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...
Read More
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...
Read More
ACT 2012 Book
CRM Training

ACT 2012 Book

Karen – September 20, 2011
Many of you have been asking me when my next "ACT for Dummies" book is coming out.  I'm pleased to...
Read More
ACT 2012 is Here!
ACT! CRM

ACT 2012 is Here!

Karen – August 20, 2011
There’s a reason why ACT has been around for over 20 years and has over 6 million users world wide. ...
Read More
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...
Read More
Need Help with ACT! Reports and Dashboards?
CRM Training

Need Help with ACT! Reports and Dashboards?

Karen – March 4, 2011
The cookbook style is designed to give you simple steps to help you learn a new software feature. The recipes...
Read More
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...
Read More
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...
Read More
Wishing You a Wonderful Holiday
CRM Consulting

Wishing You a Wonderful Holiday

Karen – December 24, 2010
'Twas the holiday season and all through the house, Not a creature was clicking, not even your mouse. The stocking...
Read More
Use Act During the Holidays to Keep Yourself Organized
CRM Consulting

Use Act During the Holidays to Keep Yourself Organized

Karen – December 19, 2010
I can’t claim that CRM software will help you get your holiday shopping done on a timelier basis but I...
Read More
Market Unto Others as You Would Have Them Market Unto You
ACT! CRM

Market Unto Others as You Would Have Them Market Unto You

Karen – December 10, 2010
Put yourself in the shoes of your prospects when designing marketing materials. What has more appeal – a sales pitch...
Read More
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...
Read More
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).
Read More
ACT! Goes R.A.W.
CRM Training

ACT! Goes R.A.W.

Karen – October 25, 2010
I am currently working on two new titles for PackT – ACT! By Sage 2011 Cook Book and ACT! by...
Read More
Rally to Restore Sanity and/or Fear
CRM Webinars

Rally to Restore Sanity and/or Fear

Karen – September 5, 2010
Gary and I attended the Jon Stewart/Stephen Colbert Rally on Saturday. Frankly, we were motivated more by the incentive of...
Read More
ACT Importing Software
ACT! CRM

ACT Importing Software

Karen – August 7, 2010
I personally use an importing product and recommend that you use one as well if importing into ACT on a...
Read More
Top 10 Reasons to Upgrade to ACT 2011
ACT! CRM

Top 10 Reasons to Upgrade to ACT 2011

Karen – August 6, 2010 – 2 Replies
If you’ve been sitting in the Stone Age and are still clinging to your tried and true version of ACT...
Read More
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...
Read More
Link ACT to Your Mobile Phone
ACT! CRM

Link ACT to Your Mobile Phone

Karen – July 13, 2010
sync act to your cell phoneYou use ACT. You've got a smart phone. And you want to link the two...
Read More
Good Marketing is Nothing More Than a Marathon Match
CRM Consulting

Good Marketing is Nothing More Than a Marathon Match

Karen – July 9, 2010
If you're any kind of sports fan then you heard about the marathon John Isner/Nicolas Mahut match at Wimbledon this...
Read More
1 … 13 14 15 16 17
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,…
Read More

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…
Read More
Karen – July 28, 2026

Which Companies Specialize in CRM Data Migration Services for Small Businesses? Migrating from one CRM to another can be one…
Read More
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…
Read More
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…
Read More