I love the Clash and “Should I Stay” is one of my favorite songs. And one of the questions I am frequently asked. Prospects often ask me for my advice on whether they should remain with their present CRM solution or switch. I can usually make the assessment within a few minutes and often my…
No one ever calls me with an initial greeting of, “Hi Karen, I just wanted to tell you how great my CRM solution is working. Quite the opposite; I am usually hit with a litany of complaints ranging from, “our database is full of duplicates and outdated information” to “no one will use our CRM…
One of my clients recently reached out to me asking if there are any CRM addons or other features that he should be considering to go with their CRM installation. My first thought was I didn’t fully understand what they found lacking in their CRM, or what they were looking for. On second thought I…
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…