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Businesses that use marketing automation to nurture prospects see a 451% increase in qualified leads.” With results like these, why are many people are still confused about the difference between a CRM system and a marketing automation platform? We explore how the two solutions work together to improve the customer experience and, ultimately, increase business.

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Marketing automation is definitely a trending topic in the mortgage industry. Many of the leading mortgage companies have been using marketing automation for years. But - how did they decide which platform to choose? There are many things to consider including: features, integration capabilities, customization of the platform, customer service, specific industry knowledge, and so much more.

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In the third entry of our 3-part guest blog series with one of our Totus subscribers in the mortgage industry, we discuss the ins and outs of implementation. Having chosen Totus as their marketing automation platform, we wanted to hear more about what it takes to build out an entirely new process and familiarize approximately 150 loan officers with the new technology. What were the hurdles? What worked really well? This is their journey to the discovery of marketing automation and how it helped transform their business.

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Searches for “marketing automation” are at an all-time high. In 2017, it is estimated that 51% of companies (both B2B and B2C) are currently using marketing automation. If you think that your company might benefit from marketing automation and you are struggling to convince your team about the benefits, we look at 7 stats to share with them.

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In the second entry of our 3-part guest blog series, we sit down and talk to one of our Totus subscribers in the mortgage industry. Operating in over 40 states and employing approximately 150 loan officers in the field, they were in a pivotal position of growth and were looking for technology to help them scale easily. This is their journey to the discovery of marketing automation and how it helped transform their business.

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