by Karen | Feb 13, 2012 | CRM Usage Tips |
Several years ago a marketing company offered to do a mailing for me to all businesses within a 50 mile radius of my office. This sounded like a great idea until I realized that areas to the east and south of me contained nothing but the deep blue sea, and a large... 
by Karen | Jan 27, 2012 | ACT & Zoho Consulting, CRM Usage Tips |
It seems that these days “everyone wants to be in the clouds” but alas, many business owners don’t know what that means and/or how to get the job done. There are a number of ways to access an ACT! database “from the clouds.” You can use a product... 
by Karen | Jan 6, 2012 | CRM Usage Tips |
OK, I’ll admit that as a 30 year user of, and consultant for, Windows products I might be a bit prejudiced but can anyone explain to me the current obsession with Apple products? My local Apple store had a line wrapped around the mall before the holidays, and I... 
by Karen | Jun 17, 2011 | CRM Usage Tips |
Having written numerous books on ACT! software I frequently receive phone calls from strangers that go something like this: “We purchased ACT! a few years ago and it’s just not working for us. No one is using it. We’d like to switch to ABC_CRM. They gave us a... 
by Karen | Feb 4, 2011 | CRM Usage Tips |
A good CRM implementation should be making you more efficient and saving you a lot of time. After all, time is money. A common question I’m asked is whether there is an easy way to add the incoming leads you receive from a website form directly into an ACT!... by Karen | Jan 14, 2011 | CRM Usage Tips |
As most of you know, I’m probably one of the biggest ACT! cheerleaders around. However, sometimes I run across an ACT! feature that makes me slap my head and wonder “what were they thinking??” A case in point is the Documents tab. I love the ability to create...
