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Best Copper CRM Alternatives for Small Businesses: How to Choose the Right CRM

Small Business Success

Best Copper CRM Alternatives for Small Businesses: How to Choose the Right CRM

Copper CRM alternatives are platforms that small business teams consider when Copper’s Google Workspace dependency, limited marketing automation, or reporting depth no longer fits how the team works. Understanding how small businesses use CRMs today can help you identify what’s

Sales Management
How to generate sales leads and close deals

Did you know that 61 percent of businesses rank sales lead generation as their number one challenge? For small businesses, generating qualified leads is even more challenging because of limited resources and channels. But is it really that hard to generate new leads? It is when you don’t know the right lead-generation strategies. But with […]

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Marketing Success
Email Marketing for Financial Advisors: How to Get Started

Email marketing is invaluable for helping financial advisors cultivate long-term clients and provide them with lasting, tangible value. But how can you ensure your emails are read and don’t disappear into the dreaded spam folder or promotions tab? This article explains how to set up and run a successful email marketing strategy that is unique, […]

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Small Business Success
How Small Businesses are using CRMs today to win more customers

Building relationships with customers is essential for small and midsize businesses (SMBs) today. Customer expectations have shifted from fair pricing and quality service to personalized interactions, proactive service, and a seamless experience across multiple channels. Eighty percent of customers say the experience a company provides is just as important as its services and products. This […]

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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, 25 percent of SMB owners cited inflationary pressures as the single most important problem facing their business. Yet, we know that small business owners are resilient. Over the past year, they’ve faced a pandemic, labor shortages, a war in […]

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Small Business Success
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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CRM Best Practice
Act! Channel Partner Spotlight – Allied Financial Software, Inc.

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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Marketing Success
The 4 Best Uses of Marketing Automation Tools

Marketing is essential for all companies, but especially so for small businesses to compete with larger, household brands in today’s dynamic landscape. And marketing includes various online channels like email marketing, inbound marketing, and social media marketing, to reach those valuable potential customers. That said, how do small businesses do it since tracking and optimizing […]

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Small Business Success
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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Small Business Success
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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Sales Management
A pragmatic approach to achieving breakthrough sales results

When prospecting, you may be ‘actively working’ referrals from your center of influence, marketing qualified lead lists, opportunities with existing customers, or other self-sourced opportunities. Some of these prospects result in a sales-ready-opportunity (when an opportunity has been qualified and is ready to share financials). According to our research 2 about 25% of sales-ready-opportunities will […]

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Marketing Success
Hesitant about email marketing? You’re probably already doing it.

Are you hesitant to use email marketing because it feels intimidating? You’re not alone. Many of our customers have expressed the same reservations – that email marketing seems too complex and expensive and likely requires extra staff or skills to execute it effectively. Ironically though, as we dig a bit deeper into how they communicate […]

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Small Business Success
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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