crm

  • My Microsoft 365 Email Nightmare Accidentally Became a Great Ad for Zoho Mail

    I recently got pulled into one of those technology disasters that starts small and somehow turns into a full-time job. Apparently, someone mistakenly used my Gmail address as a backup authentication email while setting up their Xbox account. Harmless enough… until Microsoft’s account recovery system decided that I now needed to solve a digital escape…

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  • Is Your ACT! Database a Ticking Time Bomb?

    If you’re still running your business on ACT!, this might feel a little uncomfortable to read. Good. Because for many companies, their ACT! database isn’t just “old software.” It’s a single point of failure quietly sitting in the corner… humming… waiting… 😬 Let’s talk about why. 1. It Lives on One Computer (Usually the One…

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  • Free Wednesday Webinar: Why Zoho Beats ACT! CRM

    Watch Now! Still hanging onto ACT! CRM? Join us this Wednesday for a free webinar where we’ll show you why it may be time to move on. We’ll compare ACT! head-to-head with Zoho’s powerful suite of products, highlighting the differences in pricing, features, customizations, automations, mobile access, and ongoing support. Whether you’re frustrated with outdated…

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  • The Most Common Questions Users Have About CRM

    As the author of 14 books on various CRM products I receive a ton of questions every week both from my own clients and prospective clients. Here are the top five questions people often ask me about CRMs along with my responses. What’s a CRM, and do I really need one? One of the most…

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  • CRM in a Remote Environment – ACT! or ZOHO

    I have consulted in ACT! for over 20 years. More often than not, especially in the current Covid environment, companies require “remote access” to all of their data. I have Act clients and I have Zoho clients. So which CRM is better in a remote environment: Act or ZOHO? Zoho, hands-down. I used to explain…

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  • Act vs Salesforce.com

    As the author of 14 books on various CRM software applications and the creator of the lynda.com Act! training videos I am often asked to compare the various CRM products.  Potential CRM users aren’t sure which product to choose, and existing CRM users often want to “jump ship” to another CRM solution. In the final…

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  • Choosing the Correct CRM Solution in the New Year

    Customer Relation Management (CRM) systems have come a long way. Did you know that this sector is growing at an impressive 6% rate per year? The demand for quality CRM systems is growing at a fast pace because these tools help businesses boost their sales and productivity. There are a plethora of CRM tools on…

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  • Is Your Business the Underdog?

    Like it or not, unless you’re working for one of the Fortune 500 companies you too are an underdog when it comes to your business. It’s an uphill battle to get your name to stand out against the competition.

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  • Fathers Don’t always Know Best

    You could market only to people who think – and communicate – the way you do. Unfortunately, that idea makes the somewhat flawed assumption that those people will still be around at the end of the next decade!

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  • How Do You Rate as a CRM User?

    Whether you’re new to the world of CRM or have been using a CRM product for years, your goal is to become a “CRM Master.” This article will grade your CRM efforts based on your use of various CRM features.

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