Case Study

Act! generates big returns for finance firm

Act! generates big returns for finance firm

Pages 3 Pages

Act! helped this equipment finance broker maintain impressive sales performance despite downsizing from 35 to just 6 core team members. Managing a database of 35,000 contacts, Act! improved efficiency by enabling the small team to track customer conversations and streamline workflows effectively. The CRM empowered the firm to operate like a sales powerhouse, maximizing productivity and sustaining growth even after significant workforce reductions, proving Act! as a vital tool in managing client relationships and driving business success.

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