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Retail vs. Wholesale Mortgage CRM Systems

Retail vs. Wholesale Mortgage CRM Systems

CRM Software

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 of these two groups are quite different. Most CRM systems, specifically wholesale mortgage CRMs, are designed for retail...
Eight Signs It Is Time to Replace Your CRM Software

Eight Signs It Is Time to Replace Your CRM Software

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 in real-time. Moreover, It measures the return on investment of your marketing and ad campaigns. It...
Road Map to CRM Success

Road Map to CRM Success

CRM Software, Recents, Sales Management, Support

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 than answers when it comes to exactly how to set things up. It’s challenging to know how to properly configure your CRM...