Nutshell

MAY 21, 2024

Whether you’re a wealth management advisor, accountant, insurance broker, or financial representative, a solid tech stack is essential for your financial services business. Software for financial services companies helps to determine investment opportunities, identify risks, forecast returns, and much more.

Software 71

Software Software Company Analytics 71

Apptivo

JULY 15, 2022

What is mortgage CRM software? Loan officers and mortgage professionals use mortgage CRM software to track clients, capture loan prospects, solve issues, and analyze sales. A mortgage CRM software should have all the features that mortgage lenders need. Loan Origination Software (LOS) integration. Drip campaigns.

Software 52

Software Software CRM Hubspot 52

Pointclear

FEBRUARY 23, 2018

Is it the name on a list you bought from a content aggregator for $23? That’s not where their skills lay, it’s not what they’re getting paid for. So the first question is answered: A “real” lead is qualified and nurtured by Marketing—and ready for Sales to take over and turn into revenue. What is a lead? They’re ready.

Sales Qualified Lead 100

Sales Qualified Lead Forecasting Outsourcing Services PointClear 100

Sales Hacker

NOVEMBER 15, 2017

Account-Based Marketing. AB Testing (or Split Testing) is an experiment involving two variants, usually for measuring and comparing market response to each. For example, you can measure visitor traffic or conversion rate on two different web pages having similar content and purpose. AB Testing. Account Executive. Base Salary.

Lead Rank 99

Lead Rank Top of Funnel Ideal Customer Profile Sales Qualified Lead 99

Vengreso

JANUARY 13, 2023

I’m not a book reader in general and prefer consuming content in short, small bites. But with so many on the market, where do you start and how do you choose? From paid advertising to buying their own books, every sales author is doing all they can to get their book to the top of the list.

Paid Content 81

Paid Content Conversion Top of Funnel Hiring 81

Hubspot Sales

OCTOBER 1, 2021

Here are some of our top predictions for CRM in the upcoming year, including rising CRM use from new markets, powerful features and integrations, and the impact of wider tech trends on CRM. We forecast a higher percentage of companies adopting CRMs for the first time in 2021. CRM Trends for 2022. Social CRM keeps rising. Salesforce.

Trends 117

Trends CRM Analytics Social Media 117