Why Top Producer® X CRM & Market Snapshot® under one roof is a match made in heaven

July 9, 2020

2-minute read

---

George Kimble has been in the real estate industry for over 23 years and has been using Top Producer® products for over 17, so we were really excited to sit down with him and get his thoughts on our next-gen CRM. When I asked him to sum up his experience so far with Top Producer® X CRM, he said 2 words: 

“X is faster & easier

From the ability to search by phone number on your phone, to the quick-access wheel that allows you to add a note or send an email or text without having to open a client’s record, George really likes the simplified design of Top Producer® X CRM.  

But when George really got excited was when he talked about the integration with Market Snapshot® reports. Here’s more on how he and his wife plan to use it to educate buyers and help them find their dream home. 

 Market Snapshot® & Top Producer® X CRM now under the same roof 

George has been using Market Snapshot® for over 10 years but admittedly found it cumbersome and time-consuming to send reports. But now that he can manage the reports from within Top Producer® X CRM—from sending and stopping reports to viewing the intel—they’ll be using it a lot more. 

“The easier something is to use, the more it’ll be used. And because we can now completely manage Market Snapshot® from within Top Producer® X CRM, we are going to be sending a lot more snapshots.”

 Effortlessly educate your buyers

George knows the value in sending Market Snapshot® reports to his clients: 

 “We use Market Snapshot® for educational purposes. The reports help us educate people effortlessly, and it doesn’t take any time for us to do so.” 

To demonstrate, he gave me this example: 

“People want a 3-bedroom house in Belmont for $60K. I know this doesn’t exist, but they don’t, so I send them a Market Snapshot® report. When they see that 2 bedrooms in that area are going for $120k and they realize they can’t afford it, they re-evaluate the home they are looking for and look for other homes within their price range.”

The beauty of that process? All George had to do was spend 5 minutes setting up the report. 

 Pro tip: George uses the MLS-powered Property Insights feature in Top Producer® X CRM not only to keep track of the properties he shows buyers, but also to educate them too. 

“The status of the property automatically updates in my client records. So when Bob asks to see the property I told him about 2 weeks ago, I just bring up his record to see that it’s changed from Active to Contingent. I then tell Bob we may need to act quicker next time.

I also use Property Insights when I get a new lead to see if the home is still active and get the MLS number. This allows me to respond quicker to my new clients.” 

To close, we’d like to thank George not only for taking time out of his busy schedule to share some great tips, but also for his loyalty all these years. We wish him continued success and are honored to be part of his process. 

 

Inspired by George’s tips? Log in to Top Producer® CRM now and check it out!

Not a current Top Producer® CRM or Market Snapshot® customer? Request a demo or call 1-855-534-5534.

Top Producer® Systems has been a leading real estate CRM provider since 1982. Tens of thousands of agents and brokers use Top Producer® real estate software to help them manage leads and contacts, stay organized, and follow up with home buyers, sellers and owners. Learn more at topproducer.com.

Previous Article
Live: New user session - setup for success
Live: New user session - setup for success

New to Top Producer®? We'll walk you through the super-quick setup and show you best practices to set you u...

Next Article
Live: 4 ways to get ROI from your CRM
Live: 4 ways to get ROI from your CRM

The average ROI on a CRM can be as high as $8.71 on the dollar, but it’s helpful to know what areas to focu...