Real Estate Broker Gains Competitive Edge with
PlanPlus™ Online by FranklinCovey
Overview
Exit Realty, as one of the largest and most innovative real estate agencies, is currently growing at a rate of 77 percent a year and has no plans of slowing down anytime soon. With 1300 franchises and more than 45,000 agents, Exit Realty has become a fierce presence in the real estate world.
Challenge
Maintaining order in an organization as large as Exit Realty, while at the same time recruiting more agents and generating more business by staying on top of deals and clients is no small task. Therefore, lead and pipeline management through a complete real estate transaction management system is vital to real estate professionals.
For example, in the real estate world there are numerous, dynamic transactions and processes that are involved in managing the entire customer relationship. The management of transactions such as financing approval, appraisal status, closing deadlines, inspections and seller disclosures are critical to the successful management of a real estate customer relationship.
One of Exit Realty's most successful and innovative franchise owners, Brandon Roberts, has been able to overcome the challenges that are faced in a growing organization.
Solution
As a real estate broker for Exit Realty of Utah, Roberts was able to build a successful franchise where he worked with and managed over 300 real estate brokers in four different offices. He credits much of his success as a real estate broker and franchise owner to his strong work ethic, good team and great business model that includes PlanPlus™ Online by FranklinCovey.
"PlanPlus™ Online by FranklinCovey has made me more organized and allowed me to have a better pulse on my business, " says Roberts. " It works like a second brain for me. The first thing I do in the morning is turn on my computer and open PlanPlus™ Online."
Roberts decided early on that in order to keep up in the fast paced real estate world he would need Customer Relationship Management (CRM) software that would enable him to not only stay afloat, but to get a leg up on the competition.
"When I realized the importance of a contact management system, I looked into GoldMine®, Top Producer, Act! and Microsoft Outlook. I wanted something that was a little bit customizable and easier to set up. I was using GoldMine pretty heavily at the time but it was more of a pain than it was worth," says Roberts. "I decided to convert to PlanPlus™ Online by FranklinCovey because it is customizable, thorough and cost effective; you can't beat what it does for the price."
PlanPlus™ Online was actually developed by real estate professionals and combines FranklinCovey's renowned productivity and effectiveness methodology with COMPLETExRM'S xRM™ Foundation, which includes CRM technology delivered via a Software-as-a-Service (SaaS) model.
In addition to being an online planner with drag-and-drop task management and calendaring, PlanPlus™ Online by FranklinCovey includes traditional CRM related services such as help desk support, marketing automation, contact and project management, time sheet tracking, on-demand invoicing and billing, sales force automation, as well as providing dynamic transaction and relationship management.
Results
Since implementing PlanPlus™ Online by FranklinCovey into his business, Roberts is able to assign projects to his co-workers and track their progress in real time.
"Before I contact a client or work on a task I am able to look up that specific item and see what has been done and what I need to do. This way I don't waste time on a task that has already been finished," says Roberts. "PlanPlus™ Online makes my business run smoothly and prevents things from falling through the cracks."
Roberts has since left Utah and is building an Exit Realty Franchise in Nevada. He plans to have the same success in Nevada that he had in Utah because PlanPlus™ Online is still an active part of his business arsenal.
"I have gone from an office of many to an office of a few," said Roberts. "Because PlanPlus™ Online is so easy to use and customizable we have a lot of room for growth and will be able to use it every step of the way."