by Karen | Sep 1, 2024 | ACT Software |
Act! users have been bombarded recently with some very scary looking Act! notifications. You might have received an email, a pop-up in your Act software, or even an actual letter sent via US Mail (remember those?). Theoretically, Act! has no way of knowing what... 
by Karen | Aug 28, 2024 | ACT Software, ZOHO |
Moving from Act to Zoho can be as easy as, well, the ABC’s. Or in this case the A-Z’s. Switching from ACT to Zoho CRM could be a great move for your company – or a total disaster! Zoho offers a lot of flexibility, with features like workflow... by Karen | Aug 19, 2024 | ACT & Zoho Consulting, Database Repairs & Conversions, ZOHO |
I’ve been doing a lot of Act to Zoho conversions lately. I have written several previous articles on what to expect when you convert your data and where to start. Here are a few great questions I received from one of my Act to Zoho conversion clients recently... 
by Karen | Aug 9, 2024 | CRM Usage Tips |
As the author of 14 books on various CRM products I receive a ton of questions every week both from my own clients and prospective clients. Here are the top five questions people often ask me about CRMs along with my responses. What’s a CRM, and do I really need one?... by Karen | Aug 1, 2024 | ZOHO |
Zoho One includes a virtual smorgasbord of 40+ products, but these are my favorites: Zoho CRM: The heart of Zoho One this is the place to keep all the data for your contacts. Zoho Books: Tired of QuickBooks – and the large price tag? Zoho Books has all of the...
