Social Selling: Tips for Your Business

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Financial planning is all about the future - including your own. However, many financial advisors focus so much on their clients that they no longer have enough time for the strategic expansion of their business. With a CRM, you can do more than "just" serve your clients. Valuable data helps you make forecasts about future sales growth.

For example, you can use data from current balances, past deals and market japan cell phone number analysis to find out where your sales have increased the most, predict future trends and adapt your sales and marketing strategy to your goals.

Your CRM should also help you analyze sales trends in detail. For example, you should be able to see metrics around lead generation and pipeline value, as well as identify which leads are likely to be ready to close. Are there cold leads that you could potentially pay more attention to? Your CRM software should help you identify and follow up on these sales opportunities. And most importantly, your CRM should help you determine what to focus on to increase your conversion rates—and your expected revenue.

Act! Premium meets all requirements as a CRM for financial advisors
Act! provides CRM and marketing automation tools for financial advisors to help them maintain and grow their client relationships and achieve their ambitious business goals. Find out how our powerful yet simple relationship management software can help your business achieve this mission: better marketing and data tracking tools help you attract more qualified leads and convert them into loyal customers.

With flexible pricing and customization options, as well as numerous app integrations, Act! Premium adapts to the way you work. Our goal is to meet your individual needs - regardless of your budget or the size of your organization.

Take a free 14-day trial now and see for yourself what Act! can do for you and how its powerful features fit seamlessly into your environment.