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This is the time to make a switch for the better. You are now tired of your realtors using actual paper sheets, spreadsheets, Google Spreadsheets to track their business trends or the latest updates. Maybe they are still sending their emails through Gmail and Outlook. However, you understand that it is the right time now to secure a domain name that proves you are a legitimate business. Because you have decided that this is the time for a change, it is the most important step. Your budget is your first obstacle. Find out the value of your technology and figure out how you can spend it. Follow the steps below.

1. Research
Figuring out your options is your priority. Try finding third party reviews as well as the features you want to search for various platforms that can assist you. Information is available on a wide range to give you an idea of what you expect in the industry as well as the idea of what is out there. Don’t read and trust the first source of information you get out there. Take your time to see if it is repeated in the next source of information before you trust its message. A slot down the interesting tips found out in your research.

2. Demo
This a key step in finding out the best realestate CRM. Ensure you attend a demo before you purchase a realestate CRM technology tool for your business. This allows you to know what you are purchasing as well as the capabilities that can help propel your business forward if you need an integration or feature with your system, ensure you get the details. It is, moreover, a great idea to have plenty of questions prepared about the system to ask the sales person.

3. Evaluation
After attending a wide range of demos from various suppliers of the IXACT real estate CRM, it is now time to eliminate the technology that does not suit your particular business needs. Ensure you have a list of the potential contrast of options you need in your business. At this point, you are ready to dive into the customer testimonials, the product reviews, or direct customer references and interactions. In most cases, reviews are often found on the client platform. To find a reference about the technology, ask the person who did the demo to refer you to their past clients. Ensure you scrutinize whatever the reference tells you to get their deep thoughts about the product.

4. Testing
For technology purchases in your business or company, this is not an optional step. You can use the trial if the company offers one. You can use the trial as it is a chance to use it to feel its necessity in dealing with your business challenges. Ensure that it fits the business needs. Ensure you commence with the workflow depicted to you in the demo to confirm that the features work for your business needs. There is nothing worse that purchasing something that does not offer the necessary utility for your business. The brokerage total cost ownership is one of the important things to consider.

5. Onboarding
For many businesses and companies, this seems like an extra expense that is not necessary. While you pay for a certain amount of money monthly, do I need this extra fee? One of the most important parts of the whole process is onboarding. While you can choose the best technology to be used by your company, it will not be essential if no one uses it. People get daunted by learning a new way of using technology especially when it requires a change of previous habits. Onboarding lets you choose packages to use. This proves beneficial to companies.