by Karen | Nov 7, 2022 | CRM Usage Tips |
We’re all moving fast and trying to accomplish as much as we can within a limited amount of time. You might not realize that your CRM database is actually slowing you down and costing you money. There are many things you can do to improve your CRM. Here are three... 
by Karen | Sep 25, 2022 | ZOHO |
In a previous article I listed the Top 10 things former Act! users need to know when moving to Zoho. Once you start learning your way around Zoho you’ll be amazed at all the additional functionality at your disposal. Or you might be overwhelmed. If you’re feeling... 
by Karen | Sep 4, 2022 | ZOHO |
I’ve written several articles comparing Act! to Zoho. Most of my Act! users simply don’t want to change. Occasionally clients do want to move to Zoho and are wondering: where do I start? Here are my planning steps: Determine level of Zoho you need. There are two... 
by Karen | Aug 12, 2022 | Events |
I’ve written 14 books on various CRM products as well as created training videos for LinkedIn Learning. There are 10 pitfalls I see all the time; learn simple ways to avoid them! Whether you use Act, Zoho or another product, most CRM users struggle with the... 
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...
