There’s no arguing against the value of utilizing customer experience and relationship management (CRM) software for your mortgage business. According to research from Gartner, Inc., worldwide spending on CRM software grew 15.6% to reach $48.2 billion in 2018. And with 91% of companies with more than 11 employees using a CRM system, it makes sense that taking full advantage of CRM integration for your mortgage CRM is crucial.
Mortgage CRM Integrations Stack Value
During a recent webinar, Salesforce revealed that 80% of business leaders agree that a single source of customer truth would create “Significant” or “Indispensable” value for their organization. That really speaks volumes to the value that properly managed mortgage CRM software can add to your business. Conversely, only about 25% believe that CRM by itself can provide a complete picture of client needs. This is why it is imperative to have the right CRM integration in conjunction with CardTapp.
Notably, Salesforce also states that according to their research, businesses with high adoption and integration rates across teams in each department enjoy a much higher customer satisfaction rate and better collaboration across departments. The same cannot be said for the 57% of participants in the Salesforce research who said that CRM use was fragmented across their organization. Yet another reason to utilize CardTapp to create a more integrated and easy-to-use CRM experience for users.
Make Every Penny Work Harder For You
It’s astonishing to note that the average ROI for CRM is at least $8.71 for every dollar spent and is increasing every year. Unfortunately, many companies fail to recognize all of the available CRM integrations and features that contribute to that level of ROI. In fact, according to research from Forrester that examined the struggles of a successful CRM implementation, 22% of all reported problems were people-related or linked to user adoption. In some cases, CRM is seen — or actually is — a burden to actual sales work. Change is hard. A common recommendation to increase adoption is to make the CRM process easy for users and to properly convey how the user benefits from using the system. CardTapp CRM Integration can help make that the case.
CardTapp is a digital business card you can quickly & easily share with your network. Then, happy customers and referral partners can easily share your digital business card with others to refer your services. With mortgage CRM integrations, new leads identified at networking events and outbound calling efforts or referrals sent from partner realtors or other referral partners are automatically added to your CRM – no manual entry needed. Integrating the CardTapp platform with your CRM saves the time and hassle it takes to add individual leads or prospects to the system.
Maximize Lead Insertion to a CRM
No matter where you are, inserting leads into your mortgage CRM is as simple as a quick text. Whether it’s a business luncheon, conference, trade show, panel discussion, or other events, just add your keyword information (text “your keyword” to 36260) to a sign, slide, or bio and collect lead data in a fraction of the time. The CardTapp app is also easily shared by you, referral partners, friends, and family with just a few clicks on the app – automatically entering new leads into your CRM.
No more fumbling around trying to gather the information of multiple leads. This frees up more time for accomplishing other goals.
And, keeping in line with our commitment to being the top mortgage CRM integration service, we are pleased to have recently partnered with Usherpa to save loan officers’ time, maximize referrals, and automate marketing. We are driven to ensure we offer mortgage professionals only the best tools and services possible. And, with over a dozen fully-functional integrations, we are confident you will agree.
Maximize Selling Time
Whether you’re looking to increase CRM adoption among a team or company or just looking to spend more of your time on selling and less on managing your pipeline. With CardTapp CRM integrations for mortgage professionals, you’ll find yourself wondering how you ever managed without it.