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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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. It is evident that certain pandemic-era trends like remote working models and online shopping preferences, are […]
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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! Certified Partner since 1994 and was recently awarded the Act! Diamond Tier – Highest Revenue Retention Award. Since its founding, AspenTech has become a premier and trusted organization in the CRM and marketing automation industries […]
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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 professional services, your book of business is always in peril. Silent erosion, split relationships, the cost of getting the wrong customers, and managing customer infidelity are all ongoing concerns. Every financial professional wants to optimise […]
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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 optimise innovative technology solutions to improve […]
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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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Top 5 Reasons to Move to Act! in the Cloud
Act! is a feature-rich, customisable solution that offers unparalleled flexibility to accommodate all the unique ways you do business. With Act! Premium Cloud, 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 […]
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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. Need more time to sell? Forrester Research (along with other research) reports that salespeople spend less than 35% of their time selling. Each member of your sales team was hired for their skill, expertise, and […]
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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 those buyers reported that they were satisfied with their experience. Satisfied customers are often repeat customers who likely provide referrals, thereby making them crucial to the success of today’s real estate professionals. Investing in a […]
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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?’, to which 66% of bankers surveyed answered the manual collection of financial documents and information and subsequent back and forth with the loan applicant. In the same survey, Moody’s Analytics asked, ‘What percentage of your sales cycle do […]
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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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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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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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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 at Softech Solutions alleviates these burdens by working with businesses of all sizes and technical ability to adopt and integrate new technologies into their business operations quickly. Softech Solutions helps small and mid-sized businesses install […]
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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 can make an onboarding process much easier. The dedicated professionals at Training Solutions Inc. have experience working with businesses of all sizes and skill levels, helping them adopt new technology solutions as smoothly and effectively […]
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