by Karen | Dec 3, 2010 | ACT & Zoho Training, ACT Software, CRM Usage Tips |
I am thrilled to announce that my two latest books have been selected by Packt Publishing for inclusion in their R.A.W. (Read As We Write) program. The two books, ACT! by Sage 2011 Cookbook and ACT! by Sage Reports and Dashboards Cookbook, are designed to provide... 
by Karen | Nov 25, 2010 | ACT Software, CRM Usage Tips |
There’s always something to be thankful for. In my personal life I’m thankful that I live in Florida, the weather is absolutely perfect, and for the first time in years I’m not responsible for “the” dinner. I’m thankful that my daughter has inherited my “shopping”... by Karen | Nov 12, 2010 | CRM Usage Tips |
There are virtually hundreds of add-on products that work with ACT!. Need calculations between two fields? Got it. Need to link ACT! to QuickBooks? Done. One of my favorite add-ons is the Call On CRM solutions that allows you to dial your phone directly from... by Karen | Oct 25, 2010 | ACT & Zoho Training |
The publishing industry, like so many other industries these days, has undergone radical changes. I’ve written for a traditional publisher since 2002; I recently made the switch to a newer, less traditional one. In traditional publishing, it takes at least 9 months... 
by Karen | Oct 25, 2010 | CRM Books |
I am pleased to announce that two new ACT 2011 books have arrived on the scene! Sage ACT 2012 Book This book covers the new, more advanced features that have been added in ACT 2009, 2010 and 2011 including the Web Info tab, Related Contacts, ACT E-Marketing and Smart... 
by Karen | Sep 5, 2010 | Events |
Gary and I attended the Jon Stewart/Stephen Colbert Rally on Saturday. Frankly, we were motivated more by the incentive of a $19 airfare than any political leanings. Gary jumped on the cheap fare the night the Rally was announced; we really didn’t know what we were... 
by Karen | Aug 8, 2010 | Addons |
Swiftpage Email is an e-mail, sales automation and nurture marketing company that has created an integrated solution for the most popular business and contact management applications. Swiftpage provides the ability to create e-mail campaigns using our simple online... 
by Karen | Aug 7, 2010 | Addons |
It’s important to fully understand ACT’s importing process “before it’s too late.” The import process is designed for two situations: The initial importing of contact information into a brand new database The importing of additional new contacts into an existing... 
by Karen | Aug 6, 2010 | ACT Software |
I know what you’re thinking. Another year, another upgrade. And with new versions of ACT rolling out on a yearly basis you might not feel the need to upgrade. After all as the saying goes, if it ain’t broke, don’t fix it. If you’ve been sitting in the Stone Age and... by Karen | Jul 23, 2010 | ACT Software, CRM Usage Tips |
I had a prospective client call me recently. He made it clear from the start that he had absolutely no desire to upgrade to the newest version of ACT. Not a problem as we support any and all versions of ACT. He then proceeded to send me his wish list for ACT which...
