by Karen | Dec 15, 2024 | ACT & Zoho Consulting |
Having the right task scheduling tool can make all the difference when trying to automate your business. Both Act! and Zoho have functionality designed to automate follow-up tasks. Act! has the Act Scheduler and Zoho has many automation tools, the most recent one... by Karen | Nov 22, 2024 | ACT & Zoho Consulting |
You might have received an email this week regarding the relationship between Act! LLC and Tech Benders. Act! LLC, formerly known as Swiftpage LLC and Sage LLC, may be undergoing restructuring and has decided to take over your account directly, rather than using me... 
by Karen | Oct 25, 2024 | ACT Software |
Act! Connect Link, the third-party technology that enables Web-API-based features to operate with the Act! Premium Desktop product, is being retired by the vendor on December 31, 2024. If you are using one or more of the following features in conjunction with your... 
by Karen | Oct 12, 2024 | ACT & Zoho Consulting |
There have been a lot of changes going on in the Act! world. In addition you’ve probably been receiving some scary messaging from the folks at Act!. I’m hoping I can explain them to you as easily as possible. Question: I’ve been getting messages about my version of... by Karen | Sep 15, 2024 | ACT Software, Database Repairs & Conversions, ZOHO |
One of the most common questions I get is, “How do I export Act data out of Act CRM.?” Most users have figured out that they can easily export their Act contacts to an Excel spreadsheet. If not, you can read my previous blog article. But what about the... 
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...