Small Business Success
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...
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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...
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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....
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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,...
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Act! Channel Partner Spotlight – Action Platinum Solutions
As businesses work to provide better and more personalized services for their customers, the need for digital solutions has become essential. However, introducing new software...
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Top 5 Reasons to Move to Act! in the Cloud
Act! is a feature-rich, customizable solution that offers unparalleled flexibility to accommodate all the unique ways you do business. With Act! Advantage, you always have...
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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?...
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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...
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Act! reports & analytics for financial advisors & RIAs
In 2021 financial advisors grew assets by 12% (7.5% was new clients and 4.5% was existing clients) but lost approximately 6% of assets in outflows...
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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...
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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...
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How CRM gives insurance professionals a competitive advantage
The insurance industry is fiercely competitive — but of course, as an insurance professional, you already know that. If you’re struggling to grow your business...
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Act! Channel Partner Spotlight – Keystroke.ca
Toronto-based Keystroke.ca strives to inspire and support its clients’ ongoing success through quality business solutions. It began as a local technical sales and services company...
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6 ways to jump-start business growth in 2022
As much as we all want to kick off 2022 on the right foot, many small businesses (SMBs) still face some tough hurdles. If you’re...
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How to Close a Sale: 5 Powerful Closing Techniques
For every salesperson, closing a deal is the ultimate goal, and for obvious reasons. Not only do sales generate revenue and increase market share, there’s...
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