Small Business Success
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. But did you know that...
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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 and quality service to personalised...
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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 owners cited inflationary pressures as...
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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 startup world, improve retention rates,...
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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 new customers and improve your...
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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 new customers and improve your...
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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 quickly adopt new ways of...
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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...
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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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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...
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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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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...
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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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