If you’re using Zoho regularly, you’ve probably run into a few “why is this happening?” moments. The good news? Many of the most common questions have very simple fixes. Here are three quick ones I get all the time: 1. Why isn’t my CRM Notes Report showing all notes?This one can be frustrating—especially when you…
We Got Promoted (No, Not the Corner Office Kind… the Zoho Kind) There are a few moments in business that feel like a real “level up.” Landing your first big client. Hiring your first employee. Finally figuring out where that one setting is in Zoho that’s been hiding from you for three years. And then…
View the Webinar You’re invited to my free Zoho Wednesday Webinar on Wednesday, March 18 at 12 PM EST. In this session, I’ll demonstrate 12 new features in Zoho CRM that can help you work smarter, stay better organized, and get even more value from your CRM. Whether you’re a long-time user or fairly new to Zoho, you’ll likely discover…
Ah, the 1990s—a simpler time when your biggest tech worry was whether your dial-up modem would scream its way to a connection. Back then, if your computer misbehaved or you needed to install software like ACT! CRM, help often came in the form of a living, breathing tech support agent. That’s right: a human being…
Yes, it’s true. Effective September 15, 2023 you can no longer purchase a copy of ACT! Pro. I’ve had no less than 3 dozen phone calls in the last 3 weeks from ACT! Pro users expressing their dismay, concern and/or outrage. And they all have the same questions: Where can I get a copy of…
Zoho has just surpassed the 100 Million Users Mark. I am not surprised. Zoho represents an amazing value in today’s world of software. I personally moved my own software from Act & QuickBooks to Zoho One over 5 years ago and have never looked back. Prior to moving my accounting from QuickBooks to Zoho Books…
Many CRM software users get confused with the distinction between fields, records and entities. In a CRM product, a field is a single piece of information such as a zip code, e-mail address or phone number. A record is all the associated fields for a single entity. An entity is a set of records. For…
2023 started off with a bang – particularly where Zoho is concerned. Over the past 12 months Zoho has released over 150 enhancements. Here are a few of my personal favorites: Roll Up Summary fields: This will give you a count of key touchpoints (number of deals, calls, etc) on a per contact basis. Global…
Losing weight got me to thinking how I could apply the same concept to removing some of the “dead weight” often found in databases. Although I work with a variety of CRM solutions I find that my clients deal with the exact same issues.
I’ve written 14 books on various CRM products as well as created training videos for LinkedIn Learning. There are 10 pitfalls I see all the time; learn simple ways to avoid them! Whether you use Act, Zoho or another product, most CRM users struggle with the same issues and questions. Join me as I share…
I am both an Act! Consultant and a Zoho Consultant. Or, as I like to say, I cover CRM software from A (Act!) to Z (Zoho). I am not saying that one product is necessarily better than the other; they are just “different.” My Act! users tend to represent smaller business (1-15 users) while my…
Over the last several years I have converted hundreds of Act! databases to Zoho. Once you’ve made your decision to move from Act! to Zoho, converting your Act! data is easy. I can pretty much guarantee that you won’t lose one drop of your Act! data. However, the hard part begins after your Act! data…
Karen Fredricks, noted author of thirteen books on various CRM software programs, has published her latest book on Zoho One Essentials: Mastering Zoho CRM, which provides user-friendly instructions on basic and advanced Zoho features. According to Fredricks, “As a top Zoho Consultant, I have a vast amount of experience that enables me to identify the…
In the course of writing 14 CRM books, and working as a full time CRM consultant for the last 20 years, I am fortunate to be blessed with a fairly constant stream of new CRM clients. I have observed that they fall into two very different categories: Those that have forged ahead on their own,…
I have consulted in Act for over 20 years. As a result I am often asked by my clients whether they should remain in Act or move to Zoho. The response varies on a case by case basis. Here are a few things to ask yourself when deciding between Act! or Zoho: What am I…
Start your free trial of Zoho One Here! Replace your patchwork of cloud applications, legacy tools, and paper-based processes with one operating system for your entire business. Zoho One includes over 40 apps designed to manage all facets of your business. And they are all included as part of Zoho One for one low price!…
Act! or Zoho: which is the best way to go? I received the following emails from one of my clients this week. It’s typical of what I have been hearing from so many of my clients lately. They are not happy with Act but don’t know what to do. “Karen, I’ve been using ACT for…
When I do an Act to Zoho conversion for one of my clients the first thing I am often asked is “Where Are My Act Groups?” As the name implies, a group is a collection of contact records. The Act Group can be populated statically (manually) or dynamically (automatically). I’ve often discussed how much I love…
A prospect called me this week. He had a ton of issues with his Zoho CRM usage and was looking for a Zoho Consultant. Apparently Zoho CRM had “lost things” including his notes from his old Act product. He found Zoho CRM to be “confusing” to the point where he didn’t even know how to…
It is easy to remove records in ZOHO. Fortunately, it’s just as easy to recover them! The ZOHO Recycle Bin stores all the records from all the CRM modules as and attachments that are deleted from the ZOHO CRM.
There is a famous story about Pablo Picasso. A woman is strolling through a local park when she spots Picasso sitting on a bench. She summons the courage to speak to him. “Excuse me. You’re Pablo Picasso right?” Picasso smiles and nods yes. “Would it be possible to have you sketch my portrait? I’ll be…
If you have recently gone through an Act to ZOHO conversion you might be looking for help. As a 20-year ACT! Consultant – and the author of 7 books on the subject – it’s small wonder that so many ACT! users turn to me when they are ready to switch from ACT! to ZOHO. If you’re…