If you’re still running your business on ACT!, this might feel a little uncomfortable to read. Good. Because for many companies, their ACT! database isn’t just “old software.” It’s a single point of failure quietly sitting in the corner… humming… waiting… 😬 Let’s talk about why. 1. It Lives on One Computer (Usually the One No One Understands) In a shocking number of offices, ACT! lives on: An old server in a closet A front desk computer…
ACT! Pro has long been a trusted CRM for small businesses, but many users now find it limiting as their needs grow. Modern teams want a CRM that’s easier to use, cloud-based, and tightly integrated with everyday tools like email. Zoho Bigin was built with those needs in mind. It delivers the essential CRM functionality ACT! Pro users depend on—without the complexity or outdated workflows. Not to mention that Bigin is literally a fraction of the price of…
This message from my website absolutely made my day: Visitor: “Do you work with Act! for DOS 1.1?” Me: “Is that a typo? You mean Act! 21.1, right? Act! 1.1 is nearly 30 years old.” Visitor: “Nope. Still using Act! 1.1. Attached a photo.” Before I moved on to Zoho CRM, I spent over 20 years consulting on Act! and have since converted hundreds of Act! databases to Zoho. Some switch for more functionality, others for better…
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 rest of the data including the Act Notes & Histories, Act Opportunities, and the Act Activities. No problem; I can help export every last drop of your Act…
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 along with my answers in RED: After the migration, will we still have access to Act – desktop and/or cloud? No, not if you don’t renew your subscription. However,…
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 and Task List views. If the button is “greyed out” it means one of two things: · You are not a Manager or Administrator of the Act! database, or you are a…
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 to identify the problem area(s). You might have many CRM users whose work might suffer because of incorrect data or who might not be able to access any…
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 few minutes and often my findings are not what they expected to hear. For me the decision is fairly clear cut and can be reached by asking…
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 about a potential CRM product. Quite frankly, I have heard very little – if anything – about most of them. There are literally hundreds of CRM solution in the market today; I’m sure…
I am both an Act! Consultant and a Zoho Consultant. Or, as I like to say, I cover CRM software from A (Act!) to Z (Zoho). I am not saying that one product is necessarily better than the other; they are just “different.” My Act! users tend to represent smaller business (1-15 users) while my Zoho users tend to be larger business (15 and up). That’s not to say that a large company of 30 or 40…
Over the last several years I have converted hundreds of Act! databases to Zoho. Once you’ve made your decision to move from Act! to Zoho, converting your Act! data is easy. I can pretty much guarantee that you won’t lose one drop of your Act! data. However, the hard part begins after your Act! data is converted to Zoho. You might be left thinking, “What do I do now?” I have developed a short, 1 hour class…
So, you’ve purchased ACT and you’re ready to install it. Sounds easy, right? Sure it is – if you’ve got your ACT together!
Act Ides of March Seminar Register Now for the Act Tech Support Webinar You probably love a good mystery – but not when it comes to your Act database! If you’re like most Act users you rely on Act to run your business and when your Act starts “acting up” panic sets in. I receive dozens of calls and emails a week from Act Users who are in need of Act tech support. Ironically, most of the…
We specialize in Act Database repair. Many Act users use their databases year after year without running routine Act maintenance. Consequently, they may find that one day they can’t open their Act database, or perhaps Act data seems to have disappeared. If you have Act you should be using the Act Scheduler to perform Act maintenance on a a regular basis. This will insure that your Act database will continue to run smoothly year after year. Sometimes…