The Act! QuickBooks Link

The Act QuickBooks Link Small businesses require two solutions to effectively manage their front and back office operations: A CRM solution to manage front office processes such as sales and service An accounting solution to manage the back office operations including...

Act! Outlook Synchronization

Act! Outlook  Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that there is no such thing. “But Karen,” they insist, “you told me that my version of Act! is compatible with my version of Office.  How can...

Act! Software is Magical

The Contact field can prove to be surprisingly confusing for both new and old Act! users alike.  Although the field seems very straightforward at first glance, it contains a bit of “magical Act! functionality” that can prove to be either a help or a hindrance. Let’s...

Confusing Act! Software Fields and Layouts

One of my favorite Christmas carols is a parody called “The Bathroom Door Said Gentleman”  (sung to the tune of “God Rest Ye Merry Gentleman.”  During the course of the song we find out what happens when an unsuspecting male accidentally wonders into the Ladies Room...

So Why Exactly Should My Company Invest in CRM?

Implementing a CRM solution can be a daunting – and expensive – proposition.  Many organizations are already using tools including Outlook and Excel spreadsheets and can’t justify the expense involved in transitioning to a true CRM solution.  As a CRM consultant...