by Karen | Nov 10, 2023 | ACT & Zoho Consulting |
I just turned down a potential Act! client. No one likes to lose business but I knew we were not going to be a good fit. The prospect had been using Act! for “over 15 years.” He ran a security business and needed to keep “at least 7 years’ worth of data.” So far so... 
by Karen | Nov 1, 2023 | ACT Software |
Every year many of my clients ask me if there is a way to get holidays loaded into their ACT! database. Unfortunately, holidays do not come pre-loaded in the ACT! calendar. Obviously, some holidays such as the Fourth of July and Christmas are easy to add manually. ... 
by Karen | Oct 30, 2023 | CRM Usage Tips |
This morning started with a flood of calls with various eMarketing questions. Small wonder considering that the Triumvirate of Thanksgiving, Black Friday and Christmas are right around the corner. Not to mention the various health insurance and other industry-specific... 
by Karen | Oct 27, 2023 | CRM Usage Tips |
I field a lot of calls about various aspects of CRM; I have yet to receive a call from a CRM user asking to add more work into their schedule. I am, however, asked for just the opposite: “How do I Avoid Doing Double Entry between my CRM and other applications that I... by Karen | Oct 15, 2023 | ACT Software |
By now you’ve probably that the Act Pro product is no longer available. IYes, it is true that the Act Pro product is being discontinued but it does not mean that you have to panic. You have a number of options and things to understand. First the fine print: If you...
