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... by Karen | Mar 1, 2023 | CRM Usage Tips |
I have been working as a fulltime CRM consultant for over 20 years. I like to say I work with CRM from “A to Z” as i have worked with Act, Zoho and many other CRM products. Unfortunately, no one ever calls me up to tell me how much they love their CRM, or... by Karen | Nov 30, 2022 | CRM Usage Tips |
No one ever calls me with an initial greeting of, “Hi Karen, I just wanted to tell you how great my CRM solution is working. Quite the opposite; I am usually hit with a litany of complaints ranging from, “our database is full of duplicates and outdated...