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... 
by Karen | Dec 24, 2014 | CRM Usage Tips |
A recent survey conducted by the American Research Group, Inc. showed that Americans were planning on spending an average of $861 on gifts for the 2014 holiday season. This number has increased by 8% compared to the 2013 holiday season and experts agree on the fact... 
by Karen | Dec 13, 2014 | ACT & Zoho Consulting, CRM Usage Tips |
The number of businesses that are moving over to VOIP phone systems is on the rise. VOIP phones offer many advantages, including lower monthly phone bills and nifty ways to connect your remote employees. For me, the biggest benefit of VOIP is that it allows you to... by Karen | Feb 28, 2014 | CRM Usage Tips |
The Act QuickBooks Link Small businesses require two solutions to effectively manage their front and back office operations: A CRM solution to manage front office processes such as sales and service An accounting solution to manage the back office operations including... by Karen | Feb 21, 2014 | CRM Usage Tips |
Act! Outlook Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that there is no such thing. “But Karen,” they insist, “you told me that my version of Act! is compatible with my version of Office. How can...
