CRM Best Practice

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How a full front-office solution increases team collaboration for SMBs

CRM Best Practice

It’s 2025, and if you’re a business owner, you likely already use a customer relationship management (CRM) platform. Case in point—71 percent of small businesses used a CRM platform in 2024. And 81 percent of organizations intended to increase their CRM budget in the next year. These numbers aren’t surprising, considering that CRM systems offer […]

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Best Practices for Implementing Commercial Real Estate CRM

CRM Best Practice

When you’re dealing with commercial real estate, you know you need to provide a carefully curated experience to your potential clients. These real estate transactions typically require approvals from multiple stakeholders within and across businesses, including the C-suite. You need a solid account-based marketing (ABM) approach to get your potential clients interested, and this is […]

Act! Channel Partner Spotlight – TendenZ

CRM Best Practice

TendenZ has been a trusted Act! Certified Consultant for over 25 years, not only delivering CRM solutions; but striving to be a long-term partner for Act! customers. This highly engaged level of service continues to grow TendenZ’s knowledge, experience, and expertise which ultimately empowers the success of its customers. With certified Act! CRM consultants, marketing […]

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6 Reasons You Should Leverage Templates in Your CRM Workflow

CRM Best Practice

Whether you’re running a global corporation or a bootstrapped startup, the right CRM (customer relationship management) platform can help you acquire and retain customers. It also lets you implement workflows to automate routine tasks, such as following up with an active lead or sending subscription renewal reminders in real-time. But how do you maximize the […]

5 Key Marketing Benefits of a CRM System

CRM Best Practice

Have you ever noticed how some brands always pitch you the right offers at the right time and price? That’s one of the benefits of CRM software. The best CRMs help small business owners collect, organize, and manage customer data. They also provide valuable insights to help you define sales processes and design marketing campaigns […]

Act! Channel Partner Spotlight – Allied Financial Software, Inc.

CRM Best Practice

Creating trustworthy relationships with clients through fast, accurate, and personalized care makes financial services professionals stand out among others. Fortunately, Allied Financial Software, Inc. has the products and expertise to help financial and insurance professionals stay organized and on top of their priorities, giving them more time to focus on building relationships with clients and […]

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CRM for nonprofits: How to pick the right one for you.

CRM Best Practice

All nonprofits — no matter what size or area they serve — face many of the same challenges. They have to manage both paid employees and volunteers. Attract new donors and deepen relationships with existing ones. Create marketing campaigns and launch fundraisers. Although the list might seem endless, many nonprofits have tackled it head-on with […]

CRM: On-premises or Cloud?

CRM Best Practice

Everyone’s talking about the cloud as the place for storing data and running applications. Recently the direction of travel and working remotely has certainly been in its favor, but is it the right choice when it comes to customer relationship management software? Some are staunch cloud advocates, while others will take some persuading that on-premises […]

The (not so) hidden risks of outdated software

CRM Best Practice

If you’re running a version of Act! that you purchased a few years ago (or more!), chances are your version has been retired. This means you’re no longer receiving critical updates that help ensure your Act! database remains secure and accessible. Now is the perfect time to upgrade to an Act! subscription. With an Act! […]

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An overview of best practices for inbox placement

One of the critical aspects of an effective email marketing strategy is maximizing email deliverability and inbox placement. Recipient inbox providers and email filtering services track your email sending history and use algorithms to measure your sender reputation – in other words, they gauge how likely you are to send high quality emails based on […]

The best CRM for Real Estate

CRM Best Practice

In the world of real estate, the two most important things are the market prices and your client rolodex. Not much you can do about the former, but when it comes to managing relationships, every realtor has their own method. Some like to keep track of every interaction in their heads, while others will rely […]

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10 Signs Your Business Might Need a CRM

There comes a point in the life of any business owner where things might feel a bit… out of control. You might be frustrated because the company isn’t growing as much as you think it could. Or, on the flip side, it could be growing so fast that you’re completely overwhelmed and unsure about how […]

3 Reasons Why Having CRM is Essential for Your Business

CRM Best Practice

CRM, or customer relationship management, is an umbrella term for all of the activities businesses utilize to manage their relationship with current and potential clients, and be more organized in their overall operational activities. If you’re a small-business owner and you’re asking yourself if you really need a CRM in your business, the answer is […]

How to improve Customer Experience with CRM

CRM Best Practice

In today’s technology dominated world customers are interacting with businesses differently than they have in the past. They’re more informed and socially engaged, posing a challenge to many businesses. And, for companies to win and retain their business, customers expect an excellent customer experience, not just good customer service. In fact, according to a Walker […]

4 Signs Your Small Business Needs CRM

CRM Best Practice

Maybe your business hasn’t grown for several years; or perhaps it has grown, but at a snail’s pace. It could be that your salespeople aren’t able to effectively follow up on leads, or that when they do, they don’t have the information they need to close. It could also be that you don’t have the tools […]