The New Year is all about fresh starts. We clean out closets, set new goals, and promise ourselves we’ll finally get organized. But what about the technology running your business? If you’re still relying on an ACT! database, chances are it’s not exactly helping you start the year strong. Slow performance, outdated functionality, and recurring technical…
If you’ve ever tried to move from Act! CRM to another CRM platform, you may have discovered a frustrating truth: while migrating basic data like contact names, phone numbers, and emails is fairly straightforward, getting your Act! Notes and Histories out of the system is another story entirely. In fact, for the average user, exporting…
If you’re ready to move on from ACT! CRM, you may be wondering how to export your data. The truth is, getting your information out of ACT isn’t as simple as hitting “export.” Here are two important facts you need to know: 1. ACT! is a Relational DatabaseYour contacts, companies, activities, and opportunities are stored…
One of the most common questions I get is, “How do I export Act data out of Act CRM.?” Most users have figured out that they can easily export their Act contacts to an Excel spreadsheet. If not, you can read my previous blog article. But what about the rest of the data including the…
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…