Email marketing and marketing automation: what’s the difference?

Email marketing consists of sending messages, but does not allow you to learn about the preferences and purchasing behaviors of the targeted customer. Marketing automation, on the other hand, integrates the collection and monitoring of all digital interactions between the Internet user and your company as well as the analysis of this data, to derive…

How CRM Can Give Insurance Professionals a Competitive Advantage

SME As you already know if you are in this type of business, the insurance industry is particularly competitive. If you are having difficulty growing your business and gaining market share, the first step is to understand what is blocking your success so that you can find solutions. Those who work as an independent broker…

3 Ways to Improve Customer Experience by Automating Your Marketing

Customer experience With so many small and medium-sized businesses out there, competition can seem fierce and you’re probably worried about how to find or keep customers. One solution is to differentiate yourself through excellent customer experience. Every contact between your team and an existing or prospective customer always leaves a lasting impression on the buyer….

The role of CRM in today’s small & medium-sized businesses

SME 2022 Act! CRM Survey Report Recap Throughout the pandemic, increased resilience and adaptability became necessary as SMBs were forced to quickly adopt new ways of working to remain open and profitable while navigating numerous supply chain and resource limitations. As the United States slowly transitions back to a state of normalcy, it is evident…

Email Marketing in the Financial Advisory Industry: Getting Started

Marketing success Email marketing is an invaluable tool to help financial advisors nurture their clients over the long term and provide them with lasting, tangible value. But how do you ensure your emails are read? That they don’t disappear into a mountain of junk mail or advertisements? This article explains how to prepare and implement a successful, unique…