by Karen | Aug 19, 2024 | ACT & Zoho Consulting, Database Repairs & Conversions, ZOHO |
I’ve been doing a lot of Act to Zoho conversions lately. I have written several previous articles on what to expect when you convert your data and where to start. Here are a few great questions I received from one of my Act to Zoho conversion clients recently... by Karen | Jan 10, 2024 | ACT & Zoho Consulting |
I am often asked to give an Act! demo or a Zoho demo. I’ll do them but the truth is that I feel they can be very misleading. Like a movie trailer, they show the highlight reel without the bloopers. Relying on them alone is like expecting a microwave dinner to... 
by Karen | Nov 10, 2023 | ACT & Zoho Consulting |
I just turned down a potential Act! client. No one likes to lose business but I knew we were not going to be a good fit. The prospect had been using Act! for “over 15 years.” He ran a security business and needed to keep “at least 7 years’ worth of data.” So far so... 
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...