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How Do I Export All of My Data Out of Act CRM?

How Do I Export All of My Data Out of Act CRM?

by Karen | Sep 15, 2024 | ACT Software, Database Repairs & Conversions, ZOHO | 2 comments

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...
How Do I Export All of My Data Out of Act CRM?

Act to Zoho Conversions: More Questions from Act Users Wanting to Convert to Zoho

by Karen | Aug 19, 2024 | ACT & Zoho Consulting, Database Repairs & Conversions, ZOHO | 0 comments

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...
Exporting Your Act! Data to Excel is as Easy as 1,2,3

Exporting Your Act! Data to Excel is as Easy as 1,2,3

by Karen | Sep 20, 2023 | Database Repairs & Conversions | 14 comments

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...
Exporting Your Act! Data to Excel is as Easy as 1,2,3

10 Common CRM Implementation Mistakes and How to Avoid Them

by Karen | Jul 21, 2023 | Database Repairs & Conversions | 0 comments

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...
Should I Stay or Should I Go to Another CRM Solution?

Should I Stay or Should I Go to Another CRM Solution?

by Karen | Jan 10, 2023 | Database Repairs & Conversions | 0 comments

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...
Exporting Your Act! Data to Excel is as Easy as 1,2,3

Selecting a CRM: There is Not a One Size Fits All Solution

by Karen | Dec 15, 2022 | Database Repairs & Conversions | 0 comments

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...
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