Articles regarding CRMs and building Lists
CRM
How Smarter Lead Forms Are Giving PAL Associates More Time to Market—and More Credibility with Prospects
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CRM
CRM
Why Every Factoring Broker Needs a CRM — And Why Pipedrive’s New “Lite” Plan Is a Game-Changer
For freelance factoring brokers and commercial finance consultants, success comes down to two things: relationships and consistency. And to manage both effectively — at scale — you need a CRM (Customer Relationship Manager). If you’re […]
CRM
For Part-Time Brokers: Test Out the Power of Pipedrive’s LeadBooster Add-On
A Pivotal Point for Lead Generation for Part-Time Factoring Brokers and Agents For new and part-time factoring brokers — especially those juggling a full-time job — every minute counts. You’re building your business during off-hours, […]
CRM
Consultants and PAL Associtaes: Your Need for a High-Qualify CRM for Business Management
For those “part-timers” focused on factoring as only an occasional home business, it’s easy to get by without investing in sophisticated tools. A few leads here, a few follow-ups there—many referrers manage just fine with […]
CRM
Consultants: Choosing Your First Direct Marketing Targets and Building Your Lists
Commercial Finance Consulting can be one of the most rewarding careers out there. You get to help businesses grow and succeed, all while making a great living for yourself. But understand, it’s not all sunshine […]