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Automatically Add Contacts from Web Form Leads
CRM Best Practices

Automatically Add Contacts from Web Form Leads

A common question I’m asked is whether there is an easy way to add the incoming leads you receive from…
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Creating an ACT Link to a Client Folder
CRM Best Practices

Creating an ACT Link to a Client Folder

There are lots of cool shortcuts in ACT! that users take advantage of every day to make ACT! even more…
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ACT! 2011 COOKBOOKS GO “R.A.W.”
ACT! CRM CRM Best Practices CRM Training

ACT! 2011 COOKBOOKS GO “R.A.W.”

Two books on the ACT software program by Karen Fredricks have been selected by Packt Publishing for inclusion in their…
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I’m Thankful for the New ACT! 2011 Service Pack 1 (SP1)
ACT! CRM CRM Best Practices

I’m Thankful for the New ACT! 2011 Service Pack 1 (SP1)

In the ACT! realm I’m happy that Sage just released ACT! 2011 Service Pack 1 (SP1).
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Upgrading to ACT 2011 Will Actually Save You Money
ACT! CRM CRM Best Practices

Upgrading to ACT 2011 Will Actually Save You Money

Technology upgrades should be considered a necessary, recurring cost of doing business. You can’t run your business without a telephone…
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Help!  Someone Hacked My Yahoo Account
CRM Best Practices

Help! Someone Hacked My Yahoo Account

I received a rather bizarre e-mail last Saturday night just as I was getting ready to enjoy a lovely evening…
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ACT Training Courses on lynda.com
CRM Best Practices CRM Training

ACT Training Courses on lynda.com

For those of you who might not be familiar with lynda.com I’d describe it as an online software school. You…
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EFax and Act: What You Need to Know To Make a Fax Coversheet
CRM Best Practices CRM Training

EFax and Act: What You Need to Know To Make a Fax Coversheet

Today many of my clients are opting to use an online fax service such as MyFax or eFax with ACT.
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CRM Best Practices

4 Free Ways to Connect With Your Customers NOW

It’s amazing what you can do online, for free, in terms of connecting with your potential and existing customers right…
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Knowing the In-N-Out of Marketing
CRM Best Practices

Knowing the In-N-Out of Marketing

Maybe you can’t offer a secret menu, but you can make your customers feel like insiders by treating them like…
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ACT to Sales Force Conversions: What You Need to Know
CRM Best Practices

ACT to Sales Force Conversions: What You Need to Know

If you were brand new to CRM it might be a different story, but you obviously know ACT and have…
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Synching ACT to Your Smart Phone
CRM Best Practices CRM Training

Synching ACT to Your Smart Phone

There is indeed a black hole area in the minds of many ACT users when it comes to synching their…
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Qualifying Opportunity and Potential in Sales
CRM Best Practices

Qualifying Opportunity and Potential in Sales

These days that’s not as easy to qualify prospects as it sounds. Companies and people used to be easier to…
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Is Your Business the Underdog?
CRM Best Practices

Is Your Business the Underdog?

Like it or not, unless you’re working for one of the Fortune 500 companies you too are an underdog when…
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Four Hidden ACT Software Easter Eggs
ACT! CRM CRM Best Practices CRM Training

Four Hidden ACT Software Easter Eggs

This being Easter weekend I thought I’d share a couple of my favorite ACT Easter eggs. In case you’re not…
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How to Lose 10 Database Pounds
CRM Best Practices

How to Lose 10 Database Pounds

Losing weight got me to thinking how I could apply the same concept to removing some of the “dead weight”…
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Six Ways to Make Sure Your Act E-Marketing Isn’t Flagged As Spam
CRM Best Practices

Six Ways to Make Sure Your Act E-Marketing Isn’t Flagged As Spam

Once your e-mail address –or worse yet – your company’s domain – becomes black listed it can take you months…
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CRM Best Practices

Being Penny Wise and CRM Foolish

Your parents probably taught you as a child to invest in your future. Shouldn’t you also be investing in your…
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Is Your E-Marketing Message Marking You as a Spammer?
CRM Best Practices

Is Your E-Marketing Message Marking You as a Spammer?

My rule of thumb for writing a marketing piece is to pretend that I am writing to one of my…
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Keep It Simple, Stupid!
CRM Best Practices

Keep It Simple, Stupid!

I’ve learned over the years that money I spend on a consultant, book or course is well worth its price…
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Migrate from Act! CRM? Are you Serious?
CRM Consulting

Migrate from Act! CRM? Are you Serious?

Zoho CRM delivers 70% ROI and 100% increase in productivity to MicroCAD
ZOHO

Zoho CRM delivers 70% ROI and 100% increase in productivity to MicroCAD

Zoho Wednesday Webinar Series – Learning Your Way Around Zoho
Zoho Webinars

Zoho Wednesday Webinar Series – Learning Your Way Around Zoho

Act Scheduler vs. Zoho Cadence: What’s the Difference?
CRM Consulting

Act Scheduler vs. Zoho Cadence: What’s the Difference?

Tech Support: From Act! Desktop to Zoho CRM
CRM Consulting

Tech Support: From Act! Desktop to Zoho CRM

The Act! Attachments: A Nightmare Waiting to Happen
CRM Consulting

The Act! Attachments: A Nightmare Waiting to Happen

ACT CRM: What You Need to Know
CRM Consulting

ACT CRM: What You Need to Know

How Do I Export All of My Data Out of Act CRM?
ACT! CRM CRM Data Migration ZOHO

How Do I Export All of My Data Out of Act CRM?

Important Notice for Act! Customers About SQL
ACT! CRM

Important Notice for Act! Customers About SQL

The Most Common Questions Users Have About CRM
CRM Best Practices

The Most Common Questions Users Have About CRM

What’s New in Act! Premium v26?
ACT! CRM

What’s New in Act! Premium v26?

I’ve Lost My ACT! Password!
CRM Best Practices

I’ve Lost My ACT! Password!

Move Your Act Pro Data to Zoho Bigin
ACT! CRM ZOHO

Move Your Act Pro Data to Zoho Bigin

The Comedy of CRM Software Demos: Why Reality’s Not in the Script
CRM Consulting

The Comedy of CRM Software Demos: Why Reality’s Not in the Script

Zoho CRM Versions – Deciding on the Best One
ZOHO

Zoho CRM Versions – Deciding on the Best One

Have You Discovered the Power of Using Your CRM for eMarketing?
CRM Best Practices

Have You Discovered the Power of Using Your CRM for eMarketing?

Avoiding Double Entry in Your Act CRM or Zoho CRM
CRM Best Practices

Avoiding Double Entry in Your Act CRM or Zoho CRM

What In the World is Going on with Act Pro Pricing?
ACT! CRM

What In the World is Going on with Act Pro Pricing?

The Best CRM for Act! Mac Users: Why Web-Based CRM Solutions Make More Sense
ACT! CRM

The Best CRM for Act! Mac Users: Why Web-Based CRM Solutions Make More Sense

Exporting Your Act! Data to Excel is as Easy as 1,2,3
CRM Data Migration

Exporting Your Act! Data to Excel is as Easy as 1,2,3