Client Case Study – Deanna Chavezmgruber2023-08-09T10:59:45-06:00
Get to Know Deanna.
Meet Deanna Chavez. She leads the Chavez Realty Group (brokered by REAL) serving the Dallas/Fort Worth area in Texas.
“We’re currently doing about $12 million, which breaks down to 50 houses a year, 3 to 5 transactions a month.”
She tried others but chose Realvolve.
Deanna dabbled with other CRMs but chose Realvolve because it was the most robust system and it made the most sense budget-wise.
“Realvolve just has what I’m looking for in their workflows.”
What are workflows? (So much more than emails!)
A workflow provides a to-do list, it cues up emails for proofing and sending, it gives a standard flow for transactions from contract to close, and so much more!
“The workflow is automated but it takes some hands on so it doesn’t feel so ‘AI-ish’.”
Deanna had a lead flow follow-up and a nurture drip. They’ve been able to bring back some of their nurture leads that may not have ever done anything, because they had this implemented.
“That’s perfect! This is what this system is meant to do, to be able to trigger it so they DO think of me, they DO call me and they DO ask me about Homestead, or taxes, etc.”
You Can Change Brokers and Keep Access to All Documents.
Deanna has an outside transaction coordinator and wanted to keep all her documents in house. That way, if she changes brokerages, she’ll always have access to settlement statements, etc. Realvolve helps her do just that.
“As part of our normal workflow, we upload our documents and If I want access, I’ve got everything there.”
Realvolve Provides Consistency and Routines.
Being able to login and have the routines built in has provided systems and processes for Deanna and her team.
“It helps me and my assistant stay consistent and on the same page.”
How Has Realvolve Support Been?
They had issues of leads not filtering to the right person and Realvolve support was able to jump in, figure out what was going on and fix everything.
“It’s kind of a relief just to be able to email someone saying, ‘I’m not sure what’s going on! Please help!’ and I’ve immediately gotten help.”
Why You Also Need the Navigator Program.
Any tool is only as good as your knowledge of it. Going through the Navigator Program really helped Deanna and her team understand the software better, really dive into it, and customize it more completely.
“If I’m going to be investing into the CRM already, and this is a daily tool that I’m using, why would I not invest more time and a little bit more money to be able to know the system in and out?”
Could You Scale Without Realvolve?
Deanna has lost opportunities because she just couldn’t get to them all. Realvolve helps her scale and make the most of her opportunities.
“Having the workflows and CRM that you consistently check is critical since you don’t want transactions and people to fall between the cracks.”
