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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ACT! v16 CRM Software Review and Key Feature Updates
ACT! CRM

ACT! v16 CRM Software Review and Key Feature Updates

Karen – December 12, 2013 – 5 Replies
We're really excited about this version of Act! because it adds more new features than any previous release.
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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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7 Reasons that Marilyn Monroe Would Have LOVED ACT! CRM…
CRM Consulting

7 Reasons that Marilyn Monroe Would Have LOVED ACT! CRM…

Karen – August 2, 2013
I came across a great post written by fellow ACT consultant M Scott Schaffernoth.  I laughed for ten minutes when...
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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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How many people are actually reading your ACT E-Marketing e-mails?
CRM Consulting

How many people are actually reading your ACT E-Marketing e-mails?

Karen – October 15, 2012
Many of you already know the common definition of assume; if not, look at the word again and break it...
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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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ACT 2013
ACT! CRM

ACT 2013

Karen – September 23, 2012 – 4 Replies
Act 2013 will become obsolete on 9/30/15 If you are using Act 2013 there are a few important pieces of...
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ACT Software History
ACT! CRM

ACT Software History

Karen – May 18, 2012
A few weeks ago I wrote about some of the changes that ACT! has experienced during its 25 year history. ...
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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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ACT! Software Naming Conventions
ACT! CRM

ACT! Software Naming Conventions

Karen – April 20, 2012
I have a page on my website that offers free software for the old ACT! 6 product.  Unfortunately,  ACT! 2006...
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ACT! E-Marketing Vs “The Other Guy”
CRM Consulting

ACT! E-Marketing Vs “The Other Guy”

Karen – April 16, 2012
I often expound on the virtues of ACT! E-Marketing, formerly known as Swift Page E-mail.  I thought I’d share a...
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Happy 25th Birthday ACT!
ACT! CRM

Happy 25th Birthday ACT!

Karen – April 6, 2012
Wow!  As hard as it is to believe the ACT! software program turned 25 this month.  If you’re into numbers...
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So Write a Book Already
CRM Training

So Write a Book Already

Karen – March 30, 2012
Hard as it is to believe, I’ve written over a dozen books on technology and created training videos for LinkedIn...
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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 the Perfect ACT! E-Marketing Templates
CRM Training

Creating the Perfect ACT! E-Marketing Templates

Karen – February 17, 2012
When I was five I spent a week with my family at a vacation spot that included a water park...
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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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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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