CategoriesWhat’s New in Act! Mobile: Smarter Features for On-the-Go CRM
How a full front-office solution increases team collaboration for SMBs
How to scale a business: Strategies for growing your SMB effectively
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Introducing Act! Advantage: CRM & So Much More
Act! Advantage, more than just CRM In a business landscape that never slows down, small and midsize teams constantly search for ways to do more with less time, fewer tools, and fewer workarounds. That’s where Act! Advantage comes in: an
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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... -
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... -
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... -
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... -
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?’,... -
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... -
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... -
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,... -
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...
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