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Zoho CRM and QuickBooks Finally Work Together Natively

June 1, 2026

For years, businesses using Zoho CRM and QuickBooks have relied on third-party integrations, custom development, or manual data entry to keep sales and accounting aligned. Zoho has now introduced a native QuickBooks Online integration that makes…
Read more: Zoho CRM and QuickBooks Finally Work Together Natively
My Microsoft 365 Email Nightmare Accidentally Became a Great Ad for Zoho Mail

May 28, 2026

I recently got pulled into one of those technology disasters that starts small and somehow turns into a full-time job. Apparently, someone mistakenly used my Gmail address as a backup authentication email while setting up their…
Read more: My Microsoft 365 Email Nightmare Accidentally Became a Great Ad for Zoho Mail
Free Zoho Wednesday Webinar: The #1 Zoho Question: Email Setup Explained

May 18, 2026

Watch Now You’re invited to my free Zoho Wednesday Webinar on Wednesday, May 27 at 12 PM EST. Join us for our FREE Wednesday Webinar on Wednesday, May 27 at 12:00 PM Noon EST as we cover one of…
Read more: Free Zoho Wednesday Webinar: The #1 Zoho Question: Email Setup Explained
Zoho CRM Setup Mistakes That Are Costing You Time and Money

May 1, 2026

Zoho CRM gets a bad reputation for being complicated. In most cases, that’s not the issue. The issue is how it was set up. Here are the mistakes I see all the time—and what they’re costing you.…
Read more: Zoho CRM Setup Mistakes That Are Costing You Time and Money
Why ACT! Users Are Rethinking That $500/Year Renewal — and Looking at Zoho Instead

April 28, 2026

For many long-time ACT! users, the software has been a reliable companion—tracking contacts, managing relationships, and keeping sales efforts organized for years (sometimes decades). But lately, there’s a growing sense of hesitation when that annual renewal…
Read more: Why ACT! Users Are Rethinking That $500/Year Renewal — and Looking at Zoho Instead
3 Quick Zoho Questions (and Answers That Will Save You Time)

April 25, 2026

If you’re using Zoho regularly, you’ve probably run into a few “why is this happening?” moments. The good news? Many of the most common questions have very simple fixes. Here are three quick ones I get…
Read more: 3 Quick Zoho Questions (and Answers That Will Save You Time)
Zoho One: Enterprise Power Without the Enterprise Price Tag

April 10, 2026

For years, “enterprise software” has carried a certain reputation: powerful, comprehensive… and wildly expensive. Traditionally, only large organizations with deep pockets could afford fully integrated systems that handled sales, marketing, finance, support, and operations all in…
Read more: Zoho One: Enterprise Power Without the Enterprise Price Tag
ACT! Sticker Shock: Why Longtime Users Are Feeling the Pain

April 1, 2026

For years, many loyal ACT! users enjoyed a simple arrangement: buy the desktop version of the software once, install it, and use it for years without thinking about another payment. It was reliable, familiar, and for…
Read more: ACT! Sticker Shock: Why Longtime Users Are Feeling the Pain
Zoho One: Enterprise Power Without the Enterprise Price Tag

March 31, 2026

Zoho One gives you 45+ fully integrated apps in one powerful platform—eliminating the cost, complexity, and headaches of managing multiple systems. The result? Lower expenses, better visibility, and a business that runs smarter and faster. It’s…
Read more: Zoho One: Enterprise Power Without the Enterprise Price Tag
Tech Benders Promoted to Zoho Advanced Partner

March 31, 2026

We Got Promoted (No, Not the Corner Office Kind… the Zoho Kind) There are a few moments in business that feel like a real “level up.” Landing your first big client. Hiring your first employee. Finally…
Read more: Tech Benders Promoted to Zoho Advanced Partner
LinkedIn Finder for Zoho CRM: Because Stalking Prospects Should Be Easier

March 16, 2026

Let’s be honest. Prospecting often looks like this: Open CRM.Open LinkedIn.Search company.Search people.Click profiles.Get distracted.Twenty minutes later you’re reading someone’s post about their dog getting promoted to “Chief Happiness Officer.” There’s a better way. LinkedIn Finder…
Read more: LinkedIn Finder for Zoho CRM: Because Stalking Prospects Should Be Easier
Free Zoho Wednesday Webinar: 12 New Zoho Features

March 10, 2026

View the Webinar You’re invited to my free Zoho Wednesday Webinar on Wednesday, March 18 at 12 PM EST. In this session, I’ll demonstrate 12 new features in Zoho CRM that can help you work smarter, stay better organized, and get…
Read more: Free Zoho Wednesday Webinar: 12 New Zoho Features
Before You Give Up on Zoho CRM, Fix These 5 Things First

February 27, 2026

If you’re frustrated with Zoho CRM, you’re not alone. However, most of your Zoho CRM problems are easy to fix. Most people don’t leave Zoho because it’s a bad product.They leave because it was never set…
Read more: Before You Give Up on Zoho CRM, Fix These 5 Things First
Is Your ACT! Database a Ticking Time Bomb?

February 17, 2026

If you’re still running your business on ACT!, this might feel a little uncomfortable to read. Good. Because for many companies, their ACT! database isn’t just “old software.” It’s a single point of failure quietly sitting…
Read more: Is Your ACT! Database a Ticking Time Bomb?
Comparing Email Options in Zoho CRM (and Why It’s Way Easier Than ACT + Outlook)

February 6, 2026

Email is still at the heart of most CRM activity. Sales conversations, follow-ups, support threads—it all lives (or should live) alongside your customer records. One of the things Zoho CRM does well is giving you multiple…
Read more: Comparing Email Options in Zoho CRM (and Why It’s Way Easier Than ACT + Outlook)
Free Wednesday Webinar: Get More Out of Zoho CRM

February 3, 2026

Watch Now Are you using Zoho CRM but feel like you’re only scratching the surface? Or maybe you’re brand new and want to start strong without feeling overwhelmed. Either way, this webinar is for you. In…
Read more: Free Wednesday Webinar: Get More Out of Zoho CRM
Creating Custom Reports: ACT! vs. Zoho CRM — A Tale of Two Eras

January 25, 2026

Reporting is where a CRM either earns its keep or exposes its age. On paper, both ACT! and Zoho CRM offer “custom reporting,” but the experience of creating those reports—and the value you get from them—could…
Read more: Creating Custom Reports: ACT! vs. Zoho CRM — A Tale of Two Eras
Karen Fredricks Elevated to Advanced Zoho Partner: A Milestone Built on Results

January 20, 2026

In the fast-growing ecosystem of business software, recognition isn’t handed out lightly—it’s earned. That’s why the recent promotion of Karen Fredricks from an Authorized Zoho Partner to an Advanced Zoho Partner marks a significant achievement, not…
Read more: Karen Fredricks Elevated to Advanced Zoho Partner: A Milestone Built on Results
What’s New in Bigin: The Biggest Updates from 2025

January 15, 2026

Bigin had a busy year in 2025, rolling out smart upgrades designed to save time, reduce manual work, and improve how you connect with customers. Here’s a quick look at the most useful new features and…
Read more: What’s New in Bigin: The Biggest Updates from 2025
Why Zoho Bigin Is a Great Alternative for ACT! Pro Users

January 6, 2026

ACT! Pro has long been a trusted CRM for small businesses, but many users now find it limiting as their needs grow. Modern teams want a CRM that’s easier to use, cloud-based, and tightly integrated with…
Read more: Why Zoho Bigin Is a Great Alternative for ACT! Pro Users
New Year, New CRM: Why It’s Time to Say Goodbye to ACT!

December 30, 2025

The New Year is all about fresh starts. We clean out closets, set new goals, and promise ourselves we’ll finally get organized. But what about the technology running your business? If you’re still relying on an ACT!…
Read more: New Year, New CRM: Why It’s Time to Say Goodbye to ACT!
Zoho One Includes a Virtual Smorgasbord of Products

December 30, 2025

Zoho One includes a virtual smorgasbord of 40+ products, but these are my favorites: Zoho CRM: The heart of Zoho One this is the place to keep all the data for your contacts. Zoho Books: Tired…
Read more: Zoho One Includes a Virtual Smorgasbord of Products
Installing ACT! v27 Premium Desktop: A Journey Through Time (and Reboots)

December 22, 2025

Installing software in 2025 should be simple. Click a button. Maybe wait a few minutes. Get coffee. Done. Installing ACT! v27 Premium Desktop, however, is not an installation—it’s an experience. One that involves patience, reboots, research,…
Read more: Installing ACT! v27 Premium Desktop: A Journey Through Time (and Reboots)
Case Study: Playground King’s Leap from ACT! to Zoho One

December 14, 2025

A multi-generation family business modernizes operations, cleans up critical data, and unlocks automation for growth. Client: Playground King Consulting Partner: Tech Benders Location: Florida, USA Industry: Recreational Equipment & Playground Installation Employees: Approximately 24 Introduction: Playground King…
Read more: Case Study: Playground King’s Leap from ACT! to Zoho One
Zoho Marketing: When a CRM Follows You Across Borders (In the Best Possible Way)

December 7, 2025

I’ve always known Zoho had strong marketing… but my recent trip to Canada proved that Zoho’s marketing team might actually be telepathic—or at least incredibly efficient. It all started on the New Jersey Turnpike. I’m driving…
Read more: Zoho Marketing: When a CRM Follows You Across Borders (In the Best Possible Way)
How I Discovered a Competitor Scraping My Website — and How Zoho SalesIQ Helped Me Stop It

December 2, 2025

Every business owner expects a little healthy competition. What we don’t expect is for a competitor to help themselves to our hard-earned content like it’s an all-you-can-eat buffet. For months, something odd kept happening on my site.…
Read more: How I Discovered a Competitor Scraping My Website — and How Zoho SalesIQ Helped Me Stop It
Exporting ACT! Notes and Histories: Why Most Users Can’t — But Tech Benders Can

November 24, 2025

If you’ve ever tried to move from Act! CRM to another CRM platform, you may have discovered a frustrating truth: while migrating basic data like contact names, phone numbers, and emails is fairly straightforward, getting your…
Read more: Exporting ACT! Notes and Histories: Why Most Users Can’t — But Tech Benders Can
Why Zoho CRM Plus Crushes Act! CRM: A Deep Dive

November 18, 2025

Choosing a CRM isn’t just about tracking contacts — it’s about enabling your business to sell smarter, market better, and support customers consistently. Zoho CRM Plus is a complete customer-experience suite, while Act! CRM is more…
Read more: Why Zoho CRM Plus Crushes Act! CRM: A Deep Dive
What Is a Custom CRM Field?

November 11, 2025

If you’ve ever worked with a CRM (Customer Relationship Management) system, you’ve probably noticed lots of built-in fields—things like First Name, Last Name, Email, and Phone Number. Those are standard fields that come with every CRM. But…
Read more: What Is a Custom CRM Field?
Yes, We Can Help Fix ANY Act Database!

November 4, 2025

This message from my website absolutely made my day: Visitor: “Do you work with Act! for DOS 1.1?” Me: “Is that a typo? You mean Act! 21.1, right? Act! 1.1 is nearly 30 years old.” Visitor:…
Read more: Yes, We Can Help Fix ANY Act Database!
Zoho Bigin: The Perfect Act CRM Replacement (Including Act! 6.0)

October 21, 2025

If you’re still using an older version of Act! CRM—especially classics like Act! 6.0—you’ve probably noticed the cracks starting to show. What was once a powerful contact management system has become outdated, harder to maintain, and…
Read more: Zoho Bigin: The Perfect Act CRM Replacement (Including Act! 6.0)
Act! Premium Cloud vs. Act Premium Desktop: The Features You’ll Miss Most

October 14, 2025

What’s Missing in Act! for Web Act! for Web brings the convenience of browser access, letting you work from anywhere without installing software. But if you’ve been using Act! Premium for Desktop, you’ll quickly notice that…
Read more: Act! Premium Cloud vs. Act Premium Desktop: The Features You’ll Miss Most
Who Should Use the Free Editions of Zoho CRM and Bigin — and Who Shouldn’t

October 1, 2025

“Free” sounds great—especially when it comes to CRMs. Zoho’s free editions of Zoho CRM and Bigin are surprisingly capable, but they’re not one-size-fits-all. Here’s who they’re ideal for—and who will quickly outgrow them. 🎯 Zoho CRM…
Read more: Who Should Use the Free Editions of Zoho CRM and Bigin — and Who Shouldn’t
Free Wednesday Webinar: Why Zoho Beats ACT! CRM

September 24, 2025

Watch Now! Still hanging onto ACT! CRM? Join us this Wednesday for a free webinar where we’ll show you why it may be time to move on. We’ll compare ACT! head-to-head with Zoho’s powerful suite of…
Read more: Free Wednesday Webinar: Why Zoho Beats ACT! CRM
How to Export Your Data from ACT! CRM

September 15, 2025

If you’re ready to move on from ACT! CRM, you may be wondering how to export your data. The truth is, getting your information out of ACT isn’t as simple as hitting “export.” Here are two…
Read more: How to Export Your Data from ACT! CRM
Act 6.0 – Yes, We Still Support It!

