Why Your CRM Implementation Fails

Having written over a dozen books on CRM software, it’s not unusual for me to receive calls from CRM users who want to “jump ship” and move from one product to another.  The reasons may vary but the bottom-line is that the user feels that the current...
ANY Dog Can Learn New Tricks On ACT! v17

ANY Dog Can Learn New Tricks On ACT! v17

Whether you’ve been using ACT! for years or are fresh in the game, there is always something new to learn. Now that you’ve upgraded to ACT! v17, you’ll need to make sure everyone on your team receives the proper training. Even a beginner can figure...

So Write a Book Already

Hard as it is to believe, I’ve written over a dozen books on technology and created training videos on ACT! and Outlook.  Trust me, writing is a labor of love.  My “day job” is to help my clients utilize CRM software to make themselves – and their businesses – more...