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Why Your CRM Implementation Fails
CRM Best Practices

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…
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Choosing the Correct CRM Solution in the New Year
CRM Best Practices

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…
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Using Act! CRM to Boost Your Sales
CRM Best Practices

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…
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ANY Dog Can Learn New Tricks On ACT! v24
CRM Training

ANY Dog Can Learn New Tricks On ACT! v24

Whether you've been using ACT! for years or are fresh in the game, there is always something new to learn….
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Using Act Software to help bring Thanksgiving into the workplace
CRM Consulting

Using Act Software to help bring Thanksgiving into the workplace

On Thanksgiving, we take pause to appreciate what we have and to celebrate with family and friends. Numerous customers and…
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Marketing Software You Can’t Live Without: ACT! v17
CRM Books & Resources

Marketing Software You Can’t Live Without: ACT! v17

The holiday season is quickly approaching. Your events calendar is filling up twice as fast. Between the marketing meetings and…
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Act v17 is Here!
ACT! CRM

Act v17 is Here!

Act v17 was release on October 23, 2014.  E-marketing which means Act! users will have the ability to design and…
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ACT! v17 Software is Here and It’s Better Than Ever
ACT! CRM

ACT! v17 Software is Here and It’s Better Than Ever

The newest release from the ACT! team, ACT! v17 software, is here and it is better than ever! If you run a business, you…
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Act! Software Verticals
ACT! CRM

Act! Software Verticals

  Act! can be used by virtually any industry.  The out of the box contains over 70 contact fields as…
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Why Cheaper is Not Better When It Comes to an Act! Consultant
CRM Consulting

Why Cheaper is Not Better When It Comes to an Act! Consultant

The major focus of my business comes from being an Act! consultant.  With all due modesty, I am great at…
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Act! E-marketing and an SPF Record
ACT! CRM

Act! E-marketing and an SPF Record

Back in 2008 I wrote a blog article recommending that you switch to an Act! E-Marketing account if you were…
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Act and Windows XP Sunset
ACT! CRM

Act and Windows XP Sunset

If you have an older computer with an older version of Act, you might be wondering about the Act and…
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Exporting Your Act! Data to Excel is as Easy as 1,2,3
CRM Consulting

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

Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much…
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The Act! QuickBooks Link
CRM Best Practices

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…
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Act! Outlook Synchronization
CRM Best Practices

Act! Outlook Synchronization

Act! Outlook  Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that…
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Act! Software is Magical
CRM Best Practices

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…
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Confusing Act! Software Fields and Layouts
CRM Best Practices

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…
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So Why Exactly Should My Company Invest in CRM?
CRM Best Practices

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…
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ACT! v16 CRM Software Review and Key Feature Updates
ACT! CRM

ACT! v16 CRM Software Review and Key Feature Updates

We're really excited about this version of Act! because it adds more new features than any previous release.
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Filling the holes of your Act! Database
CRM Best Practices

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….
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