Marcus & Millichap uses technology tools for business development and client service purposes. With which tech tools are you most familiar?
Any real estate agent, whether on the commercial or residential side, knows the importance of using a CRM to keep track of clients and sales pipelines. You likely use other tools in the form of apps on your phone and tablet, to help you succeed in your job.
Popular tools used by a Commercial Broker include a CRM like Salesforce, an email integration tool like MailChimp, a document-generation tool such as DocuSign, and lease comparable databases such as CompStak.
Discuss which tools you are most experienced in by naming them and mentioning your level of expertise. You can rate your skill level as beginner, intermediate, advanced, or expert. Alternately, you can rate your skills on a 1-10 scale.
"The tools that I use every day, many from my phone, include DocuSign, MailChimp, CompStak, and Salesforce. I am an advanced user in SalesForce and lean on it for many factors of my sales process, including lead nurturing, creating a cold calling pipeline, and follow-up prompts. These tools have helped me immensely when it comes to building my business as a Commercial Broker."
"I am most familiar with Salesforce, having taken several levels of their online training, including their Prosell Training. I consider myself an expert level user in Salesforce CRM. As far as other tools, I have some basic familiarity with a couple of email integration programs such as MailChimp and Sendlane. Could you share with me the tools used by your brokers at Marcus & Millichap? I would be happy to get a head start on my learning."
