by Act! Team | May 5, 2021 | 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 key updates that help ensure your Act! database remains secure and accessible. Now is the perfect time...
by Jolene Blench | Oct 14, 2020 | CRM Best Practice
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...
by Jen Sonntag | Oct 14, 2020 | 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...
by Jen Sonntag | Oct 14, 2020 | CRM Best Practice
As the inspirational speaker Bob Hooey once said: if you don’t take care of your customer, your competitor will. The challenge, however, is to understand what it means to take care of them. And what better place to start than with contact management software? In a...
by Jen Sonntag | Oct 14, 2020 | 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...
by Jen Sonntag | Oct 14, 2020 | CRM Best Practice
To effectively manage a team, you need to keep track of their activities. It’s impossible to watch each team member every minute of every day, plus do everything else you must do. Fortunately, you can leverage your CRM to track your team’s productivity and...
