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!

  • Tips for Effective Lead Management and Follow-up

    Tips for Effective Lead Management and Follow-up

    For every business, a steady source of leads is vital to the ongoing success of the enterprise. Good leads should not be considered a one-and-done source of sales. Effective lead management and follow-up will ensure both a steady source of new leads and repeat sales with high levels of satisfaction from your existing customers.

  • Three Opportunities for Cross-Selling HVAC Services

    May 2013 Issue Three Times When Cross-Selling HVAC Services Comes Naturally Existing customers can be a gold mine of new business, but one that too often goes untapped. The good news is that your current client relationships provide many reliable opportunities for cross-selling HVAC services and up-selling new products, add-ons, upgrades or service and maintenance…

  • Inbound Marketing and How It Differs From the More Traditional Outbound Techniques

    Inbound Marketing and How It Differs From the More Traditional Outbound Techniques

    As the World Wide Web has evolved and advanced, so have the techniques used to attract, convert and serve customers. Traditional outbound marketing techniques that once worked well have given way to newer inbound marketing processes that are more creative and more likely to appeal directly to a company’s target market.

  • Improve Email Marketing Open Rates and Click-Throughs With These Tips

    Improve Email Marketing Open Rates and Click-Throughs With These Tips

    Even the best designed and carefully crafted email marketing message won’t help you if it doesn’t get opened and generate click-throughs to your website or product page. Here are some suggestions for improving the open rates and click-throughs for your next email campaign.

  • Unique Branding for Your Company: Dos and Don’ts to Keep in Mind

    Unique Branding for Your Company: Dos and Don’ts to Keep in Mind

    The global business environment is vast, and a key component to success in that large arena is a unique brand and a distinctive business identity.

  • What is Lead Incubation?

    What is Lead Incubation?

    Somewhere within your customer database you probably have a substantial number of expired leads. You may have expended some effort trying to convert these leads into customers, but eventually you decided that they were no longer viable targets to pursue.

  • Improve Your Client Retention Program With Effective Tracking

    Improve Your Client Retention Program With Effective Tracking

    Acquiring and keeping customers is the core necessity for your business. When looking for ways to improve your client retention program, you can benefit from applying a well-tested and proven metaphor to guide your actions: the sales funnel.

  • Stay in Touch After the Sale With Customer Database Marketing

    Stay in Touch After the Sale With Customer Database Marketing

    In every customer interaction, there exists useful information for improving customer service and increasing your sales and profits. Keeping track of this information and using it to your greatest benefit requires a customer database and a well-defined strategy for customer database marketing.

  • Building a Referral Marketing Plan: 3 Types of Referrals to Work Toward

    Building a Referral Marketing Plan: 3 Types of Referrals to Work Toward

    As you evaluate and implement marketing programs designed to produce leads and prospects, remember that your existing customers are a prime source of new customers through referrals.

  • Marketing Your Product Successfully Requires Targeting the Right Folks the Right Way

    Marketing Your Product Successfully Requires Targeting the Right Folks the Right Way

    To be effective, marketing must be focused. Even if your product has broad appeal, marketing your product must still involve targeting your advertising, offers and informational campaigns to the potential customers who are most likely to use what you have to sell.

  • You’ve Set Lead Generation Goals, Now How Do You Achieve Them?

    You’ve Set Lead Generation Goals, Now How Do You Achieve Them?

    It’s easy enough to set lead generation goals, but the actual methods for finding and pursuing those leads can be somewhat more difficult to pin down. The following techniques outline several effective ways to let potential customers know about your company and what you offer.

  • Marketing to HVAC Service Customers

    March 2013 Issue Marketing to HVAC service customers: Your best bet for soliciting feedback and referrals Seeking out customer feedback and referrals must be a key component of your strategy when marketing to HVAC service customers. HVAC businesses that place their emphasis on one-time transactions are missing one of the keys to long-term business success. Building relationships…