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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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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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 – Softech Solutions
Integrating new software solutions into your team's operations can be costly and time-consuming for any size business. The dedicated team at Softech Solutions alleviates these...
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Act! Channel Partner Spotlight – Training Solutions
No matter the size or scope of your business, having a helping hand to get new software up and running can make an onboarding process...
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Act! Channel Partner Spotlight – Keystroke.ca
Toronto-based Keystroke 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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