Email is still at the heart of most CRM activity. Sales conversations, follow-ups, support threads—it all lives (or should live) alongside your customer records. One of the things Zoho CRM does well is giving you multiple ways to send email, depending on how you like to work. If you’re coming from ACT CRM, especially if…
One of the most common questions I receive from Act users is about the Act and Outlook integration. Some users complain that they could never get it working at all. Other users report that the Act Outlook integration “just stopped working.” If you have never used the Act Outlook integration there are three simple rules for…
One of the most common questions I receive from Act users is about the Act and Outlook integration. Some users complain that they could never get it working at all. Other users report that the Act Outlook integration “just stopped working.” If you have never used the Act Outlook integration there are three simple rules for…
Act! Outlook Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that there is no such thing. “But Karen,” they insist, “you told me that my version of Act! is compatible with my version of Office. How can that be?” The confusion lies in the fact that…
In Outlook 2010 Essential Training, author Karen Fredricks provides in-depth instruction on the key features of Outlook 2010. The course shows how to master fundamental Outlook features