September 10, 2025

Back in August, 2000 I ran an Act 6.0 launch event. I was super excited as it had been over 4 years since a previous release of Act, and this version had Outlook integration! I planned…
Read more: Act 6.0 – Yes, We Still Support It!
Free Webinar: Boost Engagement with Zoho Social & Zoho SalesIQ

September 8, 2025

Watch Now! Mark your calendars! On Wednesday, September 10, we’re hosting a free webinar that dives into two powerful Zoho tools designed to help you connect with your audience, capture leads, and grow your business. What…
Read more: Free Webinar: Boost Engagement with Zoho Social & Zoho SalesIQ
ACT! CRM and Windows 11: What You Need to Know

September 7, 2025

As more ACT CRM users begin upgrading to Windows 11, it’s important to understand how the change may impact your ACT! CRM software. While Tech Benders continues to support ACT!, we can’t guarantee that older versions…
Read more: ACT! CRM and Windows 11: What You Need to Know
Create Quotes in Zoho CRM Without Extra Software

September 1, 2025

QuoteWerks integrates seamlessly with contact managers like ACT! and ACT! for Web, eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.
Read more: Create Quotes in Zoho CRM Without Extra Software
Tech Benders Achieves 159% Growth in Zoho Sales

August 27, 2025

This year has been a milestone for Tech Benders—we’ve experienced an incredible 159% increase in total revenue as of 8/27, and the driving force behind this growth has been our strategic shift from selling Act! software…
Read more: Tech Benders Achieves 159% Growth in Zoho Sales
Salesforce vs. Zoho: Acquisitions vs. Innovation

August 20, 2025

Salesforce and Zoho CRM are both great products. So why do I prefer Zoho? Quite simply, it’s a lot better “bang for the buck.” There are a number of reasons for this. Salesforce has long expanded…
Read more: Salesforce vs. Zoho: Acquisitions vs. Innovation
Zoho Workplace: Everything Your Office Needs—Without the Big Price Tag

August 12, 2025

Tired of Office 365? There is an alternative. Zoho Workplace is an all-in-one, cloud-based productivity and collaboration suite that brings together the tools you need to work efficiently – and they all integrate with Zoho CRM!…
Read more: Zoho Workplace: Everything Your Office Needs—Without the Big Price Tag
Zoho Books vs QuickBooks: Why Zoho Wins for Small Businesses

August 5, 2025

Choosing accounting software? While QuickBooks is the big name, Zoho Books delivers more value, tighter CRM integration, and online access—at a fraction of the price of QuickBooks. 💰 Zoho Books Pricing Zoho Books starts at $15/month…
Read more: Zoho Books vs QuickBooks: Why Zoho Wins for Small Businesses
Zoho Voice: Give Your Business a Voice That Works Smarter

July 28, 2025

Tired of juggling phone calls, sticky notes, and your CRM? With Zoho Voice, you can make and receive calls right inside Zoho CRM or Zoho Desk—no extra software, no switching tabs. It’s a cloud-based phone system designed…
Read more: Zoho Voice: Give Your Business a Voice That Works Smarter
Discover 10 Hidden Zoho CRM Features You’ll Wish You Knew Sooner

July 12, 2025

Watch Now Are you getting the most out of your CRM? Whether you’re currently using Zoho or Act, there’s a good chance you haven’t tapped into some of Zoho’s most powerful (and often overlooked) features. Join…
Read more: Discover 10 Hidden Zoho CRM Features You’ll Wish You Knew Sooner
Importing and Exporting: It’s So Much Easier in Zoho CRM Than in Act! CRM

July 10, 2025

Data is the lifeblood of any CRM system. Whether you’re switching platforms, updating contact info, or simply backing up your data, the ability to easily import and export records is critical. If you’ve ever tried performing…
Read more: Importing and Exporting: It’s So Much Easier in Zoho CRM Than in Act! CRM
Tired of Juggling Documents?

July 3, 2025

WATCH NOW Ever wonder about the best ways to attach documents to your Zoho CRM records? Whether it’s contracts, proposals, or scanned forms — we’ve got you covered! Join us for a free webinar where we’ll…
Read more: Tired of Juggling Documents?
Zoho CRM Versions – Deciding on the Best One

July 3, 2025

I receive a lot of inquiries about Zoho’s product line. There are three basic Zoho products: Zoho Bigin, Zoho CRM and Zoho One. And there are additional levels for both the Bigin and CRM products ranging…
Read more: Zoho CRM Versions – Deciding on the Best One
Why You Don’t Need to Purchase the Act QuickBooks Link If You Use Zoho CRM

June 30, 2025

Back in 2019 I wrote this article about the QuickBooks Link that connect Act to QuickBooks. Fast forward six years and I’m finding that many businesses running on QuickBooks eventually look for tighter integration with their…
Read more: Why You Don’t Need to Purchase the Act QuickBooks Link If You Use Zoho CRM
Unlocking Insights with Zoho Reports & Analytics

June 23, 2025

View Now If you’ve ever felt like your Zoho data is trying to tell you something—but you’re not quite sure what—it’s time to tune in. We’re hosting a free, practical webinar all about Zoho Reports &…
Read more: Unlocking Insights with Zoho Reports & Analytics
Free Zoho Webinar – Master the Art of Smart Emailing!

June 6, 2025

WATCH NOW! Whether you’re sending a personalized note to one contact or launching https://meet.zoho.com/yari-ogx-nara full-blown email campaign to hundreds, we’ve got you covered! Join us as we explore: ✅ How to send single, personalized emails using…
Read more: Free Zoho Webinar – Master the Art of Smart Emailing!
🧹 Database Cleanup: ACT! CRM vs Zoho CRM – Who Does It Better?

June 5, 2025

Act! CRM has been around for decades—over 30 years! And many businesses have loyally used it just as long. But even the most loyal Act! users have likely faced this recurring issue: database clutter. A few…
Read more: 🧹 Database Cleanup: ACT! CRM vs Zoho CRM – Who Does It Better?
Stop Paying for Extra Software: Zoho CRM and Zoho Books Work Together Out of the Box

June 2, 2025

Are you using both ACT and QuickBooks? Tired of doing double-entry? We’ve got the answer!
Read more: Stop Paying for Extra Software: Zoho CRM and Zoho Books Work Together Out of the Box
Zoho Bigin vs. Zoho CRM: Which One’s Right for You?

May 30, 2025

When it comes to managing customer relationships, Zoho has a whole toolbox ready—but two of its most popular options are Zoho Bigin and Zoho CRM. If you’re wondering which one fits your business better, here’s a…
Read more: Zoho Bigin vs. Zoho CRM: Which One’s Right for You?
Zoho CRM vs ACT! CRM: A Quick Look at Security and Compliance

May 19, 2025

If you’re still using ACT! CRM on a Windows 7 machine, it’s time to talk security—and no, we don’t mean installing another antivirus tool. While ACT! CRM has served businesses faithfully for decades, using it on…
Read more: Zoho CRM vs ACT! CRM: A Quick Look at Security and Compliance
Zoho Wednesday Webinar Series – Importing & Exporting with Zoho

May 14, 2025

Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Date: Wednesday, May 14, 2025 @ 12 PM EST…
Read more: Zoho Wednesday Webinar Series – Importing & Exporting with Zoho
A Complete Guide to Zoho CRM Field Types

May 1, 2025

When customizing your Zoho CRM modules, choosing the right field type is key to capturing accurate and useful data. Whether you’re setting up a sales pipeline, contact form, or support ticketing system, understanding the field types…
Read more: A Complete Guide to Zoho CRM Field Types
What’s Included in the Free Edition of Zoho CRM?

April 26, 2025

In a previous article I talked about the escalation in the Act CRM product when they introduced “Act Advantage.” If you’re looking for a cheap CRM – or one that doesn’t carry an annual subscription –…
Read more: What’s Included in the Free Edition of Zoho CRM?
Zoho Wednesday Webinar Series – Zoho Apps, Zoho Market Place and Zoho Telephony

April 23, 2025

Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Date: Wednesday, April 23 @ 12 PM EST Topic:…
Read more: Zoho Wednesday Webinar Series – Zoho Apps, Zoho Market Place and Zoho Telephony
Sticker Shock: Why Zoho Beats ACT Advantage on Price and Power

April 20, 2025

When it comes to choosing the right CRM for your business, the options can be overwhelming—and sometimes, the prices downright shocking. If you’ve taken a peek at ACT Advantage lately, you might’ve experienced a little sticker…
Read more: Sticker Shock: Why Zoho Beats ACT Advantage on Price and Power
Zoho Wednesday Webinar Series – Zoho Automations

April 9, 2025

Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Date: Wednesday, April 9, 2025 @ 12 PM EST…
Read more: Zoho Wednesday Webinar Series – Zoho Automations
Zoho CRM’s Q1 2025 Update Brings a Host of Exciting Enhancements

March 31, 2025

Spring has sprung – and so have a lot of amazing new Zoho CRM features Expanded Messaging Integrations: Now connect with customers via Line, in addition to improved WhatsApp features like message templates, threaded replies, and…
Read more: Zoho CRM’s Q1 2025 Update Brings a Host of Exciting Enhancements
Zoho Wednesday Webinar Series – Roles & Permissions

March 26, 2025

Wednesday, March 26, 2025 @ 12 PM EST Topic: Roles & Permissions View Now! Every second Wednesday, we dive into exciting and practical topics to help you maximize the potential of Zoho CRM for your business.…
Read more: Zoho Wednesday Webinar Series – Roles & Permissions
The End of Windows 10 Support on October 14: What It Means for ACT! Software Users

March 20, 2025

As the tech world marches forward, a significant milestone is approaching: Microsoft will officially end support for certain versions of Windows on October 14, 2025. For everyday users, this might just seem like another update on…
Read more: The End of Windows 10 Support on October 14: What It Means for ACT! Software Users
Zoho Wednesday Webinar Series – The Zoho Home Page

March 12, 2025

Date Wednesday, March 12, 2025 @ 12 PM EST Topic: Customizing the Zoho Home Page View Now! Every second Wednesday, we dive into exciting and practical topics to help you maximize the potential of Zoho CRM…
Read more: Zoho Wednesday Webinar Series – The Zoho Home Page
Zoho Wednesday Webinar Series – Working With Zoho Layouts & Canvases

February 26, 2025

Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Next Webinar: Wednesday, Dec 14, 2024 @ 12 PM…
Read more: Zoho Wednesday Webinar Series – Working With Zoho Layouts & Canvases
The Great CRM Size Showdown: ACT! CRM vs. Zoho CRM

February 16, 2025

When it comes to choosing a CRM (Customer Relationship Management) system, one factor that often gets overlooked is database size. If you’re planning to host your CRM database on the web, you might be wondering: How…
Read more: The Great CRM Size Showdown: ACT! CRM vs. Zoho CRM
Zoho Wednesday Webinar Series – Custom Fields

February 12, 2025

Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Next Webinar: Wednesday, Feb 12, 2025 @ 12 PM…
Read more: Zoho Wednesday Webinar Series – Custom Fields
Thinking About Upgrading Act to Windows 11? Here’s Why You Might Want to Wait

February 5, 2025

I get it—Windows 11 is shiny, new, and packed with features. But before you hit that upgrade button on your trusty Windows 10 machine, let’s talk about a few things that might make you pump the…
Read more: Thinking About Upgrading Act to Windows 11? Here’s Why You Might Want to Wait
Why Are So Many Businesses Leaving Act! for Zoho CRM?

