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... 
by Karen | Sep 11, 2020 | ZOHO |
Sales can be a series of ups and downs. Rejection can be rude and brutal, and it can be constant. You might feel that you are being crushed by quotas. It can make the salesperson wonder why he chose this profession, question the meaning of life and consider asking... 
by Karen | Aug 28, 2020 | ACT Software |
If you are an ACT! subscriber you’ve probably received an email from SwiftPage letting you know that the Act support you had thought you had purchased was being yanked out from under you. Don’t shoot the messenger here; I am as ticked off about this as you are! When... 
by Karen | Aug 21, 2020 | ZOHO |
The ZOHO Recycle Bin It is easy to remove records in ZOHO. Fortunately, it’s just as easy to recover them! The ZOHO Recycle Bin stores all the records from all the CRM modules as well as any attachments that are deleted from the ZOHO CRM. The records in the recycle... by Karen | Jun 30, 2020 | ACT Software |
After 33 years I’d say that ACT! Pro has had a pretty good run. But as of June 30, 2020, the run will be over and you will no longer be able to purchase new licenses of ACT! Pro. What does the Act Pro discontinuation mean for you? After June 30th you will only be able...
