by Karen | Jun 15, 2021 | ZOHO |
No matter what kind of business you have, you need the proper software to run it and the proper hardware to run it on. But with so many platforms available, it can be difficult to make a decision That’s where a great Zoho CRM Consultant can help. The initial foray... 
by Karen | Jun 14, 2021 | ACT Software |
Act by Sage. Sage Act. Act Premium. Act Pro. Act for Web. Act Growth Suite. Act Saas. Act CRM. Act Companion. Act Essentials. What’s in a name? In this case, a whole lot of confusion! Although the Act product has been owned by Swiftpage (who purchased it from... 
by Karen | May 5, 2021 | ZOHO |
There’s no doubt that QuickBooks is a great accounting system used by over three million subscribers. After all, it is the Number One selling accounting product in the US. However, not everyone who uses QuickBooks loves it; in fact, I often hear from my clients that... by Karen | Apr 1, 2021 | ACT Software |
Good news for all of you Act Premium subscribers: starting with your April, 2021 renewal you will now be receiving the Basic Version of Act EMarketing free of charge with your paid subscription. What does that mean to you? Quite simply, you will be able to send out... 
by Karen | Mar 23, 2021 | ZOHO |
When I do an Act to Zoho conversion for one of my clients the first thing I am often asked is “Where Are My Act Groups?” As the name implies, a group is a collection of contact records. The Act Group can be populated statically (manually) or dynamically... 
by Karen | Feb 23, 2021 | Addons, ZOHO |
One of my clients recently reached out to me asking if there are any CRM addons or other features that he should be considering to go with their CRM installation. My first thought was I didn’t fully understand what they found lacking in their CRM, or what they... by Karen | Feb 17, 2021 | ZOHO |
A prospect called me this week. He had a ton of issues with his Zoho CRM usage and was looking for a Zoho Consultant. Apparently Zoho CRM had “lost things” including his notes from his old Act product. He found Zoho CRM to be “confusing” to the... 
by Karen | Oct 22, 2020 | ACT Software |
ACT! Pro – It’s b-a-a-a-a-ack! Just in time for Halloween ACT! Pro is back – for a short time only. Yes, the product that you were told had been discontinued and been undiscontinued. Is that even a word? In any event you can make your purchase of ACT! Pro v22 until... by Karen | Oct 22, 2020 | ACT & Zoho Consulting, ZOHO |
I have consulted in ACT! for over 20 years. More often than not, especially in the current Covid environment, companies require “remote access” to all of their data. I have Act clients and I have Zoho clients. So which CRM is better in a remote environment: Act or... 
by Karen | Sep 16, 2020 | ZOHO |
ZOHO is probably best known for its CRM functionality. However, in recent years this functionality has expanded to include 40+ productivity tools; this suite of products is known as ZOHO One. These tools are so comprehensive that some people refer to ZOHO One as the...
