Welcome to Our Blog
Let’s face it - most CRMs feel like they were built in a boardroom by people who’ve never closed a deal. But not here. We’re flipping the script. This blog is your backstage pass to smarter selling, real-world tips, and a whole lot of personality.
Retail vs. Wholesale Mortgage CRM Systems
Retail and wholesale mortgage brokers are in the same industry, so it would stand to reason that their needs would be similar. However, the needs...
Eight Signs It Is Time to Replace Your CRM Software
CRM software is a great business tool. Among other things, it allows your staff to be up-to-date on all customer information. It measures your sales activities...
CRM Adoption Silver Bullet
CRM adoption is like the Holy Grail of sales teams. It’s crucial to the congealing of the team, strategic initiatives and processes and underpins every...
Write Effective Emails by Reading Emails
To write effective emails, you first must understand how most people read email. Email is such a constant, innate part of every moment of every...
3 Big Reasons You’re Marketing Automations are not Working for Your Business
Marketing automations look like a brilliant solution to your marketing efforts. They promise you. You can cut down on the working hours spent on marketing. Get a...
5 Lead Generation Email Campaign Mistakes Most Brands Make
Lead Generation Email Campaigns can be one of the most affordable and effective ways to generate quality leads for B2B sales teams. However, there are...
Road Map to CRM Success
Are you embarking on the road to CRM success? If you’re like most companies implementing CRM software for the first time, you have more questions...
5 Business Disasters & How CRM and Cloud Computing Can Rescue You
CRM software, Cloud Computing and Written Procedures can protect your business from all of the most common disasters. If it hasn’t happened to your business...
Hurricane Harvey – Recover Business Operations
As the catastrophic effects of Hurricane Harvey continue to unfold, we would like to extend our deepest sympathies to our Houston and surrounding area clients....