February 2, 2025

In recent years, there’s been a notable shift in the CRM landscape. A growing number of businesses that once relied on Act! are now jumping ship to Zoho CRM. If you’ve been scratching your head wondering…
Read more: Why Are So Many Businesses Leaving Act! for Zoho CRM?
Zoho Wednesday Webinar Series – Finding Your Way Around Zoho

January 22, 2025

Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Date: Wednesday, Jan 22, 2025 @ 12 PM EST…
Read more: Zoho Wednesday Webinar Series – Finding Your Way Around Zoho
Migrate from Act! CRM? Are you Serious?

January 15, 2025

Back in 2017 I had to make a difficult decision. After many, many years invested in Act!, it was finally time to move on. A decision I didn’t take lightly! My relationship with Act! had been…
Read more: Migrate from Act! CRM? Are you Serious?
Zoho CRM delivers 70% ROI and 100% increase in productivity to MicroCAD

January 12, 2025

I’ve worked with MicroCadd for more than 20 years, starting back in the days of Act! 6.0. Over time, it became clear that they had simply outgrown Act!—and for good reason: They needed to track transactions…
Read more: Zoho CRM delivers 70% ROI and 100% increase in productivity to MicroCAD
Zoho Wednesday Webinar Series – Zoho Email Templates

January 8, 2025

Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Date: Wednesday, Jan 8, 2025 @ 12 PM EST…
Read more: Zoho Wednesday Webinar Series – Zoho Email Templates
Stay Connected Anywhere with the Zoho CRM Mobile App

January 2, 2025

You use Zoho CRM. You’ve got a smartphone. And you want to link the two together! Luckily, you don’t need to buy any extra software—Zoho has you covered with its free Zoho CRM mobile apps for…
Read more: Stay Connected Anywhere with the Zoho CRM Mobile App
ACT! Pro is Gone, But Zoho CRM is Here to Save the Day!

December 20, 2024

For decades, ACT! Pro was a trusted name in customer relationship management (CRM) software, helping businesses track leads, manage contacts, and use a sales pipeline. However, as of 2023, ACT! Pro is no longer available for…
Read more: ACT! Pro is Gone, But Zoho CRM is Here to Save the Day!
Zoho Wednesday Webinar Series – Learning Your Way Around Zoho

December 18, 2024

Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is here to help you do just that! Date: Wednesday, Dec 18, 2024 @ 12 PM EST…
Read more: Zoho Wednesday Webinar Series – Learning Your Way Around Zoho
Act Scheduler vs. Zoho Cadence: What’s the Difference?

December 15, 2024

Having the right task scheduling tool can make all the difference when trying to automate your business. Both Act! and Zoho have functionality designed to automate follow-up tasks. Act! has the Act Scheduler and Zoho has…
Read more: Act Scheduler vs. Zoho Cadence: What’s the Difference?
Tech Support: From Act! Desktop to Zoho CRM

December 7, 2024

Ah, the 1990s—a simpler time when your biggest tech worry was whether your dial-up modem would scream its way to a connection. Back then, if your computer misbehaved or you needed to install software like ACT!…
Read more: Tech Support: From Act! Desktop to Zoho CRM
Why I Switched from ACT! CRM to Zoho CRM Webinar

November 30, 2024

For years, I ran events focused on ACT! CRM, helping users get the most out of their system. I held a number of Launch Events every time a new version was released. In 2000 I held…
Read more: Why I Switched from ACT! CRM to Zoho CRM Webinar
Recent Email about Your Act Software

November 22, 2024

You might have received an email this week regarding the relationship between Act! LLC and Tech Benders. Act! LLC, formerly known as Swiftpage LLC and Sage LLC, may be undergoing restructuring and has decided to take…
Read more: Recent Email about Your Act Software
The Act! Attachments: A Nightmare Waiting to Happen

November 15, 2024

Act! has been around for 40 years. You might think of it as an old house; new features were sometimes added but unfortunately they do not always work as planned. The biggest offender? The dreaded Act!…
Read more: The Act! Attachments: A Nightmare Waiting to Happen
Important Information regarding the retirement of Act! Connect Link

October 25, 2024

Act! Connect Link, the third-party technology that enables Web-API-based features to operate with the Act! Premium Desktop product, is being retired by the vendor on December 31, 2024. If you are using one or more of the…
Read more: Important Information regarding the retirement of Act! Connect Link
ACT CRM: What You Need to Know

October 12, 2024

There have been a lot of changes going on in the Act! world. In addition you’ve probably been receiving some scary messaging from the folks at Act!. I’m hoping I can explain them to you as…
Read more: ACT CRM: What You Need to Know
How Do I Export All of My Data Out of Act CRM?

September 15, 2024

One of the most common questions I get is, “How do I export Act data out of Act CRM.?” Most users have figured out that they can easily export their Act contacts to an Excel spreadsheet.…
Read more: How Do I Export All of My Data Out of Act CRM?
Important Notice for Act! Customers

September 1, 2024

Act! users have been bombarded recently with some very scary looking Act! notifications. You might have received an email, a pop-up in your Act software, or even an actual letter sent via US Mail (remember those?).…
Read more: Important Notice for Act! Customers
Thinking of Moving From Act to Zoho? We Can Help!

August 28, 2024

Moving from Act to Zoho can be as easy as, well, the ABC’s. Or in this case the A-Z’s. Switching from ACT to Zoho CRM could be a great move for your company – or a…
Read more: Thinking of Moving From Act to Zoho? We Can Help!
Act to Zoho Conversions: More Questions from Act Users Wanting to Convert to Zoho

August 19, 2024

I’ve been doing a lot of Act to Zoho conversions lately. I have written several previous articles on what to expect when you convert your data and where to start. Here are a few great questions…
Read more: Act to Zoho Conversions: More Questions from Act Users Wanting to Convert to Zoho
The Most Common Questions Users Have About CRM

August 9, 2024

As the author of 14 books on various CRM products I receive a ton of questions every week both from my own clients and prospective clients. Here are the top five questions people often ask me…
Read more: The Most Common Questions Users Have About CRM
What’s New in Act! Premium v26?

July 27, 2024

If you are an Act subscriber you received a message last week announcing that Act v26 Premium Desktop has been released. Those of you who are already Act subscribers can download and install Act v26 at…
Read more: What’s New in Act! Premium v26?
Act! Releases the New Act Premium Cloud Mobile (APC) App

July 15, 2024

ACT! Premium Mobile is a mobile app version of the ACT! CRM designed to help you manage your contacts (and sales) from your mobile device. Key features include: Contact Management: Access and manage customer and prospect…
Read more: Act! Releases the New Act Premium Cloud Mobile (APC) App
Important Notice for Act! Customers

June 15, 2024

It started as a trickle; my phone started ringing today and I saw dozens of incoming email sitting in my Inbox. Microsoft is ending security support for Microsoft SQL Server 2014. Your Act! Version is at…
Read more: Important Notice for Act! Customers
Your version of Act! will be retired on August 31, 2024

May 15, 2024

There’s no better way to start your day than to jump out of bed on a beautiful summer’s day, grab your morning coffee, fire up Act – and see a rather ominous message pop up…
Read more: Your version of Act! will be retired on August 31, 2024
I’ve Lost My ACT! Password!

January 23, 2024

Several times a month I receive a call from an organization that has lost their ACT! password. Sometimes this happens when the ACT! Administrator leaves the company – and takes his password with him. Fortunately we…
Read more: I’ve Lost My ACT! Password!
Move Your Act Pro Data to Zoho Bigin

January 23, 2024

I have received literally hundreds of inquiries since Act Pro was discontinued. Some of my Act Pro customers understand this decision and ultimately move to the subscription based Act Premium for Web ($360-480/user/year) or Act Premium…
Read more: Move Your Act Pro Data to Zoho Bigin
The Comedy of CRM Software Demos: Why Reality’s Not in the Script

January 10, 2024

I am often asked to give an Act! demo or a Zoho demo. I’ll do them but the truth is that I feel they can be very misleading. Like a movie trailer, they show the highlight…
Read more: The Comedy of CRM Software Demos: Why Reality’s Not in the Script
Act! CRM Software’s Year-End Promotions

December 12, 2023

If you are an existing Act user looking to purchase an Act Perpetual license I can’t help you as they no longer exist. However, I can make sure you get the best deal when you move…
Read more: Act! CRM Software’s Year-End Promotions
Zoho CRM Versions – Deciding on the Best One

November 17, 2023

I receive a lot of inquiries about Zoho’s product line. In a previous post I outlined Bigin, the entry level Zoho product. In this post I’d like to give a quick comparison of the Zoho’s full-scale…
Read more: Zoho CRM Versions – Deciding on the Best One
Zoho Bigin Features – Deciding on the Best Bigin Version

November 15, 2023

I receive a lot of inquiries about Zoho’s Bigin product. Bigin is meant to be an entry level crm. Whether you’re ready to move beyond spreadsheets or simply replace legacy CRM tools, anyone can “bigin” their…
Read more: Zoho Bigin Features – Deciding on the Best Bigin Version
I Want to Save All of My Outlook Email as Attachments in Act

November 10, 2023

I just turned down a potential Act! client. No one likes to lose business but I knew we were not going to be a good fit. The prospect had been using Act! for “over 15 years.”…
Read more: I Want to Save All of My Outlook Email as Attachments in Act
Adding Holidays to ACT Calendars

November 1, 2023

Every year many of my clients ask me if there is a way to get holidays loaded into their ACT! database. Unfortunately, holidays do not come pre-loaded in the ACT! calendar. Obviously, some holidays such as…
Read more: Adding Holidays to ACT Calendars
Have You Discovered the Power of Using Your CRM for eMarketing?

October 30, 2023

This morning started with a flood of calls with various eMarketing questions. Small wonder considering that the Triumvirate of Thanksgiving, Black Friday and Christmas are right around the corner. Not to mention the various health insurance…
Read more: Have You Discovered the Power of Using Your CRM for eMarketing?
Avoiding Double Entry in Your Act CRM or Zoho CRM

October 27, 2023

I field a lot of calls about various aspects of CRM; I have yet to receive a call from a CRM user asking to add more work into their schedule. I am, however, asked for just…
Read more: Avoiding Double Entry in Your Act CRM or Zoho CRM
What In the World is Going on with Act Pro Pricing?

October 15, 2023

By now you’ve probably that the Act Pro product is no longer available. IYes, it is true that the Act Pro product is being discontinued but it does not mean that you have to panic. You…
Read more: What In the World is Going on with Act Pro Pricing?
Act! for Mac CRM Software: Yes, You Can Have Act! on Your Mac

October 13, 2023

There is not a version of Act! for “the Mac.” In fact, there has not been a version of Act! that was Apple compatible since Version 4. I agree, it would be nice to have one…
Read more: Act! for Mac CRM Software: Yes, You Can Have Act! on Your Mac
The Case of the Missing Act! Contacts

October 10, 2023

This week brought not one but three clients that called me upset that Act! had “eaten” some of their contacts. In all cases we were able to solve the mystery of the missing Act! contacts and…
Read more: The Case of the Missing Act! Contacts
Act! Perpetual Licenses: No They Are No Longer Available

October 8, 2023

Since the discontinuation of the Act! Pro product on September 15, 2023 my mailbox has been flooded with the same question: “Where can I buy an Act! Perpetual license?” In a nutshell, the answer is “nowhere.”…
Read more: Act! Perpetual Licenses: No They Are No Longer Available
Act! Pro is Gone – Where Do I Go From Here?

October 4, 2023

The Act! product was officially retired on 9/15/23. Apparently, a lot of existing Act! Pro customers either didn’t receive the message or don’t want to believe the message as I am being bombarded with questions from…
Read more: Act! Pro is Gone – Where Do I Go From Here?
Act or Zoho Dialer or “Click to Dial”

October 1, 2023

Using the Act Dialer or Zoho Dialer The other day someone asked me for my daughter’s phone number; although I call her almost every day I didn’t know it. My cell phone has made me lazy.…
Read more: Act or Zoho Dialer or “Click to Dial”
Act 5/2000 and Act 6.0 – Yes, We Still Support Them!

September 25, 2023

Back in August, 2000 I ran an Act 6.0 launch event. I was super excited as it had been over 4 years since the release of Act 2000, and this version had Outlook integration! Act 6…
Read more: Act 5/2000 and Act 6.0 – Yes, We Still Support Them!
Exporting Your Act! Data to Excel is as Easy as 1,2,3

September 20, 2023

Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data. You’ll find the Export Current List to Excel icon at…
Read more: Exporting Your Act! Data to Excel is as Easy as 1,2,3
ACT! Pro Users – Begin Again with Bigin

September 16, 2023

Yes, it’s true. Effective September 15, 2023 you can no longer purchase a copy of ACT! Pro. I’ve had no less than 3 dozen phone calls in the last 3 weeks from ACT! Pro users expressing…
Read more: ACT! Pro Users – Begin Again with Bigin
My Act Outlook Integration Stopped Working!

