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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How are you measuring Success?
CRM Best Practices

How are you measuring Success?

Karen – October 3, 2007
So, just how do you measure success in your business? Obviously, if the dollars are rolling in then you must...
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Are you ready for CRM?
CRM Best Practices

Are you ready for CRM?

Karen – May 27, 2007
So, do you think you want to start using ACT!, Microsoft Office Live or Outlook Business Contact Manager to help...
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Act Database Repair: When Your Act Database Needs Extra TLC
CRM Data Migration

Act Database Repair: When Your Act Database Needs Extra TLC

Karen – May 12, 2007
We specialize in Act Database repair. Many Act users use their databases year after year without running routine Act maintenance....
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Don’t Believe What You Read in Amazon
ACT! CRM

Don’t Believe What You Read in Amazon

Karen – May 12, 2007
As the author of four "For Dummies" books on ACT I am often asked to comment on the negative reviews...
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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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