One of my favorite ACT add-ons is the Call On CRM solutions that allows you to dial your phone directly...
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What Is a Custom CRM Field?
If you’ve ever worked with a CRM (Customer Relationship Management) system, you’ve probably noticed lots of built-in fields—things like First...
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Zoho CRM vs ACT! CRM: A Quick Look at Security and Compliance
If you're still using ACT! CRM on a Windows 7 machine, it's time to talk security—and no, we don’t mean...
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The Most Common Questions Users Have About CRM
As the author of 14 books on various CRM products I receive a ton of questions every week both from...
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I’ve Lost My ACT! Password!
Several times a month I receive a call from an organization that has lost their ACT! password. Sometimes this happens...
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Have You Discovered the Power of Using Your CRM for eMarketing?
This morning started with a flood of calls with various eMarketing questions. Small wonder considering that the Triumvirate of Thanksgiving,...
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Avoiding Double Entry in Your Act CRM or Zoho CRM
I field a lot of calls about various aspects of CRM; I have yet to receive a call from a...
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Act! Pro is Gone – Where Do I Go From Here?
The Act! product was officially retired on 9/15/23. Apparently, a lot of existing Act! Pro customers either didn’t receive the...
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Act or Zoho Dialer or “Click to Dial”
Using the Act Dialer or Zoho Dialer The other day someone asked me for my daughter's phone number; although I...
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Top 10 CRM Issues
I have been working as a fulltime CRM consultant for over 20 years. I like to say I work with...
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How to jump start your CRM
No one ever calls me with an initial greeting of, "Hi Karen, I just wanted to tell you how great...
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Using the Web Info Tab to Link ACT! to Various Sites
If you have ACT! 2010 or 2011 and you’re not using the Web Info tab you are missing the banana...
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Three Way to Improve Your CRM Database
Losing weight got me to thinking how I could apply the same concept to removing some of the “dead weight”...
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Help! I Think I Have a Corrupted Act Database
We recently repaired a corrupted Act database for a client. In fact, it's the SECOND time we've repaired his database....
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Help Act Guru: My Act Outlook Integration Stopped Working!
One of the most common questions I receive from Act users is about the Act and Outlook integration. Some users...
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My Act! v19 New Year’s Resolution
In the past I’ve shared one of my favorite Act! tricks which is to copy the holidays from outlook to...
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Have You Outgrown Your Act CRM Software? What Next?
I recently had a client call me to tell me that they were not going to upgrade their Act! to...
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Know Your Customers Better with Act CRM Software
One of the primary purposes of using a system like Act! is being able to learn more about your customers. ...
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Thinking of Changing Your CRM Software?
We have to ask...what are some of the Salesforce.com causes for attrition and how may those considerations affect the choice your...
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Act vs Salesforce.com
As the author of 14 books on various CRM software applications and the creator of the lynda.com Act! training videos...
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