September 15, 2023

One of the most common questions I receive from Act users is about the Act and Outlook integration. Some users complain that they could never get it working at all. Other users report that the Act…
Read more: My Act Outlook Integration Stopped Working!
Zoho Reaches 100 Million Users – A Remarkable Milestone!

September 6, 2023

Zoho has just surpassed the 100 Million Users Mark. I am not surprised. Zoho represents an amazing value in today’s world of software. I personally moved my own software from Act & QuickBooks to Zoho One…
Read more: Zoho Reaches 100 Million Users – A Remarkable Milestone!
Think You Need a Better CRM Solution? Know Before You Go!

September 1, 2023

Are you currently using CRM software and feeling that it might be time for a change? The world of Customer Relationship Management is constantly evolving, and finding the right CRM solution for your business can be…
Read more: Think You Need a Better CRM Solution? Know Before You Go!
An Act! “Subscription” Doesn’t Mean “Cloud”

August 21, 2023

Sometimes I feel like a broken record. I am constantly receiving emails from Act! users telling me that they don’t want to purchase an Act! subscription because they “don’t want to have their data in the…
Read more: An Act! “Subscription” Doesn’t Mean “Cloud”
Working with Custom CRM Tables & Modules

August 20, 2023

Many CRM software users get confused with the distinction between fields, records and entities. In a CRM product, a field is a single piece of information such as a zip code, e-mail address or phone number.…
Read more: Working with Custom CRM Tables & Modules
Act Perpetual Licenses: They Are No Longer Available

August 14, 2023

Since the demise of Act Pro on September 15, 2023 my mailbox has been flooded with the same question: “Can I still buy an Act Perpetual license?” In a nutshell, my answer is “NO!” To fully…
Read more: Act Perpetual Licenses: They Are No Longer Available
The End is Here for Act Pro

August 2, 2023

A couple of years ago Swiftpage announced that they would no longer sell the Act Pro product. Indeed, there was no Act Pro v23; however, there was an Act v24 Pro. Yesterday, Swiftpage announced that they…
Read more: The End is Here for Act Pro
Act Pro is Being Discontinued: What Are My Options?

July 30, 2023

The last day to purchase Act Pro v24 will be on September 14, 2023. Here’s what you need to know: I want to continue using Act!. What are my options? Do Nothing. Maybe things will change.…
Read more: Act Pro is Being Discontinued: What Are My Options?
10 Common CRM Implementation Mistakes and How to Avoid Them

July 21, 2023

A good CRM implementation requires a lot of planning. To put it into perspective, if you try to create a spreadsheet and fail to get the results you anticipated you can easily delete a formula or…
Read more: 10 Common CRM Implementation Mistakes and How to Avoid Them
Act! v25 Premium Desktop is Here!

June 11, 2023

This week Act Premium v25 was released; here is a rundown of my favorite features: New Act v25 Premium Desktop Features Act! Insight Advanced Dashboard Builder: create advanced, custom Act Dashboards Advanced querying allows for multiple sets…
Read more: Act! v25 Premium Desktop is Here!
Zoho Social: A Frequently Overlooked App in Zoho One

June 10, 2023

Zoho One is a mammoth product. It will literally allow you to run every aspect of your business and new functionality is added on a frequent basis. If I have any criticism of Zoho One it’s…
Read more: Zoho Social: A Frequently Overlooked App in Zoho One
Where in the World is Act Pro v25?

May 31, 2023

Read more: Where in the World is Act Pro v25?
Using Zoho Analytics to Create Act Reports

April 11, 2023

At Tech Benders we specialize in both Act and Zoho. And we understand that once you get your information into your CRM system, you may need to get it out again in the form of a…
Read more: Using Zoho Analytics to Create Act Reports
Struggling with content for your eMarketing Campaigns? This webinar will help!

March 15, 2023

Struggling with content for your eMarketing Campaigns? This webinar will help! If you have either Act Premium or Zoho CRM your account includes a FREE eMarketing Account. Unfortunately, many of you are not using it and…
Read more: Struggling with content for your eMarketing Campaigns? This webinar will help!
Top 10 CRM Issues

March 1, 2023

I have been working as a fulltime CRM consultant for over 20 years. I like to say I work with CRM from “A to Z” as i have worked with Act, Zoho and many other CRM…
Read more: Top 10 CRM Issues
Check Out What’s New in Zoho CRM

February 5, 2023

2023 started off with a bang – particularly where Zoho is concerned. Over the past 12 months Zoho has released over 150 enhancements. Here are a few of my personal favorites: Roll Up Summary fields: This…
Read more: Check Out What’s New in Zoho CRM
Act! Premium Cloud – How It Differs From Desktop

January 20, 2023

Many of my long time Act users want to transition to Act! Premium Cloud but wonder how it differs from Act Pro or Act Premium desktop. Act! CRM Cloud is the web-based version of the Act!.…
Read more: Act! Premium Cloud – How It Differs From Desktop
Should I Stay or Should I Go to Another CRM Solution?

January 10, 2023

I love the Clash and “Should I Stay” is one of my favorite songs. And one of the questions I am frequently asked. Prospects often ask me for my advice on whether they should remain with…
Read more: Should I Stay or Should I Go to Another CRM Solution?
Help with ACT Installation

January 5, 2023

So, you’ve purchased ACT and you’re ready to install it. Sounds easy, right? Sure it is – if you’ve got your ACT together! Here’s a few hints that will help speed you on your way: Make…
Read more: Help with ACT Installation
What are the Differences between Act Pro and Act Premium

December 28, 2022

Act Pro vs Act Premium There are 10 basic differences between ACT! Pro and ACT! Premium: ACT! Pro will only work for up to 5 users in a database even if you purchase additional licenses. ACT!…
Read more: What are the Differences between Act Pro and Act Premium
Selecting a CRM: There is Not a One Size Fits All Solution

December 15, 2022

Selecting a CRM is NOT a “one size fits all” solution. For that reason Tech Benders recently decided to expand our product offerings to include three great products: Act CRM, Zoho One and HubSpot. Nearly every…
Read more: Selecting a CRM: There is Not a One Size Fits All Solution
How to jump start your CRM

November 30, 2022

No one ever calls me with an initial greeting of, “Hi Karen, I just wanted to tell you how great my CRM solution is working. Quite the opposite; I am usually hit with a litany of…
Read more: How to jump start your CRM
Using the Web Info Tab to Link ACT! to Various Sites

November 19, 2022

If you have ACT! 2010 or 2011 and you’re not using the Web Info tab you are missing the banana boat as we say in Florida. And, if you haven’t figured out how to use the…
Read more: Using the Web Info Tab to Link ACT! to Various Sites
Three Way to Improve Your CRM Database

November 7, 2022

Losing weight got me to thinking how I could apply the same concept to removing some of the “dead weight” often found in databases. Although I work with a variety of CRM solutions I find that…
Read more: Three Way to Improve Your CRM Database
I just moved to Zoho CRM – Now What?

September 25, 2022

In a previous article I listed the Top 10 things former Act! users need to know when moving to Zoho. Once you start learning your way around Zoho you’ll be amazed at all the additional functionality…
Read more: I just moved to Zoho CRM – Now What?
Act! to Zoho Conversions: Where Do I Start?

September 4, 2022

I’ve written several articles comparing Act! to Zoho. Most of my Act! users simply don’t want to change. Occasionally clients do want to move to Zoho and are wondering: where do I start? Here are my…
Read more: Act! to Zoho Conversions: Where Do I Start?
Common CRM Pitfalls – and How to Avoid Them Webinar

August 12, 2022

I’ve written 14 books on various CRM products as well as created training videos for LinkedIn Learning. There are 10 pitfalls I see all the time; learn simple ways to avoid them! Whether you use Act,…
Read more: Common CRM Pitfalls – and How to Avoid Them Webinar
Tech Benders Helps MicroCAD With Their Act! to Zoho Conversion

August 8, 2022

I am both an Act! Consultant and a Zoho Consultant. Or, as I like to say, I cover CRM software from A (Act!) to Z (Zoho). I am not saying that one product is necessarily better…
Read more: Tech Benders Helps MicroCAD With Their Act! to Zoho Conversion
Act! to Zoho Conversions – The Top 10 Things You Need to Know

July 13, 2022

Over the last several years I have converted hundreds of Act! databases to Zoho. Once you’ve made your decision to move from Act! to Zoho, converting your Act! data is easy. I can pretty much guarantee…
Read more: Act! to Zoho Conversions – The Top 10 Things You Need to Know
Zoho Consultant Karen Fredricks Launches Mastering Zoho CRM Book

July 1, 2022

Karen Fredricks, noted author of thirteen books on various CRM software programs, has published her latest book on Zoho One Essentials: Mastering Zoho CRM, which provides user-friendly instructions on basic and advanced Zoho features. According to…
Read more: Zoho Consultant Karen Fredricks Launches Mastering Zoho CRM Book
Is Karen Happy with her move from QuickBooks to Zoho Books?

June 28, 2022

What’s in a name? These days a lot – if your name happens to be Karen. Who knew that “being a Karen” would become a thing? I try to keep a really low profile, especially if…
Read more: Is Karen Happy with her move from QuickBooks to Zoho Books?
My Latest Release: Zoho One Essentials: Mastering Zoho CRM

June 14, 2022

Reap the competitive benefits of Zoho, one of the best customer relationship management (CRM) solutions on the market today. Read Zoho One Essentials: Mastering Zoho CRM Learn How To: > Store complete contact information, including name,…
Read more: My Latest Release: Zoho One Essentials: Mastering Zoho CRM
The Future of Act v21 Pro

April 26, 2022

Act v21 Pro is no longer available. Sorry. It’s been discontinued. David F wrote this email to me today: “I’m using version 20.1.120.0 Update 8. I’ve been using Act! almost from the time of it’s entry…
Read more: The Future of Act v21 Pro
Reminder: Your Act! v24 Upgrade is Available

March 22, 2022

Last week my phone started ringing off the hook; Swiftpage had sent out an email announcing the release of Act v24 and the demise of Act v22. The message started, “As you’ve likely heard, Act! v24…
Read more: Reminder: Your Act! v24 Upgrade is Available
Take the SPECS Approach to Your CRM Implementation

February 15, 2022

In the course of writing 14 CRM books, and working as a full time CRM consultant for the last 20 years, I am fortunate to be blessed with a fairly constant stream of new CRM clients.…
Read more: Take the SPECS Approach to Your CRM Implementation
Questions About Act Pro v24? Here are your answers!

December 31, 2021

I recently received this email recently from a client with a whole lot of questions about Act v24 Pro: Are you aware of any enhancements / bug fixes in v24 Pro, or did they just rebuild…
Read more: Questions About Act Pro v24? Here are your answers!
Should I move to Zoho or Stay with Act?

December 23, 2021

I have consulted in Act for over 20 years. As a result I am often asked by my clients whether they should remain in Act or move to Zoho. The response varies on a case by…
Read more: Should I move to Zoho or Stay with Act?
Your Act! Software is Being Retired

November 18, 2021

Oh my! Whenever I receive a barrage of email from panicked Act! users I can pretty much assume that Swiftpage sent out a new mailing went out. The latest one informed users of Act V21 that…
Read more: Your Act! Software is Being Retired
Act Pro v24

November 7, 2021

Purchase Act Pro v24 Here. ACT! Pro – It’s b-a-a-a-a-ack! ACT! Pro is back – for a short time only. Yes, the product that you were told had been discontinued has been “undiscontinued.” Is that even…
Read more: Act Pro v24
What’s Up With Act?

October 20, 2021

Tuesday, October 26, 2021 @ 12:00 PM EST Do You Love Act? We love it too and can help you with anything from upgrading, training, customizations or even purchasing your Act software at a discount. Confused…
Read more: What’s Up With Act?
Zoho One

September 16, 2021

Start your free trial of Zoho One Here! Replace your patchwork of cloud applications, legacy tools, and paper-based processes with one operating system for your entire business. Zoho One includes over 40 apps designed to manage…
Read more: Zoho One
Act or Zoho – Which Way Do I Go?

