Customer Success

Bert Ritsema

 
Act! and Bert Ritsema

Act! CRM helps financial firm get personal

This financial services firm may have been providing advice to clients for nearly 30 years, but it has only just started using Act! CRM and is already seeing the benefits as it takes advantage of new opportunities previously missed.

"With Act! CRM, we have insights into a client’s situation that we didn’t have before."

Corné Ritsema
Executive

icoIndustry

Industry

Real Estate

icoIndustry

Solution

Act! Growth Suite

icoIndustry

Deployment

Cloud

icoIndustry

Users

5+

Results

  • The company saw immediate benefits when it began using Act! CRM because it was able to deliver more efficient client service straightaway.
  • Act! CRM provides a single platform with the flexibility to handle all the needs of the company’s different departments
  • Act! CRM eliminates the need for the separate systems previously used to record client data. 
  • The company is now creating more new sales opportunities thanks to the fresh insights into a client’s situation Act! CRM provides.

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