by Karen | Oct 10, 2023 | ACT & Zoho Consulting |
This week brought not one but three clients that called me upset that Act! had “eaten” some of their contacts. In all cases we were able to solve the mystery of the missing Act! contacts and hopefully prevent it from happening again. When a user feels that contacts... 
by Karen | Aug 20, 2023 | ACT & Zoho Consulting |
Many CRM software users get confused with the distinction between fields, records and entities. In a CRM product, a field is a single piece of information such as a zip code, e-mail address or phone number. A record is all the associated fields for a single entity. An... 
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 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... 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 | May 16, 2020 | ACT & Zoho Consulting, ZOHO |
There is a famous story about Pablo Picasso. A woman is strolling through a local park when she spots Picasso sitting on a bench. She summons the courage to speak to him. “Excuse me. You’re Pablo Picasso right?” Picasso smiles and nods yes. “Would it be possible to...
