I’ve been thinking about this a lot lately while working around mortgage technology and business automation.
A company can have a CRM, sales tools, automation, reporting, email, onboarding — and still lose opportunities simply because those systems don’t work together.
The real question isn’t always: “What tool are we missing?”
Sometimes it’s: “Where is the workflow breaking?”
I explored this through the mortgage industry in my latest article — but I think the same problem exists in many businesses.
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