Top of Mind Launches Two-Way Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRM | New
ATLANTA, Georgia, April 6, 2021 (SEND2PRESS NEWSWIRE) – Top of Mind Networks (Top of Mind) today announced the launch of a two-way data connection between Infallible, the number one platform for automated mortgage marketingand Salesforce, the world’s most popular enterprise CRM. The connection gives mortgage lenders unprecedented choice and control over how information is shared between their corporate CRM and mortgage marketing technologies.
Salesforce doesn’t have to take advantage of Surefire, which offers native CRM functionality. However, Top of Mind’s link to Salesforce Lightning Connect helps banks, credit unions, and independent mortgage companies that have already invested in Salesforce to maximize the effectiveness of their marketing programs by leveraging the unique strengths of each platform.
“For a corporate lender, there is no better CRM than Salesforce – and there is no better mortgage marketing automation tool than Surefire, ”said Erik Enright, COO and CTO of Top of Mind. “We’ve enabled lenders to take advantage of the best of both systems and tailor the experience to the exact way they do business.”
Top of Mind’s connection with Salesforce comes preconfigured with a default mapping to Salesforce data fields, making it easy to use right away. By adjusting a few simple toggles, lenders can specify exactly what data should be shared between systems, what direction the data should flow, and when it should be transmitted. For example, lenders may want to share only leads and contacts, or they may choose to share tasks, events, emails, and phone call recordings. Records can be shared as they are created, or they can be shared whenever they are updated. Lenders can even create and share custom data fields.
“We’ve built this connection to give mortgage lenders choice and control over how Salesforce and Surefire work together – without having to hire a six-figure developer or consultant,” said Enright. “Whether loan originators connect to both systems or use only one registration system, the data flow can be adjusted accordingly.”
Lenders Who Use Salesforce Sales Cloud to Manage Leads and Customers Can Enable Top of Mind marketing automation workflow initiate contacts with dynamic content designed to earn new business, earn regular business and earn referral business. If a business prefers to build their customer journeys with Salesforce Marketing Cloud instead of Surefire, they can always make their marketing automation more impactful with award-winning content from Top of Mind. And whether a lender uses Salesforce Sales Cloud, Salesforce Marketing Cloud, or both, their marketing program can be greatly enhanced by applying Top of Mind. Blueprints for Success, a set of mortgage marketing best practices informed by the team’s more than 450 years of experience in the mortgage industry.
For more information on connecting Top of Mind with Salesforce, request a demo.
About Top of Mind Networks:
Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) started out as a bootstrap direct mail marketing business. Today, the company is recognized as the most trusted provider of marketing automation and creative content solutions in the mortgage industry. From individuals to corporate lenders, Top of Mind’s SurefireCRM helps thousands of mortgage professionals gain new business, retain customers and earn referrals. With intuitive ‘set it and forget it’ workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.
@mortgagecrm @salesforce #marketingautomation #mortgagemarketing #digitalmortgage
NEWS SOURCE: Top of Mind Networks
This press release was issued on behalf of the information source (Top of Mind Networks) which is solely responsible for its accuracy, by Send2Press® Newswire. The information is believed to be accurate but not guaranteed. Story ID: 70452 APDF-R8.2
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