Lecture on Lofty CRM System

Introduction

• Previous CRM System: Chime
• Current CRM System: Lofty
• Platform: Real Broker
• Purpose of Video: Review of Lofty and answer questions.
• CRM Guy: Listing specialist, heavy user of Lofty.
• Audience: Anyone considering a new CRM, joining Real Broker, or looking to optimize Lofty.
• Benefit: Significant discount on Lofty with Real Broker.

Key Points on CRM Systems

• Utilization: Properly use CRM systems to their full potential.
• Ownership: In many brokerages, the company owns the CRM, leading to loss of data when switching firms.
• Customization: Key to set up and familiarize with system operations before diving into advanced features.
• Research: Importance of tutorial videos, hands-on training on using the CRM effectively.
• Cost: Typically $500/month, but $40/month with Real Broker.

Best Practices for Using Lofty

• Educate Yourself: Invest initial time to understand and set up the CRM properly.
• Organization: Categorize contacts correctly, crucial for smooth operations.
• Personalization: Craft personalized communications using Lofty’s tools.
• Smart Plans: Use to automate follow-ups, keep top of mind with clients.
• AI Assistance: Utilize AI for automated and intelligent client interaction.
• Avoid Data Loss: Be aware of the repercussions of switching firms on your data.

Advanced Features of Lofty

Marketing Integration

• Tools & Subscriptions: Streamline multiple tools into one (e.g., BomBomb, YouTube).
• Follow-Up: Schedule follow-ups ahead of time for efficiency.

Categorization Tactics

• Segments: Create specific segments such as for sale by owners (FSBO), residential FSBO, manufactured homes FSBO, etc.

Automated Outreach

• Mass Texting: Send personalized mass texts to clients, prompting engagements.
• Smart Plans: Setup automated marketing plans for different categories of leads.
• Dialer: Includes dialer functionality for phone outreach.

Importing & Using Data

• Email Lists: Importance of growing and using an email list as an evergreen asset.
• Input Routine: Immediately input any new contacts into the CRM and set appropriate plans.
• Property Watch: Real-time notifications keep the agent involved and top of mind.

AI Functionality

• Creation of Material: Helps in drafting emails, texts promptly.
• Analytics: Tracks client activity on websites and CRM.
• Automated Outreach: AI Assistant engages leads with prequalified interaction.

Strategic Tips

• Prospecting: Consistent, non-annoying follow-up is key (10 interactions on average for conversion).
• Custom Smart Plans: Tailored plans based on business needs and client interactions.
• Team Coordination: Useful for teams to keep track of leads and responsibilities.

Final Thoughts

• Feedback Interactions: Importance of continuous learning and feedback on tool usage.
• Community Engagement: Encouragement to engage with the community and share experiences.

Call to Action

• Engage: Leave comments, subscribe, hit thumbs up, and interact with the community for more insights.