Written by Ken Quigley

November 15 2023

Anyone who follows us knows that feeding people suffering from food insecurity is a passion for the Keystroke Team. We've run two separate food drives the past year that raised over 40,000 meals through Second Harvest, Canada's largest food salvage organization. Recently we donated again during the Canadian Thanksgiving as that is a time when none...

Written by Ken Quigley

November 14 2023

Customer surveys are a powerful way to collect feedback from your clients and improve your financial advisory services. Here are some reasons why you should use customer surveys in your practice: Compliance:  Customer surveys can help with your compliance obligations. Financial Advisors typically have regulatory requirements to stay in...

Written by Ken Quigley

November 14 2023

When we first launched List2list a couple of years ago, it was at the behest of Act!. They wanted an integration with BriteVerify to help Act! customers scrub their distribution list quickly and easily from inside their CRM. This mission was accomplished, and now many customers use Link2list on a regular basis to maintain good list hygiene and a...

Written by Ken Quigley

November 13 2023

I've often joked that there are few original ideas left in the world. It's not that we're incapable of producing them, it's just that too many great ideas already exist that haven't been implemented. Some argue that originality is impossible anyway since everything we do is influenced by our surroundings, experiences, and previous business...

Written by Ken Quigley

November 13 2023

Keystroke's Qsales is available in both Classic and API versions, but both have the same purpose, and that is to integrate QuickBooks with your Act! CRM. Qsales allows you to access and sync data between the two systems, such as customer & vendor information, invoices, payments, and more. Act! integration with QuickBooks can offer many...

Written by Ken Quigley

November 13 2023

Choosing the right CRM for your business can be a challenging task, as there are many factors to consider and over 400 options to choose from. CRM software can help you manage your customer relationships, increase sales, improve marketing campaigns, and streamline your business processes. However, not all CRM software are created equal, and some...

Written by Ken Quigley

November 11 2023

Implementing a CRM system into a business can be a challenging but rewarding process. A CRM system can help you manage your customer relationships, improve your sales and marketing performance, and increase your customer satisfaction and loyalty. However, to get the most out of your CRM investment, you need to follow some best practices that...

Written by Ken Quigley

November 08 2023

One of the lesser-known features of Link2forms is the ability to create online waiver forms that can be filled out and digitally signed by third parties. Link2forms allows you to create a normal waiver form that includes all the normal terms and conditions, and post it on your website where people can open and complete it online. Forms of this...

Written by Ken Quigley

November 08 2023

Act! users have some unique choices compared to other CRMs, the main one being deployment options - online, on-premise, or both. Each has its own advantages and disadvantages, and here is a brief comparison of the main features of each option: Cost: On-premise usually requires a high initial investment for purchasing the software, hardware, and...

Written by Ken Quigley

November 07 2023

Planning an online training event can be a challenging task, but with some tips and tools, you can make it a success. Here are some of the tips that we've learned and developed from hosting online training events over the past few years: Set clear goals from the start. Before you start planning your online training event, you need to define...