salesforce

  • What Is a Custom CRM Field?

    If you’ve ever worked with a CRM (Customer Relationship Management) system, you’ve probably noticed lots of built-in fields—things like First Name, Last Name, Email, and Phone Number. Those are standard fields that come with every CRM. But what happens when you need to track something unique to your business—say, a customer’s favorite product line, franchise location,…

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  • Salesforce vs. Zoho: Acquisitions vs. Innovation

    Salesforce and Zoho CRM are both great products. So why do I prefer Zoho? Quite simply, it’s a lot better “bang for the buck.” There are a number of reasons for this. Salesforce has long expanded through big acquisitions and even bigger buildings.  Salesforce Software Acquisitions Over the years Salesforce has made between 65 and…

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  • Act! Pro is Gone – Where Do I Go From Here?

    The Act! product was officially retired on 9/15/23. Apparently, a lot of existing Act! Pro customers either didn’t receive the message or don’t want to believe the message as I am being bombarded with questions from existing Act! Pro users. Keep in mind that Act! Pro had a “perpetual” license which meant that you could…

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