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!

  • Customer Relationship Management and Marketing Go Hand-In-Hand

    Once you’ve acquired a pool of customers, you can’t assume they’ll stick with you and return to purchase again and again. The relationship between your company and your customers must be nurtured and cultivated over time, which will translate into more sales and better customer retention. Customer relationship management helps keep your existing customers happy and…

  • Creating a Marketing Message With True Substance and Differentiation

    Creating a Marketing Message With True Substance and Differentiation

    Successful marketing requires more than just establishing the aesthetic look and feel of your products or company. The best designed and presented marketing materials won’t be effective without a solid, credible and convincing message behind them. Here are some ways of creating a marketing message that will get your point across quickly and show prospective customers…

  • Build a Referral Marketing Plan With These 5 Tips

    The old adage “it’s who you know that counts” can sometimes lead to big payoffs in business. By using existing customers as a source for referrals, you can increase business and find new clients without the expensive, time-consuming processes of cold calling and lead generation. Here are five effective tips you can use to build…

  • Cross Selling Strategies That Truly Generate Profitable Results

    Effectively applied cross selling strategies let you improve your customers’ experience while also increasing overall revenue and profits. When you cross sell, you’re providing added value and more solutions with additional products and services that complement what they’ve already purchased. Here are some effective cross selling strategies that will benefit your bottom line while helping your…

  • Repeat Customer Marketing: Growing Your Existing Book of Business

    Study after study has shown that it costs more for a business to attract new customers than to retain existing ones. Low estimates suggest it’s four times more costly to get a new customer than keep an old one, while higher estimates put the cost at 30 times or higher. A well-planned and executed program…

  • Branding Your Firm Through Compelling Experiential Marketing

    Techniques for branding your firm take many forms, but one that’s gaining more attention among marketers is experiential marketing. This type of marketing focuses not just on your products and services, but on creating an experience that draws in your customers and engages them physically, intellectually or emotionally. Here are some ways you can use experiential…

  • Upselling and Cross-Selling Techniques That Won’t Backfire

    Upselling and Cross-Selling Techniques That Won’t Backfire

    When your customer is ready to purchase, you can often increase the amount of that sale with upselling and cross-selling techniques. Upselling involves suggesting elements such as an increased quantity of a product, a longer service contract or a more comprehensive suite of services. Cross-selling involves suggesting other products or services, or other uses of existing products…

  • To Craft a Unique Positioning, Do a Brand Audit to Establish a Benchmark

    To Craft a Unique Positioning, Do a Brand Audit to Establish a Benchmark

    Maintaining your brand’s unique position in the marketplace requires a thorough understanding of what your brand stands for, what benefits it provides for customers, and what strengths and weaknesses define its identity. A brand audit is a comprehensive brand-focused SWOT (strengths, weaknesses, opportunities, and threats) analysis used to identify and define your brand’s unique characteristics. A…

  • Tried and True Prospecting Program Techniques

    Tried and True Prospecting Program Techniques

    When new techniques for customer acquisition emerge, it’s tempting to give them a try. Some may be useful, but if they don’t work for your company, you’ll end up wasting substantial amounts of time and effort for little return. The best way to ensure successful prospecting program results, devote a major portion of your prospecting…

  • How Best to Boost Your Lead Generation Results with Social Media

    How Best to Boost Your Lead Generation Results with Social Media

    Social media gives you multiple opportunities to reach customers and build brand awareness. At the same time, using social media to its best effect can also improve lead generation and bring in more potential customers for your business. Here are some productive ways that you can improve lead generation results with your social media participation.

  • 4 Ways Loan Officers Can Use Social Media to Network

    In business, the strongest relationships are built on familiarity and trust. Loan officers who are known to their clients, perceived as being trustworthy, and demonstrate a level of genuine authority and professional knowledge are likely to be the most successful. Here are four ways loan officers can use social media to keep in touch with clients, referral sources, and…

  • 4 Social Media Tips for Building Lasting Client Relationships

    In the real estate industry, it’s essential to build lasting client relationships. After all, you’re not just selling property; you’re also selling yourself. Your clients need to feel comfortable with you before they trust you with the life-changing process of buying a new home. Fortunately, with the right social media strategy, building lasting relationships is easy. Use…