Past Events

Exploring lead generation tools but unsure which will suit your business best? With multiple tools on the market, we realized it can be overwhelming to understand how they all compare, so we did it for you! Join our Corporate Technical Trainer as he reviews ZoomInfo, Cognism, Lead411, Uplead, Lusha, SalesIntel, and Seamless.ai to help you find which tool fits your needs best.

Presenter:
Tom Duwe, Corporate Technical Trainer

Looking to enhance your business processes? Microsoft Dynamics 365 is continuously adding new features, and sometimes it’s difficult to analyze which ones will benefit your business. Stay up-to-date and join our Corporate Technical Trainer as he highlights newly released features like Modern Advanced Find, Teams Integration, Sales Usage Reports, Sequences, and additional tips & tricks to maximize your Dynamics 365 software.

Presenter:
Tom Duwe, Corporate Technical Trainer

The landscape of sales is constantly changing, and sometimes it can be difficult to figure out how to get the most out of your sales team and their processes. No matter how sales methods change, there are always initiatives and best practices for your team to be highly-effective. Join our President Fred Varin, as he takes you through his experiences of managing sales teams, and provides his three key initiatives to use marketing, data and other processes that can help your sales team get results!

Presenter:
Fred Varin, President/Owner and Michael Olson, Software Application Engineer

Using Traction and the Entrepreneurial Operating System (EOS) should not be difficult – especially when it comes to reporting on key numbers. Join Melanie Varin, Owner/COO, and Michael Olson, Software Application Engineer, as they discuss how CRM and/or your digital marketing platforms can help you measure and report on the “numbers” your leaders are tracking. They will touch on the principles of Wickman’s Entrepreneurial Operating System (EOS) and how technology can give you quick visibility to key performance indicators (KPIs) and help you support your most important business objectives.

Presenter:
Melanie Varin, COO/Owner and Michael Olson, Software Application Engineer

Are you spending too much time on duplicate data between multiple systems? Looking to streamline your systems? With ERP tracking finances, and CRM tracking sales and marketing, it can be tough to keep it all straight. However, there's a great way to keep your orders, payments, and customer information updated! Join Catherine Dean and Mary Hrdlicka from Clients First Business Solutions, and Doreen Bridges from TopLine Results, as they discuss how integrating Dynamics 365 Supply Chain Management with Dynamics 365 for Sales can create a powerful, more organized system. See a live demonstration of CRM and ERP integration, and learn how to streamline your processes.

Presenter:
Doreen Bridges, VP and Mary Hrdlicka and Catherine Dean, Clients First Business Solutions

Having trouble keeping your sales and data organized? This is a common problem for growing businesses! Portals like Microsoft Dynamics and Zoho keep all the information you need in one place, so your team stays on the same page and your data is easy to access whenever you need! With the power of portals success will forever be in your favor! Join Dan Boehm, CIO, and Tom Duwe, Senior CRM technician, as they discuss the power of the Microsoft Dynamics and Zoho portals and see how they can benefit your sales and service.

Presenter:
Dan Boehm, CIO and Tom Duwe, Senior CRM Consultant

Do you know your digital marketing lead conversion rate or your marketing campaigns' return on investment? How successful are your digital marketing activities? Perhaps it's time for a checkup! Join Jackie Brajner, CMO, and Doreen Bridges, Vice President, as they discuss email marketing, social media, texting, and other forms of digital marketing, and how to convert your audience into leads and revenue. You will leave with valuable insight on analyzing your digital marketing and the data behind it.

Presenter:
Doreen Bridges, VP and Jackie Brajner, CMO

Since its creation in 1985, Microsoft Excel continues to be one of the most effective yet mysterious organizational products. The spreadsheet designer offers a host of different features, and there is always more to learn about the fascinating system! Join Jennifer Bucholz from Excel & Flourish, as she takes you through some great tips and tricks in Microsoft Excel that will take YOUR daily work to the next level.

Presenter:
Jennifer Buchholz, Excel and Flourish

Now more than ever, customers and prospects are questioning what data you have about them and how you are using their data. Do you have a good plan to let your customers and prospects know how and why you use their data? Jackie Brajner, Chief Marketing Officer, and Doreen Bridges, Vice President, discuss CAN-SPAM, GDPR, opt-In procedures and messaging to communicate your data privacy polices and procedures to your customers and prospects.

Presenters:
Doreen Bridges, VP and Jackie Brajner, CMO

All businesses have growing pains when it comes to technology. Sometimes technology and improper IT systems get in the way of success. Eric Clark from SWICKtech will share six IT initiatives that lead to growth in any organization. Hear about common technology problems at growing businesses, learn about pillars of stable IT all business leaders should know, and find out what tools are important to business infrastructure!

Presenters:
Eric Clark, SWICKtech and Jackie Brajner, CMO

TopLine Results has served customers in more than 31 states during the past 20 years. Most of our customer deals were closed virtually. With many of our customers, we have maintained long-lasting relationships. In this webinar, Fred Varin, CEO, walks through his experience selling over the phone and using web meetings to connect. Fred shares the proven tips that have served him well. You'll learn some creative ways to look for new business, present virtually, and close the deal (virtually…!)

Presenters:
Fred Varin, CEO and Cyrus Schackel, Developer

Teams that are united and working together to achieve their goals consistently outperform teams that are not aligned. Join Melanie Varin, COO, and Jennifer Scheidegger, Senior CRM and Digital Marketing Consultant, to learn why sales and marketing alignment is important and how to drive action and ROI.

Presenters:
Melanie Varin, COO and Jennifer Scheidegger, Developer

Join us for this business- focused conversation about the ever-changing world of social media. How has social media changed during the past 5 years, and what social media platform should you consider for your business in 2020 and 2021? Additionally, learn about tools you can use to help you manage your social media content calendar and posting.

Presenters:
Jackie Brajner, CMO and Doreen Bridges, VP

Learn about the tools we use to clean-up data in databases, validate old email lists and search out bad data in your database.

Featured Tools: Microsoft Excel, Microsoft Dynamics 365, Email Validation Service & Address Validation Service.

Presenter:

Dan Boehm, CIO

Learn how you can leverage marketing metrics from email campaigns, social media and your website to increase leads and drive sales results. Gain insight into what metrics actually matter and how you can use marketing data to create marketing lists and lead sources.

Presenters:
Jackie Brajner, CMO and Doreen Bridges, VP

This presentation is designed to help you build Key Performance Indicators (KPIs) to help your business thrive during a recession. Learn how to create data visualization tools with Microsoft PowerBI to drive action. Get a list of reports and dashboards you should consider monitoring.

Presenters:
Fred Varin, President and Cyrus Schackel

Now is the time to lean on digital and email marketing for lead generation, especially if events and tradeshows are a part of your normal lead generation strategy. Learn best practices that can be applied to any email or digital marketing tool you currently use.

Presenters:
Jackie Brajner, CMO and Doreen Bridges, VP

Help your business adapt to the "new normal" and get results! Learn our proven strategies for developing and retaining customers. Topics presented via a live demo in Zoho CRM, but can be applied to any CRM database. Emphasis on forecasting and performance measurement.

Presenter:
Fred Varin, President

Marketing combines creativity and technical skills. Using best email practices and a little ingenuity, we'll show you how to build an effective email sure to generate opens and clicks in a marketing solution that is both user-friendly and affordable.

Presenters:
Jackie Brajner, CMO and Doreen Bridges, VP