August 4, 2021

Act! or Zoho: which is the best way to go? I received the following emails from one of my clients this week. It’s typical of what I have been hearing from so many of my clients…
Read more: Act or Zoho – Which Way Do I Go?
Why Should You Move to Zoho Books?

July 15, 2021

Whether you are running a start-up that needs an easy, low-cost accounting system or you are a well established company that has outgrown your existing accounting system you might consider taking a look at Zoho Books.…
Read more: Why Should You Move to Zoho Books?
What’s So Great About Zoho CRM for a Startup? Everything!

June 15, 2021

No matter what kind of business you have, you need the proper software to run it and the proper hardware to run it on. But with so many platforms available, it can be difficult to make…
Read more: What’s So Great About Zoho CRM for a Startup? Everything!
ACT CRM. ACT Essentials – What’s in a Name?

June 14, 2021

Act by Sage. Sage Act. Act Premium. Act Pro. Act for Web. Act Growth Suite. Act Saas. Act CRM. Act Companion. Act Essentials. What’s in a name? In this case, a whole lot of confusion! Although…
Read more: ACT CRM. ACT Essentials – What’s in a Name?
Is it Time to Leave QuickBooks and Move to Zoho Books?

May 5, 2021

There’s no doubt that QuickBooks is a great accounting system used by over three million subscribers. After all, it is the Number One selling accounting product in the US. However, not everyone who uses QuickBooks loves…
Read more: Is it Time to Leave QuickBooks and Move to Zoho Books?
Your Act Premium Subscription Now Includes AMA (Act Marketing Automation

April 1, 2021

Good news for all of you Act Premium subscribers: starting with your April, 2021 renewal you will now be receiving the Basic Version of Act EMarketing free of charge with your paid subscription. What does that…
Read more: Your Act Premium Subscription Now Includes AMA (Act Marketing Automation
Act to Zoho Conversion: Where Are My Act Groups?

March 23, 2021

When I do an Act to Zoho conversion for one of my clients the first thing I am often asked is “Where Are My Act Groups?” As the name implies, a group is a collection of…
Read more: Act to Zoho Conversion: Where Are My Act Groups?
CRM Implementations: What CRM Addons Should I Use?

February 23, 2021

One of my clients recently reached out to me asking if there are any CRM addons or other features that he should be considering to go with their CRM installation. My first thought was I didn’t…
Read more: CRM Implementations: What CRM Addons Should I Use?
Zoho Consults: Why You Need Help from a Zoho Expert

February 17, 2021

A prospect called me this week. He had a ton of issues with his Zoho CRM usage and was looking for a Zoho Consultant. Apparently Zoho CRM had “lost things” including his notes from his old…
Read more: Zoho Consults: Why You Need Help from a Zoho Expert
Act Pro is Back – for a limited time at least

October 22, 2020

ACT! Pro – It’s b-a-a-a-a-ack! Just in time for Halloween ACT! Pro is back – for a short time only. Yes, the product that you were told had been discontinued and been undiscontinued. Is that even…
Read more: Act Pro is Back – for a limited time at least
CRM in a Remote Environment – ACT! or ZOHO

October 22, 2020

I have consulted in ACT! for over 20 years. More often than not, especially in the current Covid environment, companies require “remote access” to all of their data. I have Act clients and I have Zoho…
Read more: CRM in a Remote Environment – ACT! or ZOHO
ZOHO One – An All You Can Eat Buffet of Apps

September 16, 2020

ZOHO is probably best known for its CRM functionality. However, in recent years this functionality has expanded to include 40+ productivity tools; this suite of products is known as ZOHO One. These tools are so comprehensive…
Read more: ZOHO One – An All You Can Eat Buffet of Apps
Play a Game of ZOHO Gamescope

September 11, 2020

Sales can be a series of ups and downs. Rejection can be rude and brutal, and it can be constant. You might feel that you are being crushed by quotas. It can make the salesperson wonder…
Read more: Play a Game of ZOHO Gamescope
Act! Support Changes Effective October 1, 2020

August 28, 2020

If you are an ACT! subscriber you’ve probably received an email from SwiftPage letting you know that the Act support you had thought you had purchased was being yanked out from under you. Don’t shoot the…
Read more: Act! Support Changes Effective October 1, 2020
ZOHO’s Recycle Bin – A True Example of CYA Technology

August 21, 2020

It is easy to remove records in ZOHO. Fortunately, it’s just as easy to recover them! The ZOHO Recycle Bin stores all the records from all the CRM modules as and attachments that are deleted from…
Read more: ZOHO’s Recycle Bin – A True Example of CYA Technology
Act Pro: Say Good-Bye to After a 33 Year Run on June 30, 2020

June 30, 2020

Read more: Act Pro: Say Good-Bye to After a 33 Year Run on June 30, 2020
DIY CRM – Why It Won’t Work and How To Get Help from The ACT! and ZOHO Consultants

May 16, 2020

There is a famous story about Pablo Picasso. A woman is strolling through a local park when she spots Picasso sitting on a bench. She summons the courage to speak to him. “Excuse me. You’re Pablo…
Read more: DIY CRM – Why It Won’t Work and How To Get Help from The ACT! and ZOHO Consultants
Thinking of Moving to Zoho Books? Here’s What You Need to Know

May 15, 2020

Accounting might be the hardest part of running a business. One mistake might keep you awake for hours. That’s why you need Zoho Books. Zoho Books will make most of your accounting hassles disappear. This online…
Read more: Thinking of Moving to Zoho Books? Here’s What You Need to Know
Act v22 Pro is On Sale From the Act Consultants at Tech Benders

March 14, 2020

Please note that ACT v22 PRO is no longer available. Please contact us for other options. Q: How can I purchase Act v22 Pro? A: Sorry, ACT v22 Pro is no longer available for purchase. Q:…
Read more: Act v22 Pro is On Sale From the Act Consultants at Tech Benders
What’s with The ZOHO Calendar?

February 15, 2020

Many users of ZOHO have recently converted from other products including Act CRM. One of the first questions I’m often asked is “Where’s the ZOHO Calendar?” That’s an easy one; the Calendar icon is hidden away…
Read more: What’s with The ZOHO Calendar?
Act to ZOHO Conversions: Now What?

February 1, 2020

If you have recently gone through an Act to ZOHO conversion you might be looking for help. As a 20-year ACT! Consultant – and the author of 7 books on the subject – it’s small wonder that…
Read more: Act to ZOHO Conversions: Now What?
Hey CRM Guru – ACT! vs ZOHO? Which Way Do I Go?

January 17, 2020

As a 20+ year ACT! Certified Consultant and the author of 7 books on the ACT! CRM software, ACT! users represent a large portion of my business. And as a ZOHO Partner I’m often asked: “Which…
Read more: Hey CRM Guru – ACT! vs ZOHO? Which Way Do I Go?
Say Good-Bye to QuickBooks with ZOHO Books

January 8, 2020

I did it! Last week I finalized my conversion from QuickBooks to ZOHO books. I’ve been working on this since January. I am not a slacker; frankly, I was just scared to make the final plunge.…
Read more: Say Good-Bye to QuickBooks with ZOHO Books
Is Your Expense Report Driving You Crazy? Try ZOHO Expense

December 15, 2019

Congratulations! You flew out to Denver, closed a big deal, and now you are sitting in the airport relaxing with a well-deserved glass of wine. But wait! It’s the end of the month and your expense…
Read more: Is Your Expense Report Driving You Crazy? Try ZOHO Expense
Act Premium Subscriptions: I’m Confused About Moving to Growth Suite!

October 29, 2019

Current Act Premium Subscription subscribers have been receiving emails lately that are, frankly, pretty confusing. Their “plans” are being changed. If you read between the lines this most probably means that the prices, they are a…
Read more: Act Premium Subscriptions: I’m Confused About Moving to Growth Suite!
Act! Pro – All Good Things Must Come to an End

October 9, 2019

You probably have already received a notification from SwiftPage that Act! v22 Pro will be the last version of the ACT! Pro product. You probably have questions so here’s what you need to know: This does…
Read more: Act! Pro – All Good Things Must Come to an End
The Act QuickBooks Link: Link Act to QuickBooks to Prevent Double Entry

August 8, 2019

Are you using both ACT and QuickBooks? Tired of doing double-entry? We’ve got the answer!
Read more: The Act QuickBooks Link: Link Act to QuickBooks to Prevent Double Entry
Act Growth Suite – All You Need to Know to Get Up and Running

July 24, 2019

Act Growth Suite – What You Need to Know NOW In my last article I gave you a fifty cent history of the various Act E-Marketing solutions. I also mentioned that two of them, Swiftpage E-Marketing…
Read more: Act Growth Suite – All You Need to Know to Get Up and Running
Act! Growth Suite – A Little Naming History of Act E-Marketing Solutions

July 13, 2019

Act! Growth Suite – Part 1 Anyone remember New Coke? Me neither. Manufacturers often like to change naming conventions; why, I’m not sure. Maybe they feel compelled to “freshen” things up a bit, or maybe their…
Read more: Act! Growth Suite – A Little Naming History of Act E-Marketing Solutions
Why Hire an ACT! CONSULTANT?

April 24, 2019

An Act! consultant can get you up and running quickly so that you will soon be able to see the benefits of Act for yourself.
Read more: Why Hire an ACT! CONSULTANT?
What are the Differences between Act Pro and Act Premium

April 19, 2019

Act Pro vs Act Premium There are 10 basic differences between ACT! Pro and ACT! Premium: ACT! Pro will only work for up to 5 users in a database even if you purchase additional licenses. ACT!…
Read more: What are the Differences between Act Pro and Act Premium
Important Information Regarding Your Act License

March 21, 2019

Act License Error Message In November I held a webinar about the changes that were being made to the ACT! license services sometime after December 31, 2018. In the webinar I showed you how to update…
Read more: Important Information Regarding Your Act License
Top Act Tips from the Top Act Consultants

February 21, 2019

Top Act Tips from the Top Act Consultants Talk about mixing business with pleasure! I recently took a cruise with over a dozen of the top Act Consultants. We had a contest to see who could…
Read more: Top Act Tips from the Top Act Consultants
Act Licensing Update: Y2K or Armageddon?

November 6, 2018

I learned today that SwiftPage will be issuing an Act licensing update as of January 1, 2019. This change will impact all existing ACT! users. I have been selling, supporting and customizing ACT! for over 20…
Read more: Act Licensing Update: Y2K or Armageddon?
Help! I Think I Have a Corrupted Act Database

October 8, 2018

We recently repaired a corrupted Act database for a client. In fact, it’s the SECOND time we’ve repaired his database. Needless to say he was not a happy camper, although he was thrilled to get ALL…
Read more: Help! I Think I Have a Corrupted Act Database
Constant Contact vs Act E-Marketing: Do You Know the Difference?

August 15, 2018

I am asked to compare Constant Contact vs Act E-Marketing several times a week. My explanation revolves around all the benefits you receive from using Act Emarketing. Constant Contact and Act Emarketing are both “email service…
Read more: Constant Contact vs Act E-Marketing: Do You Know the Difference?
Turn Your Act Database into a Lean, Green, Marketing Machine by Performing an Act Database Cleanup

June 18, 2018

Register for the Act Database Cleanup Webinar Can you perform an Act Database Cleanup? Are you plagued by duplicate contacts in your Act database? Is your Act database filled with obsolete contacts? Wish you could organize…
Read more: Turn Your Act Database into a Lean, Green, Marketing Machine by Performing an Act Database Cleanup
Have You Discovered the Power of Act EMarketing?

February 8, 2018

Register for the Act EMarketing Webinar Are you struggling to reach out to your Act! database? Are some of your contacts old and outdated? Does pressing “Send” make you a nervous wreck? Maintaining the accuracy of…
Read more: Have You Discovered the Power of Act EMarketing?
Advice for Long-Time Act Software Users

January 19, 2018

As the saying goes, I wish I had a dollar for every time an Act! user started the conversation with these words, “Karen, I am a long-time Act user.” In fact, there are millions of long-time…
Read more: Advice for Long-Time Act Software Users
Introducing Act v20 – What’s Not to Like?

November 1, 2017

I know what some of you are thinking – another year, another Act! version. Like it or not, technology is not standing still and one of the reasons that the Act! software product has thrived for…
Read more: Introducing Act v20 – What’s Not to Like?
Need Voice Recognition for your Act! Software? Ask the Act Alexa Integration!

