Real Estate Team OS

034 Simplifying Your Real Estate CRM with Elena Kee

Jul 16, 2024

Elena Kee, a former real estate team ops leader and now a tech consultant, shares her expertise. She reveals how a CRM migration sparked her journey in real estate. The conversation dives into identifying the right operations personnel and highlights the common challenges with tech stacks. Elena emphasizes the importance of streamlined workflows and transparency in CRM systems. Solo agents and mega teams alike can benefit from her insights on optimizing lead management and enhancing client engagement while maintaining a work-life balance.

53:53

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Episode guests

Elena Kee

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Quick takeaways

Establishing standard operating procedures (SOPs) is vital for enhancing efficiency, clarity, and overall performance in real estate teams using CRMs.

Finding the right operations personnel for real estate teams can be achieved through targeted assessments focusing on communication, detail orientation, and critical thinking.

Integrating new technology in a holistic manner ensures that various tools in a real estate tech stack complement each other for better efficiency.

Deep dives

The Importance of Standard Operating Procedures

Establishing standard operating procedures (SOPs) is critical for high-performing real estate teams. Without clear guidelines, agents may struggle with using CRMs effectively, leading to disorganization and missed opportunities. A well-structured CRM system not only enhances efficiency but ensures that agents understand the expectations for their roles and tasks. The speaker highlights that SOPs facilitate smoother operations, ultimately helping agents close more deals and improving overall performance.

Intro

2min

Optimizing Real Estate Through SOPs and CRM Integration

14min

Navigating Real Estate Technology for Solo Agents

6min

Maximizing CRM Effectiveness in Real Estate

24min

The Evolution of Real Estate Teams: From Small Units to Mega Operations

3min

Frugal Choices and Balancing Productivity with Leisure

3min

Resources for Real Estate CRM Enhancement

2min

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Our themes in this conversation include simplicity, ease of use, interconnectedness, complementarity, intention, unification, transparency, and holism.

Our topic is real estate tech stack in general and real estate CRM in particular.

Our guest is Elena Kee, a real estate team ops leader turned real estate tech consultant. She’s the founder of Kee Technology Solutions, a 20-member team helping people get the most from their real estate tech. And it all began with a CRM migration project years ago.

Elena’s worked with previous guests on the show like Lauren Bowen, Suneet Agarwal, and Nick McLean and joins us to share common challenges, top tips, and practical approaches for agents and teams to solve business problems and capitalize on business opportunities by working from one, central hub.

Watch or listen to Ep 034 with Elena Kee to learn:

- How a CRM migration project unlocked her path in the real estate industry

- How to identify great ops people - including the 3 specific assessments she uses with TestGorilla (https://www.testgorilla.com/)

- One of the most common problems she finds in real estate tech stacks

- Two things that top teams are working on right now from a CRM perspective

- Why leads and lead sources aren’t your real problem as an agent or a team

- A process to improve your CRM workflow, from smart lists to reporting to transparency to notes to automations

- How many stages and tags are too many - and how to land at the right amount

- What agents do and don’t need to know about how your CRM is set up

- Trends she’s seeing in real estate teams

At the end, learn about starting a gigging band, saving on paper towels, hiring a content “ingester,” and getting cozy with video games.

Connect with Elena Kee:
- https://keetechnology.com/
- https://www.youtube.com/@ElenaKee/playlists