Client and Broker Interests: Who Takes Priority?

Home / Blog / Client and Broker Interests Lessons from the field Client and Broker Interests: Who Takes Priority? Every business broker eventually faces the same dilemma: do you tell a client to walk away from a deal, knowing it costs you a commission? Two experienced voices explain when to say “Don’t do it,” the […]

THE MANY BUSINESS DEAL KILLERS (AND HOW TO AVOID THEM)

Home / Blog / Business Deal Killers Closing deals The Many Business Deal Killers (and How to Avoid Them): 10 Reasons Business Sales Fall Apart Most business sales don’t die at the closing table. They die months earlier, quietly, when nobody is watching the right people. Here are the ten most common deal killers, the […]

Never Neglect Your Business, No Matter the Size

Home / Blog / Never Neglect Your Business Lessons from the field Never Neglect Your Business, No Matter the Size A veteran business broker’s first deal was a small laundromat. Years later, it taught him the most important lesson in business ownership: nothing runs itself. Here’s his story, what it means for anyone buying an […]

What makes Business Brokers CRM so special?

Home / Blog / What Makes Us Special What makes us different What Makes Vertica CRM So Special? Clients often ask how we can offer so much, a full-featured CRM, a custom website, SEO and ongoing support, at such a reasonable cost. The answer is how we’re built: lean overhead, an in-house full-stack team and […]

Let’s Talk Buyer Registrations

Home / Blog / Buyer Registration Buyer registration Let’s Talk Buyer Registrations Buyer registration is one of the most frustrating, time-consuming steps in business brokerage, for brokers and buyers alike. Here’s why it matters, why the old way drives serious buyers away, and how online registration lets a buyer register and sign in about a […]

How does Business Brokers CRM, think out of the box?

Home / Blog / Buyer Release Tracking Thinking outside the box How Does Business Brokers CRM Think Out of the Box? It started in 2016 with one client’s request. Today it settles one of the oldest arguments in a multi-broker firm: when a buyer moves from one listing to another, who introduced them, and who […]

What is the key to Business Brokers CRM’s success?

Home / Blog / The Key to Our Success Why brokers choose us What Is the Key to Vertica CRM’s Success? Every CRM company claims to be the best. So how do you know which one to trust, and which ones make promises they can’t keep? Here’s what we believe is the key to the […]

Who uses Vertica CRM?

Home / Blog / Who Uses Vertica CRM Who it’s for Who Uses Vertica CRM? Vertica CRM is built for business brokers and M&A advisors, from brand-new firms and solo brokers to multi-office brokerages and boutique M&A firms. Here’s who uses it, what each kind of firm needs, and how the system is set up […]

Involve Your Team And Keep Them On Their Toes

How to Get Brokers to Use Your CRM: Involve Your Team | Vertica CRM

Home / Blog / Involve Your Team CRM adoption Involve Your Team and Keep Them on Their Toes A CRM your brokers don’t use is money wasted. The brokers are the ones talking to sellers and buyers every day, so they need to be involved in the strategy, design and daily operation of the system. […]