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 quickly adopt new ways of working to remain open and…
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 customers, or other self-sourced opportunities. Some of these prospects result…
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! Certified Partner since 1994 and was recently awarded the 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 the same reservations - that email marketing seems too complex…
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 professional services, your book of business is always in peril. …
Act! Channel Partner Spotlight – Act Today
Time is a finite resource for businesses, and teams today can feel overwhelmed trying to balance everyday tasks with growing expectations and long-term business goals. Fortunately, the dedicated team at…
Do independent financial advisors really need CRM?
If you’re an independent financial advisor, you might wonder if you really need customer relationship management (CRM) software. No matter what size your business is, chances are you can benefit…
Improving your middle performers is the secret to improving your top & bottom line
A 5% shift in sales performance by the middle 60% of salespeople yields over 70% more revenue when compared to a 5% shift in performance of high performance. (Source: Sales Executive…
Top 5 Reasons to Move to Act! in the Cloud
Act! is a feature-rich, customisable solution that offers unparalleled flexibility to accommodate all the unique ways you do business. With Act! Premium Cloud, you always have instant online access to…
The benefits of CRM & your LOS ‘talking’ to each other
Integrating your loan origination software (LOS) and your CRM may be the most effective sales investment your bank can make. Need more time to sell? Forrester Research (along with other…
Real Estate CRM: A Complete Guide
A recent study estimates that 87% of home buyers use a real estate agent. At the same time, 94% of those buyers reported that they were satisfied with their experience.…
Delight your clients with security and simplicity
In a recent poll conducted by Moody’s Analytics, the question was asked, ‘What is your biggest challenge in initiating the loan process?’, to which 66% of bankers surveyed answered the manual collection…
3 Ways Marketing Automation Improves Customer Experience
Did you know that the estimated number of small businesses in the US is 31.7 million? Additionally, they make up 99.9% of all the firms in the US. Considering how…
Client Communication: The Key to Profitable Real Estate Marketing
The world of real estate is arguably one of the most competitive industries. With such a high earning potential, it's no secret why this field is so competitive and cutthroat.…
How to boost insurance sales with marketing automation
As every insurance agency knows, gaining consumer trust is one of the biggest challenges in the insurance industry. In fact, one study found that only 20% of customers think that…
- Go to the previous page
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- …
- 14
- Go to the next page