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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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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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...
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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. ...
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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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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...
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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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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...
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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...
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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...
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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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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...
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Moving from ACT! to Zoho CRM: Benefits of Cloud-Based Software
ACT! CRM ZOHO

Moving from ACT! to Zoho CRM: Benefits of Cloud-Based Software

Thinking About Moving from ACT! to Zoho? Here's Why Cloud-Based CRM Makes Life Easier If you've been using ACT! for…
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Featured Posts

Your ACT! Database Doesn’t Belong in Dropbox or OneDrive – Here’s Why!
Karen – November 1, 2026

Your ACT! Database Doesn’t Belong in Dropbox or OneDrive – Here’s Why!

Why You Should Never Store Your ACT! Database in Dropbox or OneDrive If you've been using ACT! for years, you…
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DIY ACT! to Zoho Migration: Saving Money or Losing Your Data?
Karen – October 28, 2026

DIY ACT! to Zoho Migration: Saving Money or Losing Your Data?

Thinking of Using AI to Move Your ACT! Database to Zoho? Read This First! Saving money on your CRM migration…
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CompanyCam and Zoho CRM Integration for Sign Companies
Karen – October 15, 2026

CompanyCam and Zoho CRM Integration for Sign Companies

CompanyCam and Zoho CRM: A Powerful Integration for Field Service Businesses If your business relies on site visits, installations, inspections,…
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Customize Your Zoho CRM Homepage with ChatGPT
Karen – October 4, 2026

Customize Your Zoho CRM Homepage with ChatGPT

How to Use ChatGPT to Create a Customized Zoho CRM Homepage If you use Zoho CRM every day, you know…
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