It’s A Smaller World Than We Think
CRM Best Practices

It’s A Smaller World Than We Think

Karen – February 16, 2010
You might feel that technology has served to make our world a bit less personal. However, I think that in...
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CRM Best Practices

Let Me Sell You Some Swamp Land in Florida

Karen – February 12, 2010
It pays to advertise. After all, the harder “they” sell the more likely we are to buy.
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Singing the Customer Service Blues
ACT! CRM CRM Best Practices

Singing the Customer Service Blues

Karen – January 18, 2010
Software companies are in the same boat as your local hardware or office supplies store. Hard as it may be...
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Fathers Don’t always Know Best
CRM Best Practices

Fathers Don’t always Know Best

Karen – January 8, 2010
You could market only to people who think – and communicate - the way you do. Unfortunately, that idea makes...
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Protecting Ourselves from Ourselves
CRM Best Practices

Protecting Ourselves from Ourselves

Karen – June 3, 2009
My dad taught me that when I pointed my finger at someone (or something) I was in fact pointing two...
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CRM Best Practices

How Do You Rate as a CRM User?

Karen – October 23, 2008
Whether you're new to the world of CRM or have been using a CRM product for years, your goal is...
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Saying Good-Bye to the Act Email Blues
CRM Best Practices

Saying Good-Bye to the Act Email Blues

Karen – October 22, 2008 – 2 Replies
Sending an e-mail blast in ACT can be a pain. Learn how to send ACT e-blasts with a minimal amount...
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CRM Best Practices

5 Quick Marketing Tips to Grow Your Small Business Faster

Karen – October 31, 2007
The biggest advantage of using ACT is to improve your marketing efforts. Here's a few simple tips to turn your...
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How are you measuring Success?
CRM Best Practices

How are you measuring Success?

Karen – October 3, 2007
So, just how do you measure success in your business? Obviously, if the dollars are rolling in then you must...
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Are you ready for CRM?
CRM Best Practices

Are you ready for CRM?

Karen – May 27, 2007
So, do you think you want to start using ACT!, Microsoft Office Live or Outlook Business Contact Manager to help...
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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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