Choosing marking strategy flat isometric vector. Business man is thinking what strategy is the best for his business: inbound, outbound, PPC, lead generation, e-mail, SEO or social media.

Successful Email Marketing: Optimizing Your First Email Campaigns

Email Campaigns Email campaigns can be a great way for you to introduce your company and promote products or services. When you’re getting ready to send your first email campaign, especially if you have had no prior contact with the mailing list, you need to be sure you focus on optimization. It will allow you […]

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Email Lead Nurturing by the Numbers: The Secret is In the Math

Email Lead Nurturing by the Numbers: The Secret is In the Math

Email is not the primary avenue for marketing professionals anymore. What email is, however, is a primary resource for feeding your leads pool with quality and viable potential customers. “Even in 2017, email boasts some of the highest engagement rates of any modern marketing strategy.” Like any tool, half of the job is figuring out how to […]

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What is the Biggest Lead Management Mistake in Email Marketing

What is the Biggest Lead Management Mistake in Email Marketing

Your marketing team can work tirelessly, and your sales team can burn the midnight oil trying to convince people to buy your product, but if you make the biggest lead management mistake, much of that effort is immediately lost. This simple mistake can cause a lot of problems for your business. For one, you lose productivity and […]

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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 mortgage brokers. It emphasizes loan submission and processing in the service of individual clients. […]

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Write Effective Emails by Reading Emails

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 business day that its difficult to clearly think about the process we actual go through in reading emails. The payoff is clear.  Every day, millions of sales people write emails […]

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A woman and dog sitting in front of a laptop computer.

Old Pros Teach New Inside Sales Team New Tricks

Are you building your inside sales team? You’re not alone, across industries and markets, new inside sales teams are growing and outside teams are shrinking or accepting completely new roles. Undoubtedly, there is some friction between the old pros, the traditional outside sales people, and the new inside team and their management.  After all, the […]

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119 Facts About Email Marketing

119 Facts About Email Marketing

Facts About Email Marketing – Email marketing can be tough to master for even seasoned marketers.  I find that B2B brands wrestle with email marketing more than most.  The sales team tends to dominate the messaging and that’s typically not a good thing 🙂 Websitebuilder.org recently published a great infographic called “119 Facts You Don’t […]

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A man calling for help to repair a stalled car

Why is my CRM Project Stalled?

In 25 years of helping sales teams implement CRM solutions, I’ve learned there are two main reasons that CRM projects get stalled.  And believe it or not, that is happening to a LOT of businesses! As a CRM vendor, we’ve studied the reasons that deals don’t close and by an overwhelming majority, the primary reason […]

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