Learn More 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… Small Business Success
Learn More 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… Sales Management
Learn More 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… Small Business Success
Learn More 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… Small Business Success
Learn More 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.… Small Business Success
Learn More Delight your clients with security and simplicity In a recent poll conducted by Moody’s Analytics, the question was asked, ‘What is your biggest challenge in initiating the loan process?’,… Small Business Success
Learn More Act! reports & analytics for financial advisors & RIAs In 2021 financial advisors grew assets by 12% (7.5% was new clients and 4.5% was existing clients) but lost approximately… Small Business Success
Learn More 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… Customer Experience
Learn More 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… Small Business Success
Learn More 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,… Small Business Success
Learn More 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… Small Business Success
Learn More Act! Channel Partner Spotlight - Softech Solutions Integrating new software solutions into your team's operations can be costly and time-consuming for any size business. The dedicated team… Small Business Success
Learn More 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… Marketing Success
Learn More Act! Channel Partner Spotlight – Training Solutions No matter the size or scope of your business, having a helping hand to get new software up and running… Small Business Success
Learn More 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… Marketing Success