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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!

  • Database Management: 5 Pointers to Make Sure Your Firm Has Quality Information

    Database Management: 5 Pointers to Make Sure Your Firm Has Quality Information

    The success of your business depends in large part on the quality of the information contained in your customer database. With poor or outdated data negatively affecting up to 40 percent of a company’s objectives, it pays to make sure your database management supports high-quality information that will return results.

  • Keeping Clients Is Every Firms’ Goal, but What Do You Do When a Client Leaves?

    Keeping Clients Is Every Firms’ Goal, but What Do You Do When a Client Leaves?

    Keeping clients is the goal of every company. However, the business world can be unstable, and despite all of the best efforts of a company’s management and staff, clients can leave the industry, go out of business or choose to go to one of your competitors. Here are some suggestions on how to prepare for and…

  • 3 Mistakes to Avoid When Tackling Market Research

    3 Mistakes to Avoid When Tackling Market Research

    The more you know about your industry and local market, the better you’ll be able to serve your customers and grow your business. Market research is the primary technique for finding out what customers want and what services you can provide to meet market needs. Good market research requires adherence to established practices and avoidance…

  • The 6 Marketing Basics That Will Keep Your Firm Relevant in the Ever-Changing Marketplace

    The 6 Marketing Basics That Will Keep Your Firm Relevant in the Ever-Changing Marketplace

    Companies in all industries will be more successful if they combine new marketing approaches with well-established marketing basics. Here are six of those marketing basics that you can start applying today.

  • 5 Big Benefits of Tracking Customer Satisfaction With Well-Crafted Surveys

    5 Big Benefits of Tracking Customer Satisfaction With Well-Crafted Surveys

    There are some old truths of business that never lose their relevance, and perhaps the most important of them is “keep your customers satisfied.” One of the easiest ways to find out what keeps your customers happy is to conduct regular customer satisfaction surveys. These types of surveys can help you in the following five important…

  • Inspire Client Loyalty With 5 Simple Steps Your Firm Can Implement Now

    Inspire Client Loyalty With 5 Simple Steps Your Firm Can Implement Now

    The client acquisition process requires a considerable investment of resources. Once you have a customer, it costs much less to maintain that individual than it does to find, convince and convert a new customer. Maintaining client loyalty requires its own particular type of investment and must be cultivated and supported throughout your organization to be…

  • The 3 Keys to Successful Marketing Tactics for Firms in Any Industry

    The 3 Keys to Successful Marketing Tactics for Firms in Any Industry

    No matter how specialized the industry, its marketing can be broken down into three essential marketing tactics: attraction, conversion and retention. Whether you deal in products or services, whether your company is a small retail boutique or a major manufacturer, these three marketing tactics will form the backbone of your business.

  • Drip Marketing vs. Lead Nurturing: Do You Know the Difference Between These Strategies?

    Customer acquisition is traditionally a lengthy process that requires long-term dedication to finding, educating and convincing individuals who will purchase your products or services. Two common techniques in this category are drip marketing and lead nurturing. Both are long-term techniques that must unfold over time, and both require numerous contacts with potential customers. However, there…

  • Target Marketing — The Backbone of Sales and Marketing Alignment

    Your sales and marketing departments are both vital components of your company, but if their efforts aren’t aligned, their effectiveness can be diminished. Worse, there could be times when these two important functions are working at odds with each other. To make sure both sales and marketing are working in tandem, apply some of the…

  • 5 Ways Personalized Marketing Campaigns Can Work for Your Firm

    A personalized marketing campaign allows you to focus marketing efforts toward the individual customers who are most likely to be interested in your products and services. Personalized marketing is based on your knowledge of your customers—what they usually buy, what topics interest them, what their most common needs are and what they use to solve their…

  • Move Over Digital Marketing — 6 Ways to Spice Up Your Direct Mail Marketing Campaign

    With the continued growth of online media, it might seem the appeal of direct mail marketing has waned. Sophisticated marketers know, however, that a physical sales letter in a mailbox still has power to convince prospects to buy.

  • A Deeper Look at Relationship Marketing — 3 Tips for Making the Connection Count

    Finding out information about your customers is much easier today because of the proliferation of social media platforms—a LinkedIn profile or series of tweets on Twitter, for example, can be very informative. In the best type of relationship marketing, the information you gather on your customers should come from more direct sources.