September 21, 2017

Sign up for the Act v20 Webinar Here In the late 90’s I owned a computer school in Boca Raton, Florida. If you are a Seinfeld fan you can equate Boca with the fictional “Del Boca…
Read more: Need Voice Recognition for your Act! Software? Ask the Act Alexa Integration!
Act! Virtual Users Group Webinar to Focus on Act Companion Solution

June 19, 2017

Who says you can’t take it with you? Not the Act Consultants at Tech Benders! We will be conducting a meeting of the Act Virtual Users Group to illustrate Act Companion which installs FREE phone apps that will…
Read more: Act! Virtual Users Group Webinar to Focus on Act Companion Solution
Help Act Guru: My Act Outlook Integration Stopped Working!

May 23, 2017

One of the most common questions I receive from Act users is about the Act and Outlook integration. Some users complain that they could never get it working at all. Other users report that the Act…
Read more: Help Act Guru: My Act Outlook Integration Stopped Working!
ACT SOFTWARE WEBINAR: ACT SUPPORT SOLUTIONS

April 13, 2017

Act Tech Support Webinar: Click Here to Register You probably love a good mystery – but not when it comes to your Act database! If you’re like most Act users you rely on Act to run…
Read more: ACT SOFTWARE WEBINAR: ACT SUPPORT SOLUTIONS
Curious about what’s new in Act v19.1? You can find out here!

March 23, 2017

Curious about what’s new in Act v19.1? You’ve come to the right place! Act has lots of great new features including: Act eCommerce Connections Connect with popular eCommerce solutions BigCommerce, Ecwid, Etsy, Shopfy, Volusion, and WooCommerce…
Read more: Curious about what’s new in Act v19.1? You can find out here!
Training Videos: Get Them for Free at Your Local Library

March 13, 2017

I recently discovered that the Lynda.com training library is available free of charge at most local libraries. And Lynda.com includes my Act! training videos. A number of years ago, I created a series of Act! training…
Read more: Training Videos: Get Them for Free at Your Local Library
Happy 30th Birthday Act! Software – You Don’t Look a Day Over 10!

March 6, 2017

Wow! As hard as it is to believe the Act software program is celebrating its 30th birthday this year. If you’re into numbers that translates into 19 versions, six owners and millions of users. Believe it…
Read more: Happy 30th Birthday Act! Software – You Don’t Look a Day Over 10!
Act! Consultant Wins Featured Partner Service Award

February 1, 2017

Tech Benders is pleased to announce that Act Consultant Roy Laudenslager recently earned the spot of Featured Partner on the Act! Community forums. Laudenslager was honored for his numerous contributions in answering questions for Act! Users and for…
Read more: Act! Consultant Wins Featured Partner Service Award
Are You Ready to Upgrade to Act! v19?

January 11, 2017

I’ve been personally using Act! Premium v19 for my own production database since it came out earlier this month and feel that Act! v19 is “ready for prime time.” However, there are still many Act! users…
Read more: Are You Ready to Upgrade to Act! v19?
My Act! v19 New Year’s Resolution

January 2, 2017

In the past I’ve shared one of my favorite Act! tricks which is to copy the holidays from outlook to Act! so that you’ll have them on your Act! calendar. You might want to review my…
Read more: My Act! v19 New Year’s Resolution
Help! I Need Help with an Act Database Conversion

December 23, 2016

So, you’ve purchased ACT and you’re ready to install it. Sounds easy, right? Sure it is – if you’ve got your ACT together!
Read more: Help! I Need Help with an Act Database Conversion
Have You Outgrown Your Act CRM Software? What Next?

December 6, 2016

I recently had a client call me to tell me that they were not going to upgrade their Act! to the latest version because they had outgrown Act!. “Karen,” they explained, “Act! just isn’t giving us…
Read more: Have You Outgrown Your Act CRM Software? What Next?
ACT For Web aka Act Premium for Web aka Nexus aka Act CRM Standard

September 8, 2016

ACT for WebWho says you can’t have your cake and eat it to? Not us! There are lots of companies who will sell you a “cloud-based” CRM solution – for a hefty monthly fee. And just…
Read more: ACT For Web aka Act Premium for Web aka Nexus aka Act CRM Standard
Having Trouble with ACT? Hire an ACT Consultant!

September 3, 2016

The Act! software is a great tool for businesses, but you may be having a hard time getting the most out of it. If you find your operation struggling with the expansive software, you should consider…
Read more: Having Trouble with ACT? Hire an ACT Consultant!
Act 6.0 – Yes, We Still Support It!

August 13, 2016

Back in August, 2000 I ran an Act 6.0 launch event. I was super excited as it had been over 4 years since a previous release of Act, and this version had Outlook integration! I planned…
Read more: Act 6.0 – Yes, We Still Support It!
Act Premium v18.2: Make Sure Your Act Software is Up to Date

July 25, 2016

We’re excited to announce that Act! v18.2 is now available! If you are an Act! Premium subscriber, you are entitled to receive the latest Act! Premium updates and enhancements as they’re released. If you are currently…
Read more: Act Premium v18.2: Make Sure Your Act Software is Up to Date
Don’t Get Marked as a Spammer: Use Act E-Marketing

July 15, 2016

I usually don’t mix politics with my Act! consulting but I read an article over the weekend that just fascinated me mainly because it showed that even the wealthiest folks with ostensibly the best consultants can…
Read more: Don’t Get Marked as a Spammer: Use Act E-Marketing
Act EMarketing Blasts will increase your productivity

July 8, 2016

We all receive an over abundance of e-mail, and your Act! E-Marketing blasts might get lost in the clutter. Here are a few tips that will increase your “open rate” when using Act EMarketing. Concentrate on…
Read more: Act EMarketing Blasts will increase your productivity
It’s Time to Purchase Your Discount Act Software

July 4, 2016

Are you still running an older version of the Act! software? Maybe you’ve thought about upgrading to a newer version, but were not sure it would fit into your budget. Act! is much more affordable than…
Read more: It’s Time to Purchase Your Discount Act Software
Act Usage: Use Act to Increase Lead Generation and Improve Customer Loyalty

June 27, 2016

Most businesses understand that Act!is a game-changing tool that will allow them to work smarter and build their businesses faster. Just as building initial relationships with prospects is important, so is customer retention. Using Act to…
Read more: Act Usage: Use Act to Increase Lead Generation and Improve Customer Loyalty
Snappier with Zapier: Using the Act web api

May 13, 2016

Using Zapier to import data into Act! is an easy-to-set up method for adding information into Act! from your various other business sources. Zapier does this by performing ‘zaps’ that automatically collect useful data from commonly…
Read more: Snappier with Zapier: Using the Act web api
10 Act Myths: Easy Solutions to Your Act Database Issues

May 12, 2016

Although most ACT users are “ACT FanACTics” they are sometimes a bit technically challenged. Here are a few “myths” I often hear.
Read more: 10 Act Myths: Easy Solutions to Your Act Database Issues
The Benefits of Act v18: Find Out What’s in it for You

May 8, 2016

Whether your business is large or small you know the amount of time it takes to keep organized, track customers, follow-up with them, and market your products to them. It can be overwhelming to keep track…
Read more: The Benefits of Act v18: Find Out What’s in it for You
Hiring an Act Consultant: The smartest investment that you’ll ever make

May 6, 2016

Hiring an Act consultant is a smart investment if you own Act! and want your business to grow. Sales are the lifeblood of any business and having a good sales pipeline along with a good foundation…
Read more: Hiring an Act Consultant: The smartest investment that you’ll ever make
Know Your Customers Better with Act CRM Software

April 22, 2016

One of the primary purposes of using a system like Act! is being able to learn more about your customers. This customer data will make your business more successful. Act! has a variety of tools that…
Read more: Know Your Customers Better with Act CRM Software
Thinking of Changing Your CRM Software?

April 13, 2016

We have to ask…what are some of the Salesforce.com causes for attrition and how may those considerations affect the choice your business makes when it comes to choosing the right CRM solution? “The financial metrics are clear…
Read more: Thinking of Changing Your CRM Software?
Act Training Can Help You to “Get Your Act Together”

April 8, 2016

Act! software can benefit any type of business. It’s never too late to get started building processes into your database that will make you more productive and profitable. Using your Act! database as an electronic rolodex…
Read more: Act Training Can Help You to “Get Your Act Together”
Act vs Salesforce.com

March 14, 2016

As the author of 14 books on various CRM software applications and the creator of the lynda.com Act! training videos I am often asked to compare the various CRM products. Potential CRM users aren’t sure which…
Read more: Act vs Salesforce.com
Act Database Tech Support Webinar

February 19, 2016

Act Ides of March Seminar Register Now for the Act Tech Support Webinar You probably love a good mystery – but not when it comes to your Act database! If you’re like most Act users you…
Read more: Act Database Tech Support Webinar
Custom Act Training: It’s Time to Get Your Act Software Together!

February 6, 2016

You’ve purchased Act – now what? It’s time for some custom Act training! ACT! customer relationship management software is one of the most cost efficient and popular choices available today. The easy to use software boasts…
Read more: Custom Act Training: It’s Time to Get Your Act Software Together!
Act! and the Surface Pro

February 3, 2016

When I purchased my new all in one tablet last year I thought I was going to purchase the Microsoft Surface Pro. However, I decided on the Lenovo Yoga 900 because the comparable Surface Pro model…
Read more: Act! and the Surface Pro
Act v18 is Here!

January 6, 2016

We’re really excited about this version of Act! because it adds new features designed to make you more productive in less time. But don’t just take our word for it – see it yourself! Go to…
Read more: Act v18 is Here!
Act! v18: Find out about the latest version of Act Software

January 5, 2016

We’re really excited about this version of Act! because it adds more new features than any previous release.
Read more: Act! v18: Find out about the latest version of Act Software
Act and Windows 10: What You Need to Know Before You Upgrade

September 16, 2015

I have had numerous calls and emails from Act! users over the course of the last month asking me if Act! will work with Windows 10. I’ve also had a number of calls from users who…
Read more: Act and Windows 10: What You Need to Know Before You Upgrade
Act! Premium Moves to Subscription Model

May 10, 2015

As one of the top Act! resellers, I wanted you to be aware of this news: Starting on May 15, 2015 Act! Premium moved to a Subscription platform. Starting then, you will have two options for…
Read more: Act! Premium Moves to Subscription Model
Optimize Act! E-Marketing Blasts with a Few Simple Tips

April 27, 2015

When I work with Act users with either Swiftpage E-Marketing or Act E-Marketing I like to point out that there are two separate but equal processes: Composing and sending an e-blast Reporting on the results If…
Read more: Optimize Act! E-Marketing Blasts with a Few Simple Tips
I Need to Convert My Act! 5.0 Database

March 17, 2015

I had someone call me last week who was enraged that Act! Support was not able to help them convert their Act! 5 database (circa 1999) to the latest version, Act! v17. Another customer couldn’t…
Read more: I Need to Convert My Act! 5.0 Database
Act! v17.1 Update Released

February 23, 2015

For all of you who are currently using Act! v17 – or thinking of moving to v17 I have great news: Act! v17.1 is due to be released on Wednesday, February 25th. This update is free…
Read more: Act! v17.1 Update Released
The Importance of an Act Consultant

February 13, 2015

Now that you have purchased Act! v17 for your business you may think that hiring an Act! consultant is a waste of time and money. The software does it all already doesn’t it? Wrong! Act! is only…
Read more: The Importance of an Act Consultant
Need help with your Act! software? Call the Act Experts!

