by Karen | Jun 11, 2023 | ACT Software |
This week Act Premium v25 was released; here is a rundown of my favorite features: New Act v25 Premium Desktop Features Act! Insight Advanced Dashboard Builder: create advanced, custom Act Dashboards Advanced querying allows for multiple sets of criteria Create new... 
by Karen | Jun 10, 2023 | ZOHO |
Zoho One is a mammoth product. It will literally allow you to run every aspect of your business and new functionality is added on a frequent basis. If I have any criticism of Zoho One it’s that it is hard to keep up with all of the functionality. A case in point is... 
by Karen | May 31, 2023 | ACT Software |
Three years ago in June, 2020 I wrote a post about the discontinuation of Act Pro. Act Pro v22 was “no longer being supported” and there would not be an Act v23 Pro. Fast forward a few months and Act Pro v24 was released in October, 2021. Act Premium v25... by Karen | Apr 11, 2023 | ACT Software |
At Tech Benders we specialize in both Act and Zoho. And we understand that once you get your information into your CRM system, you may need to get it out again in the form of a report. The Act Report Writer has not changed in over 20 years. Although Act users can make... 
by Karen | Mar 15, 2023 | Events |
Struggling with content for your eMarketing Campaigns? This webinar will help! If you have either Act Premium or Zoho CRM your account includes a FREE eMarketing Account. Unfortunately, many of you are not using it and don’t know where to start. This webinar is... by Karen | Mar 1, 2023 | CRM Usage Tips |
I have been working as a fulltime CRM consultant for over 20 years. I like to say I work with CRM from “A to Z” as i have worked with Act, Zoho and many other CRM products. Unfortunately, no one ever calls me up to tell me how much they love their CRM, or... 
by Karen | Feb 5, 2023 | ZOHO |
2023 started off with a bang – particularly where Zoho is concerned. Over the past 12 months Zoho has released over 150 enhancements. Here are a few of my personal favorites: Roll Up Summary fields: This will give you a count of key touchpoints (number of deals,... 
by Karen | Jan 20, 2023 | ACT Software |
Many of my long time Act users want to transition to Act! Premium Cloud but wonder how it differs from Act Pro or Act Premium desktop. Act! CRM Cloud is the web-based version of the Act!. It offers most all the features and functionalities of the traditional desktop... 
by Karen | Jan 10, 2023 | Database Repairs & Conversions |
I love the Clash and “Should I Stay” is one of my favorite songs. And one of the questions I am frequently asked. Prospects often ask me for my advice on whether they should remain with their present CRM solution or switch. I can usually make the assessment within a... by Karen | Jan 5, 2023 | ACT Software |
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: Make sure that Windows is up to date by rebooting your...
