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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

Small Business Success
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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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 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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Small Business Success
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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Customer Experience
3 Ways Marketing Automation Improves Customer Experience

Did you know that the estimated number of small businesses in the US is 31.7 million? Additionally, they make up 99.9% of all the firms in the US. Considering how many businesses are out there, you might be feeling stressed about how to get more customers when you have so many competitors.Fortunately, by using an automation […]

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Small Business Success
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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Small Business Success
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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Small Business Success
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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Marketing Success
Email marketing for nonprofits: Better results, less work

It can be tempting to think an email marketing strategy is outdated and irrelevant. Some may say that nonprofits should focus more on upping their social media game to reach younger audiences. Of course, there’s no need to prioritize one over the other because a multi-channel marketing strategy is important for any organization. And, believe […]

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Marketing Success
Top Email Marketing Strategies for Real Estate

Every real estate professional knows that the current housing market is hotter than ever. In fact, some analysts say the market has already hit growth levels not seen since 2008. Of course, no one understands this better than realtors like you. The question is, how can you stay top of mind in such a competitive […]

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CRM Best Practice
CRM for nonprofits: How to pick the right one for you.

All nonprofits — no matter what size or area they serve — face many of the same challenges. They have to manage both paid employees and volunteers. Attract new donors and deepen relationships with existing ones. Create marketing campaigns and launch fundraisers. Although the list might seem endless, many nonprofits have tackled it head-on with […]

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Marketing Success
Making the Most of Opt-Outs

Aside from being a legal requirement, the unsubscribe links in your marketing emails are more than just a way to lose subscribers, and you can actually put them to good use. When one of your recipients decides they want to opt-out, you still have three goals to achieve before they leave. Make it Easy – […]

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Marketing Success
Email Validation Services vs Traditional List Cleaning

Email address validation services are a popular option for cleaning a marketing list, but how do they work, how are they different from traditional list cleaning methods, and how do the results stack up? Let’s pull back the curtain and find out. Hi, Do You Validate? Email address validation services are an attractive, simple concept: […]

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