CORE BENEFITS FOR THE TITLE INDUSTRY

For the title industry, CRM software allows the segmentation of customer contact data and activity according to specific criteria and automate frequent activities like customer touches and follow-ups.

It helps make sure the sales staff is prioritizing the right leads, and allows both sales and escrow to see the history of a client or potential client. Gone are the days of hunting through different programs to figure out who to call or how to keep track of the status of a client.

Many title companies have already churned through a CRM or two since the technology achieved mainstream popularity, but continued investment in the space and improved systems are ensuring that the functionality is only getting more focused and the return on investment is increasing. With the availability of a targeted, cost-effective, cloud-based CRM designed specifically for the title industry, even the skeptical have more reasons than ever to give it a try.

The more CRM software applications become targeted and simple, the more time the user has to focus on high-value tasks. CRM technology in the cloud can make you more productive, organized, visible and aware. You get all the data and information you need wherever you are.

Here are some core benefits

COST

Don’t let the monthly fee fool you, cloud-based software is less expensive than desktop tools. When you consider the initial cost of desktop software, as well as the added costs for annual upgrades, internal IT management and customer support this is apparent. Let’s not forget the time and trouble of reinstalling a desktop program (and transferring your data) whenever you get a new computer. In the long term, desktop applications are considerably more expensive.

ACCESS

With software platforms residing in the cloud, you have access to all the data and functionality no matter the location or device you’re using. This means you’re never without vital contact information, reports or other statistics and materials you might need throughout the day. Information can be added from multiple teams, from multiple locations, real time; no more entering data later “back at the office.”

Cloud-based software also helps you collaborate efficiently with everyone on your team. Each vested partner can have access to common information that’s updated real time — so you can move the business goals forward together.

SECURITY

Your data is more secure in the cloud than on your personal computer. Because security is a vital consideration we employ very sophisticated security measures. Information that’s on your desktop is more vulnerable, and paper copies are more likely to be misplaced or picked up by someone else.

FLEXIBILITY

There’s typically no up-front installation cost with cloud-based software. This means you can try out a new application with a minimal financial commitment. You’re not putting any storage-gobbling software on your desktop, and if you decide the program is not what you’re looking for, you can drop it.

RECOVERY

Cloud-based software allows you to dismiss worries about a hard drive crashing or a laptop being stolen. With desktop applications, these incidents can be true disasters, costing weeks of recovery time and wreaking havoc on client relationships. Data stored in the cloud is automatically backed up and isn’t going anywhere, even if your iPad ends up at the bottom of a lake.

SAVE THE TREES

Speaking of paper, you’ll use much less of it when you rely on cloud-based tools. Naturally, we’re big believers in cloud-based software; it’s at the core of our product. But we truly believe the cloud will make your life easier however you use it, and you need to understand its advantages.