by Karen | Jan 23, 2012 | CRM Usage Tips |
Several times a month I receive a call from an organization that has lost their ACT! password. Sometimes this happens when the ACT! Administrator leaves the company – and takes his password with him. Fortunately we are able to recover those passwords and send the... 
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... 
by Karen | Dec 3, 2010 | ACT & Zoho Training, ACT Software, CRM Usage Tips |
I am thrilled to announce that my two latest books have been selected by Packt Publishing for inclusion in their R.A.W. (Read As We Write) program. The two books, ACT! by Sage 2011 Cookbook and ACT! by Sage Reports and Dashboards Cookbook, are designed to provide...