February 3, 2015

You’ve seen my posts about the benefits of bringing Act! CRM into the workplace, the help it can provide in customer management and organizing the office, and how it can not only save you money but…
Read more: Need help with your Act! software? Call the Act Experts!
Act for Web: Putting Your Act Database in the Clouds

January 30, 2015

It seems these days that everyone wants to have use Act hosting so they can view their Act! database in the clouds. We provide Act! web hosting and think we do a great job of it:…
Read more: Act for Web: Putting Your Act Database in the Clouds
Act for Mac CRM Software: Options for Having Act on Your Mac

January 23, 2015

No, Virginia, there is not a version of Act! for “the Mac.” In fact, there has not been a version of Act! that was Apple compatible since Version 4. And yes, I agree, it would be…
Read more: Act for Mac CRM Software: Options for Having Act on Your Mac
Why Your CRM Implementation Fails

January 19, 2015

Having written over a dozen books on CRM software, it’s not unusual for me to receive calls from CRM users who want to “jump ship” and move from one product to another. The reasons may vary…
Read more: Why Your CRM Implementation Fails
Choosing the Correct CRM Solution in the New Year

January 13, 2015

Customer Relation Management (CRM) systems have come a long way. Did you know that this sector is growing at an impressive 6% rate per year? The demand for quality CRM systems is growing at a fast…
Read more: Choosing the Correct CRM Solution in the New Year
Using Act! CRM to Boost Your Sales

December 24, 2014

A recent survey conducted by the American Research Group, Inc. showed that Americans were planning on spending an average of $861 on gifts for the 2014 holiday season. This number has increased by 8% compared to the…
Read more: Using Act! CRM to Boost Your Sales
The Act Dialer

December 13, 2014

The number of businesses that are moving over to VOIP phone systems is on the rise. VOIP phones offer many advantages, including lower monthly phone bills and nifty ways to connect your remote employees. For me,…
Read more: The Act Dialer
ANY Dog Can Learn New Tricks On ACT! v24

December 8, 2014

Whether you’ve been using ACT! for years or are fresh in the game, there is always something new to learn. Now that you’ve upgraded to ACT! v17, you’ll need to make sure everyone on your team…
Read more: ANY Dog Can Learn New Tricks On ACT! v24
Using Act Software to help bring Thanksgiving into the workplace

November 25, 2014

On Thanksgiving, we take pause to appreciate what we have and to celebrate with family and friends. Numerous customers and even vendors impart the feeling of Thanksgiving within your company and your Act software makes it…
Read more: Using Act Software to help bring Thanksgiving into the workplace
Marketing Software You Can’t Live Without: ACT! v17

November 17, 2014

The holiday season is quickly approaching. Your events calendar is filling up twice as fast. Between the marketing meetings and researching your target market for segmenting, you barely have time to breathe. The note you wrote…
Read more: Marketing Software You Can’t Live Without: ACT! v17
Act! v17

November 2, 2014

We’re really excited about this version of Act! because it adds more new features than any previous release.
Read more: Act! v17
Act v17 is Here!

October 31, 2014

Act v17 was release on October 23, 2014. E-marketing which means Act! users will have the ability to design and send e-marketing pieces in the newly designed editor and have more options for tracking their effectiveness…
Read more: Act v17 is Here!
ACT! v17 Software is Here and It’s Better Than Ever

September 6, 2014

The newest release from the ACT! team, ACT! v17 software, is here and it is better than ever! If you run a business, you need to see what this software will be able to do for you. ACT! 17 makes…
Read more: ACT! v17 Software is Here and It’s Better Than Ever
Act! Software Verticals

September 2, 2014

Act! can be used by virtually any industry. The out of the box contains over 70 contact fields as well as additional Company, Group and Opportunity fields. You can change these fields to make them…
Read more: Act! Software Verticals
Why Cheaper is Not Necessarily Better When It Comes to an Act! Consultant

April 4, 2014

The major focus of my business comes from being an Act! consultant. With all due modesty, I am great at what I do. I often come up with the perfect solution to a client’s problem in…
Read more: Why Cheaper is Not Necessarily Better When It Comes to an Act! Consultant
Act! E-marketing and an SPF Record

March 21, 2014

Back in 2008 I wrote a blog article recommending that you switch to an Act! E-Marketing account if you were sending out marketing blasts of over 50 emails/send. Here it is 2014 (gasp!) and I’m still…
Read more: Act! E-marketing and an SPF Record
Act and Windows XP Sunset

March 14, 2014

If you have an older computer with an older version of Act, you might be wondering about the Act and Windows XP sunset options. Windows XP, the operating system of choice for most PC users for over ten…
Read more: Act and Windows XP Sunset
Exporting Your Act! Data to Excel is as Easy as 1,2,3

March 7, 2014

Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data. You’ll find the Export Current List to Excel icon at…
Read more: Exporting Your Act! Data to Excel is as Easy as 1,2,3
The Act! QuickBooks Link

February 28, 2014

The Act QuickBooks Link Small businesses require two solutions to effectively manage their front and back office operations: A CRM solution to manage front office processes such as sales and service An accounting solution to manage the…
Read more: The Act! QuickBooks Link
Act! Outlook Synchronization

February 21, 2014

Act! Outlook Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that there is no such thing. “But Karen,” they insist, “you told me that my version of…
Read more: Act! Outlook Synchronization
Act! Software is Magical

January 31, 2014

The Contact field can prove to be surprisingly confusing for both new and old Act! users alike. Although the field seems very straightforward at first glance, it contains a bit of “magical Act! functionality” that can…
Read more: Act! Software is Magical
Confusing Act! Software Fields and Layouts

January 10, 2014

One of my favorite Christmas carols is a parody called “The Bathroom Door Said Gentleman” (sung to the tune of “God Rest Ye Merry Gentleman.” During the course of the song we find out what happens…
Read more: Confusing Act! Software Fields and Layouts
So Why Exactly Should My Company Invest in CRM?

December 13, 2013

Implementing a CRM solution can be a daunting – and expensive – proposition. Many organizations are already using tools including Outlook and Excel spreadsheets and can’t justify the expense involved in transitioning to a true CRM…
Read more: So Why Exactly Should My Company Invest in CRM?
Act! v16 (aka Act! 2014)

December 12, 2013

We’re really excited about this version of Act! because it adds more new features than any previous release.
Read more: Act! v16 (aka Act! 2014)
Filling the holes of your Act! Database

November 25, 2013

As most of you know the “C” in CRM stands for Contacts and that’s the focus of these clean-up tips. I see a lot of databases in a variety of formats (Act!, SugarCRM, Salesforce, Zoho) and…
Read more: Filling the holes of your Act! Database
Help Me, ACT! Guru! My ACT! Tabs have disappeared!

August 3, 2013

I recently received this plea for help from one of my ACT clients: “Karen, we have added a couple of new people to ACT and they are up and running. As a disciple of your teachings,…
Read more: Help Me, ACT! Guru! My ACT! Tabs have disappeared!
7 Reasons that Marilyn Monroe Would Have LOVED ACT! CRM…

August 2, 2013

I came across a great post written by fellow ACT consultant M Scott Schaffernoth. I laughed for ten minutes when I read it and Scott kindly offered to share. Her Parts May Have Often Been Ditzy…
Read more: 7 Reasons that Marilyn Monroe Would Have LOVED ACT! CRM…
Silly Answers to your ACT! Questions, Part 2

July 19, 2013

Last week I shared a story about an ACT! user who thought he had a major problem which turned out to have a rather easy, if not silly, answer. My second story involves an ACT! user…
Read more: Silly Answers to your ACT! Questions, Part 2
Back Your ACT Database in the Clouds

May 13, 2013

Any Administrator or Manager user can create an automatic schedule for creating backups using the ACT! Scheduler. Combine this power with your free Drop Box account to save your database “in the clouds.” Download and install…
Read more: Back Your ACT Database in the Clouds
Adding Holidays to ACT Calendars

February 1, 2013

Every year many of my clients ask me if there is a way to get holidays loaded into their ACT! database. Unfortunately, holidays do not come pre-loaded in the ACT! calendar. Obviously, some holidays such as…
Read more: Adding Holidays to ACT Calendars
How many people are actually reading your ACT E-Marketing e-mails?

October 15, 2012

Many of you already know the common definition of assume; if not, look at the word again and break it into smaller pieces: ass_u_me because that’s just what happens when you “assume” something. ACT E-Marketing is…
Read more: How many people are actually reading your ACT E-Marketing e-mails?
Act Cookbooks – Learn About Act

September 24, 2012

Last year I switched to a new publisher, PackT, after many years of writing the ACT for Dummies books. My new titles are called “Cookbooks.” Although you won’t find a great recipe for lasagne inside you…
Read more: Act Cookbooks – Learn About Act
ACT 2013

September 23, 2012

Act 2013 will become obsolete on 9/30/15 If you are using Act 2013 there are a few important pieces of information you need to know. If you’re using Act 2013 you’ll want to upgrade to the…
Read more: ACT 2013
ACT Software History

May 18, 2012

A few weeks ago I wrote about some of the changes that ACT! has experienced during its 25 year history. I received a call this week from one of the original ACT! co-founders , Mike Muhney,…
Read more: ACT Software History
Zen and the Art of ACT! Database Maintenance

May 11, 2012

Back in the days of ACT! 6 (was that really ten years ago?) my telephone message asked callers if they had recently “Compressed and Re-Indexed” their database. Back then, there was no way to automate this…
Read more: Zen and the Art of ACT! Database Maintenance
ACT! Software Naming Conventions

April 20, 2012

I have a page on my website that offers free software for the old ACT! 6 product. Unfortunately, ACT! 2006 users frequently try to download and install those freebies and find that they don’t work. Let…
Read more: ACT! Software Naming Conventions
ACT! E-Marketing Vs “The Other Guy”

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 conversation with one of my clients who had some reservations about switching to ACT! E-Marketing from…
Read more: ACT! E-Marketing Vs “The Other Guy”
Happy 25th Birthday ACT!

April 6, 2012

Wow! As hard as it is to believe the ACT! software program turned 25 this month. If you’re into numbers that translates into 14 versions, five named owners and millions of users. I received an e-mail…
Read more: Happy 25th Birthday ACT!
So Write a Book Already

March 30, 2012

Hard as it is to believe, I’ve written over a dozen books on technology and created training videos for LinkedIn Learning. Trust me, writing is a labor of love. My “day job” is to help my…
Read more: So Write a Book Already
ACT Dynamic Groups

March 9, 2012

The other day I was working with a client when his ACT! alarms window opened; I must say that the number of alarms he had was, well, alarming. He quickly clicked the Select All button, selected…
Read more: ACT Dynamic Groups
Creating the Perfect ACT! E-Marketing Templates

February 17, 2012

When I was five I spent a week with my family at a vacation spot that included a water park with a rather large slide going into the deep end of the pool. My older brother…
Read more: Creating the Perfect ACT! E-Marketing Templates
Creating an ACT Zip Code Query

February 13, 2012

Several years ago a marketing company offered to do a mailing for me to all businesses within a 50 mile radius of my office. This sounded like a great idea until I realized that areas to…
Read more: Creating an ACT Zip Code Query
Ways to Host an ACT Database

January 27, 2012

It seems that these days “everyone wants to be in the clouds” but alas, many business owners don’t know what that means and/or how to get the job done. There are a number of ways to…
Read more: Ways to Host an ACT Database
America’s Apple Obsession

January 6, 2012

OK, I’ll admit that as a 30 year user of, and consultant for, Windows products I might be a bit prejudiced but can anyone explain to me the current obsession with Apple products? My local Apple…
Read more: America’s Apple Obsession
ACT 2012 Book

September 20, 2011

Many of you have been asking me when my next “ACT for Dummies” book is coming out. I’m pleased to announce that it’s here – although maybe not in the same format as you might expect.…
Read more: ACT 2012 Book
ACT 2012 is Here!

August 20, 2011

There’s a reason why ACT has been around for over 20 years and has over 6 million users world wide. It’s a great product! In addition to all the great functionality found in ACT 2011, here…
Read more: ACT 2012 is Here!
Help! My CRM Software Has Fallen and Can’t Get Up

June 17, 2011

Rome wasn’t built in a day and neither was your database. However, if you stick to my 5 simple Commandments you’ll soon be reaping the benefits of an effective CRM solution!
Read more: Help! My CRM Software Has Fallen and Can’t Get Up
Need Help with ACT! Reports and Dashboards?

March 4, 2011

The cookbook style is designed to give you simple steps to help you learn a new software feature. The recipes will show you how to create custom dashboards and reports, as well as utilize the new…
Read more: Need Help with ACT! Reports and Dashboards?
Automatically Add Contacts from Web Form Leads

February 4, 2011

A common question I’m asked is whether there is an easy way to add the incoming leads you receive from a website form directly into an ACT! database. My answer is a resounding YES.
Read more: Automatically Add Contacts from Web Form Leads
Creating an ACT Link to a Client Folder

January 14, 2011

There are lots of cool shortcuts in ACT! that users take advantage of every day to make ACT! even more powerful than it already is.
Read more: Creating an ACT Link to a Client Folder
Wishing You a Wonderful Holiday

December 24, 2010

‘Twas the holiday season and all through the house, Not a creature was clicking, not even your mouse. The stocking were hung by the “Windows” with care, Glad that Win 7 was finally there! My clients…
Read more: Wishing You a Wonderful Holiday
Use Act During the Holidays to Keep Yourself Organized

December 19, 2010

I can’t claim that CRM software will help you get your holiday shopping done on a timelier basis but I can claim that it will help automate many of the office chores to make you much…
Read more: Use Act During the Holidays to Keep Yourself Organized
Market Unto Others as You Would Have Them Market Unto You

December 10, 2010

Put yourself in the shoes of your prospects when designing marketing materials. What has more appeal – a sales pitch or useful information? Which one would entice you enough to open it and which one would…
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ACT! 2011 COOKBOOKS GO “R.A.W.”

