A View from the TopLine

What the heck is smarketing?

What the heck is smarketing?

Smarketing is a new term coined to mean sales and marketing alignment. The importance of sales and marketing alignment seems to be increasingly recognized for the benefits it will bring to an organization. Smarketing is more than a change of processes or best practices; it is fundamentally a change in culture.

Are Your Sales and Marketing Teams Aligned?

Are Your Sales and Marketing Teams Aligned?

What’s YOUR experience with sales and marketing alignment? When I’ve seen commercial teams work well together, it is like a beautiful orchestra where everyone plays their part, and the result is magic. When sales and marketing do not work together, it is like a fifth-grade band that has two or three instruments out of tune, and no matter how hard they try, they simply can’t make any recognizable music.

Is Your Sales Process Broken? How Do You Know?

Is Your Sales Process Broken?  How Do You Know?

If you are in an organization that sells and markets products or services, you are likely to have:

A solid sales process
A broken sales process
No sales process at all.

If you have no sales process, then you need one!  According to the Sales Executive Council, 90% of sales organizations that follow a structured sales process demonstrate improved overall results.

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.