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Choosing a CRM Software for Your Company

First and foremost, when choosing a company to use for CRM software, you need to figure out what your business requires from the CRM software. Make a list of precise and attainable goals for your CRM software to maintain and accomplish. In your list, also include what functions are necessary for your companies success, what functions would be nice to have, and what functions do not have any use for your company. Once you have narrowed down what to focus in on and what to throw out, you are in a great position to select a CRM software that will be best for your company.

But I Already have a CRM, why do I need software?

Why is CRM software a necessity for your company? Because you are already using it... every way you store and connect with a client is some from of CRM, “Customer Relationship Management.” The only difference between whatever way you are maintaining your clients information and using CRM software is using CRM software is more efficient and allows you to be even more successful at maintaining your relationships with your clients.
June 8th, 2014|CRM|0 Comments|

Why a Crowd-Funding website?

A crowd-funding website is a great and innovative way of fundraising in the digital age. Even though each fundraising website has a unique spin to it, they all have the same objective: Bringing those who can finance to those who are fundraising.

Online Marketing for Mortgage Companies – 2014 Whitepaper

Please find the attached download of our Annual Report of Online Marketing Tips and Trends for 2014.   Every year we are amazed on new techniques to build your online brand and generate leads.

About Paymon:

Paymon Rokni
Founder, CEO
With nearly two decades of career experience encompassing multiple IT specialties, Paymon Rokni offers expertise as an innovative and […]

Top 10 Countdown – The Most Important Reasons for CRM

10. Don’t forget the Past

CRM allows you to track all the communications between you and your clients. Especially when you have multiple employees working on the same projects, this constantly updated systems keeps everyone on the same page. You’ll be able to resolve more conflicts quickly and efficiently when you know the exact escalation […]

March 19th, 2014|CRM|0 Comments|

Top Three Reasons why CRM Software Fail for Mortgage Firms

Customer Relationship Management (CRM) software can be one of the most rewarding investments with the most ROI for your company. However, like any type of system, if you do not know how to use it correctly, it will not be effective. When it comes to putting together an advertisement on television, you call video […]

March 19th, 2014|CRM|0 Comments|

Why Mortgage Brokers Fail using Facebook

For Mortgage Professionals Facebook and Social Media are expected. Find out how you can avoid the pitfalls.
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    How Mortgage Professionals should use Linkedin for Inbound Marketing

How Mortgage Professionals should use Linkedin for Inbound Marketing

LinkedIn is probably the best social media platform for Mortgage professionals to utilize.  LinkedIn can bring in quality leads and maximize your social media contacts.  Studies indicate that mortgage professionals who implement proven LinkedIn sales and marketing strategies have grown their originations by more than 30 percent. Below are some guidelines to utilize to […]

10 Reasons to Update your Website

Online marketing has evolved to be a competitive industry. In this technological era, examining user engagement with a website and determining which variables are considered to be successful can be difficult.  Below are 10 simple ways to determine if your website can stay ahead of your competition in 2014.

MOBILITY-Is your website compatible with smart […]

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    Is your Drip Marketing Working – 6 Metrics You Need To Track

Is your Drip Marketing Working – 6 Metrics You Need To Track

Everyone is trying to figure out how to do email marketing, and more importantly to it right! It’s free, no more postage stamps to keep you on your client’s minds. What’s better than that? But how exactly do you know if what you’re doing is actually working?

In order to figure out what to do, […]

March 13th, 2014|Email, Reporting|0 Comments|