Improve Your Online Discoverability: 8 SEO Tips for Realtors

Search Engine Optimization (SEO) takes all the best parts of organic digital marketing and rolls them into one. With the support of multiple backlinks, adequate keywords, and a consistent upload rate of fresh, engaging content, you can ensure a steady stream of customers with high conversion potential. But harnessing the powers of SEO isn’t always easy. Especially in the dense, highly competitive real estate sector.

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Creatio, How To

Troubleshooting a Printable Error Message in Creatio

Creatio’s printable functionality helps you build some fairly complex reports with report headers and tables. With small reports, it’s usually easy to track report changes and make sure they’re in sync with the database when you change or removing fields that are no longer needed. Sometimes,…

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printable report
Sales, Marketing, Tips and Tricks, Service Management

Fostering Emotional Intelligence in Customer Relationship Management

Consumer ambitions, beliefs, and emotions signal their choices and reflect their brand loyalty; and if your business is not speaking to those experiences, you are not resonating. In this article, we delve into the vital role of emotional intelligence in fostering customer relationships and setting…

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emotional intelligence
Medical Manufacturing, Pharma

The Future of Online Therapy for Gen Z

Better access to care is especially important when it comes to mental health services. Having easy access to a therapist or psychologist can make a huge difference in any person’s life, but digital therapy is particularly beneficial for newer generations like Gen Z. Teens and young adults are…

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mental health for gen z
Data Management, Security

Business Power Moves: Harnessing a Robust IT Infrastructure

A robust and well-designed IT infrastructure is essential to running a scalable and competitive business. In this post, we'll explore the advantages of a robust IT infrastructure, check out some real-world examples of successful IT infrastructures, and offer tips for making the most of your…

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IT infrastructure
Creatio, How To

How to Install and Launch a Creatio Local Instance

This blog lays out the steps to deploy Creatio locally on your Windows machine. Read on for step-by-step instructions.

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how to install creatio locally
HubSpot, Marketing

HubSpot Introduces SMS Features to Elevate Marketing

HubSpot recently announced SMS marketing features built-in to its robust marketing platform. In this blog, we’ll lay out all the must-know information about HubSpot SMS and how it can elevate your marketing efforts.

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HubSpot SMS

Building Blocks for Success: Selecting the Right Team for Your Software Implementation

A successful software implementation relies on the combined knowledge of your software consultant and your internal team. That's why it's so important to choose the right group of people to be part of your project. What skills and experience should these individuals have? How should you define their roles and responsibilities? Read on for practical advice on building the best possible software implementation team.

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Software Selection

How to Choose the Perfect CRM Software in 3 Steps

The perfect CRM for you is out there, somewhere. The key to finding it depends on your team’s ability to laser focus on your goals and translate them into capabilities and features. For the average person, this can feel overwhelming, but you have a decided advantage: the insight of seasoned…

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CRM selection
AI and Machine Learning

Tech, AI, and Ethics: Shaping a More Efficient and Responsible Business Future

When leveraged effectively, AI can save time, pad profit margins, and reduce the risk of human error. AI can also help your business take advantage of unwieldy data sets, which can improve the veracity of your business decision-making. But, with great power comes great responsibility — particularly…

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AI ethics
Marketing, Tips and Tricks

Demystifying Lead Scoring

In this blog, we’ll demystify lead scoring by looking at common lead scoring models, when to use them, and the best practices for applying them.

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demystifying lead scoring
CRM, Software Implementation

7 Expert Tips for a Seamless CRM Implementation

With more than 33 years of CRM implementation experience under our belts, Technology Advisors is an authority at ensuring CRM success. Here are our expert tips for a seamless CRM implementation.

