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When preparing your company’s marketing plans it’s important to be aware of key marketing trends and changes ahead. Those predicted to shape the marketing world in 2019 and beyond. Recognising these trends will enable you to adjust your marketing strategies accordingly and stay ahead of the competition. Keep them in mind as you formulate your strategy to ensure optimum success. 1. Video marketing Video and video ads...

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BEST solution for Financial Advisors! The Advisor is the next generation of relationship management software designed specifically for Financial Advisors. The Advisor utilizes the most popular contact management system in the world, ACT!. The Advisor is an add-on to the ACT! software that customizes ACT! for the financial services practice and is designed specifically for financial service professionals. This Webinar We Will: - Show you all the new...

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We have recently been informed that an embedded third-party software component of Act! that facilitates licensing services called Protexis is being discontinued by the manufacturer at the end of this year. As of January 1, 2019, certain common actions you may take that interact with the current licensing component will cause Act! to fail and you will no longer be able to access your database....

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As a small business owner, it’s easy to become so preoccupied with the day-to-day operations of your company that you don’t feel like you have any time, money or resources left to grow it. Of course, growth is critical if your business is going to survive and thrive on the long-term. Without it, customer churn will slowly eat away at your customer base, gradually eating...

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Attention Act! Customer: We have recently been informed that an embedded third-party software component of Act! that facilitates licensing services is being discontinued by the manufacturer at the end of this year. If you are using a supported version of Act! (namely Act! v19, v20 and v21), a new licensing component will be introduced for your version. View the Act! Obsolescence Policy. To ensure uninterrupted access to Act!, you...

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Taking Electronic Filing to the Next Level If you're like me managing documents can be very frustrating and time consuming. Based on statistics we are going to show you how you can get back as much as 3 hours a week in lost time by managing your documents better. This Webinar is designed to review how to: - Setup or update your electronic filing system - Manage documents with...

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One of the biggest challenges Act! users have had over the years is "How do I keep my database clean". Out of that frustration we created the Archiver. Now you can keep your Act! database clean and up to date. Archive contacts with the click of a button and they will no longer appear in searchers or your contact list. Contacts remain in the database so they can...

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Harnessing the maximum potential of a customer relationship management (CRM) system is contingent on its accurate understanding and implementation. Even though most people have accepted the need for CRM to be a rudimentary one, there are still some misconceptions or myths revolving around the technology that can inhibit its success. These misconceptions range from being about the size of the CRM to the assumption that there will...

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Maybe your business hasn't grown for several years; or perhaps it has grown, but at a snail's pace. It could be that your salespeople aren't able to effectively follow up on leads, or that when they do, they don't have the information they need to close. It could also be that you don't have the tools you need to promote customer satisfaction, productivity and collaboration in...

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The highly anticipated Act! v20 is here! Branded the most innovative Act! ever, v20 is full of amazing features that aim to save users time and streamline processes that support growth. Active subscribers are entitled to receive all v20 features like interactive, graphical Act! Insight dashboards and Ask Act! with Amazon Alexa[1], plus customer success resources and connections to hundreds of popular apps. Here are...

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