Explore top tips, tricks, and common questions about getting started with the KvCore platform. Whether you're a seasoned user or just beginning, you'll find valuable insights to help you make the most of your CRM. Learn about essential topics such as personalizing your outreach, leveraging smart campaigns, utilizing multiple communication channels, and building strong local partnerships. You'll also learn how to create custom pages, schedule newsletters, and stay organized with regular data cleanup.
Outreach Communication Best Practices
Personalized Introductions
Personalized Introductions
Use your Smart CRM data to personalize your initial outreach. Mention specific details about the client or initial property of interest (POI) to show you've done your homework.
Pro Tips:
Use merge tags in the email subject line to draw attention and personalize your emails
Set them up on a Market Report using their initial POI information (if available/known)
Use the “Listings” section to find other POI to send out (ex: nearby properties, similar properties)
Timely Follow-Ups
Timely Follow-Ups
Set Task reminders for timely follow-ups after initial contact. Consistent communication is key in real estate.
Pro Tips:
Use a Smart Campaign, they have task reminders built right in!
Use the Schedule Calls in Advance Feature in the Lead’s Contact Record
Use Multiple Communication Channels:
Use Multiple Communication Channels:
Leverage email, phone calls, even use social media to reach clients. A multi-channel approach increases the likelihood of connecting.
Pro Tips:
Try CORE Video! (you get 10 free single use CORE Videos each month to try the “freemium” version
Segment Your Contacts into your own “To Do” Lists:
Segment Your Contacts into your own “To Do” Lists:
Use Hashtags and/or Saved Filters to segment your contacts.
Group contacts based on preferences, location, or stage in the buying/selling process. This allows for targeted and relevant communication.
Pro Tips Examples:
New Buyer Leads That have been Active on my Website This Month (Saved Filter)
Sphere with Birthdays this Month (Hashtag first with Birth “Month” then use Saved Filter to further group by Status)
Marketing Your Local Niche or Area:
Hyperlocal Content Creation
Hyperlocal Content Creation
Develop content that highlights the unique aspects of your local market, such as neighborhood spotlights, market trends, or upcoming developments.
Pro Tips:
Share valuable content about the real estate market, home improvement tips, or local events using these tools in kvCORE:
Landing Page → Custom Page
Newsletters (Try our DFY Services in the Marketplace!)
Build Out Local Partnerships:
Build Out Local Partnerships:
Collaborate with local businesses, schools, or community organizations. This builds credibility and expands your network.
Pro Tips:
Add a Preferred Lender to do some co-branded marketing
Add your local businesses, school information or community organizations to custom pages on your website.
Blog about your local community events and businesses
Basic Organization Tips:
Data Entry Consistency and Relevance:
Data Entry Consistency and Relevance:
Maintain consistent and accurate data entry practices. This ensures that your CRM remains a reliable source of information.
Pro Tips:
Use the Notes in your Lead Contact Record to Document Important Interactions such as key details of client interactions. This includes preferences, concerns, and any specific requirements they have.
Download the Mobile Apps
Download the Mobile Apps
This allows you to access and update information on the go, enhancing flexibility.
Pro Tips:
Use the CORE Open House App at your next Open House!
Turn on your push notifications to be notified when your leads are engaging!
Regular Data Clean-Up
Regular Data Clean-Up
Schedule regular clean-up sessions to merge duplicates, update outdated information, and ensure data integrity.
Pro Tip:
Learn more about how to merge and combine your contacts
Goal Setting and Monitoring:
Goal Setting and Monitoring:
Set measurable goals for Lead Generation, Sales, and Engagement. Regularly monitor your progress and adjust your strategy accordingly.
Pro Tips:
Use the Business Analytics to monitor your kvCORE websites and Source Reporting
Attend Continuous Training to ensure you make the most out of kvCORE!
Top 10 Things to Do if You Are New to KvCore
Document referenced in the video: Download Here
Need More Help?
Find help articles and videos for kvCORE here!