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CRM Best Practices
Why Your CRM Implementation Fails
Karen
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January 19, 2015
Having written over a dozen books on CRM software, it's not unusual for me to receive calls from CRM users...
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CRM Best Practices
Choosing the Correct CRM Solution in the New Year
Karen
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January 13, 2015
Customer Relation Management (CRM) systems have come a long way. Did you know that this sector is growing at an...
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CRM Best Practices
Using Act! CRM to Boost Your Sales
Karen
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December 24, 2014
A recent survey conducted by the American Research Group, Inc. showed that Americans were planning on spending an average of $861...
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CRM Training
ANY Dog Can Learn New Tricks On ACT! v24
Karen
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December 8, 2014
Whether you've been using ACT! for years or are fresh in the game, there is always something new to learn....
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CRM Consulting
Using Act Software to help bring Thanksgiving into the workplace
Karen
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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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CRM Books & Resources
Marketing Software You Can’t Live Without: ACT! v17
Karen
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November 17, 2014
The holiday season is quickly approaching. Your events calendar is filling up twice as fast. Between the marketing meetings and...
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ACT! CRM
Act v17 is Here!
Karen
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October 31, 2014
Act v17 was release on October 23, 2014. E-marketing which means Act! users will have the ability to design and...
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ACT! CRM
ACT! v17 Software is Here and It’s Better Than Ever
Karen
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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...
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act v17 software
ACT! CRM
Act! Software Verticals
Karen
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September 2, 2014
Act! can be used by virtually any industry. The out of the box contains over 70 contact fields as...
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CRM Consulting
Why Cheaper is Not Better When It Comes to an Act! Consultant
Karen
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April 4, 2014
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2 Replies
The major focus of my business comes from being an Act! consultant. With all due modesty, I am great at...
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ACT! CRM
Act! E-marketing and an SPF Record
Karen
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March 21, 2014
Back in 2008 I wrote a blog article recommending that you switch to an Act! E-Marketing account if you were...
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ACT! CRM
Act and Windows XP Sunset
Karen
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March 14, 2014
If you have an older computer with an older version of Act, you might be wondering about the Act and...
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CRM Consulting
Exporting Your Act! Data to Excel is as Easy as 1,2,3
Karen
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March 7, 2014
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9 Replies
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much...
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CRM Best Practices
The Act! QuickBooks Link
Karen
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February 28, 2014
The Act QuickBooks Link Small businesses require two solutions to effectively manage their front and back office operations: A CRM solution...
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CRM Best Practices
Act! Outlook Synchronization
Karen
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February 21, 2014
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2 Replies
Act! Outlook Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that...
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ACT Consulting
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act outlook calendar
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act outlook integration
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act outlook synchronization
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act support
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CRM Best Practices
Act! Software is Magical
Karen
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January 31, 2014
Normal 0 false false false false EN-US X-NONE X-NONE The Contact field can prove to be surprisingly confusing for both...
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CRM Best Practices
Confusing Act! Software Fields and Layouts
Karen
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January 10, 2014
Normal 0 false false false EN-US X-NONE X-NONE One of my favorite Christmas carols is a parody called “The Bathroom...
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CRM Best Practices
So Why Exactly Should My Company Invest in CRM?
Karen
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December 13, 2013
Implementing a CRM solution can be a daunting – and expensive – proposition. Many organizations are already using tools including...
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ACT! CRM
ACT! v16 CRM Software Review and Key Feature Updates
Karen
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December 12, 2013
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5 Replies
We're really excited about this version of Act! because it adds more new features than any previous release.
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discount act software
CRM Best Practices
Filling the holes of your Act! Database
Karen
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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....
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