Technology

7 Important Considerations When Choosing a CRM

CRMs (Customer Relationship Managers) are powerful organizational and marketing tools used by virtually everyone involved in sales.  While simple referrers in the factoring industry that work strictly on social media can probably operate without one, […]

Business Development

Recognizing Desirable Factoring Clients

From the standpoint of business development, it is obviously important that factoring brokers understand what characteristics are common to desirable factoring clients and to be aware of these characteristics when marketing and prospecting.  It is […]