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!

  • Lead Generation and Marketing Automation Go Hand in Hand

    Lead Generation and Marketing Automation Go Hand in Hand

    Marketing automation is a business strategy that can give you a significant edge in the acquisition, nurturing and conversion of new customers. Evidence continues to mount that a well-run and intelligently deployed system of marketing automation can produce substantial improvements in sales efficiency, lead generation, customer retention and conversion.

  • 5 Tips for Ramping Up Your Prospecting Strategy

    5 Tips for Ramping Up Your Prospecting Strategy

    Prospecting for new clients is a vital component of maintaining consistent sales and reaching revenue goals. However, it can be easy to see prospecting as a tedious chore or an unpleasant obligation, perhaps even as something to be put off until absolutely necessary. Here are five tips you can use to boost your prospecting strategy…

  • Using Instagram for Real Estate Marketing Piques the Interest of Socially Savvy Buyers

    Using Instagram for Real Estate Marketing Piques the Interest of Socially Savvy Buyers

    One could argue that real estate professionals and Instagram are just made for each other. All people are attracted to images, of course, and especially those looking to buy a home or rent office space. Using Instagram for real estate marketing provides a free and easy way to share photos and short video clips of your listings…

  • Direct Mail Marketing: 3 Keys to Getting it Opened Time After Time

    Direct Mail Marketing: 3 Keys to Getting it Opened Time After Time

    With all the attention that’s paid to online marketing in today’s business environment, it’s easy to lose track of a reliable, tested and effective way to get customers’ attention: direct mail marketing. For many, direct marketing gets assigned to the category of “junk mail” that’s more likely to be thrown away unopened than read. If you’re…

  • 5 Tips for Creating Effective Direct Mail Marketing Content

    5 Tips for Creating Effective Direct Mail Marketing Content

    Even though much of today’s marketing efforts are focused online, the old tried-and-true method of direct mail marketing still works to produce leads and conversions. Here are five effective techniques for creating stronger content that will capture attention and convince readers to take the next step in the marketing process. Where could you improve your direct…

  • Best Ways to Keep Your Name in Front of Clients for Repeat Business

    Best Ways to Keep Your Name in Front of Clients for Repeat Business

    It takes time and resources to nurture a prospect from qualified lead to paying customer. The return on investment you’ve made in acquiring customers can be compounded significantly by pursuing repeat business from existing clients. Here are some effective ways to keep your name in your clients’ awareness so that they’re likely to turn to you…

  • Creating a Cross Media Marketing Campaign to Boost Your Sales Potential

    Creating a Cross Media Marketing Campaign to Boost Your Sales Potential

    Today’s technology gives the modern marketer the option to take their most effective sales and marketing messages into different media. This type of cross media marketing lets you start a campaign in electronic or print media, for example, then after a suitable time for response has passed, move the campaign into the opposite media.

  • Social Media Marketing Best Practices — 7 Qualities That Really Make It Work

    Social Media Marketing Best Practices — 7 Qualities That Really Make It Work

    Keeping your social marketing campaigns on track and working effectively requires careful, ongoing attention to the basics. Here are seven ways to apply social media marketing best practices to improve customer engagement and, ultimately, boost your bottom line.

  • 6 Ways to Inspire Lead Generation and Customer Retention this Spring

    In the HVAC business, springtime is one of the best seasons to step up your lead generation and customer retention efforts. Waiting for the warmer weather to spur homeowners to contact you? That can put you well behind the competition. HVAC Spring lead generation can also help level out your workload. By contacting your leads and repeat customers in…

  • Generate HVAC Client Testimonials to Use to Your Advantage

    Want to stand out from the crowd? Client testimonials can get your HVAC business noticed. Sincere customer comments function like references for your business and are very credible to prospects. Testimonials can have as much positive effect on your business as good online reviews can, boosting confidence in your brand and validating your skills. A…

  • Marketing Home Performance and Plumbing to Existing HVAC Customers

    Home-performance contracting (HPC) and plumbing services are natural upsells or cross sells for marketing existing customers in your HVAC database. Reach out to them through email, social media (Tweet a discount coupon, perhaps) or ask technicians to offer the services while in the home on other business. Both services are genuinely interesting to customers, so it’s a…

  • Customize Your HVAC Marketing Strategy With Outside-the-Box Ideas

    Many HVAC companies have found that their marketing strategy, content ideas, sales and customer promotions get more attention and generate more business if they’re built around a theme. One way to come up with some unusual, attention-getting and out-of-the-box ideas is to sync your marketing calendar with national and local holidays, events and celebrations. Think about filling…