Sales – Referrals and connections made simple – CardTapp

Category: Sales

what is DX vs CX

2 Ways to Tap into DX to Capture, Close, and Retain More Clients

Most insurance professionals are familiar with CX (customer experience) because it’s an integral part of their business, but more and more CX is moving toward DX (digital experience). Customer experience is all customers interactions, each touchpoint they experience with your organization. While DX refers to all interactions customers have on a digital platform. This includes…

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get better roi out of your cardtapp app

5 Ways to Immediately Get More ROI Out of Your App

We’re constantly learning creative ways that CardTapp members are using the solution to solve business problems or achieve new goals. No matter how long you’ve had your app, here’s some hacks you might not already be implementing that will help you get even more ROI out of it. Send Lots of Text Messages from TappTracker…

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Success Secrets of the 40 Most Influential Mortgage Professionals Under 40 in the Country

National Mortgage Professional magazine recently released their annual list of The Forty Most Influential Mortgage Professionals Under Forty. The 8th annual list featured top mortgage leaders that exemplified professionalism and top production in the housing market. Success Secrets of the 40 Under 40 Mortgage Professionals While each of these mortgage leaders climbed their way to the…

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why cardtapp's crm integration is a game changer

Why CardTapp’s CRM Integration is a Game Changer for Your Business

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 if you’re considering rolling out CardTapp’s personally branded, trackable apps for your entire sales floor, it’s also essential that you also set up an integration for your apps….

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