by Karen | Sep 1, 2024 | ACT Software |
Act! users have been bombarded recently with some very scary looking Act! notifications. You might have received an email, a pop-up in your Act software, or even an actual letter sent via US Mail (remember those?). Theoretically, Act! has no way of knowing what... 
by Karen | Aug 28, 2024 | ACT Software, ZOHO |
Moving from Act to Zoho can be as easy as, well, the ABC’s. Or in this case the A-Z’s. Switching from ACT to Zoho CRM could be a great move for your company – or a total disaster! Zoho offers a lot of flexibility, with features like workflow... by Karen | Aug 19, 2024 | ACT & Zoho Consulting, Database Repairs & Conversions, ZOHO |
I’ve been doing a lot of Act to Zoho conversions lately. I have written several previous articles on what to expect when you convert your data and where to start. Here are a few great questions I received from one of my Act to Zoho conversion clients recently... 
by Karen | Aug 9, 2024 | CRM Usage Tips |
As the author of 14 books on various CRM products I receive a ton of questions every week both from my own clients and prospective clients. Here are the top five questions people often ask me about CRMs along with my responses. What’s a CRM, and do I really need one?... by Karen | Aug 1, 2024 | ZOHO |
Zoho One includes a virtual smorgasbord of 40+ products, but these are my favorites: Zoho CRM: The heart of Zoho One this is the place to keep all the data for your contacts. Zoho Books: Tired of QuickBooks – and the large price tag? Zoho Books has all of the... 
by Karen | Jul 27, 2024 | ACT Software |
If you are an Act subscriber you received a message last week announcing that Act v26 Premium Desktop has been released. Those of you who are already Act subscribers can download and install Act v26 at no cost. Better yet, those of you who purchased your Act... 
by Karen | Jul 15, 2024 | ACT Software |
ACT! Premium Mobile is a mobile app version of the ACT! CRM designed to help you manage your contacts (and sales) from your mobile device. Key features include: Contact Management: Access and manage customer and prospect information from anywhere. Calendar and... 
by Karen | Jun 15, 2024 | ACT Software |
It started as a trickle; my phone started ringing today and I saw dozens of incoming email sitting in my Inbox. Microsoft is ending security support for Microsoft SQL Server 2014. Your Act! Version is at risk. Yikes, Chicken Little, the sky is falling! Life as I... 
by Karen | May 15, 2024 | ACT Software |
There’s no better way to start your day than to jump out of bed on a beautiful summer’s day, grab your morning coffee, fire up Act – and see a rather ominous message pop up on the screen telling you that the Act 2024 software you just... 
by Karen | Jan 23, 2024 | CRM Usage Tips |
Several times a month I receive a call from an organization that has lost their ACT! password. Sometimes this happens when the ACT! Administrator leaves the company – and takes his password with him. Fortunately we are able to recover those passwords and send the...
