Functions of ARM
Connecting with and understanding your Agents will help you target your campaigns so you can build a great fan base, and ultimately generate more business.
Before you look at the specifics of your CRM – you must determine what information you, as a company, want to learn about your Agents: what information should be recorded; where; in what format; and by whom?
Agent CRM is important:
- To enable the implementation of a targeted sales and marketing strategy
- To track what your sales team are doing
- To enable quick reaction to sales visits in terms of follow up
- To enable your sales team to see temperature of Agent pre visit
- To record key information about your Agents
- To know your clients! And thereby be able to offer a more personalised experience.
It is vital that all members of the team play their part and use the information in the system, and contribute to it accurately. Information about Agents is recorded in two distinct areas in ResRequest:
- In the Sales Profile
- In CRM Events
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