by Karen | Feb 21, 2014 | CRM Usage Tips |
Act! Outlook Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that there is no such thing. “But Karen,” they insist, “you told me that my version of Act! is compatible with my version of Office. How can... by Karen | Jan 31, 2014 | CRM Usage Tips |
The Contact field can prove to be surprisingly confusing for both new and old Act! users alike. Although the field seems very straightforward at first glance, it contains a bit of “magical Act! functionality” that can prove to be either a help or a hindrance. Let’s... by Karen | Jan 10, 2014 | CRM Usage Tips |
One of my favorite Christmas carols is a parody called “The Bathroom Door Said Gentleman” (sung to the tune of “God Rest Ye Merry Gentleman.” During the course of the song we find out what happens when an unsuspecting male accidentally wonders into the Ladies Room... by Karen | Dec 13, 2013 | CRM Usage Tips |
Implementing a CRM solution can be a daunting – and expensive – proposition. Many organizations are already using tools including Outlook and Excel spreadsheets and can’t justify the expense involved in transitioning to a true CRM solution. As a CRM consultant... 
by Karen | Dec 12, 2013 | ACT Software |
This version of Act! represents the first version of Act! released under Swiftpage. And, because versions are now going to reference the version number and not the year it is called V16. If you want to think of it as Act! 2014 that’s fine! We’re really... 
by Karen | Nov 25, 2013 | CRM Usage Tips |
As most of you know the “C” in CRM stands for Contacts and that’s the focus of these clean-up tips. I see a lot of databases in a variety of formats (Act!, SugarCRM, Salesforce, Zoho) and I’ve made one assumption: the typical database consists of 25% “dead wood.” I... by Karen | Aug 3, 2013 | CRM Usage Tips |
I recently received this plea for help from one of my ACT clients: “Karen, we have added a couple of new people to ACT and they are up and running. As a disciple of your teachings, I created a customized “Opportunity Layout Screen”(OLS) which fits our... 
by Karen | Aug 2, 2013 | ACT & Zoho Consulting |
I came across a great post written by fellow ACT consultant M Scott Schaffernoth. I laughed for ten minutes when I read it and Scott kindly offered to share. Her Parts May Have Often Been Ditzy Blondes, But Marilyn Monroe Was a Smart Cookie and She Would Have Loved... by Karen | Jul 19, 2013 | CRM Usage Tips |
Last week I shared a story about an ACT! user who thought he had a major problem which turned out to have a rather easy, if not silly, answer. My second story involves an ACT! user who could not open his ACT! database; he kept receiving an error asking him to verify... by admin | Jul 15, 2013 | CRM Usage Tips |
As an ACT! consultant I am often called on to answer ACT! questions. And yes, there is a charge for my services. Generally, ACT! users reach out to me after they’ve gone through a variety of attempts to solve their issue. Sometimes the solutions to the ACT!...
