Email marketing is invaluable for helping financial advisors cultivate long-term clients and provide them with lasting, tangible value. But how can you ensure your emails are read and don't disappear…
With the rising operational costs of the post-pandemic era and the fears of a global recession increasing with every passing day, running a profitable small business isn’t easy. In…
It’s well established that marketing automation helps businesses drive growth. In fact, businesses using marketing automation have experienced a 451 percent growth in qualified leads as marketing automation tools increase…
If you're a regular user of Act! and QuickBooks, you already know the value both solutions bring to your business. But did you know that you can bring Act! and…
Building relationships with customers is essential for small and midsize businesses (SMBs) today. Customer expectations have shifted from fair pricing and quality service to personalized interactions, proactive service, and a…
Inflation is affecting small business owners everywhere. According to research by the NFIB Small Business Association, 37 percent of SMB owners cited inflationary pressures as the single most important problem…
Did you know that customer experience influences 73 percent of customers' purchase decisions? To stand out in the highly competitive startup world, improve retention rates, and attract new customers, small…
Creating trustworthy relationships with clients through fast, accurate, and personalized care makes financial services professionals stand out among others. Fortunately, Allied Financial Software, Inc. has the products and expertise to…
Marketing is essential for all companies, but especially so for small businesses to compete with larger, household brands in today’s dynamic landscape. And marketing includes various online channels like email…
Regardless of how long you’ve been in business, if you want your company to grow, you need to continually add new customers and improve your customer retention. The best way…
2022 Act! CRM Survey Report Recap Throughout the pandemic, increased resilience and adaptability became necessary as SMBs were forced to quickly adopt new ways of working to remain open and…
When prospecting, you may be ‘actively working’ referrals from your center of influence, marketing qualified lead lists, opportunities with existing customers, or other self-sourced opportunities. Some of these prospects result…
AspenTech CRM, founded by Greg Knapp in 1994 and now led by his son, Marshall Knapp, has been an Act! Certified Partner since 1994 and was recently awarded the Act!…
Are you hesitant to use email marketing because it feels intimidating? You’re not alone. Many of our customers have expressed the same reservations - that email marketing seems too complex…
Managing customer risks with Act! Premium Simply said, if you are a financial advisor, insurance agent, or providing other financial professional services, your book of business is always in peril. …