How to Lose 10 Database Pounds
CRM Best Practices

How to Lose 10 Database Pounds

Karen – March 26, 2010
Losing weight got me to thinking how I could apply the same concept to removing some of the “dead weight”...
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Six Ways to Make Sure Your Act E-Marketing Isn’t Flagged As Spam
CRM Best Practices

Six Ways to Make Sure Your Act E-Marketing Isn’t Flagged As Spam

Karen – March 19, 2010
Once your e-mail address –or worse yet – your company’s domain – becomes black listed it can take you months...
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CRM Best Practices

Being Penny Wise and CRM Foolish

Karen – March 12, 2010
Your parents probably taught you as a child to invest in your future. Shouldn’t you also be investing in your...
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Is Your E-Marketing Message Marking You as a Spammer?
CRM Best Practices

Is Your E-Marketing Message Marking You as a Spammer?

Karen – March 6, 2010 – 1 Reply
My rule of thumb for writing a marketing piece is to pretend that I am writing to one of my...
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Old Dogs Must Learn New Software Training Tricks
CRM Consulting CRM Training

Old Dogs Must Learn New Software Training Tricks

Karen – February 25, 2010
If I need training on a rapidly changing site such as Facebook I’ll be using lynda where I know I’ll...
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Keep It Simple, Stupid!
CRM Best Practices

Keep It Simple, Stupid!

Karen – February 20, 2010
I’ve learned over the years that money I spend on a consultant, book or course is well worth its price...
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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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My Love/Hate Relationship with Amazon
ACT! CRM

My Love/Hate Relationship with Amazon

Karen – December 30, 2009
I’ve decided to stick with Amazon for their book reviews but leave other reviews to the experts!
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ACT 2010 Will Soon be Here!
ACT! CRM

ACT 2010 Will Soon be Here!

Karen – July 30, 2009 – 4 Replies
ACT 2010 is here and it's all about social networking!
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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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Why Can’t I Just Use Outlook?
ACT! CRM

Why Can’t I Just Use Outlook?

Karen – May 31, 2009 – 2 Replies
For me, not using ACT to manage a business is tantamount to using an abacus to total a long column...
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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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This Isn’t Your Granddaddy’s ACT!
ACT! CRM

This Isn’t Your Granddaddy’s ACT!

Karen – September 16, 2008
ACT! has been around for over 20 years - and it just keeps getting better and better! Find out if...
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Should I upgrade to ACT 2009/11?
ACT! CRM

Should I upgrade to ACT 2009/11?

Karen – August 8, 2008
It’s here – ACT! 2009 - right on schedule. So, do you need to race out and upgrade?
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Virtual ACT Users Group: Learn Act from the Act Consultant Who Wrote the Act Books
CRM Training

Virtual ACT Users Group: Learn Act from the Act Consultant Who Wrote the Act Books

Karen – November 22, 2007
For 5 years I ran an ACT Users Group in my hometown of Boca Raton, FL. It was a fun...
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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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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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