Explore Our Technology and Marketing Innovation Blog

Let Halo Programs guide you through the complicated world of marketing with our curated selection of articles. With topics centered around technology and marketing innovation, you are sure to find answers to any question you may have as a Loan Officer, Realtor or HVAC Specialist.

A leading force in the Automated Marketing industry for over 50 years, Halo Programs shares their insight into business, helping you get more leads and keep existing clients happy. This blog section contains countless insider tips that apply to both partners already using our Marketing Automation services and those who are still looking for the perfect Mortgage Broker marketing solution.

We invite you to try our innovative CRM for free today and experience the Halo Programs difference for yourself. It can almost be guaranteed that you will not want to go back to trying to find, manage and retain customers on your own!

  • Understanding the Difference Between Marketing Automation and Customer Relationship Marketing

    Businesses today have multiple tools and software options available to help improve processes related to customer relationship marketing, customer management and overall marketing. Two terms that are often used in this context are marketing automation and customer relationship management (CRM). These two concepts have some similarities and are often intrinsically connected, but they’re not the…

  • Growing Your Business by Increasing Customer Referrals

    Growing and expanding your business is likely one of your top priorities. Advertising, marketing, promotions — all of these are effective ways to get the word out and increase your customer base. One of the simpler and easier techniques for boosting your business is to increase the number of new customers who are introduced to…

  • Make the Most of Cross Selling Opportunities With These Strategies

    In the course of your daily business, you’ll usually encounter many opportunities for cross selling your products and services to different customer segments. Given that industry research has shown that it’s significantly easier to sell to an existing customer than it is to a new customer, cross selling becomes a must-have for any company’s tool…

  • What Time’s Best for Sales Prospecting Calls? Study Shows Wednesday at Lunch Time

    In sales prospecting, the timing of contacts with your leads can determine whether the lead becomes qualified or is lost to another company. When devising your processes for responding to leads, remember that your best opportunity to convert them to customers can depend on when you contact them.

  • Lead Generation Techniques That Ensure Optimal ROI

    An effective lead generation program is vital to the continued survival of any business. However, just generating leads isn’t enough; an appreciable percentage of the leads must be converted to paying customers to maintain an acceptable return on investment. Here are some lead generation techniques you can apply to your marketing to improve the ROI…

  • Customer Database Marketing: The Key to Lead Generation and Retention

    The daily work of finding new leads and retaining customers will, over time, generate considerable amounts of data. To continue bringing in new leads and serving your current customer base, this data needs to be organized and managed effectively. Effective CRM and database tools will allow you to use the data you already possess for…

  • How to Maximize Customer Retention So Your Marketing Efforts Don’t Go to Waste

    Conventional wisdom is that it costs substantially more to acquire a new customer than it does to keep a customer you already have. Effective customer retention requires careful attention, not only to larger issues of product quality, pricing and customer service, but to smaller and more subtle factors that can erode client confidence and inspire…

  • 4 Ways to Make That Email Marketing Campaign More Human and Less Corporate

    When your customers and prospects deal with your company, they want to engage with a human being, not with an impersonal corporate identity that seems distant or unapproachable. Email marketing should forge a human connection between you and the recipients, providing a pleasant experience that strengthens bonds and increases loyalty between your company and your…

  • 4-Step Process to Improving Bank and Credit Union Cross-Selling

    If you’re reading this article, you know it is a competitive market when it comes to finding new customers to keep revenues stable or growing for your financial institution. Improving cross-selling processes for banks and credit unions is a viable way to ensure a steady stream of revenue from existing customers – in a difficult market. What Is Cross-Selling?In…

  • 4 Marketing Ideas to Increase HVAC Appointments This Fall

    4 Marketing Ideas to Increase HVAC Appointments This Fall

    There are two types of HVAC contractors out there: the “go-getters” and the “wait-and-see-ers.” Which attitude do you think results in more sales? This fall, you have an opportunity to substantially increase HVAC appointments – that is, if you’re willing to go get your customers instead of waiting around for them to come to you….

  • How to Prosper With Database Marketing

    Modern marketing requires that you know as much about your customers and prospects as possible. This ensures that you will be able to respond to your customers’ actual needs and send marketing messages that are most likely to be of interest to the people who can buy from you. Database marketing provides a method of gathering and…