Customer Relationship Management

Customer Relationship Management (CRM) refers to the activities an organization undertakes to collect, maintain, and measure its interactions with current or potential customers. The goal of CRM is to analyze customer data to improve business relationships, such as retention, satisfaction, and/or sales growth. Software solutions often help companies with customer relationship management. In the education […]


What We Learned from 500+ Mortgage Professionals: 4 Key Insights

What We Learned from 500+ Mortgage Professionals: 4 Key Insights

In 2016, we surveyed more than 500 mortgage professionals to get a pulse on the current state of technology. With the purchase market projected to grow significantly this year, retail lenders are preparing to leverage technology so they can meet the growing demand. Participants in the survey consisted mostly of mortgage lenders, brokers, and correspondents, […]


Velocify Named Sales CRM FrontRunners Master

Velocify Named Sales CRM FrontRunners Master

Velocify recognized as powerful sales CRM platform by Software Advice. According to Software Advice, 75 percent of buyers leverage online reviews as a part of their decision-making process, and those who do report greater levels of satisfaction with their purchase decisions. Because of this, review sites are a gold mine for anyone considering a sales […]



The New Customer and the Existing Customer

Lead Management Software has some common elements with Customer Relationship Management software. So companies that are looking at SaaS solutions for the first time sometimes ask, “Which one do I need? Which one will work for me?” It is a question that should be answered by looking at what each solution does best, making an […]