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... by Karen | Jan 19, 2015 | CRM Usage Tips |
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... by Karen | Jan 13, 2015 | CRM Usage Tips |
Customer Relation Management (CRM) systems have come a long way. Did you know that this sector is growing at an impressive 6% rate per year? The demand for quality CRM systems is growing at a fast pace because these tools help businesses boost their sales and...
