Retail vs. Wholesale Mortgage CRM Systems

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 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 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...
CRM Adoption Silver Bullet

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 goal for sales growth, marketing success and customer service brilliance. But, like Monty Python’s King Arthur...