Automatically Add Contacts from Web Form Leads
CRM Best Practices

Automatically Add Contacts from Web Form Leads

Karen – February 4, 2011
A common question I’m asked is whether there is an easy way to add the incoming leads you receive from...
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Creating an ACT Link to a Client Folder
CRM Best Practices

Creating an ACT Link to a Client Folder

Karen – January 14, 2011
There are lots of cool shortcuts in ACT! that users take advantage of every day to make ACT! even more...
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ACT! 2011 COOKBOOKS GO “R.A.W.”
ACT! CRM CRM Best Practices CRM Training

ACT! 2011 COOKBOOKS GO “R.A.W.”

Karen – December 3, 2010
Two books on the ACT software program by Karen Fredricks have been selected by Packt Publishing for inclusion in their...
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I’m Thankful for the New ACT! 2011 Service Pack 1 (SP1)
ACT! CRM CRM Best Practices

I’m Thankful for the New ACT! 2011 Service Pack 1 (SP1)

Karen – November 25, 2010
In the ACT! realm I’m happy that Sage just released ACT! 2011 Service Pack 1 (SP1).
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Upgrading to ACT 2011 Will Actually Save You Money
ACT! CRM CRM Best Practices

Upgrading to ACT 2011 Will Actually Save You Money

Karen – July 23, 2010
Technology upgrades should be considered a necessary, recurring cost of doing business. You can’t run your business without a telephone...
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Help! Someone Hacked My Yahoo Account
CRM Best Practices

Help! Someone Hacked My Yahoo Account

Karen – July 2, 2010 – 5 Replies
I received a rather bizarre e-mail last Saturday night just as I was getting ready to enjoy a lovely evening...
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ACT Training Courses on lynda.com
CRM Best Practices CRM Training

ACT Training Courses on lynda.com

Karen – June 25, 2010
For those of you who might not be familiar with lynda.com I’d describe it as an online software school. You...
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EFax and Act: What You Need to Know To Make a Fax Coversheet
CRM Best Practices CRM Training

EFax and Act: What You Need to Know To Make a Fax Coversheet

Karen – June 11, 2010
Today many of my clients are opting to use an online fax service such as MyFax or eFax with ACT.
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CRM Best Practices

4 Free Ways to Connect With Your Customers NOW

Karen – June 4, 2010
It’s amazing what you can do online, for free, in terms of connecting with your potential and existing customers right...
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Knowing the In-N-Out of Marketing
CRM Best Practices

Knowing the In-N-Out of Marketing

Karen – May 21, 2010
Maybe you can’t offer a secret menu, but you can make your customers feel like insiders by treating them like...
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ACT to Sales Force Conversions: What You Need to Know
CRM Best Practices

ACT to Sales Force Conversions: What You Need to Know

Karen – May 7, 2010
If you were brand new to CRM it might be a different story, but you obviously know ACT and have...
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Synching ACT to Your Smart Phone
CRM Best Practices CRM Training

Synching ACT to Your Smart Phone

Karen – April 23, 2010
There is indeed a black hole area in the minds of many ACT users when it comes to synching their...
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Qualifying Opportunity and Potential in Sales
CRM Best Practices

Qualifying Opportunity and Potential in Sales

Karen – April 13, 2010
These days that’s not as easy to qualify prospects as it sounds. Companies and people used to be easier to...
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Is Your Business the Underdog?
CRM Best Practices

Is Your Business the Underdog?

Karen – April 9, 2010
Like it or not, unless you’re working for one of the Fortune 500 companies you too are an underdog when...
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Four Hidden ACT Software Easter Eggs
ACT! CRM CRM Best Practices CRM Training

Four Hidden ACT Software Easter Eggs

Karen – April 2, 2010 – 2 Replies
This being Easter weekend I thought I’d share a couple of my favorite ACT Easter eggs. In case you’re not...
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How to Lose 10 Database Pounds
CRM Best Practices

How to Lose 10 Database Pounds

Karen – March 26, 2010
Losing weight got me to thinking how I could apply the same concept to removing some of the “dead weight”...
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Six Ways to Make Sure Your Act E-Marketing Isn’t Flagged As Spam
CRM Best Practices

Six Ways to Make Sure Your Act E-Marketing Isn’t Flagged As Spam

Karen – March 19, 2010
Once your e-mail address –or worse yet – your company’s domain – becomes black listed it can take you months...
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CRM Best Practices

Being Penny Wise and CRM Foolish

Karen – March 12, 2010
Your parents probably taught you as a child to invest in your future. Shouldn’t you also be investing in your...
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Is Your E-Marketing Message Marking You as a Spammer?
CRM Best Practices

Is Your E-Marketing Message Marking You as a Spammer?

Karen – March 6, 2010 – 1 Reply
My rule of thumb for writing a marketing piece is to pretend that I am writing to one of my...
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Keep It Simple, Stupid!
CRM Best Practices

Keep It Simple, Stupid!

Karen – February 20, 2010
I’ve learned over the years that money I spend on a consultant, book or course is well worth its price...
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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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