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!

  • 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…

  • 5 Ways to Promote Client Referrals With Stellar Customer Experience

    When you give clients an outstanding customer experience, they naturally gain a higher level of trust in you and develop a highly positive opinion of your company, employees, products and services. At the point when customers feel most favorable to you, they’re also more likely to be willing to provide high-quality client referrals to family, friends and…

  • 3 Strong Methods for Engaging Your Audience With Content Marketing

    In today’s business environment, content marketing gives you the opportunity to engage with your customers and attract their interest by providing valuable content that’s relevant to their interests or problems. Content marketing is powerful and effective, but it works best as a long-term strategy that gradually builds engagement among well-defined audiences of customers and prospects.

  • What Is One HVAC Customer Worth?

    Is It Cheaper to Keep Your HVAC Customers Than Find New Ones? When it comes to heating, ventilation and air conditioning services, keeping the customers you have can be the mainstay of your business. You not only gain the value of handling their HVAC needs on a regular basis, but you can earn referrals to…

  • Inbound Marketing Techniques That Complement More Traditional Means

    In today’s marketing environment, even content-centered inbound marketing can be less effective than traditional methods such as cold calling or email marketing. Customers simply can’t keep up with all the blogs, e-books, white papers, and websites that bombard them daily. Here are some ways you can use inbound marketing to give your marketing processes an advantage…

  • 4 Steps to Successfully Market Fall HVAC Tuneups and Winterization Services

    As the seasons change, consumers are aware they need to schedule HVAC services. By conducting powerful HVAC marketing for fall, you have a huge opportunity to increase brand awareness, boost your client base and bring in more revenue. Follow these four steps to successfully market your HVAC tune-ups and winterization services this fall. Step 1:…

  • Generate Leads with Social Media and Funnel Them to Your CRM Tool

    More and more, social media is being used as a fertile ground for finding, qualifying, and converting leads. If you generate leads with social media, however, you also need an effective and efficient way to handle those leads once you have them. The following techniques can help you improve the way you generate leads with social…

  • The Importance of Marketing ROI and How to Measure Program Success

    The amount of money and resources spent on marketing represents a significant portion of most companies’ annual operating budgets. To be certain that you’re getting the best return on investment (ROI), it’s necessary to measure marketing ROI in terms that allow you to evaluate where your marketing expenses are producing the best and most profitable results.