December 3, 2010

Two books on the ACT software program by Karen Fredricks have been selected by Packt Publishing for inclusion in their R.A.W. (Read As We Write) program.
Read more: ACT! 2011 COOKBOOKS GO “R.A.W.”
I’m Thankful for the New ACT! 2011 Service Pack 1 (SP1)

November 25, 2010

In the ACT! realm I’m happy that Sage just released ACT! 2011 Service Pack 1 (SP1).
Read more: I’m Thankful for the New ACT! 2011 Service Pack 1 (SP1)
Ding Dong – Your ACT! Database is Calling

November 12, 2010

One of my favorite ACT add-ons is the Call On CRM solutions that allows you to dial your phone directly from ACT!.
Read more: Ding Dong – Your ACT! Database is Calling
ACT! Goes R.A.W.

October 25, 2010

I am currently working on two new titles for PackT – ACT! By Sage 2011 Cook Book and ACT! by Sage Reports and Dashboards Cook Book. I’m even more excited to announce that both books have…
Read more: ACT! Goes R.A.W.
Rally to Restore Sanity and/or Fear

September 5, 2010

Gary and I attended the Jon Stewart/Stephen Colbert Rally on Saturday. Frankly, we were motivated more by the incentive of a $19 airfare than any political leanings.
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ACT Importing Software

August 7, 2010

I personally use an importing product and recommend that you use one as well if importing into ACT on a regular basis.
Read more: ACT Importing Software
Top 10 Reasons to Upgrade to ACT 2011

August 6, 2010

If you’ve been sitting in the Stone Age and are still clinging to your tried and true version of ACT 6, you might want to take a look at the features that you missed by not…
Read more: Top 10 Reasons to Upgrade to ACT 2011
Upgrading to ACT 2011 Will Actually Save You Money

July 23, 2010

Technology upgrades should be considered a necessary, recurring cost of doing business. You can’t run your business without a telephone and office supplies, and you shouldn’t be running a business with outdated technology. Ironically, technology is…
Read more: Upgrading to ACT 2011 Will Actually Save You Money
Link ACT to Your Mobile Phone

July 13, 2010

sync act to your cell phoneYou use ACT. You’ve got a smart phone. And you want to link the two together! Companion Link is the product you need. CompanionLink will synchronize your ACT! data with your…
Read more: Link ACT to Your Mobile Phone
Good Marketing is Nothing More Than a Marathon Match

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 year. Of course, as a marketer I can see how that same mind-set and determination would…
Read more: Good Marketing is Nothing More Than a Marathon Match
Outlook Training

July 8, 2010

In Outlook 2010 Essential Training, author Karen Fredricks provides in-depth instruction on the key features of Outlook 2010. The course shows how to master fundamental Outlook features
Read more: Outlook Training
QuoteWerks – ACT Quoting Software

July 8, 2010

QuoteWerks integrates seamlessly with contact managers like ACT! and ACT! for Web, eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.
Read more: QuoteWerks – ACT Quoting Software
Help! Someone Hacked My Yahoo Account

July 2, 2010

I received a rather bizarre e-mail last Saturday night just as I was getting ready to enjoy a lovely evening at a Marlins game. It came in to my business account from my Yahoo account and…
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Other CRM Books by Karen Fredricks

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 impressive list of titles that she has written. In addition to 5 titles on ACT and…
Read more: Other CRM Books by Karen Fredricks
FREE ACT History Fix

July 1, 2010

In ACT! 2011, the New History window (CTRL + H) defaults to Appointment instead of Call as in all previous versions. Find it annoying? Download the free ACT addon.
Read more: FREE ACT History Fix
ACT Training Courses on lynda.com

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 can take out a monthly subscription for roughly $25 a month which give you access to…
Read more: ACT Training Courses on lynda.com
EFax and Act: What You Need to Know To Make a Fax Coversheet

June 11, 2010

Today many of my clients are opting to use an online fax service such as MyFax or eFax with ACT.
Read more: EFax and Act: What You Need to Know To Make a Fax Coversheet
4 Free Ways to Connect With Your Customers NOW

June 4, 2010

It’s amazing what you can do online, for free, in terms of connecting with your potential and existing customers right now! What’s really great is that it doesn’t take a lot of time, and it’s a…
Read more: 4 Free Ways to Connect With Your Customers NOW
There is a Cure for the Summertime Marketing Blues

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 ramp up their marketing efforts. Take advantage of the slow time to plot your future marketing…
Read more: There is a Cure for the Summertime Marketing Blues
Knowing the In-N-Out of Marketing

May 21, 2010

Maybe you can’t offer a secret menu, but you can make your customers feel like insiders by treating them like members of the family. And although you might not garner celebrity endorsements, you can ask for…
Read more: Knowing the In-N-Out of Marketing
ACT to Sales Force Conversions: What You Need to Know

May 7, 2010

If you were brand new to CRM it might be a different story, but you obviously know ACT and have liked it for years. If you move to another product you’ll constantly be missing core ACT…
Read more: ACT to Sales Force Conversions: What You Need to Know
Synching ACT to Your Smart Phone

April 23, 2010

There is indeed a black hole area in the minds of many ACT users when it comes to synching their ACT database to their cell phone. I’ve been synching ACT database to my phone for years…
Read more: Synching ACT to Your Smart Phone
Think Before You Send

April 16, 2010

I spend a great deal of time working with my clients on creating e-marketing campaigns with the use of an ESP (e-mail service provider) However, much of the day to day e-mail that so many of…
Read more: Think Before You Send
Qualifying Opportunity and Potential in Sales

April 13, 2010

These days that’s not as easy to qualify prospects as it sounds. Companies and people used to be easier to read and qualify. Now image and brand can hide their truth. The outside is no longer…
Read more: Qualifying Opportunity and Potential in Sales
Is Your Business the Underdog?

April 9, 2010

Like it or not, unless you’re working for one of the Fortune 500 companies you too are an underdog when it comes to your business. It’s an uphill battle to get your name to stand out…
Read more: Is Your Business the Underdog?
Four Hidden ACT Software Easter Eggs

April 2, 2010

This being Easter weekend I thought I’d share a couple of my favorite ACT Easter eggs. In case you’re not familiar with the term, a software Easter egg refers to a bit of hidden code in…
Read more: Four Hidden ACT Software Easter Eggs
How to Lose 10 Database Pounds

March 26, 2010

Losing weight got me to thinking how I could apply the same concept to removing some of the “dead weight” often found in databases. Although I work with a variety of CRM solutions I find that…
Read more: How to Lose 10 Database Pounds
Six Ways to Make Sure Your Act E-Marketing Isn’t Flagged As Spam

March 19, 2010

Once your e-mail address –or worse yet – your company’s domain – becomes black listed it can take you months or years to get the problem rectified. And, even if you don’t get blacklisted, most spam…
Read more: Six Ways to Make Sure Your Act E-Marketing Isn’t Flagged As Spam
Being Penny Wise and CRM Foolish

March 12, 2010

Your parents probably taught you as a child to invest in your future. Shouldn’t you also be investing in your business?
Read more: Being Penny Wise and CRM Foolish
Is Your E-Marketing Message Marking You as a Spammer?

March 6, 2010

My rule of thumb for writing a marketing piece is to pretend that I am writing to one of my buddies with a bit of friendly advice.
Read more: Is Your E-Marketing Message Marking You as a Spammer?
Old Dogs Must Learn New Software Training Tricks

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 get the latest and greatest information.
Read more: Old Dogs Must Learn New Software Training Tricks
Keep It Simple, Stupid!

February 20, 2010

I’ve learned over the years that money I spend on a consultant, book or course is well worth its price when I compare it to the time it might take me to eventually wave the white…
Read more: Keep It Simple, Stupid!
It’s A Smaller World Than We Think

February 16, 2010

You might feel that technology has served to make our world a bit less personal. However, I think that in many ways technology has made our world a much smaller place.
Read more: It’s A Smaller World Than We Think
Let Me Sell You Some Swamp Land in Florida

February 12, 2010

It pays to advertise. After all, the harder “they” sell the more likely we are to buy.
Read more: Let Me Sell You Some Swamp Land in Florida
Singing the Customer Service Blues

January 18, 2010

Software companies are in the same boat as your local hardware or office supplies store. Hard as it may be for the average consumer to believe, software companies are in business to make money – or…
Read more: Singing the Customer Service Blues
Fathers Don’t always Know Best

January 8, 2010

You could market only to people who think – and communicate – the way you do. Unfortunately, that idea makes the somewhat flawed assumption that those people will still be around at the end of the…
Read more: Fathers Don’t always Know Best
My Love/Hate Relationship with Amazon

December 30, 2009

I’ve decided to stick with Amazon for their book reviews but leave other reviews to the experts!
Read more: My Love/Hate Relationship with Amazon
ACT 2010 Will Soon be Here!

July 30, 2009

ACT 2010 is here and it’s all about social networking!
Read more: ACT 2010 Will Soon be Here!
Protecting Ourselves from Ourselves

June 3, 2009

My dad taught me that when I pointed my finger at someone (or something) I was in fact pointing two fingers back at myself. Think about it the next time something goes wrong with your computer.
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Why Can’t I Just Use Outlook?

May 31, 2009

For me, not using ACT to manage a business is tantamount to using an abacus to total a long column of numbers.
Read more: Why Can’t I Just Use Outlook?
How Do You Rate as a CRM User?

October 23, 2008

Whether you’re new to the world of CRM or have been using a CRM product for years, your goal is to become a “CRM Master.” This article will grade your CRM efforts based on your use…
Read more: How Do You Rate as a CRM User?
Saying Good-Bye to the Act Email Blues

October 22, 2008

Sending an e-mail blast in ACT can be a pain. Learn how to send ACT e-blasts with a minimal amount of pain and effort!
Read more: Saying Good-Bye to the Act Email Blues
This Isn’t Your Granddaddy’s ACT!

September 16, 2008

ACT! has been around for over 20 years – and it just keeps getting better and better! Find out if you should upgrade to ACT 2009.
Read more: This Isn’t Your Granddaddy’s ACT!
Should I upgrade to ACT 2009/11?

August 8, 2008

It’s here – ACT! 2009 – right on schedule. So, do you need to race out and upgrade?
Read more: Should I upgrade to ACT 2009/11?
Virtual ACT Users Group: Learn Act from the Act Consultant Who Wrote the Act Books

November 22, 2007

For 5 years I ran an ACT Users Group in my hometown of Boca Raton, FL. It was a fun – although time intensive – endeavor. The meetings were typically attended by 25-50 “ACT Fanatics” who…
Read more: Virtual ACT Users Group: Learn Act from the Act Consultant Who Wrote the Act Books
5 Quick Marketing Tips

October 31, 2007

The biggest advantage of using ACT is to improve your marketing efforts. Here’s a few simple tips to turn your ACT database into a lean, green, Marketing Machine!
Read more: 5 Quick Marketing Tips
How are you measuring Success?

October 3, 2007

So, just how do you measure success in your business? Obviously, if the dollars are rolling in then you must be doing something right! ACT’s Opportunity feature is a great way to measure your sales success.…
Read more: How are you measuring Success?
Are you ready for CRM?

May 27, 2007

So, do you think you want to start using ACT!, Microsoft Office Live or Outlook Business Contact Manager to help manage – and grow – your business? You’ll want do a bit of homework first to…
Read more: Are you ready for CRM?
Act Database Repair: When Your Act Database Needs Extra TLC

May 12, 2007

We specialize in Act Database repair. Many Act users use their databases year after year without running routine Act maintenance. Consequently, they may find that one day they can’t open their Act database, or perhaps Act…
Read more: Act Database Repair: When Your Act Database Needs Extra TLC
Don’t Believe What You Read in Amazon

May 12, 2007

As the author of four “For Dummies” books on ACT I am often asked to comment on the negative reviews that a potential user might find on the Internet. Please realize two things about these comments:…
Read more: Don’t Believe What You Read in Amazon