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How To Customize Your CRM ClientLook commercial real estate CRM allows you to customize the way your account works to suit your specialty and the way you prefer to work. Here are five things you should take a look at today. To get started, go to the Setup module. Click your name in the upper right corner of any ClientLook CRM page and choose “Setup.” The setup module is divided into tabs, each of which contain all sorts of options. When you make changes on any tab, be sure to click the “Save changes” button at the bottom. BCC: ClientLook On Your Outgoing Emails When you click on a contact’s ..read more

How CRE Professionals Can Boost Their Visibility On LinkedIn Social media is a great way to market your commercial real estate business. While all platforms offer something unique, LinkedIn is the leading social network for business professionals. With over 675 million monthly users on LinkedIn, you can effectively market your business and reach new prospects. Learn how CRE professionals can boost their visibility on LinkedIn with these tips: Complete Your LinkedIn Profile Your profile is like an online resume and it’s your chance to make a great impression. Include a catchy headline that su ..read more

How To Use Your CRM: Tips and Best Practices We all know that simply having a CRM isn’t enough – you actually have to use it to reap the rewards. If you’re new to using a commercial real estate CRM software to manage your business, you may be wondering how to get started. When you sign up for a CRM, like ClientLook, you’ll want to set yourself up for success to having a consistent routine. Start your day in your CRM, keep it updated, and end your day in your CRM. Doing so will help you stay organized, boost your productivity, and even help you impress your clients (and win more deals too ..read more

How To Stand Out In The Commercial Real Estate Industry Whether you are new to the commercial real estate industry or a seasoned professional, it’s important to differentiate yourself from your competition. Most markets are saturated with CRE brokers, but there will always be the top dogs that rise above the rest. Combine our commercial real estate software with these tips and you will surely stand out in your market. Find Your Secret Sauce What makes you different than all of the other commercial real estate brokers in your area? You need to find your “secret sauce” that will set you apart ..read more

How To Accomplish More In Your CRE Business We all have the same 24 hours in a day, yet some commercial real estate professionals accomplish a lot more than others. While there is no secret formula that is guaranteed to boost your productivity, you can use these tips to accomplish more in your CRE business: Prioritize Your Health First and foremost, you have to take care of yourself before you can take care of others. Make it a priority to get plenty of sleep each night, and aim to wake up and go to sleep at the same times each day. Without adequate sleep, your mind and body won’t be able to ..read more

Networking Tips For CRE Conference Season With so many great conferences coming up, you’ll surely have plenty of time to network and make valuable connections. Use these networking tips for CRE conference season to get the most out of the experience: Do Your Homework Before you attend a commercial real estate conference, do a little research about the conference. Understand who is sponsoring the event, what companies will be exhibiting that you want to check out, and who will be in attendance. It’s also good to take a look at the schedule of events so you can plan your time wisely. Of course ..read more

Summer 2022: Tips For CRE Brokers With Memorial Day right around the corner, we’ve arrived at the unofficial start to the summer. The summer season is a bit unpredictable for most commercial real estate brokers since many of your clients may be traveling, co-workers are out of the office more than usual, and day to day schedules seem to vary. Don’t get off track this summer; instead use this time to boost your productivity and set your goals for the remainder of the year. Evaluate Your Goals What goals are you hoping to accomplish by the end of the year? Whether it’s a financial goal, a cert ..read more

Tips For Delivering A Killer CRE Presentation As a commercial real estate professional, keeping your pipeline full of work means having to master the art of client presentations. While some people naturally thrive in this area, others are not as excited about putting together a presentation and pitching themselves to potential clients. If you fall in the latter group, here are six tips to help you deliver a killer CRE presentation. Be Prepared This sounds like a no-brainer but take some time to do your homework before the presentation. Know who you will be meeting with, their roles, and a hi ..read more

How To Best Use Your Commercial Real Estate CRM We all know the importance of having a CRM for your commercial real estate business, but simply having one and actually using it to its full potential are two different things. Use these tips to get the most value and long-term benefit from your commercial real estate CRM. Customize Your Setup When you first sign up with a new CRM provider, it’s important to take a little time to set it up to best suit your needs. With ClientLook, our CRM is built specifically for the commercial real estate industry, so it’s already set up for your business. Ho ..read more