by Karen | Sep 15, 2024 | ACT Software, Database Repairs & Conversions, ZOHO |
One of the most common questions I get is, “How do I export Act data out of Act CRM.?” Most users have figured out that they can easily export their Act contacts to an Excel spreadsheet. If not, you can read my previous blog article. But what about the... 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 | Sep 20, 2023 | Database Repairs & Conversions |
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 | Jul 21, 2023 | Database Repairs & Conversions |
A good CRM implementation requires a lot of planning. To put it into perspective, if you try to create a spreadsheet and fail to get the results you anticipated you can easily delete a formula or even the entire spreadsheet. However, with CRM it might not be as easy... 
by Karen | Jan 10, 2023 | Database Repairs & Conversions |
I love the Clash and “Should I Stay” is one of my favorite songs. And one of the questions I am frequently asked. Prospects often ask me for my advice on whether they should remain with their present CRM solution or switch. I can usually make the assessment within a... by Karen | Dec 15, 2022 | Database Repairs & Conversions |
Selecting a CRM is NOT a “one size fits all” solution. For that reason Tech Benders recently decided to expand our product offerings to include three great products: Act CRM, Zoho One and HubSpot. Nearly every day someone reaches out to me with questions...