Create a Customer Acquisition Funnel
For most businesses dedicated to long-term growth, improving customer acquisition and retention is both a typical and necessary goal. There are various strategies that define and educate on the best [...]
For most businesses dedicated to long-term growth, improving customer acquisition and retention is both a typical and necessary goal. There are various strategies that define and educate on the best [...]
Whether you’re running a global corporation or a bootstrapped startup, the right CRM (customer relationship management) platform can help you acquire and retain customers. It also lets you implement workflows [...]
Every business, big or small, needs a steady influx of new customers. Building trust, as well as building relationships, is crucial to establishing brand awareness and authority to keep your [...]
Did you know that 76 percent of consumers say they’re more likely to buy from brands that offer a personalized experience? To make your customers feel special and turn them [...]
Have you ever noticed how some brands always pitch you the right offers at the right time and price? That’s one of the benefits of CRM software. The best CRMs help small business owners collect, [...]
Managing customer risks 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 [...]
Did you know that the estimated number of small businesses in the US is 31.7 million? Additionally, they make up 99.9% of all the firms in the US. Considering how [...]
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 [...]
Marketing automation is defined as the process of using software to automate marketing campaigns and activities throughout the entire buyer’s journey — from initial customer interactions through to post-sales support. It [...]
I'd like to invite you to our Advisor Add-on for Act! v24 Launch Live Webinar The Advisor seamlessly integrates with the Act! CRM System and is designed for financial service professionals. [...]