Adobe Electronic Document Signature with Dynamics 365

Adobe Electronic Document Signature with Dynamics 365

Most businesses need to have their customers sign documents.  Whether it is a receipt for services or an invoice of some sort, proof is needed that a customer agrees to the contents of a written record.  In the past this required pen and paper.  Someone had to print the document, sign it with a pen and return it somehow (via scan/email, fax, mail).

TopLine Results has a proven, simpler, solution for this by using Adobe Sign.

Dynamics 365 Outlook App v9 – Create Case from Email

Dynamics 365 Outlook App v9 – Create Case from Email

Efficiency is one of the keys to an effective CRM.  People need to be able to do their jobs with the least amount of work possible.  The new Outlook App for Dynamics 365 v9 is a great tool to help customer service people work more efficiently.  The feature that I will be discussing today involves a way to create a case from an email directly within Outlook, eliminating the need to work separately in your web browser.

Act! Connect – What can you connect to?

Act! Connect – What can you connect to?

In the past, connecting different tools to Act! was difficult, expensive and time consuming and typically required a 3rd party add-on or integration. With recent versions, however, Act! Connect simplifies the ability to set-up integrations.

Act! Connect uses the API for Act! to connect with many different tools that are available through Zapier, making it possible to connect with over a thousand different programs.

Practical Pairs for Successful CRM Users

Practical Pairs for Successful CRM Users

If you are a CRM (customer relationship management system) user, we want you to be as successful as possible. Here are some quick tips that come in pairs.

Activity Pairs
Whenever you enter an activity you’ve completed (phone call, email, face-to-face meeting), always remember to schedule the next task.

Business Intelligence and Dynamics CRM

Business Intelligence and Dynamics CRM

There has been a lot of talk lately about business intelligence (BI), especially around the CRM space.  It seems like every vendor is showing fantastic charts and metrics and claiming that you, too, can get in on the BI train.  What does this actually mean for you?

First of all, BI (business intelligence) requires data.

3 CRM Features to Stay Focused

3 CRM Features to Stay Focused

Focus may well be the one skill that allows all our other skills to come together. We are pulled in many directions, and when we finally get down to work and try to focus, we are further distracted by the myriad of tools and disparate resources necessary to complete our work.

Is your CRM a four-letter word?

Is your CRM a four-letter word?

When people ask what I do, and I start talking about CRMs (customer relationship management systems), I often observe a slight twinge or look of panic, which makes me wonder if somewhere in their history they’ve had a bad experience with a CRM.

Unfortunately, many sales professionals have had a negative encounter with a CRM database.