Vault CRM: Prospecting - Video

In this video, you'll master the essential skills of prospecting using MRI Vault CRM, from managing your pipelines to effectively targeting and following up with the right leads. Whether you’re looking to improve your appraisal tracking, create effective farming areas, or streamline your follow-up processes, this course will provide you with actionable strategies to elevate your prospecting game.

Upon completion of this video, you will be able to:

• Set up and manage prospecting pipelines for streamlined lead tracking.
• Define and manage farming areas (precincts) to target the right prospects and enhance marketing efforts.
• Implement an efficient follow-up process to stay organised, track interactions, and move prospects through the pipeline with confidence.
• Use filtering tools to effectively identify the best property leads in less time.
• Create segmented communication lists to ensure targeted outreach, reaching the right people at the right time.
• Apply time-management strategies to prioritise tasks and action your to-do list, ensuring no lead is overlooked.