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,... 
by Karen | Apr 26, 2022 | ACT Software |
Act v21 Pro is no longer available. Sorry. It’s been discontinued. David F wrote this email to me today: “I’m using version 20.1.120.0 Update 8. I’ve been using Act! almost from the time of it’s entry into the marketplace. As I... 
by Karen | Mar 22, 2022 | ACT Software |
Last week my phone started ringing off the hook; Swiftpage had sent out an email announcing the release of Act v24 and the demise of Act v22. The message started, “As you’ve likely heard, Act! v24 was released last fall, and as an Act! subscriber, you have... 
by Karen | Feb 15, 2022 | ACT & Zoho Consulting |
In the course of writing 14 CRM books, and working as a full time CRM consultant for the last 20 years, I am fortunate to be blessed with a fairly constant stream of new CRM clients. I have observed that they fall into two very different categories: Those that have... by Karen | Dec 31, 2021 | ACT Software |
I recently received this email recently from a client with a whole lot of questions about Act v24 Pro: Are you aware of any enhancements / bug fixes in v24 Pro, or did they just rebuild it for 64 bit? This is not an upgrade of v22 Pro is it? The $449 is for a new,... 
by Karen | Dec 23, 2021 | ACT & Zoho Consulting, ZOHO |
I have consulted in Act for over 20 years. As a result I am often asked by my clients whether they should remain in Act or move to Zoho. The response varies on a case by case basis. Here are a few things to ask yourself when deciding between Act! or Zoho: What am I...
