Format Data from Act! to Zoho migration

Prepping Act! contact records for a migration to Zoho.

This video reviews how to prepare the data before converting from Act! to Zoho. This video focuses tells you how to standardize the company names for contacts so Zoho sees multiple contacts at company as one account once they arrive in Zoho.


Embracing Change: MondoCRM and WiredContact UK Come Together

From the States to the Isles:
MondoCRM and WiredContact's USA-UK Partnership

WiredContact to MondoCRM Logo

As we reflect on a year of significant transformation, we’re excited to share the journey of MondoCRM and WiredContact UK coming together. This union marks not just the merging of two companies but the fusion of innovation, customer commitment, and a shared vision for the future of CRM technology.

A Year of Growth and Expansion

January 2023 was a landmark month for us at MondoCRM as we welcomed WiredContact UK into our family. The months that followed were a testament to our commitment to growth. With new hardware, expanded teams, and the launch of our podcast, “Getting Down to Business,” we’ve set the stage for an even more customer-centric approach to business solutions.

1997

Year Founded

A Glimpse into Our Roots

MondoCRM’s inception was driven by a vision to create a world of opportunities for businesses seeking growth through technology. “Mondo,” meaning “world” in Italian, encapsulates our global approach to delivering top-tier CRM solutions. Our roots are deeply embedded in innovation, and as we grow with WiredContact UK, we’re bringing a legacy of excellence to an even broader audience.

3

Additional CRM and Enterprise Platforms

Branding Transition and New Horizons

The integration phase is an exciting time for us as we transition our branding to MondoCRM. This change will be reflected across all platforms, reinforcing our global identity. Moreover, we’re enhancing our service offerings with the introduction of Zoho CRM, Zoho One and Constant Contact to our UK market, ensuring our clients have access to a wide array of tools to thrive in a competitive business landscape.

20

Years of WiredContact Partnership

Our Commitment to WiredContact Continues

We understand the value that WiredContact brings to its users, and we want to assure our clients that we are dedicated to its continual development. Exciting new features and updates are on the horizon, and we’re eager to share these advancements as they unfold, ensuring that WiredContact remains a cutting-edge solution within the MondoCRM suite.

Four Figures with Puzzle

Staying Connected

Communication is key during this transition. We’re making sure that while our branding evolves, your points of contact do not. WiredContact sites, email addresses, and the UK office phone numbers will remain as they are, providing you with the continuity you need.

Accounting Updates

With change comes the need for updates in our accounting processes. We’re making these transitions as smooth as possible, with clear communication on invoice branding and payment details. Additionally, we’re in the process of acquiring a VAT number to align with financial regulations and ensure a seamless billing experience.

US and UK AI Image
I used the following prompt in Bing’s AI Image creator. “For a power point slide, I need a thank you image citing the United States and United Kingdom working together”

Conclusion

The path ahead is bright with the promise of innovation, growth, and an unwavering dedication to our clients. We’re grateful for the trust you’ve placed in us and look forward to continuing our journey together.


Should I use Outlook as a CRM tool ?

Short answer: No.  It lacks too many essential features.

CRM Abstract Photo

Given that we use Outlook in house to manage e-mail, personal contacts and a personal calendar, our opinion isn’t out to snub Outlook just to pitch CRM.

In fact, you don’t need to abandon Outlook to get a CRM.  Most CRMs will integrate with Outlook to integrate e-mail, contacts or a calendar so critical information can be seen on the smartphone.  Furthermore, you can see the email correspondence on the contact record from the CRM.

Difficulties of Using Outlook as a CRM:

Frustrated Computer User
Courtesy: Andrea Piacquadio from Pexels.com
  • Documenting conversations by date/time stamp and easily sharing them among your team.
  • Implementing contact security among your peers.
  • Creating a sales forecast.
  • Creating a mail-merge to a Word document.
  • Creating effective user fields to classify contacts by more than one field such as "category".
  • Re-Entering the same data among different applications like Word or Excel becomes a chore to create call reports or sales forecasts.
  • Using Outlook is ineffective as a help desk ticketing system.

