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,…
Welcome to the Act! Blog
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…
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…
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…
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…
Act! Channel Partner Spotlight - AspenTech CRM
AspenTech CRM, founded by Greg Knapp in 1994 and now led by his son, Marshall Knapp, has been an Act!…
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…
Your Perilous Book-of-Business
Managing customer risks with Act! Premium Simply said, if you are a financial advisor, insurance agent, or providing other financial…
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…
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…
Improving your middle performers is the secret to improving your top & bottom line
A 5% shift in sales performance by the middle 60% of salespeople yields over 70% more revenue when compared to…
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…
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…
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.…
Real Estate CRM: A Complete Guide
A recent study estimates that 87% of home buyers use a real estate agent. At the same time, 94% of…