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  • 1.  CRM for Sales

    Posted 06-13-2022 17:26
    What's your favorite CRM for sales contacts? Specifically interested in access for all agents so they don't step on each other's toes. 

    Thanks!

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    Kristen Cappitelli
    Good to be Home Title Agency
    Medford NJ
    +1 (908) 621-1192
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  • 2.  RE: CRM for Sales

    Posted 06-14-2022 08:48
    I would recommend checking out HubSpot (HubSpot | Inbound Marketing, Sales, and Service Software
    Hubspot remove preview
    HubSpot | Inbound Marketing, Sales, and Service Software
    With tools to make every part of your process more human and a support team excited to help you, getting started with inbound has never been easier. Get started with free tools, or get more with our premium software.
    View this on Hubspot >
    ). I have used other CRMs in the past like Salesforce and some proprietary systems and this is by far the best in my opinion. Very easy to navigate and customize.

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    Austin Zahrt
    CertifID
    Grand Rapids MI
    +1 (616) 855-7180
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    Original Message
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  • 3.  RE: CRM for Sales

    Posted 06-14-2022 09:47
    Kristen, the answer to that question is always "what are you going to do with it". To Austin's point, HubSpot is a good if not great system (although it has been about 5 years since i have taken a deep dive into it). Make sure you differentiate HubSpot Marketing Hub from HubSpot Sales Hub, one is marketing automation and the other sales engagement. It sounds as if you have a team that needs to manage contacts , have transparency within pipeline, opportunity analysis and maybe some email marketing? There are a lot of good small players out there. Though I would walk backwards from what you want it to do. It is pretty easy to go from $50/mo to $20K/yr with features. I would look at the website G2.com. It is an online software review site. Whenever I am looking to implement a new system, I always start there, search for whatever type of software I am looking for and then read through user reviews to gain the valuable real-world pros and cons you won't get in a demo. Good luck with the search. Fell free to reach out, I am happy to share whatever info i can with you. All the best, Chris.

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    Christopher Casa
    AmTrust Title Insurance Company
    New York NY
    +1 (646) 354-2471
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    Original Message
    ALTA Marketplace


  • 4.  RE: CRM for Sales

    Posted 06-16-2022 16:39
    Christopher,

    Are you currently using HubSpot for Sales at AmTrust? And do you integrate with Qualia data? If so, are you open to a quick phone chat? 

    Erin

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    Erin McNaboe
    Director of Marketing
    Eagle Title, LLC
    Annapolis MD
    +1 (410) 266-3600
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    Original Message
    ALTA Marketplace


  • 5.  RE: CRM for Sales

    Posted 06-17-2022 09:57
    Erin we are not. We are currently onboarding Salesforce to manage sales ops and marketing communications. I am not a big fan of Salesforce, though it is the system of record for the Financial Service company, so it is what. However all of the systems work, and any CRM is 100x better than no CRM. I am happy to share whatever experience I have with you. 216.315.0330. -Chris

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    Christopher Casa
    AmTrust Title Insurance Company
    New York NY
    +1 (646) 354-2471
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    Original Message
    ALTA Marketplace


  • 6.  RE: CRM for Sales

    Posted 06-14-2022 12:35
    This message was sent securely using Zix®

    I'm familiar with SalesForce and reached out to them recently.  It is a robust program with tons of options, but a very basic CRM system that integrates with your gmail or outlook email (very important to track account and outreach activity) runs an individual around $100 a month.  A slightly more robust Enterprise edition option is $150/mo per user.

     

    You can track your account AND broker/banker client notes, objective tasks and reminders (outlook is terrible at reminding me of any set tasks, even when I set an alarm.  They just never show up!), emails are logged and linked, and most every account "touch" is centralized.  Accounts "belong" to a rep, instead of account reps stepping on each other.  And a good policy is that if a rep has not logged activity (recorded a call log, or sent an email) it  becomes very obvious to management that they are not staying with the client and perhaps it should be an account open to account rep changeover.

     

    KEVIN RUSSELL
    National Account Manager
    National Commercial Services

    Commonwealth


    Commonwealth Land Title Company
    4100 Newport Place, Suite 120
    Newport Beach, CA 92660

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  • 7.  RE: CRM for Sales

    Posted 06-16-2022 16:22
    We are currently onboarding with HubSpot sales. I'm happy to discuss our insights thus far, and after implementation.

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    Erin McNaboe
    Director of Marketing
    Eagle Title, LLC
    Annapolis MD
    +1 (410) 266-3600
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    Original Message
    ALTA Marketplace


  • 8.  RE: CRM for Sales

    Posted 06-17-2022 09:08
    I just learned about Less Annoying CRM and am trying it.  Get 60 days free then $15/month.  I'm just now onboarding but it looks so easy to use.  It was recommended to me by a business coach who uses it.  Good luck!!

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    Nancy L. Gusman, Esq., CLTP, NTP
    GusmanLegal, LLC
    Beltsville, MD
    (301)563-9669
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  • 9.  RE: CRM for Sales

    Posted 06-24-2022 12:03
    Edited by Darian Jorden 06-24-2022 12:03
    Erin, we also use Qualia so I would love to hear about how you implement a CRM. Do you also track client notes through the Qualia system? We have been trying out a few different CRM's and would love to chat with you about your implementation thoughts.

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    Darian Jorden
    Sales Manager
    Vista Title and Escrow, LLC
    Spokane WA
    +1 (509) 362-5650
    [email protected]
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