PART 2 -
Continuing the series of articles on Automated Marketing, this chapter focuses on Relevance and Readability through content, layout and other concepts to ensure your marketing communications hit their mark. Relevance = subject matter + timing. If you are optimizing both of these components, you will have the undivided attention of your audience by planning out your strategy and utilizing your CRM platform to achieve your Marketing objectives.
PART 1 -
Automated Marketing as part of your overall Mortgage CRM platform can be an extremely powerful weapon for standardizing and consistently executing your objectives for reaching your borrowers and referral partners. Knowing the what/when/how can be daunting tasks in the complexity that is today’s world of marketing technology. From email to texting; from Social media to blogging there are many choices and even more to ponder in terms of proper content for those options; video, links, tracking, ROI and more. This series of articles helps to dissect all of the considerations in your CRM, Automated Marketing and other communication needs.
Implementing technology in any workplace is always challenging, but can be more so when implementing Sales and Marketing (CRM) solutions in the Mortgage and Loan Officer workspace. There are many obvious (and not so obvious) obstacles to successful CRM adoption.
Learn how to define what adoption means to your organization, the various levels of adoption and the role they play in impacting adoption success. Understand how to be lock-step with your users through the implementation process and understand how embracing your users as the customer can improve the success and adoption of Mortgage CRM, Sales and Marketing solutions.