CategoriesHow to scale a business: Strategies for growing your SMB effectively
What Is A Mobile CRM App (And How To Choose The Best One)
Mastering the Art of Sales Negotiation for SMBs
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How a full front-office office solution increases team collaboration for SMBs
It’s 2025, and if you’re a business owner, you likely already use a customer relationship management (CRM) platform. Case in point—71 percent of small businesses used a CRM platform in 2024. And 81 percent of organizations intended to increase their
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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... -
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.... -
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?’,... -
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...
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