How Do You Rate as a CRM User?

Having written 10 books on CRM and contact management I’m often asked to compare the various products. These questions often come from new or prospective CRM users. For me, this is like asking which car is better: the Lexus or the Infiniti. No doubt Lexus owners...

Saying Good-Bye to the Act Email Blues

People very rarely call me when everything is going well. As much as I’d like to hear from one of my clients that all systems are go, I’m more likely to hear from the frazzled person who took a wrong turn in the maze of technology – and is looking for my help to bail...
This Isn’t Your Granddaddy’s ACT!

This Isn’t Your Granddaddy’s ACT!

ACT! has been around for over 20 years. That may not seem like a big deal to you but in the fast-paced volatile world of computing that’s an incredible accomplishment. It’s not uncommon for an ACT! user to tell me that he or she has been using ACT! for 10, 15 or even...
Should I upgrade to ACT 2009/11?

Should I upgrade to ACT 2009/11?

It’s here – ACT! 2009 – right on schedule. So, do you need to race out and upgrade? Here are my thoughts: ACT! Classic Users: By “classic” I mean versions 6 (2004), 5 (2000), 4 or even 3. Your version of ACT! won’t work with a new computer that has Vista, or...
How are you measuring Success?

How are you measuring Success?

So, just how do you measure success in your business? Obviously, if the dollars are rolling in then you must be doing something right! ACT’s Opportunity feature is a great way to measure your sales success. Using ACT correctly will help your business reach an...

Help with ACT Installation

So, you’ve purchased ACT and you’re ready to install it. Sounds easy, right? Sure it is – if you’ve got your ACT together! Here’s a few hints that will help speed you on your way: Uninstall your current version of ACT if you’re...

Are you ready for CRM?

So, do you think you want to start using ACT!, Microsoft Office Live or Outlook Business Contact Manager to help manage – and grow – your business? You’ll want do a bit of homework first to see if you’re ready to take the plunge into the world of CRM . 1. How...