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seamless CRM implementation header
Best Practices, Pharma

Digital Best Practices to Incorporate to Improve Patient Retention

While it’s important to attract new patients to your practice, retaining them might be even more essential. Patients who trust your facility, your staff, and your message are more likely to become brand ambassadors for you. They’ll also end up costing you less money when it comes to your marketing…

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How Businesses are Capitalizing on the Metaverse (And How You Can Too)

While the buzz may be warranted, it’s important to realize the capabilities of the metaverse are still a work in progress. Businesses looking to capitalize on the metaverse have plenty of opportunities available to them, but success in this space requires cautious optimism and a strategic plan.

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Training, Best Practices, CRM

Schedule the Right CRM Training for the Right Audience

When you’re planning CRM training, it’s essential to consider who your audience is. You’ll probably be training various types of users, and each user type will have unique training requirements. By adapting your training plans to your audiences, you can deliver focused options that keep users…

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crm training for different audiences
CRM, Tips and Tricks

7 Tips for Successful CRM Implementation

Whether it’s your first time implementing CRM, or you’re switching to a new solution, a thoughtful plan will ensure your success. We’ve been guiding customers on CRM implementation for a long time, and these are the seven tips we always recommend.

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CRM implementation success
Real Estate, AI and Machine Learning

Data-Driven Decision Making: Leveraging AI and Tech to Make Informed Real Estate Choices

In recent years, technological developments have emerged that can make a difference in this area. Artificial intelligence (AI) alongside other tools offers a data-driven approach to providing insights to investors in key areas of real estate. It’s worth taking a moment to explore how these tools…

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real estate
Creatio, How To

How to Modify the Account Address Page in Creatio to Handle Multiple Map Locations

In my previous blog, I described how to set up a service in Creatio to retrieve a set of locations from a specified radius around a given location. Once this data service has been set up, the next step is to integrate its data onto the AccountAddressPageV2 so Creatio can handle multiple map…

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Creatio multiple map locations
Creatio, How To

Building a Creatio Web Service That Retrieves a List of Account Addresses in a Specified Radius

Instead of building a lot of UI logic to get a list of accounts near a specific location, it’s easier to build a Creatio Web service that does the work of finding those locations and displaying them on the UI page. For the purposes of this article, we’re going to build a Creatio Web service to…

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Creatio web service for location
CRM Improvement

Support vs Enhancements: Maintaining vs Innovating Your CRM

The right CRM solution fits your growing business, but there are always opportunities to align it even closer with your goals and customer needs. That's why you may face a dilemma: should you focus on CRM support or CRM enhancements? Both contribute to continuous CRM improvement, so, how can…

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continuous CRM improvement
AI and Machine Learning

AI Equity: Challenges and Opportunities for Black America

AI can inadvertently magnify the biases of its creators. Numerous studies have uncovered algorithms that perpetuate racial biases in facial recognition and even in job applicant screenings. This article focuses on AI equity challenges for Black America in education, healthcare, and economics, and…

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Black America AI
Best Practices, CRM

Essential CRM Maintenance Tips for Optimal Performance

Did you know your CRM requires ongoing maintenance for optimal performance and functionality? In this article, we'll explore the key aspects of CRM maintenance, including data management, system updates, customization, security, user training, integration with other systems, and performance…

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Predictive Analytics

How Different Industries Harness Predictive Analytics

Fortune tellers use crystal balls, ghost hunters use EVPS, and psychics use their intuition. The rest of us rely on predictive analytics to foretell outcomes. Companies across industries look to historical data to find patterns and anomalies that inform smarter business decisions. The applications…

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predictive analytics
CRM Improvement

7 Crucial Areas of CRM Maintenance You Can't Afford to Ignore

Are you getting the most out of your CRM investment? While implementing a CRM system is a great first step, ongoing maintenance is crucial to ensure it remains efficient and effective. In this blog post, we'll share with you seven essential areas of CRM maintenance to help you keep your system…

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CRM maintenance

10 Questions you Must Ask When Selecting a CRM

If you know the right questions to ask your CRM vendors, you’ll not only be able to make a well informed decision, but you will also increase your likelihood of long-term success with the CRM. Here are the crucial questions I recommend asking your CRM vendors:

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