by Karen | Nov 25, 2014 | ACT & Zoho Consulting |
On Thanksgiving, we take pause to appreciate what we have and to celebrate with family and friends. Numerous customers and even vendors impart the feeling of Thanksgiving within your company and your Act software makes it easy to thank them. As we begin to anticipate... 
by Karen | Apr 4, 2014 | ACT & Zoho Consulting |
The major focus of my business comes from being an Act! consultant. With all due modesty, I am great at what I do. I often come up with the perfect solution to a client’s problem in an extremely timely fashion. I did not garner my CRM knowledge through osmosis; I... 
by Karen | Mar 7, 2014 | ACT & Zoho Consulting |
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data. You’ll find the Export Current List to Excel icon at the top of the Contact, Group, Company, Opportunity, History... 
by Karen | Aug 2, 2013 | ACT & Zoho Consulting |
I came across a great post written by fellow ACT consultant M Scott Schaffernoth. I laughed for ten minutes when I read it and Scott kindly offered to share. Her Parts May Have Often Been Ditzy Blondes, But Marilyn Monroe Was a Smart Cookie and She Would Have Loved... 
by Karen | Oct 15, 2012 | ACT & Zoho Consulting |
Many of you already know the common definition of assume; if not, look at the word again and break it into smaller pieces: ass_u_me because that’s just what happens when you “assume” something. ACT E-Marketing is a wonderful tool. It’s easy,... 
by Karen | Apr 16, 2012 | ACT & Zoho Consulting |
I often expound on the virtues of ACT! E-Marketing, formerly known as Swift Page E-mail. I thought I’d share a conversation with one of my clients who had some reservations about switching to ACT! E-Marketing from one of the “other guys.” “Hey Karen, I know you push...
