by Karen | May 23, 2017 | CRM Usage Tips |
One of the most common questions I receive from Act users is about the Act and Outlook integration. Some users complain that they could never get it working at all. Other users report that the Act Outlook integration “just stopped working.” If you have... 
by Karen | Jan 2, 2017 | CRM Usage Tips |
In the past I’ve shared one of my favorite Act! tricks which is to copy the holidays from outlook to Act! so that you’ll have them on your Act! calendar. You might want to review my past blog article because this is a quick way to populate your Act! calendars with... 
by Karen | Dec 6, 2016 | CRM Usage Tips |
I recently had a client call me to tell me that they were not going to upgrade their Act! to the latest version because they had outgrown Act!. “Karen,” they explained, “Act! just isn’t giving us what we want. We need a good pipeline report. We can’t find any of the... 
by Karen | Apr 22, 2016 | CRM Usage Tips |
One of the primary purposes of using a system like Act! is being able to learn more about your customers. This customer data will make your business more successful. Act! has a variety of tools that you can easily implement to help retain and establish better... 
by Karen | Apr 13, 2016 | CRM Usage Tips |
We have to ask…what are some of the Salesforce.com causes for attrition and how may those considerations affect the choice your business makes when it comes to choosing the right CRM solution? “The financial metrics are clear enough — it doesn’t make sense... by Karen | Mar 14, 2016 | CRM Usage Tips |
As the author of 14 books on various CRM software applications and the creator of the lynda.com Act! training videos I am often asked to compare the various CRM products. Potential CRM users aren’t sure which product to choose, and existing CRM users often want...
