Customer Management Archives - CardTapp

Category: Customer Management

CardTapp and Usherpa Launch Integration Partnership to Help Mortgage and Real Estate Professionals Close More Deals with Less Effort

CardTapp, a mobile marketing and customer engagement platform, launched an integration with Usherpa’s marketing CRM. These tools operate in harmony to save loan officers’ time, maximize referrals, and automate marketing at scale. CardTapp’s partnership with Usherpa leverages prospect and customer interactions to drive data into the powerful CRM. This integration seamlessly adds new contacts to Usherpa’s marketing…

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2 Ways to Excel in Customer Support and Service: A Case Study of CardTapp Members

There’s arguably nothing more essential to the longevity of a business than their ability to execute when it comes to customer service and support. Last year, we made a lot of changes to the way our Customer Success team operates and were pleasantly surprised at just how positively our members reacted to those changes. Here’s…

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Why Your CRM is Actually Costing You Money and How to Improve CRM ROI

There’s no question that it’s important that you have some kind of client relationship management (CRM) system in place to keep all your contacts and notes organized. But manual data entry is hurting your bottom line. The hygiene of your CRM system directly affects your sales productivity, pipeline visibility, and your marketing efforts — all of which directly…

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How to Capture More Leads for Your Dealership and Directly Insert Them in Your CRM

Keeping up the CRM database is one of the most common frustrations that general managers face when it comes to growing their dealership’s business. Between high turnover in sales reps, unidentified foot traffic and leads pulled in from newspaper ads and gimmicky (dare I say tacky? …and all-too-common) mailers, there’s a million places for a…

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