A View from the TopLine

Deactivating Personal Views in Microsoft Dynamics 365

Deactivating Personal Views in Microsoft Dynamics 365

Personal views are one of the most useful productivity features in Microsoft Dynamics 365, allowing you to easily save the queries you use most often for quick reference.  If you find yourself repeatedly creating the same searches within your database, such as looking for all of your accounts in a certain state, it makes sense to create a saved personal view.

TopLine Alerts Update

TopLine Alerts Update

An update is available for TopLine Alerts Enterprise.  We have added the ability to send emails through SSL/TLS SMTP email servers, enabling you to configure your email settings to work directly with Office 365 and other services without being required to use a relay for it to work.

Copying Dynamic Marketing Lists to Static

Copying Dynamic Marketing Lists to Static

Dynamic marketing lists are a great tool used by marketers in Microsoft Dynamics 365 to communicate with their clients.  Dynamic marketing lists allow you to  segment your database and find your target market by querying your database.  However, there is one pitfall:  you cannot add or remove contacts from the list individually, because it is based on the query criteria.

Salesforce Spring 2017 Highlights

Salesforce Spring 2017 Highlights

Salesforce adheres to a continual cycle of new releases.  Every year, Salesforce issues three major releases, each of which provide dozens of updates with new features and improvements.  Doing so allows Salesforce to efficiently address issues and to rapidly implement new features which add to the functionality of the system and enhance the user experience.

9 essential cybersecurity phrases

9 essential cybersecurity phrases

As with all technology, trendy phrases come and go with the passing of every IT conference and newly released virus. And when dealing with cybersecurity, keeping up with them all can mean the survival — or demise — of a business. If you’re looking for a list of the industry’s most relevant terms, you’ve come to the right place.

Act! v19 New Feature Review

Act! v19 New Feature Review

The latest release from Act! is here.  Act! v19 is now available.  Great new features and improvements are outlined below.

Act! v19 is compatible with 64-bit Office integration for Office 2016, 2013 and 2010.

Act! v19 includes Act! emarketing improvements with an enhanced wizard.

Why your business needs CRM

Why your business needs CRM

The right technology investment can lead to business success. With customer relationship management (CRM) software at the helm of your sales and marketing efforts, you can nurture long-lasting business relationships and improve your bottom line. If you need a little bit more convincing, we’ve compiled five more reasons why your business needs CRM.

Grows with your business
The ol’ Rolodex may have been useful for managing a few clients, but you’re going to need a better solution if you plan to maintain relationships with hundreds, possibly thousands, more.