by Karen | Sep 20, 2023 | Database Repairs & Conversions |
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data. You’ll find the Export Current List to Excel icon at the top of the Contact, Group, Company, Opportunity, History... by Karen | Jul 21, 2023 | Database Repairs & Conversions |
A good CRM implementation requires a lot of planning. To put it into perspective, if you try to create a spreadsheet and fail to get the results you anticipated you can easily delete a formula or even the entire spreadsheet. However, with CRM it might not be as easy... by Karen | Jan 10, 2023 | Database Repairs & Conversions |
I love the Clash and “Should I Stay” is one of my favorite songs. And one of the questions I am frequently asked. Prospects often ask me for my advice on whether they should remain with their present CRM solution or switch. I can usually make the assessment within a... by Karen | Dec 15, 2022 | Database Repairs & Conversions |
Selecting a CRM is NOT a “one size fits all” solution. For that reason Tech Benders recently decided to expand our product offerings to include three great products: Act CRM, Zoho One and HubSpot. Nearly every day someone reaches out to me with questions... by Karen | Aug 8, 2022 | Database Repairs & Conversions, ZOHO |
I am both an Act! Consultant and a Zoho Consultant. Or, as I like to say, I cover CRM software from A (Act!) to Z (Zoho). I am not saying that one product is necessarily better than the other; they are just “different.” My Act! users tend to represent smaller business... by Karen | Jul 13, 2022 | Database Repairs & Conversions |
Over the last several years I have converted dozens of Act! databases to Zoho. Once you’ve made your decision to move from Act! to Zoho, converting your Act! data is easy. I can pretty much guarantee that you won’t lose one drop of your Act! data. However, the hard...