by Karen | Aug 9, 2024 | CRM Usage Tips |
As the author of 14 books on various CRM products I receive a ton of questions every week both from my own clients and prospective clients. Here are the top five questions people often ask me about CRMs along with my responses. What’s a CRM, and do I really need one?... 
by Karen | Jan 23, 2024 | CRM Usage Tips |
Several times a month I receive a call from an organization that has lost their ACT! password. Sometimes this happens when the ACT! Administrator leaves the company – and takes his password with him. Fortunately we are able to recover those passwords and send the... 
by Karen | Oct 30, 2023 | CRM Usage Tips |
This morning started with a flood of calls with various eMarketing questions. Small wonder considering that the Triumvirate of Thanksgiving, Black Friday and Christmas are right around the corner. Not to mention the various health insurance and other industry-specific... 
by Karen | Oct 27, 2023 | CRM Usage Tips |
I field a lot of calls about various aspects of CRM; I have yet to receive a call from a CRM user asking to add more work into their schedule. I am, however, asked for just the opposite: “How do I Avoid Doing Double Entry between my CRM and other applications that I... by Karen | Oct 4, 2023 | CRM Usage Tips |
The Act! product was officially retired on 9/15/23. Apparently, a lot of existing Act! Pro customers either didn’t receive the message or don’t want to believe the message as I am being bombarded with questions from existing Act! Pro users. Keep in mind that Act! Pro... 
by Karen | Oct 1, 2023 | CRM Usage Tips |
Using the Act Dialer or Zoho Dialer The other day someone asked me for my daughter’s phone number; although I call her almost every day I didn’t know it. My cell phone has made me lazy. I used to have her on “speed dial.” Then she was moved to...
