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The Comedy of CRM Software Demos: Why Reality’s Not in the Script
Karen
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January 10, 2024
I am often asked to give an Act! demo or a Zoho demo. I'll do them but the truth is...
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act demo
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crm customization
,
crm demo
,
crm software demo
,
zoho demo
CRM Consulting
I Want to Save All of My Outlook Email as Attachments in Act
Karen
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November 10, 2023
I just turned down a potential Act! client. No one likes to lose business but I knew we were not...
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act email history
,
act history
,
attachment folder
,
outlook email
,
outlook email history
,
recording outlook email
CRM Consulting
The Case of the Missing Act! Contacts
Karen
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October 10, 2023
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6 Replies
This week brought not one but three clients that called me upset that Act! had “eaten” some of their contacts. ...
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ACT Consulting
,
act contacts
,
act deleted contacts
,
act help
,
act history list
CRM Consulting
Working with Custom CRM Tables & Modules
Karen
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August 20, 2023
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2 Replies
Many CRM software users get confused with the distinction between fields, records and entities. In a CRM product, a field...
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ACT Consulting
,
act custom tables
,
zoho consultant
,
zoho crm
,
zoho custom module
,
zoho one
CRM Consulting
Take the SPECS Approach to Your CRM Implementation
Karen
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February 15, 2022
In the course of writing 14 CRM books, and working as a full time CRM consultant for the last 20...
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act consultant
,
crm books
,
crm implementation
,
zoho consultant
CRM Consulting
ZOHO
Should I move to Zoho or Stay with Act?
Karen
–
December 23, 2021
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2 Replies
I have consulted in Act for over 20 years. As a result I am often asked by my clients whether...
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act consultant
,
act or zoho
,
zoho consultant
,
zoho one
CRM Consulting
ZOHO
CRM in a Remote Environment – ACT! or ZOHO
Karen
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October 22, 2020
I have consulted in ACT! for over 20 years. More often than not, especially in the current Covid environment, companies...
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ACT Consulting
,
act or zoho
,
crm
,
zoho consulting
CRM Consulting
ZOHO
DIY CRM – Why It Won’t Work and How To Get Help from The ACT! and ZOHO Consultants
Karen
–
May 16, 2020
There is a famous story about Pablo Picasso. A woman is strolling through a local park when she spots Picasso...
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zoho consultant
,
zoho crm
ACT! CRM
CRM Consulting
The Act QuickBooks Link: Link Act to QuickBooks to Prevent Double Entry
Karen
–
August 8, 2019
–
4 Replies
Are you using both ACT and QuickBooks? Tired of doing double-entry? We've got the answer!
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act database
,
act quickbooks link
,
link act quickbooks
,
link quickbooks to act
,
quickbooks act addon
,
quickbooks crm
,
quickbooks database
CRM Consulting
Why Hire an ACT! CONSULTANT?
Karen
–
April 24, 2019
An Act! consultant can get you up and running quickly so that you will soon be able to see the...
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act consultant
,
ACT Consulting
,
ACT Training
CRM Consulting
CRM Training
Act! Consultant Wins Featured Partner Service Award
Karen
–
February 1, 2017
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2 Replies
Tech Benders is pleased to announce that Act Consultant Roy Laudenslager recently earned the spot of Featured Partner on the...
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ACT Consulting
,
act reports
,
act V19
CRM Consulting
Having Trouble with ACT? Hire an ACT Consultant!
Karen
–
September 3, 2016
The Act! software is a great tool for businesses, but you may be having a hard time getting the most...
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act consultant
,
ACT Consulting
,
ACT Training
,
act v18
,
act web api
,
learning act
CRM Consulting
Act Usage: Use Act to Increase Lead Generation and Improve Customer Loyalty
Karen
–
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....
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act and social networks
,
act consultant
,
act custom activity types
,
act dynamic group
,
act histories
,
act marketing
,
act usage
,
act web info tab
CRM Consulting
10 Act Myths: Easy Solutions to Your Act Database Issues
Karen
–
May 12, 2016
–
3 Replies
Although most ACT users are "ACT FanACTics" they are sometimes a bit technically challenged. Here are a few "myths" I...
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act software reviews
,
learning act
,
upgrading act
CRM Consulting
Hiring an Act Consultant: Your Smartest Investment
Karen
–
May 6, 2016
Hiring an Act consultant is a smart investment if you own Act! and want your business to grow. Sales are...
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act consultant
,
act data conversion
,
act database
,
act installation
CRM Consulting
Optimize Act! E-Marketing Blasts with a Few Simple Tips
Karen
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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...
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act consultant
,
ACT Consulting
,
act email blasts
,
act emarketing
,
email marketing
,
emarketing
,
swiftpage e-marketing
CRM Consulting
I Need to Convert My Act! 5.0 Database
Karen
–
March 17, 2015
–
4 Replies
I had someone call me last week who was enraged that Act! Support was not able to help them convert...
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act consultant
,
act database conversion
,
ACT Database Repair
,
act maximizer conversion
,
act support
,
act technical support
,
act v17
CRM Consulting
Need help with your Act! software? Call the Act Experts!
Karen
–
February 3, 2015
–
2 Replies
You've seen my posts about the benefits of bringing Act! CRM into the workplace, the help it can provide in...
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act consultant
,
act crm software
,
act experts
,
act technical support
,
ACT Training
CRM Consulting
Act for Web: Putting Your Act Database in the Clouds
Karen
–
January 30, 2015
–
2 Replies
It seems these days that everyone wants to have use Act hosting so they can view their Act! database in...
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act addons
,
act administrator
,
act consultant
,
act database
,
act database in the cloud
,
act emarketing
,
act for web
,
act for windows
,
act hosted
,
act hosting
,
act premium for web
,
hosted act database
,
swiftpage emarketing
CRM Consulting
Using Act Software to help bring Thanksgiving into the workplace
Karen
–
November 25, 2014
On Thanksgiving, we take pause to appreciate what we have and to celebrate with family and friends. Numerous customers and...
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act consultant
,
act emarketing
,
act labels
,
act mail merge
,
act software
,
act v17
,
swiftpage e-marketing
,
swiftpage email
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