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

ZOHO Remotely – Free through July 1, 2020

As you might have heard, ZOHO is offering its ZOHO Remotely set of for free remote access tools through July 1 to help employees transition to working from home. You can sign up for the tools here. Preparing for and running an online meeting is traumatic at best.,...
What’s with The ZOHO Calendar?

What’s with The ZOHO Calendar?

Many users of ZOHO have recently converted from other products including Act CRM. One of the first questions I’m often asked is “Where’s the ZOHO Calendar?” That’s an easy one; the Calendar icon is hidden away at the top right corner of...
DIY CRM – Why It Won’t Work and How To Get Help from The ACT! and ZOHO Consultants

Act to ZOHO Conversions: Now What?

If you have recently gone through an Act to ZOHO conversion you might be looking for help. As a 20-year ACT! Consultant – and the author of 7 books on the subject – it’s small wonder that so many ACT! users turn to me when they are ready to switch from ACT! to ZOHO....
Thinking of Moving to Zoho Books? Here’s What You Need to Know

Say Good-Bye to QuickBooks with ZOHO Books

I did it! Last week I finalized my conversion from QuickBooks to ZOHO books. I’ve been working on this since January. I am not a slacker; frankly, I was just scared to make the final plunge. After all, I have been using QuickBooks since I started by business over 20...