3 Sales Meeting Strategies to Boost Tech Adoption

Real estate agents often face challenges evaluating and adopting the right tools and technologies. Limited time and expertise can prevent them from using solutions that could significantly improve their business and client relationships. To address this, we’ve outlined three effective strategies for sales meetings to help agents become familiar with and start leveraging these resources.

Sales Meeting Activities

• If your company offers CRM software, consider offering practical mini CRM learning sessions during sales meetings. Short, focused sessions designed to help use this tool more efficiently and effectively are particularly beneficial for adult learners. A few session topics to consider:
  • Uploading contacts
  • Creating a drip campaign
  • Creating and distributing a newsletter
  • Creating and tracking client communications
• We learn best from our peers. Lead a 15-minute tools and technology brainstorming session during your sales meetings to allow agents to share their tips and best practices. When an agent shares their top tool, ask them how it has impacted their business since that will leave a lasting impression on the attendees. If a specific tool generates much interest, consider turning that tool into a hands-on workshop.
• Provide a series of short sessions on better email management. Missing a critical email can quickly spell trouble for a transaction. Potential topics include:
  • Using folders and labels to categorize emails
  • Setting priorities using flags, stars, or labels
  • Automatically sorting incoming emails
  • Creating reusable templates for common responses
  • Scheduling emails for optimal sending times

Encourage your agents to stay curious and open to exploring tools and technology that can streamline their business processes and enhance client relationships. By incorporating short training sessions into your sales meetings, you demonstrate your commitment to their success and highlight the value of attending these gatherings.

Spark & Logic subscribers can access agent training videos on various topics, including agent tools and technology. These videos are short (15 minutes or less) and perfect for delivery at your sales meeting. Click here to learn more.