by Karen | Nov 19, 2022 | CRM Usage Tips |
If you have ACT! and you’re not using the Web Info tab you are missing the banana boat as we say in Florida. And, if you haven’t figured out how to use the Web Info tab in conjunction with your favorite social networking sites, then you’re in for a treat. You’ll find... by Karen | Nov 7, 2022 | CRM Usage Tips |
We’re all moving fast and trying to accomplish as much as we can within a limited amount of time. You might not realize that your CRM database is actually slowing you down and costing you money. There are many things you can do to improve your CRM. Here are three... by Karen | Sep 25, 2022 | ZOHO |
In a previous article I listed the Top 10 things former Act! users need to know when moving to Zoho. Once you start learning your way around Zoho you’ll be amazed at all the additional functionality at your disposal. Or you might be overwhelmed. If you’re feeling... by Karen | Sep 4, 2022 | ZOHO |
I’ve written several articles comparing Act! to Zoho. Most of my Act! users simply don’t want to change. Occasionally clients do want to move to Zoho and are wondering: where do I start? Here are my planning steps: Determine level of Zoho you need. There are two... by Karen | Aug 12, 2022 | Events |
I’ve written 14 books on various CRM products as well as created training videos for LinkedIn Learning. There are 10 pitfalls I see all the time; learn simple ways to avoid them! Whether you use Act, Zoho or another product, most CRM users struggle with the... by Karen | Aug 8, 2022 | Database Repairs & Conversions, ZOHO |
I am both an Act! Consultant and a Zoho Consultant. Or, as I like to say, I cover CRM software from A (Act!) to Z (Zoho). I am not saying that one product is necessarily better than the other; they are just “different.” My Act! users tend to represent smaller business... by Karen | Jul 13, 2022 | Database Repairs & Conversions |
Over the last several years I have converted dozens of Act! databases to Zoho. Once you’ve made your decision to move from Act! to Zoho, converting your Act! data is easy. I can pretty much guarantee that you won’t lose one drop of your Act! data. However, the hard... by Karen | Jul 1, 2022 | CRM Books |
Karen Fredricks, noted author of thirteen books on various CRM software programs, has published her latest book on Zoho One Essentials: Mastering Zoho CRM, which provides user-friendly instructions on basic and advanced Zoho features. According to Fredricks, “As a top... by Karen | Jun 28, 2022 | ZOHO |
What’s in a name? These days a lot – if your name happens to be Karen. Who knew that “being a Karen” would become a thing? I try to keep a really low profile, especially if I am unhappy with one of my service providers. And I try to give... by Karen | Jun 14, 2022 | CRM Books |
Reap the competitive benefits of Zoho, one of the best customer relationship management (CRM) solutions on the market today. Read Zoho One Essentials: Mastering Zoho CRM Learn How To: > Store complete contact information, including name, company, phone numbers,...