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Category: Act!
Written by Ken Quigley
October 05 2023

As the world's #1 Act! Reseller, it might be easy to assume everyone is sold on CRM software, but that just isn't the case. Many small businesses use spreadsheets, accounting programs, Outlook, and even paper daytimers to organize their customer data. It is for this reason that we're reviewing below the wide range of benefits for businesses a Customer Relationship Management program can offer.
Here are some key advantages:

  1. Centralize Customer Data: CRM systems centralize all customer information in one place, making it accessible to all stakeholders. This is especially useful in businesses where sales, marketing, and service departments are spread out across different locations (ie. using Groups, Teams, and Marketing Automation in Act!).

  2. Identify and Convert More Leads: CRM systems can help businesses identify prospects and convert them into loyal customers (ie. using Opportunities and ID/Status in Act!).

  3. Increase Sales and Improve Customer Retention: CRM systems can increase sales, provide detailed analytics, automate sales reports, and improve customer retention (ie, using workflow, quoting, helpdesk software and reporting in Act!).

  4. Automate Tasks: CRM platforms can automate tasks and understand customer behavior. They can also improve efficiency through automation (ie., Knowtifiter, Automator, AMA, and Alerts).

  5. Enhanced Messaging with Automation: CRM platforms can improve messaging with automation (ie. Act! Marketing Automation).

  6. Simplified Collaboration: CRM platforms simplify collaboration, keeping everyone in the organization on the same page (ie., shared calendars, pipelines, histories, notes, etc.).

  7. Trustworthy Reporting: CRM platforms provide trustworthy reporting and visually showcase data (ie, Insights, Dash, Reporting4act).

  8. Integrations: CRM's are designed to be the hub of your software eco-system, so a good CRM should integrate with your accounting, email, event management, online booking, and quoting software, as well as be fed from your website and other digital spaces you manage.

Remember, the benefits of a CRM system can vary by department or industry. It’s important to choose a CRM system that aligns with your business goals and objectives. 

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Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

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