by Karen | Mar 1, 2023 | CRM Usage Tips |
I have been working as a fulltime CRM consultant for over 20 years. I like to say I work with CRM from “A to Z” as i have worked with Act, Zoho and many other CRM products. Unfortunately, no one ever calls me up to tell me how much they love their CRM, or... 
by Karen | Feb 5, 2023 | ZOHO |
2023 started off with a bang – particularly where Zoho is concerned. Over the past 12 months Zoho has released over 150 enhancements. Here are a few of my personal favorites: Roll Up Summary fields: This will give you a count of key touchpoints (number of deals,... 
by Karen | Jan 20, 2023 | ACT Software |
Many of my long time Act users want to transition to Act! Premium Cloud but wonder how it differs from Act Pro or Act Premium desktop. Act! CRM Cloud is the web-based version of the Act!. It offers most all the features and functionalities of the traditional desktop... 
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 | Jan 5, 2023 | ACT Software |
So, you’ve purchased ACT and you’re ready to install it. Sounds easy, right? Sure it is – if you’ve got your ACT together! Here’s a few hints that will help speed you on your way: Make sure that Windows is up to date by rebooting your...
