Posts categorized as CRM Essentials

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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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Does it feel like you’re always hunting for fresh new leads? You’re certainly not alone. When you work in the mortgage and real estate business, you have to be constantly on the lookout for new opportunities. Luckily, you may not have to look as far as you thought for those potential future successe...

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 You’ve heard it a million times, but you’re about to hear it again: Relationships are the key to success in the real estate and mortgage industry. Competition for customer loyalty is sky high in this field, and when it comes to their homes, people are picky about who to place their trust in. B...

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Are you using a customer relationship management, or CRM, platform? Are you gathering customer intelligence, often called CI? Do you have a customer relationship strategy, sometimes known as a CRS? If you’re starting to get lost with all the abbreviations, don’t panic! Today, we’re going to break do...

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