Zoho Bigin allows an easy way to get into CRM.

And you can still use Outlook.

In a matter of minutes, you can have a starter CRM system that tracks contacts, companies and a pipeline along with a mobile app.

Integrations include:

  • E-Mail: Zoho Mail, Outlook, Office 365, IMAP
  • Zoho Apps: Zoho Flow, Books, Invoice, Campaigns, Analytics, Desk and Meeting.
  • Popular Apps: MailChimp & Zoom Meeting.
  • Advanced Tools: Zapier & API
Good on the budget:

  • Pricing starts at $9/user/month.
  • Annual discounts available.
  • Training videos included.  Chat support provided by Zoho at no additional charge.
Start a Free Trial

What if Bigin isn't enough?  Don't worry.  We offer plenty of options.

Question Marks
Courtesy: Olya Kobruseva from Pexels.com

What’s the best CRM platform for you?  It depends on what business processes you want to improve.  For instance, if you want one point to see all meeting notes, emails and ability to create a report based on those activity KPIs then WiredContact is a great solution.    If you want to have one platform to manage CRM, e-marketing, help desk, projects and accounting then Zoho One is a great candidate.

Conversely, if your focus is marketing automation on a tighter budget, Benchmark One has many capabilities similar to Hubspot at a lower price.

Once we know the features you need; then, we craft with a custom solution based on your budget.  If you aren’t sure how to approach this, feel free to contact us for a complimentary discovery call.


Using AI with Zoho CRM

How to setup data enrichment with ZIA.

I found a practical and easy to setup feature in CRM to take advantage of AI. This 2 minute video will show you how to configure ZIA (Zoho Intelligent Assistant) to fill in missing data (ex: a phone number or email address) on a new lead you just acquired.

Why we believe it's significant

One of the problems CRM faces is data entry. Reps, stereotypically, don’t like to do the admin work CRM needs so we can analyze the data further.   This tool makes it easier for everyone to get better data to make better decisions.


Export Notes from Act!

How to Export Notes from Act!
(Hint: You cannot do this within the native program)

Export Notes from Act!

In case you are looking go at it alone or with your I.T. contractor, you can export some of the data, but not all the data out of Act!.  For instance, the contact list view doesn’t export the unique IDs so notes, history, opportunities or the calendar won’t connect back to the correct contacts when you import them into another CRM or an ERP.  For instance, if you employ a native tool such as the ACTREADER, SQL Studio or ODBC connection, these programs cannot strip out the RTF/HTML code formats as shown here.  Our service can export the notes from Act! into a CSV format along with the unique IDs.

Sources:

For current Act! users, here are a couple ideas.

Keystroke Dash Screenshot

If you are trying to get more than what the standard reports provide while you want to remain in Act!, we recommend and implement Keystroke Dash .  Then, you can export on the notes, history or opportunity tables and add additional fields to the reports standard Act! doesn’t provide.

Moreover, you can create dashboards, charts or lists with Keystroke Dash.  Overall, we find it very easy to train people on this program and it offers extensive customization.

We also support Microsoft Power BI, where you can combine Act! with other data sources to gain additional insight into the business.  As an illustration, check out our case study.

Options:

We offer alternatives to Act!, and we convert the data.

Check out our approach.

MondoCRM is platform agnostic, which means we aren’t tied to one CRM’s limits, and we can weigh a couple options.

Additional Platforms:

If your CRM or ERP isn't listed here, we can still help.

Export Abstract
Photo by Kevin Ku from Pexels

We offer the Act! database export service, so you can take the spreadsheets to your consultant so they can do the import.  We have done this for companies moving to Salesforce, Hubspot, or other industry specific ERP or CRM system.

Fee:

  • Budget $700.00 (£565.00 + VAT) per database.