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... 
by Karen | Jul 13, 2010 | Addons |
You use ACT. You’ve got a smart phone. And you want to link the two together! Companion Link is the product you need. CompanionLink will synchronize your ACT! data with your phone or with other supported applications and web-based services (like Microsoft... 
by Karen | Jul 9, 2010 | ACT & Zoho Consulting |
If you’re any kind of sports fan then you heard about the marathon John Isner/Nicolas Mahut match at Wimbledon this year. The match broke many records including longest match (11 hours, 5 minutes), longest set (8 hours, 11 minutes) and number of games (183). ... 
by Karen | Jul 8, 2010 | CRM Books |
Outlook is the most popular email client on the market. However, as good as it is it’s no match for a more robust CRM solution like ACT. Fortunately, ACT provides total integration to Outlook. So who better to help you than Karen who has written 2 For Dummies... 
by Karen | Jul 8, 2010 | Addons |
Click here to access a demo QuoteWerk enables companies in every industry to create detailed quotes and proposals with speed and efficiency. If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks.... 
by Karen | Jul 2, 2010 | CRM Usage Tips |
I received a rather bizarre e-mail last Saturday night just as I was getting ready to enjoy a lovely evening at a Marlins game. It came in to my business account from my Yahoo account and was asking me to send money to myself. According to the e-mail I was attending... 
by Karen | Jul 1, 2010 | CRM Books |
If there’s any doubt as to Karen’s knowledge of any and all things related to CRM software, check out the impressive list of titles that she has written. In addition to 7 titles on ACT and 2 titles on Outlook, Karen was asked to write CRM books on several...
