Email Marketing for Financial Advisors: How to Get Started
Email marketing is invaluable for helping financial advisors cultivate long-term clients and provide them with lasting, tangible value. But how…
Welcome to the Act! Blog
Small Business Growth Strategies for 2023
With the rising operational costs of the post-pandemic era and the fears of a global recession increasing with every…
4 Important Marketing Automation Trends for 2023
It’s well established that marketing automation helps businesses drive growth. In fact, businesses using marketing automation have experienced a 451…
Top 3 Benefits of Integrating Act! + QuickBooks®
If you're a regular user of Act! and QuickBooks, you already know the value both solutions bring to your business.…
How Small Businesses are using CRMs today to win more customers
Building relationships with customers is essential for small and midsize businesses (SMBs) today. Customer expectations have shifted from fair pricing…
How SMBs can combat inflation with CRM software
Inflation is affecting small business owners everywhere. According to research by the NFIB Small Business Association, 37 percent of SMB…
What Is the Best CRM for Startup Businesses?
Did you know that customer experience influences 73 percent of customers' purchase decisions? To stand out in the highly competitive…
Act! Channel Partner Spotlight - Allied Financial Software, Inc.
Creating trustworthy relationships with clients through fast, accurate, and personalized care makes financial services professionals stand out among others. Fortunately,…
The 4 Best Uses of Marketing Automation Tools
Marketing is essential for all companies, but especially so for small businesses to compete with larger, household brands in today’s…
A guide to your customer acquisition strategy
Regardless of how long you’ve been in business, if you want your company to grow, you need to continually add…
The role of CRM in today’s small & medium-sized businesses
2022 Act! CRM Survey Report Recap Throughout the pandemic, increased resilience and adaptability became necessary as SMBs were forced to…
A pragmatic approach to achieving breakthrough sales results
When prospecting, you may be ‘actively working’ referrals from your center of influence, marketing qualified lead lists, opportunities with existing…
Act! Channel Partner Spotlight - AspenTech CRM
AspenTech CRM, founded by Greg Knapp in 1994 and now led by his son, Marshall Knapp, has been an Act!…
Hesitant about email marketing? You’re probably already doing it.
Are you hesitant to use email marketing because it feels intimidating? You’re not alone. Many of our customers have expressed…
Your Perilous Book-of-Business
Managing customer risks with Act! Premium Simply said, if you are a financial advisor, insurance agent, or providing other financial…
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