According to MarketingSherpa’s Business Marketing Survey, lead nurturing is an area that is a point of pain for many businesses. They asked 980 marketers in a variety of industries if they have a process for lead nurturing. Surprisingly, only 56% have a solid plan in place.

56% have some defined lead nurturing process in place, […]

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Another company that was covered here and interviewed here few months ago, SmartHippo made an announcement today. The community based mortgage shopping network announced that it has created an advisory board that included a number of industry experts.
Founding advisory board members include Lori Collins, former Senior Vice President and General Manager for LendingTree Exchange; Bill […]

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So, who has the most loyal customers in financial services? Here they are according to the Brand Keys 2007 Customer Loyalty Engagement Index.
Bank
1 Wachovia/
Washington Mutual (tie)
2 Bank of
America
3 JP Morgan Chase
4 PNC/Bank of NY (tie)
5 Wells
Fargo
6 CitiCar Insurance1 Geico
2 State Farm
3 Allstate
4 Nationwide
5 ProgressiveCredit Card1 Discover
2 Capital One
3 Visa
4 American Express
5 First
USA/MasterCard […]

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I am not sure when the last time you have been to you local shopping mall, but if you’ve been to one in the last 6-9 months I am sure you have noticed a specific store full of buzz. People are slammed together inside the large store chatting with store attendees, testing out the products […]

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This is one of the biggest mistakes I see lead buyers making with their leads. An Internet leads, if generated with any level of integrity, is not a cold call. It is an initiated, hand waver!
Think about what a quality Internet consumer lead implies:

There was a need
They have done some level of research (i.e., did […]

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I am back after a little hiatus and many of you have been wonder where the only out spoken consumer advocate on the Internet has been. Well, I can only tell you that lead providers should beware! I have been on the prowl scouring the Internet for offensive behaviors. If you are out there […]

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In the past we have discussed going the consumer more control over the loan shopping process. George Favvas took a positive step forward with the creation of SmartHippo which is gives borrowers the chance to post the rates they received, rate the lender and also shop for the lowest mortgage rates. Now another website […]

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There is a huge disparity between buyers who call leads to many times and buyers that don’t call leads enough and in this post I want to address this topic and give my two cents.
I have heard it too many times that buyers have not been able to succeed with the leads and to only […]

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Over the weekend it came across the wire that the website/Blog/Forum Broker WatchDog would be implementing Icosales into their interface.
Prior to implementation of icoSales, Broker Watchdog users posted leads for exchange on the website’s forum. For example, if a broker had a customer who needed an FHA loan and the broker did not specialize in […]

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We often banter, in marketing and sales, about delivering customer satisfaction or the WOW factor. What does that mean? Does it translate into real long-term success? My morning blog reading came across a post about the difference between the WOW and YUM.
It is a great way to frame the problem.
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The best solution is to have support in the email for both HTML and plain text. The specific technique I am referring to is called multipart text/HTML format and it allows you to utilize HTML’s design possibilities while also sending out the message in plain text form.
Plain text email lacks any formatting or graphics […]

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In deference to a few minor criticisms I’ve removed any mention of the LMS company I work for that offers email services.  I would point out to you that you should check into email capabilities of your CRM/LMS/LOS system and see and use that feature.  Some LMS systems charge you $.04-$.05 per email they send out.  Others will not […]

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