through your list when you have a free moment. It might be worth including your daily and weekly goals and worksheets in a google doc on your phone too.

Prioritize your opportunities: know who to contact, when to reach out, and why

When you’re working on the go, prospecting efforts can seem impossible, and paying attention to triggered lead behavior on your website? Forget about it. When it comes to generating opportunities and knowing who to reach out to when you’re not at your desk, it’s crucial to have the right technology to keep you proactive. When you have access to a smart CRM on the go, it’s simple to stay on top of opportunities, know exactly who to contact, when to reach out, and why.

Predictive insights take the guesswork out of following up with your leads and nurturing potential opportunities. When these insights are available from your phone, you can take action whenever you have a moment, wherever you are. Look for technology that provides push notifications, or real-time alerts so you know immediately what’s happening with the most active leads on your website who are likely to initiate or re-engage in conversation. This makes it easy to respond quickly and stay in front of more people.

Free yourself from your desk and close more deals

When you have the right mobile solution, you’ll have the confidence to get more done and close more deals, wherever you are. Plus, with the best technology, all your actions are immediately logged and tracked in your main CRM so you have the most accurate information and the perfect picture of accountability.