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Are you struggling with agent adoption across one or more of your systems?

November 17 2013

checklistA common concern we see with many brokerages is getting agents to adopt new technologies. We've got a tip for you: Create digestible strategies for agents by building a scorecard or report card.

Here's how:

  1. Break down your technology systems into each category. For example: CRM, Video Platform, Listing Presentation, CMA tool, etc.
  2. Take each one and ask yourself: What does it look like with basic usage? Intermediate usage? Advanced?
  3. Create a scorecard.

Here's an example:

Technology Resource: Customer Relationship Management

Basic Adoption:

  • Are contacts loaded in the system?
  • Is the agent assigning contacts to campaigns or using automation for this?
  • Is the agent assigning tasks and reminders?
  • Does the agent have social media integrated?
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