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CRM Best Practices
Zoho CRM vs ACT! CRM: A Quick Look at Security and Compliance
Karen
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May 19, 2025
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2 Replies
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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act crm
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compliance certifications
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compliancy
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gdpr
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hippa
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ISO27001
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soc 1
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soc 2
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Windows 7
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ZohoCRM
Zoho Webinars
Zoho Wednesday Webinar Series – Importing & Exporting with Zoho
Karen
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May 14, 2025
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
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free zoho webinars
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learn zoho
,
zoho training
,
zoho webinar
ZOHO
A Complete Guide to Zoho CRM Field Types
Karen
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May 1, 2025
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4 Replies
When customizing your Zoho CRM modules, choosing the right field type is key to capturing accurate and useful data. Whether...
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zoho crm
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zoho customization
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zoho tips
ZOHO
What’s Included in the Free Edition of Zoho CRM?
Karen
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April 26, 2025
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2 Replies
In a previous article I talked about the escalation in the Act CRM product when they introduced "Act Advantage." If...
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zoho crm
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zoho crm free version
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zoho free edition
Zoho Webinars
Zoho Wednesday Webinar Series – Zoho Apps, Zoho Market Place and Zoho Telephony
Karen
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April 23, 2025
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
Read More
ACT! CRM
ZOHO
Sticker Shock: Why Zoho Beats ACT Advantage on Price and Power
Karen
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April 20, 2025
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2 Replies
When it comes to choosing the right CRM for your business, the options can be overwhelming—and sometimes, the prices downright...
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act advantage
,
act pricing
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zoho crm
Zoho Webinars
Zoho Wednesday Webinar Series – Zoho Automations
Karen
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April 9, 2025
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
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ZOHO
Zoho CRM’s Q1 2025 Update Brings a Host of Exciting Enhancements
Karen
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March 31, 2025
Spring has sprung - and so have a lot of amazing new Zoho CRM features Expanded Messaging Integrations: Now connect...
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zoho crm
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zoho one
Zoho Webinars
Zoho Wednesday Webinar Series – Roles & Permissions
Karen
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March 26, 2025
Wednesday, March 26, 2025 @ 12 PM EST Topic: Roles & Permissions View Now! Every second Wednesday, we dive into...
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CRM Consulting
The End of Windows 10 Support on October 14: What It Means for ACT! Software Users
Karen
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March 20, 2025
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2 Replies
As the tech world marches forward, a significant milestone is approaching: Microsoft will officially end support for certain versions of...
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act and windows 10
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zoho
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zoho crm specialists
Zoho Webinars
Zoho Wednesday Webinar Series – The Zoho Home Page
Karen
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March 12, 2025
Date Wednesday, March 12, 2025 @ 12 PM EST Topic: Customizing the Zoho Home Page View Now! Every second Wednesday,...
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zoho apps
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zoho marketplace
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zoho one
Zoho Webinars
Zoho Wednesday Webinar Series – Working With Zoho Layouts & Canvases
Karen
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February 26, 2025
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
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CRM Consulting
The Great CRM Size Showdown: ACT! CRM vs. Zoho CRM
Karen
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February 16, 2025
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2 Replies
When it comes to choosing a CRM (Customer Relationship Management) system, one factor that often gets overlooked is database size....
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Zoho Webinars
Zoho Wednesday Webinar Series – Custom Fields
Karen
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February 12, 2025
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
Read More
ACT! CRM
Upgrading ACT! CRM to Windows 11: Complete Migration Guide
Karen
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February 5, 2025
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3 Replies
I get it—Windows 11 is shiny, new, and packed with features. But before you hit that upgrade button on your...
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act issues
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windows 10
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windows 11
ZOHO
Why Are So Many Businesses Leaving Act! for Zoho CRM?
Karen
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February 2, 2025
In recent years, there’s been a notable shift in the CRM landscape. A growing number of businesses that once relied...
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Zoho Webinars
Zoho Wednesday Webinar Series – Finding Your Way Around Zoho
Karen
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January 22, 2025
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
Read More
CRM Consulting
Migrate from Act! CRM? Are you Serious?
Karen
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January 15, 2025
Back in 2017 I had to make a difficult decision. After many, many years invested in Act!, it was finally...
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act to zoho conversion
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act to zoho migrations
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zoho crm
ZOHO
Zoho CRM delivers 70% ROI and 100% increase in productivity to MicroCAD
Karen
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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...
Read More
act 6.0
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act crm
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act export
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act to zoho migration
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zoho case study
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zoho one
Zoho Webinars
Zoho Wednesday Webinar Series – Zoho Email Templates
Karen
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January 8, 2025
Are you ready to take your Zoho CRM knowledge to the next level? Our Zoho CRM Wednesday Webinar series is...
Read More
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