Stop Juggling: Harness the Power of Pipeline Tools from Vertica CRM for Maximum Efficiency
Home / Blog / Pipeline Tools Inside Vertica CRM Stop Juggling: Harness the Power of Pipeline Tools from Vertica CRM for Maximum Efficiency A business brokerage doesn’t run on one pipeline. Listings, sellers, buyers and deals each move through their own stages. Here’s how business brokers build pipelines that match their methodology, with example stages […]
Vertica Text: Revolutionize Customer Engagement with Integrated Text Messaging in Your CRM
Home / Blog / Vertica Text Inside Vertica CRM Vertica Text: Revolutionize Customer Engagement with Integrated Text Messaging in Your CRM Vertica Text is the texting CRM built for business brokers: two-way SMS and MMS from the contact record, segmented text campaigns, automated follow-ups, auto-responders and keyword replies, with every message logged in the CRM. […]
Why Does A Business Broker Need A website
Home / Blog / Why Brokers Need a Website Websites for business brokers Why Does a Business Broker Need a Website? Sellers check you out online before they call, buyers search for listings at midnight, and AI tools now recommend brokers by name. Here are the reasons every business broker needs a website, what happens […]
Elevate Your Brokerage with Vertica Sites: The Customized Website Solution
Home / Blog / Vertica Sites Websites for business brokers Elevate Your Brokerage with Vertica Sites: The Customized Website Solution Your website is where sellers decide whether to call you and buyers decide whether to register. Here’s what a business broker website needs, what it should cost, how it should connect to your CRM and […]
Securing Success: How Vertica CRM Shields and Empowers Business Brokers
Home / Blog / CRM Security Security for business brokers Securing Success: How Vertica CRM Shields and Empowers Business Brokers A business broker’s CRM holds the most sensitive information in any deal: who is selling, what the business earns and who wants to buy it. Here’s what brokers have to protect, the real risks in […]
Transform Your Business Brokerage with Vertica CRM’s Revolutionary New Interface
Home / Blog / Vertica CRM Interface Inside Vertica CRM Transform Your Business Brokerage with Vertica CRM’s Revolutionary New Interface A business broker’s CRM is only as good as the screens you work in all day. Here’s a screen-by-screen tour of Vertica CRM’s interface, from the dashboard and contact record to the contacts grid and […]
SMS for Business Brokers: How to Text Buyers and Sellers (Without Breaking the Rules)
Home / Blog / SMS for Business Brokers Communication for business brokers SMS for Business Brokers: How to Text Buyers and Sellers (Without Breaking the Rules) Texting is the fastest way to reach a buyer or seller, and the easiest way to annoy one. Here’s when to text and when to email, the texting rules […]
CIM Seduction: How to Design a CIM Template Buyers Can’t Resist
Home / Blog / CIM Seduction Marketing a business for sale CIM Seduction: How to Design a CIM Template Buyers Can’t Resist A great CIM starts long before you write it, with a template that makes every listing look professional and every number easy to find. Here’s how to choose the right format for each […]
Let’s talk about CIMs Baby!
Home / Blog / Let’s Talk About CIMs Marketing a business for sale Let’s Talk About CIMs, Baby! The confidential information memorandum is the most important document a business broker produces. It’s where a curious buyer becomes a serious one. Here’s what a CIM is, how it differs from a teaser, exactly what to put […]
Follow-Ups Lead to Fortunes: How Business Brokers Turn More Leads into Closed Deals
Home / Blog / Follow-Ups Lead to Fortunes Follow-Up and Automation Follow-Ups Lead to Fortunes: How Business Brokers Turn More Leads into Closed Deals Most buyers and sellers don’t act on the first contact. The broker who follows up, consistently and at the right moment, is usually the one who gets the deal. Here’s how […]