Maximizing Agent Success with an Up-to-Date and Complete Database

A robust CRM application provides structure and direction to your marketing efforts, ensuring they are strategic rather than random.

 
 

Customer Relationship Management (CRM) software is essential for managing contacts, tracking interactions, and maintaining effective communication with clients and leads. A robust CRM application provides structure and direction to your marketing efforts, ensuring they are strategic rather than random. By managing your Sphere of Influence (SOI) efficiently, you unlock valuable opportunities and address queries with precision.

Why CRM Applications Are Crucial

A CRM application is indispensable for organizing your contacts and tracking interactions. It brings order to your phone calls, texts, and marketing campaigns, ensuring every effort is purposeful. This organization is crucial because random interactions often yield unpredictable results.

Integrating a CRM application into your business growth strategy is key. It centralizes your SOI database, allowing you to categorize contacts, track engagement, and tailor your marketing efforts. This sophisticated approach optimizes your interactions, enhancing your ability to connect with the right people at the right time.

The Power of Regular Engagement

Consistent outreach is essential for maintaining strong relationships with your SOI. A CRM application amplifies this by ensuring your efforts are both strategic and effective. Regular engagement with your SOI through calls, texts, or emails is vital, but it’s the CRM that helps you manage and track these interactions.

Simplifying the Process

Many agents recognize the need for a CRM but struggle with implementation and maintenance. Imagine having your entire SOI consolidated into one user-friendly platform. This is achieved by uploading your contact lists from emails, social media, phones, and other CRMs. We help streamline this process by removing duplicates and merging contacts, providing a clean and organized list for your marketing campaigns.

Incorporating Calls into Your Routine

Finding time for consistent SOI outreach can be challenging. To make it easier, integrate calls into your existing routines. For example, make calls while driving your kids to school or during your daily walk. This approach helps you stay on track without disrupting your schedule.

Daily calls, texts, or emails to five or more SOI contacts can be highly effective. This strategy costs nothing but yields significant results. Your established marketing efforts have already positioned you as a real estate expert, so even casual conversations might lead to business opportunities.

The Role of Professional Support

We coach real estate agents and help them plan, budget, and consistently execute multi-channel marketing campaigns. Managing a CRM and client appreciation programs can be complex, but professional support can make a difference. We specialize in helping real estate agents plan, budget, and execute multi-channel marketing campaigns.


A complete and accurate database is the essential foundation for successful marketing strategies and business growth.


We provide high-impact marketing solutions for real estate agents and small businesses, specializing in social media, listing marketing, retargeting, direct mail, and email campaigns. Here are the details of our program:

Shad Rockstad

Shad Rockstad brings over 25 years of leadership in business development, marketing, recruiting, and customer service to his clients. Beyond his years of coaching real estate professionals and business owners, he has held executive roles in printing and manufacturing firms, and founded, built, and sold retail and transportation services companies.

Shad and his team enjoy helping clients distinguish themselves from their competition by establishing success-driven routines and habits, and by applying proven business and marketing fundamentals. It is most fulfilling when clients achieve their personal and business growth objectives, from small day-to-day wins to major lifetime dreams.

https://www.americasbestcoaching.com/
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SOI Meaning: Harnessing the Power of Your Sphere of Influence