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...

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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...

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...

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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...

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...

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...

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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...

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...

The (not so) hidden risks of outdated software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...

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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...

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...

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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...

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,...

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...

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...