CategoriesAdopting AI for small businesses: Key challenges and best practices
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Automating Your Marketing Analytics: How to Do It Right
In an ideal world, your target customers would be upfront about why they engaged (or didn’t) with your latest marketing campaign. But the reality? It’s starkly different. You’ve got to decode their likes, dislikes, interests, and preferences and implement campaigns
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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... -
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... -
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... -
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... -
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... -
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... -
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... -
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.... -
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?’,... -
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...
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