Small Business Success

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...

Continue Reading

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! Premium Cloud, you always...

Continue Reading

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?...

Continue Reading

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...

Continue Reading

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...

Continue Reading

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...

Continue Reading

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...

Continue Reading

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...

Continue Reading

Act! Channel Partner Spotlight – Keystroke.ca

Toronto-based Keystroke.ca strives to inspire and support its clients’ ongoing success through quality business solutions. It began as a local technical sales and services company...

Continue Reading

6 ways to jump-start business growth in 2022

As much as we all want to kick off 2022 on the right foot, many small businesses (SMBs) still face some tough hurdles. If you’re...

Continue Reading

How to Close a Sale: 5 Powerful Closing Techniques

For every salesperson, closing a deal is the ultimate goal, and for obvious reasons. Not only do sales generate revenue and increase market share, there’s...

Continue Reading

How CRM keeps your business engine running during another COVID-19 winter

In the early stages of the pandemic, many small businesses had to shut their doors. But others found creative ways to keep serving customers and...

Continue Reading

Make smarter, faster decisions with a solid data strategy

It’s tempting to think that a Big Data strategy is just for big businesses. However, data can provide tremendous value to any company of any...

Continue Reading

Building Brand Awareness through Social Media

There’s a pretty good chance your business has at least one social media page. But are you using social media simply as an online billboard,...

Continue Reading

The top 5 benefits of integrated CRM & email marketing

CRM and email marketing are two of the most important tools in any business arsenal, and when integrated, they provide numerous benefits to both small...

Continue Reading