Zoho Software Consultants

We bend technology to meet the needs of your business!


Blog Page

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

I am often asked to give an Act! demo or a Zoho demo. I'll do them but the truth is…
Read More
I Want to Save All of My Outlook Email as Attachments in Act
CRM Consulting

I Want to Save All of My Outlook Email as Attachments in Act

I just turned down a potential Act! client. No one likes to lose business but I knew we were not…
Read More
The Case of the Missing Act! Contacts
CRM Consulting

The Case of the Missing Act! Contacts

This week brought not one but three clients that called me upset that Act! had “eaten” some of their contacts. …
Read More
Working with Custom CRM Tables & Modules
CRM Consulting

Working with Custom CRM Tables & Modules

Many CRM software users get confused with the distinction between fields, records and entities. In a CRM product, a field…
Read More
Take the SPECS Approach to Your CRM Implementation
CRM Consulting

Take the SPECS Approach to Your CRM Implementation

In the course of writing 14 CRM books, and working as a full time CRM consultant for the last 20…
Read More
Should I move to Zoho or Stay with Act?
CRM Consulting ZOHO

Should I move to Zoho or Stay with Act?

I have consulted in Act for over 20 years. As a result I am often asked by my clients whether…
Read More
CRM in a Remote Environment – ACT! or ZOHO
CRM Consulting ZOHO

CRM in a Remote Environment – ACT! or ZOHO

I have consulted in ACT! for over 20 years. More often than not, especially in the current Covid environment, companies…
Read More
DIY CRM – Why It Won’t Work and How To Get Help from The ACT! and ZOHO Consultants
CRM Consulting ZOHO

DIY CRM – Why It Won’t Work and How To Get Help from The ACT! and ZOHO Consultants

There is a famous story about Pablo Picasso. A woman is strolling through a local park when she spots  Picasso…
Read More
The Act QuickBooks Link: Link Act to QuickBooks to Prevent Double Entry
ACT! CRM CRM Consulting

The Act QuickBooks Link: Link Act to QuickBooks to Prevent Double Entry

Are you using both ACT and QuickBooks? Tired of doing double-entry? We've got the answer!
Read More
Why Hire an ACT! CONSULTANT?
CRM Consulting

Why Hire an ACT! CONSULTANT?

An Act! consultant can get you up and running quickly so that you will soon be able to see the…
Read More
Act! Consultant Wins Featured Partner Service Award
CRM Consulting CRM Training

Act! Consultant Wins Featured Partner Service Award

Tech Benders is pleased to announce that Act Consultant Roy Laudenslager recently earned the spot of Featured Partner on the…
Read More
Having Trouble with ACT? Hire an ACT Consultant!
CRM Consulting

Having Trouble with ACT? Hire an ACT Consultant!

The Act! software is a great tool for businesses, but you may be having a hard time getting the most…
Read More
Act Usage: Use Act to Increase Lead Generation and Improve Customer Loyalty
CRM Consulting

Act Usage: Use Act to Increase Lead Generation and Improve Customer Loyalty

Most businesses understand that Act!is a game-changing tool that will allow them to work smarter and build their businesses faster….
Read More
10 Act Myths:  Easy Solutions to Your Act Database Issues
CRM Consulting

10 Act Myths: Easy Solutions to Your Act Database Issues

Although most ACT users are "ACT FanACTics" they are sometimes a bit technically challenged. Here are a few "myths" I…
Read More
Hiring an Act Consultant:  Your Smartest Investment
CRM Consulting

Hiring an Act Consultant: Your Smartest Investment

Hiring an Act consultant is a smart investment if you own Act! and want your business to grow. Sales are…
Read More
Optimize Act! E-Marketing Blasts with a Few Simple Tips
CRM Consulting

Optimize Act! E-Marketing Blasts with a Few Simple Tips

When I work with Act users with either Swiftpage E-Marketing or Act E-Marketing I like to point out that there…
Read More
I Need to Convert My Act! 5.0 Database
CRM Consulting

I Need to Convert My Act! 5.0 Database

I had someone call me last week who was enraged that Act! Support was not able to help them convert…
Read More
Need help with your Act! software? Call the Act Experts!
CRM Consulting

Need help with your Act! software? Call the Act Experts!

You've seen my posts about the benefits of bringing Act! CRM into the workplace, the help it can provide in…
Read More
Act for Web: Putting Your Act Database in the Clouds
CRM Consulting

Act for Web: Putting Your Act Database in the Clouds

It seems these days that everyone wants to have use Act hosting so they can view their Act! database in…
Read More
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…
Read More

Featured Posts

Trending Posts

Ding Dong – Your ACT! Database is Calling
CRM Best Practices

Ding Dong – Your ACT! Database is Calling

What Is a Custom CRM Field?
CRM Best Practices

What Is a Custom CRM Field?

Yes, We Can Help Fix ANY Act Database!
ACT! CRM CRM Data Migration

Yes, We Can Help Fix ANY Act Database!

Zoho Bigin: The Perfect Act CRM Replacement (Including Act! 6.0)
ZOHO

Zoho Bigin: The Perfect Act CRM Replacement (Including Act! 6.0)

Who Should Use the Free Editions of Zoho CRM and Bigin — and Who Shouldn’t
ZOHO

Who Should Use the Free Editions of Zoho CRM and Bigin — and Who Shouldn’t

How to Export Your Data from ACT! CRM
CRM Consulting

How to Export Your Data from ACT! CRM

ACT! CRM and Windows 11: What You Need to Know
ACT! CRM

ACT! CRM and Windows 11: What You Need to Know

Create Quotes in Zoho CRM Without Extra Software
ZOHO

Create Quotes in Zoho CRM Without Extra Software

Tech Benders Achieves 159% Growth in Zoho Sales
CRM Consulting

Tech Benders Achieves 159% Growth in Zoho Sales

Zoho Workplace: Everything Your Office Needs—Without the Big Price Tag
ZOHO

Zoho Workplace: Everything Your Office Needs—Without the Big Price Tag

Zoho Voice: Give Your Business a Voice That Works Smarter
ZOHO

Zoho Voice: Give Your Business a Voice That Works Smarter

Discover 10 Hidden Zoho CRM Features You’ll Wish You Knew Sooner
Zoho Webinars

Discover 10 Hidden Zoho CRM Features You’ll Wish You Knew Sooner

Tired of Juggling Documents?
Zoho Webinars

Tired of Juggling Documents?

Zoho CRM Versions – Deciding on the Best One
ZOHO

Zoho CRM Versions – Deciding on the Best One

Why You Don’t Need to Purchase the Act QuickBooks Link If You Use Zoho CRM
ACT! CRM ZOHO

Why You Don’t Need to Purchase the Act QuickBooks Link If You Use Zoho CRM

What’s Included in the Free Edition of Zoho CRM?
ZOHO

What’s Included in the Free Edition of Zoho CRM?

Sticker Shock: Why Zoho Beats ACT Advantage on Price and Power
ACT! CRM ZOHO

Sticker Shock: Why Zoho Beats ACT Advantage on Price and Power

Zoho Wednesday Webinar Series – Roles & Permissions
Zoho Webinars

Zoho Wednesday Webinar Series – Roles & Permissions

The End of Windows 10 Support on October 14: What It Means for ACT! Software Users
CRM Consulting

The End of Windows 10 Support on October 14: What It Means for ACT! Software Users

The Great CRM Size Showdown: ACT! CRM vs. Zoho CRM
CRM Consulting

The Great CRM Size Showdown: ACT! CRM vs. Zoho CRM