Posts categorized as CRM Essentials

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If you want to do more business today and in the coming purchase money mortgage market, you’re going to have to get good at picking up the phone and reaching out to prospective borrowers. Many loan officers shy away from this for a couple of reasons. First, we have been enjoying easy refinance busi...

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How do you turn new customers into long-term ambassadors for your brand? The unfortunate reality is that most businesses don’t think of their customers beyond the transaction. Salespeople tend to focus on a particular transaction, not the long term. Then if the customer doesn’t convert after a few ...

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The customer is the main character of your story. If you want to engage people in every aspect of your business, you need to find ways to show that you understand them, know them, and are willing to remember the small details over long periods of time. Because the truth is, relationships are built ...

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Every organization relies on their top salespeople who drive the majority of the company’s revenue. This is what’s known as The Pareto Principle, which states “80% of the effects come from 20% of the causes.” In the business world, 20% of your customer base is typically responsible for driving 80% ...

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The CRM space is a $44 billion industry—with projections to double and reach $80 billion by 2025. And yet, less than 40% of CRM customers have end-user adoption rates above 90%. What this means is, even though businesses all over the world see value in customer relationship management tools, they ha...

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