Thinking of Using AI to Move Your ACT! Database to Zoho? Read This First! Saving money on your CRM migration sounds like a great idea. Until you discover what didn’t make it across the finish line. We love AI. We use it, recommend it, and encourage our clients to take advantage of everything it has…
If you have been using Act! CRM for years, your database probably contains far more than names, phone numbers, and email addresses. It may contain years—or even decades—of notes, histories, activities, opportunities, groups, custom fields, secondary contacts, relationships, attachments, and other valuable customer information. That is why moving from Act! to another CRM is not…
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 planning steps: Determine level of Zoho you need. There are two questions I normally ask prospects: How many custom…
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!
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 understand why Swiftpage wasn’t willing to convert their 1997 Maximizer database to Act. The customers felt that this service…