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Quite the opposite; I am usually hit with a litany of complaints ranging from, “our database is full of duplicates and outdated... 
by Karen | Nov 19, 2022 | CRM Usage Tips |
If you have ACT! and you’re not using the Web Info tab you are missing the banana boat as we say in Florida. And, if you haven’t figured out how to use the Web Info tab in conjunction with your favorite social networking sites, then you’re in for a treat. You’ll find... by Karen | Nov 7, 2022 | CRM Usage Tips |
We’re all moving fast and trying to accomplish as much as we can within a limited amount of time. You might not realize that your CRM database is actually slowing you down and costing you money. There are many things you can do to improve your CRM. Here are three... by Karen | Oct 8, 2018 | ACT Software, CRM Usage Tips |
We recently repaired a corrupted Act database for a client. In fact, it’s the SECOND time we’ve repaired his database. Needless to say he was not a happy camper, although he was thrilled to get ALL of his data back safe and sound. Needless to say, we...
