Building relationships with customers is essential for small and midsize businesses (SMBs) today. Customer expectations have shifted from fair pricing and quality service to personalised...
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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...
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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,...
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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...
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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...
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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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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...
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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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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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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! 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...
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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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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...
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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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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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