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Creating a Sage ACT! Link to a Client Folder - Guest Blog by Karen Fredricks

by ‎01-14-2011 07:09 AM - edited ‎01-14-2011 07:11 AM (11,109 Views)

Karen shares shortcut tips from seasoned Sage ACT! Consultants on how to get an entire folder of information at the click of a button in Sage ACT!

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There are virtually hundreds of add-on products that work with Sage ACT!. Need calculations between two fields?  Got it.  Need to link Sage ACT! to QuickBooks?  Done.  One of my favorite add-ons is the Call On CRM solutions that allows you to dial your phone directly from Sage ACT!.

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You can’t run your business without a telephone and office supplies, and you shouldn’t be running a business with outdated technology.

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My system worked and it got me to thinking how I could apply the same concept to removing some of the “dead weight” often found in the databases. Although I work with a variety of CRM solutions I find that my clients deal with the exact same issues. Here are a few of my solutions: Read more...

Fathers Don’t always Know Best

by ‎03-22-2010 09:11 AM - edited ‎03-22-2010 09:12 AM (1,967 Views)

I’ve identified ten areas of communication that have changed over the course of the last ten years, at least if you’re a member of Generation Y. And, like it or not, if they want your business to survive you’ll have to adjust to those changes. Read more...

Is Your E-Marketing Message Marking You as a Spammer? - Guest Blog by Karen Fredericks

by ‎03-08-2010 10:14 AM - edited ‎03-18-2010 08:57 AM (1,382 Views)

As an author I’ve been critiqued by some of the best editors in the world and I know the process. It’s not unusual for the early drafts of my books to return to me in the form of road kill. As the daily recipient of dozens of pieces of spam I know which messages will make their way through - and which messages will take a permanent place in the Spam Folder. Read more...

Let Me Sell You Some Swamp Land in Florida - Guest Blog by Karen Fredricks

by ‎02-15-2010 11:18 AM - edited ‎02-15-2010 11:19 AM (4,037 Views)

All too often CRM shoppers succumb to the same sales tactics that got my friends to buy I-Phones. They’re told that one solution is “better” or “easier” than another when in reality most solutions offer pretty much the same standard set of features. A simple search on the Internet will provide you with hundreds of CRM solutions. So how do you narrow the field? Read more...

My Love/Hate Relationship with Amazon - Guest Blog by Karen Fredricks

by ‎01-18-2010 01:05 PM - edited ‎03-18-2010 11:12 AM (1,686 Views)

Hi. My name is Karen, and I am addicted to online shopping. There, I’ve said it so I’m now on my road to recovery. I love the fact that I can go online and, in a matter of minutes, send a last minute gift to my cousin in Des Moines complete with card and gift wrap. Read more...

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