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...
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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...
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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...
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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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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...
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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...
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ACT! CRM

QuoteWerks – ACT Quoting Software

Karen – July 8, 2010
QuoteWerks integrates seamlessly with contact managers like ACT! and ACT! for Web, eliminating the need to re-type customer information. QuoteWerks...
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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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Other CRM Books by Karen Fredricks
CRM Books & Resources

Other CRM Books by Karen Fredricks

Karen – July 1, 2010
If there's any doubt as to Karen's knowledge of any and all things related to CRM software, check out the...
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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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There is a Cure for the Summertime Marketing Blues
ACT! CRM

There is a Cure for the Summertime Marketing Blues

Karen – May 28, 2010
If spring represents the time to clean-up your database, then summer should represent the time for the smart e-marketer to...
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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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Think Before You Send
ACT! CRM

Think Before You Send

Karen – April 16, 2010
I spend a great deal of time working with my clients on creating e-marketing campaigns with the use of an...
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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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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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