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... by Karen | Dec 28, 2022 | ACT Software |
Act Pro vs Act Premium There are 10 basic differences between ACT! Pro and ACT! Premium: ACT! Pro will only work for up to 5 users in a database even if you purchase additional licenses. ACT! Premium has contact level security; that means that in addition to have... 
by Karen | Dec 15, 2022 | Database Repairs & Conversions |
Selecting a CRM is NOT a “one size fits all” solution. For that reason Tech Benders recently decided to expand our product offerings to include three great products: Act CRM, Zoho One and HubSpot. Nearly every day someone reaches out to me with questions... by Karen | Nov 30, 2022 | CRM Usage Tips |
No one ever calls me with an initial greeting of, “Hi Karen, I just wanted to tell you how great my CRM solution is working. Quite the opposite; I am usually hit with a litany of complaints ranging from, “our database is full of duplicates and outdated... 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...
