Small Business Success
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 the single most important problem facing their business. That’s the highest level since 1979. Yet, we know that small business owners are resilient. Over the past year, they’ve faced a […]
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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, and attract new customers, small businesses and startups must provide a consistent and memorable customer experience. This is where customer relationship management (CRM) tools come in. The best startup CRMs […]
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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 customer retention. The best way to do this is through a repeatable, sustainable process that will predictably generate new revenue over time — a customer acquisition strategy. What is customer […]
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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 working to remain open and profitable while navigating numerous supply chain and resource limitations. As the United States slowly transitions back to a state of normalcy, it is evident that […]
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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 business is always in peril. Silent erosion, split relationships, the cost of getting the wrong customers, and managing customer infidelity are all ongoing concerns. Every financial professional wants to optimize […]
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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. Fortunately, the dedicated team at Act Today has the experience and knowledge to help businesses of all sizes and skill levels adopt, implement and optimize innovative technology solutions to improve […]
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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, chances are you can benefit from better efficiency through marketing and workflow automation as well as easy access to all of your client information in one place. Not only can […]
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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 essential. However, introducing new software into business operations can be a daunting task for internal teams. Action Platinum Solutions simplifies CRM integration by helping teams throughout the implementation and onboarding processes. At the time this […]
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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 Act! Advantage, you always have instant online access to your data, no matter where you are, through a modern, secure AWS platform, and the peace of mind that comes with automatic upgrades. Are you considering […]
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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? Forrester Research (along with other research) reports that salespeople spend less than 35% of their time selling. Each member of your sales team was hired for their skill, expertise, and […]
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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 surveyed answered the manual collection of financial documents and information and subsequent back and forth with the loan applicant. In the same survey, Moody’s Analytics asked, ‘What percentage of your sales cycle do […]
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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 6% of assets in outflows (half from losing clients, half due to withdrawals from existing clients) resulting in a net asset growth of approximately 6%. It’s important to note that market performance alone contributed about […]
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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 is so competitive and cutthroat. Successful real estate agents have many things in common, but two traits stand out more than the others. The first is a need — a […]
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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 20% of customers think that insurers are trustworthy and will do anything to avoid paying a claim. Another study found that, among U.S. consumers, 17% have no trust at all. […]
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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 and capture more of the insurance market, it’s important to understand what’s holding you back so you can meet those challenges head-on. If you’re an independent agent or run a […]
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