Which Companies Specialize in CRM Data Migration Services for Small Businesses? Migrating from one CRM to another can be one of the most important technology projects a small business undertakes. Done correctly, your team gains better reporting, improved automation, and easier access to customer information. Done poorly, you risk losing years of valuable customer history,…
act to zoho
-
-
New Year, New CRM: Why It’s Time to Say Goodbye to ACT!
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 Slow performance, outdated functionality, and recurring technical…
-
Exporting ACT! Notes and Histories: Why Most Users Can’t — But Tech Benders Can
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…
-
How to Export Your Data from ACT! CRM
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…
-
How Do I Export All of My Data Out of Act CRM?
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…
-
The Best CRM for Act! Mac Users: Why Web-Based CRM Solutions Make More Sense
If you’re a Mac user looking for a CRM, you’ve probably discovered something frustrating: there are very few CRM applications that run natively on macOS. For years, many popular CRM products—including ACT! Premium Desktop—were designed exclusively for Microsoft Windows. While that may have made sense twenty years ago, today’s workforce is increasingly mobile and platform-independent.…
-
Act! to Zoho Conversions: Where Do I Start?
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…