Why Your CRM Implementation Fails
CRM Best Practices

Why Your CRM Implementation Fails

Karen – January 19, 2015
Having written over a dozen books on CRM software, it's not unusual for me to receive calls from CRM users...
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Choosing the Correct CRM Solution in the New Year
CRM Best Practices

Choosing the Correct CRM Solution in the New Year

Karen – January 13, 2015
Customer Relation Management (CRM) systems have come a long way. Did you know that this sector is growing at an...
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Using Act! CRM to Boost Your Sales
CRM Best Practices

Using Act! CRM to Boost Your Sales

Karen – December 24, 2014
A recent survey conducted by the American Research Group, Inc. showed that Americans were planning on spending an average of $861...
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The Act! QuickBooks Link
CRM Best Practices

The Act! QuickBooks Link

Karen – February 28, 2014
The Act QuickBooks Link Small businesses require two solutions to effectively manage their front and back office operations: A CRM solution...
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Act! Outlook Synchronization
CRM Best Practices

Act! Outlook Synchronization

Karen – February 21, 2014 – 2 Replies
Act! Outlook  Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that...
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Act! Software is Magical
CRM Best Practices

Act! Software is Magical

Karen – January 31, 2014
Normal 0 false false false false EN-US X-NONE X-NONE The Contact field can prove to be surprisingly confusing for both...
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Confusing Act! Software Fields and Layouts
CRM Best Practices

Confusing Act! Software Fields and Layouts

Karen – January 10, 2014
Normal 0 false false false EN-US X-NONE X-NONE One of my favorite Christmas carols is a parody called “The Bathroom...
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So Why Exactly Should My Company Invest in CRM?
CRM Best Practices

So Why Exactly Should My Company Invest in CRM?

Karen – December 13, 2013
Implementing a CRM solution can be a daunting – and expensive – proposition.  Many organizations are already using tools including...
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Filling the holes of your Act! Database
CRM Best Practices

Filling the holes of your Act! Database

Karen – November 25, 2013
As most of you know the “C” in CRM stands for Contacts and that’s the focus of these clean-up tips....
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Help Me, ACT! Guru! My ACT! Tabs have disappeared!
CRM Best Practices

Help Me, ACT! Guru! My ACT! Tabs have disappeared!

Karen – August 3, 2013
I recently received this plea for help from one of my ACT clients: “Karen, we have added a couple of...
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Silly Answers to your ACT! Questions, Part 2
CRM Best Practices

Silly Answers to your ACT! Questions, Part 2

Karen – July 19, 2013
Normal 0 false false false EN-US X-NONE X-NONE Last week I shared a story about an ACT! user who thought...
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Back Your ACT Database in the Clouds
CRM Best Practices

Back Your ACT Database in the Clouds

Karen – May 13, 2013 – 1 Reply
Any Administrator or Manager user can create an automatic schedule for creating backups using the ACT! Scheduler. Combine this power...
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Adding Holidays to ACT Calendars
CRM Best Practices

Adding Holidays to ACT Calendars

Karen – February 1, 2013 – 1 Reply
Every year many of my clients ask me if there is a way to get holidays loaded into their ACT!...
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Act Cookbooks – Learn About Act
CRM Best Practices

Act Cookbooks – Learn About Act

Karen – September 24, 2012
Last year I switched to a new publisher, PackT, after many years of writing the ACT for Dummies books.  My...
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Zen and the Art of ACT! Maintenance
CRM Best Practices

Zen and the Art of ACT! Maintenance

Karen – May 11, 2012 – 2 Replies
Back in the days of ACT! 6 (was that really ten years ago?) my telephone message asked callers if they...
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How to Use ACT! Dynamic Groups for Better CRM Management
CRM Best Practices

How to Use ACT! Dynamic Groups for Better CRM Management

Karen – March 9, 2012
The other day I was working with a client when his ACT! alarms window opened; I must say that the...
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Creating an ACT Zip Code Query
CRM Best Practices

Creating an ACT Zip Code Query

Karen – February 13, 2012
Several years ago a marketing company offered to do a mailing for me to all businesses within a  50 mile...
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Ways to Host an ACT Database
CRM Best Practices CRM Consulting

Ways to Host an ACT Database

Karen – January 27, 2012
It seems that these days "everyone wants to be in the clouds" but alas, many business owners don't know what...
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America’s Apple Obsession
CRM Best Practices

America’s Apple Obsession

Karen – January 6, 2012 – 1 Reply
OK, I’ll admit that as a 30 year user of, and consultant for, Windows products I might be a bit...
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Help! My CRM Software Has Fallen and Can’t Get Up
CRM Best Practices

Help! My CRM Software Has Fallen and Can’t Get Up

Karen – June 17, 2011
Rome wasn’t built in a day and neither was your database. However, if you stick to my 5 simple Commandments...
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Converting ACT! Data to TaxDome: What You Need to Know
CRM Data Migration

Converting ACT! Data to TaxDome: What You Need to Know

If your accounting or tax practice has been using ACT! for years, your database probably contains much more than names,…
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Featured Posts

Moving From ACT! to GoHighLevel? Don’t Just Export Your Contacts.
Karen – August 25, 2026

Moving From ACT! to GoHighLevel? Don’t Just Export Your Contacts.

How to Convert Your ACT! Database to GoHighLevel Trying to move from ACT! to GoHighLevel? If you've spent years building…
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Karen – July 28, 2026

Which Companies Specialize in CRM Data Migration Services for Small Businesses? Migrating from one CRM to another can be one…
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From Quicken to Act!: When Loyalty to Desktop Software Meets Reality
Karen – June 23, 2026

From Quicken to Act!: When Loyalty to Desktop Software Meets Reality

For more than 20 years, I've relied on Quicken to manage my personal finances, while I use Zoho Books to…
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Unlock Business Potential: The Power of Zoho One Explained
Karen – June 8, 2026

Unlock Business Potential: The Power of Zoho One Explained

Key Features of Zoho One Zoho One is a comprehensive suite of over 45 integrated applications designed to manage and…
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