Featured Blog Posts

CRM Customization is the Key to Success

Sales leaders searching for CRM and sales management solutions typically have Dashboards and Reports high on their shopping list.  Unfortunately, they’re often misled by the sexy demos they see and only learn about key limitations after they’ve made a commitment...

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CRM Customization is the Key to Success

Do You Have a Sales Process Problem?

Is your sales process holding you back and preventing you from reaching your goals? Sure, it's easy to know if sales are on track.  If they're not, how do you know where the problem is? Think twice before you blame the usual culprits: Economic conditions or...

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Do You Have a Sales Process Problem?

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...

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Retail vs. Wholesale Mortgage CRM Systems