Want to make sure your team is on track to reach their goals this year? With Referral Maker® CRM for Teams, you can generate powerful new reports that provide insight into your team’s productivity, transactions and lead progress. No more wondering what your team your team is up to and how many transactions they have in the pipelines. Just open the correct report and get all the information you need, in real time. Continue reading
How is your team performing? Find out with the Referral Maker® CRM Teams Performance Dashboard. The all-new Teams Dashboard is the potent new addition to your management toolset. Continue reading
The wait is over! We’re excited to launch the Referral Maker® CRM Team Dashboard, available for purchase in November 18. This all-new Teams feature is designed to give you powerful insight into performance of your team every day. Continue reading
Do you want to be more successful in 2017? Taking time to plan now allows you to adopt the habits you’ll need to succeed before the New Year begins. This allows you to get a jump on 2017 and start the year right. Here are seven tips to help you become more effective, efficient and successful in the coming year. Continue reading
Although the holidays may be more than a month away, if you’re planning in a holiday party to celebrate the season with your favorite clients, the time to plan is now. The holiday season is the perfect time to reconnect with your clients and tell them you appreciate their business and referrals. Since most people are in a festive and social mood, a party allows you to say ‘thanks’ to your favorite clients and have a great time with them. If you’re not sure where to get started, here are a few ideas.