We use technology to solve sales and marketing problems. We are relentless about helping our clients achieve their goals by bringing together the right tools for building valuable relationships.
Manufacturing and engineering firm selects CRM to facilitate sales and marketing processes
After the company selected Microsoft Dynamics 365, TopLine configured the tool to match their sales process and provided hosting services to eliminate internal IT investment for the client. They also asked TopLine to integrate their ERP with CRM, so that account data flows from their ERP to CRM every 15 minutes, for near real‐time updates. This data has been successfully syncing for years. Later the company brought in TopLine’s marketing team to help drive lead generation with email campaigns. They successfully increased all customer engagement rates (opens, clicks, and downloads). Now the company is having TopLine update web pages and forms to position themselves more strategically after a TopLine analysis of competitive websites. This company also leveraged the process consulting capability from TopLine to analyze its need for scheduling resources and the implications for other functions across the business.
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Local bank moves from Act! for web-based solution and tighter integration with marketing
The bank was looking to move from Act! to a web-based solution that would offer more flexibility for email marketing and event tracking. TopLine Results migrated their Act! data to Zoho CRM and customized the database to meet their needs. TopLine Results provided user training on Zoho CRM. Once the team was using Zoho CRM TopLine’s marketing team assisted with developing Zoho email templates and email campaigns. Next the team will be working on integrating Eventbrite with Zoho CRM for event management.
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Dental business services company moves from Act! to a more robust system for advanced reporting needs
TopLine Results was able to migrate the client’s existing data from Act! to a Microsoft CRM platform hosted by TopLine Results. TopLine also incorporated the client’s very detailed sales process and checklists into the tool. In addition, TopLine wrote several scripts to provide them with the calculations they need to understand key metrics like the percentage of due diligence fields completed and the probability of closing the deal based on the number of hurdles remaining. This client has continued to be very successful and meets with TopLine Results several times a year to understand new Microsoft Dynamics features, what’s possible and how TopLine can continue to help them meet their evolving business objectives
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Milwaukee Non-profit streamlines donor reporting with Salesforce
After streamlining their CRM to eliminate steps and add automations, the TopLine team mapped and imported data from the donor database to give the Executive Director and her leadership a 360‐degree view of all relationships. Now, at the click of a button, she can prepare for board meetings and annual impact reports in a fraction of the time it previously took. She can also tell which clients are also donors and how other relationships overlap and intersect. In addition, the non‐profit hired TopLine to manage their annual event fundraising campaign. By setting up the campaigns in CRM with a thoughtful construct, we were able to help the non‐profit slice and dice the data to understand not only who donated what before, during, and after the event, but which table of eight donated what, the volume of donations from each board member’s guest list, what each funding activity was worth, and how donations compared with previous events.
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" We’ve been very happy with TopLine. They’ve treated us great; I think the product is better because they’re involved, so I would highly recommend working with them. "