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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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Julie Cooper

Julie Cooper

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Serve Your Target Market Better - ACT! for Non-Profit

Non-profit serves housing needs by organizing volunteers and material donations.   Skip Brown leads a non-profit organization called Freedom Builders in Traverse City, MI. They’re rebuilding homes ...
author Julie Cooper 7 Min Read

The Economics of Email Marketing. Is It Worth It?

The economic climate today might lead you to wonder if email marketing is truly still worth the time and expense. 1. Opportunity Cost Email marketing proves itself year after year with incredible ...
author Julie Cooper 3 Min Read
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Customer Retention - Are you forgetting to follow up?

The Financial Advisor who delivers on follow up -- every time. Everybody needs a niche. For our client at the College Planning Center, the niche within the broad world of Financial Advising is that ...
author Julie Cooper 7 Min Read

I'm sending emails, but I don't know how effective they are. Help!

Anyone can send email.  The trick is to do it smartly and efficiently with Sage E-Marketing for ACT! Business Innovation: Did you love story time in Kindergarten? Everyone would gather around the ...
author Julie Cooper 6 Min Read
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Measurable Holiday Marketing with ACT

So it’s that time of year again… printing off the mailing labels out of your ACT! database to send out holiday promotions, thanking customers for their business this past year, or drumming up new ...
author Julie Cooper 6 Min Read
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Faster than a speeding bullet - QuickBook Sales Data to ACT!

Faster Synchronization ACT and QuickBooks Synchronizations just got 5 to 10 times faster with the latest release of QBSalesData - QuickBooks Integration with ACT!. This enhanced transaction ...
author Julie Cooper 4 Min Read
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Down the Broken Trail of Forgotten Relationships - Part 1

You have your ACT! Software. You are now on the cutting edge of Customer Relationship Management. Now what? First of all, a system like  ACT! is not just a glorified rolodex.Like a rake hung in the ...
author Julie Cooper 9 Min Read
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