- All
- ACT! CRM
- CRM Best Practices
- CRM Books & Resources
- CRM Consulting
- CRM Data Migration
- CRM Training
- CRM Webinars
- ZOHO
-
More
Why Your CRM Implementation Fails
Having written over a dozen books on CRM software, it's not unusual for me to receive calls from CRM users…
Read More
Choosing the Correct CRM Solution in the New Year
Customer Relation Management (CRM) systems have come a long way. Did you know that this sector is growing at an…
Read More
Using Act! CRM to Boost Your Sales
A recent survey conducted by the American Research Group, Inc. showed that Americans were planning on spending an average of $861…
Read More
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…
Read More
Act! Outlook Synchronization
Act! Outlook Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that…
Read More
Act! Software is Magical
Normal 0 false false false false EN-US X-NONE X-NONE The Contact field can prove to be surprisingly confusing for both…
Read More
Confusing Act! Software Fields and Layouts
Normal 0 false false false EN-US X-NONE X-NONE One of my favorite Christmas carols is a parody called “The Bathroom…
Read More
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…
Read More
Filling the holes of your Act! Database
As most of you know the “C” in CRM stands for Contacts and that’s the focus of these clean-up tips….
Read More
Help Me, ACT! Guru! My ACT! Tabs have disappeared!
I recently received this plea for help from one of my ACT clients: “Karen, we have added a couple of…
Read More
Silly Answers to your ACT! Questions, Part 2
Normal 0 false false false EN-US X-NONE X-NONE Last week I shared a story about an ACT! user who thought…
Read More
Back Your ACT Database in the Clouds
Any Administrator or Manager user can create an automatic schedule for creating backups using the ACT! Scheduler. Combine this power…
Read More
Adding Holidays to ACT Calendars
Every year many of my clients ask me if there is a way to get holidays loaded into their ACT!…
Read More
Act Cookbooks – Learn About Act
Last year I switched to a new publisher, PackT, after many years of writing the ACT for Dummies books. My…
Read More
Zen and the Art of ACT! Maintenance
Back in the days of ACT! 6 (was that really ten years ago?) my telephone message asked callers if they…
Read More
How to Use ACT! Dynamic Groups for Better CRM Management
The other day I was working with a client when his ACT! alarms window opened; I must say that the…
Read More
Creating an ACT Zip Code Query
Several years ago a marketing company offered to do a mailing for me to all businesses within a 50 mile…
Read More
Ways to Host an ACT Database
It seems that these days "everyone wants to be in the clouds" but alas, many business owners don't know what…
Read More
America’s Apple Obsession
OK, I’ll admit that as a 30 year user of, and consultant for, Windows products I might be a bit…
Read More
Help! My CRM Software Has Fallen and Can’t Get Up
Rome wasn’t built in a day and neither was your database. However, if you stick to my 5 simple Commandments…
Read More
