Getting the Most Out of a CRM Platform w/ Craig Schneider
Sometimes, we need to leave something to see how valuable it truly is.
Craig Schneider is the owner of Norchar Real Estate, a Rochester-based real estate brokerage firm. A user of the Real Geeks platform, he talks about his struggles with taking his real estate business online. He also goes into how he tried other CRM platforms only to return to Real Geeks after realizing that it was the platform that offered the most for his business.
Read on to learn what led Craig Schneider from and back to Real Geeks and how it can help your real estate business!
Why Real Geeks?
Craig Schneider is an engineer by profession, gifted with expertise and acumen for all things tech-related. Nonetheless, for him, one of the most challenging areas in his real estate business is web development.
The necessity for lead generation and distribution that comes with a CRM platform is what led him to try Real Geeks. He ended up becoming a user of the real estate CRM platform for quite some time.
Throughout his initial experience with Real Geeks, he gained marketing tools for lead generation. With his investment in the platform, he also got multiple integrations, few of which he learned to use initially.
Craig’s Departure From Real Geeks
Despite what Real Geeks was able to do for his business, he confessed to trying other platforms after noticing a couple of pain points.
Lead distribution had always been an issue at Norchar Real Estate. Due to management constraints, the Round Robin lead distribution feature of the platform did not deliver what Craig needed. This forced him and his wife to try lead shifting as an alternative method of lead distribution, only to abandon it after some time.
Keen on using Slack for his lead distribution, Craig had wanted to integrate his Real Geeks page with it for his agents. While the integration was possible in Real Geeks, he was not able to figure it out.
On top of the issues surrounding the Slack integration, he also had a problem integrating data from his MLS to the platform. This combination was what caused Craig to try out other platforms.
The Return to Real Geeks
Craig tried several platforms on the understanding that he would have full backend access to adjust his pages and make the integrations he desired. Unfortunately, these platforms did not deliver on his expectations despite benefiting him in a handful of ways.
Coming back to Real Geeks, he discovered a new array of features he did not know about before he tried other platforms. By spending a bit more time on the platform, he was able to finally integrate Slack to suit his “Shark Tank” lead distribution technique.
His Slack integration has now allowed leads to funnel from his real estate site into Slack for his team of agents to pick up. This single integration alone has done much to streamline Craig’s lead distribution.
Real Geeks Is Your All-In-One Real Estate CRM Platform
In Craig Schneider’s words:
“Real Geeks is the best investment I have in my business in the sense of how much I pay and how much value I get.”
Real Geeks delivers most of the results Craig needs for his real estate business. It’s why he returned as a user of the platform and continues to use it as we speak.
Real Geeks is an all-in-one real estate CRM platform that has taken care of his thriving real estate business. Let Real Geeks do the same for yours!
- Published 2021/10/13
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