Choosing to let someone into the inner workings of your business is not an easy decision. It often results in many discussions and differing opinions. You have to compare the pros and cons of a technology consultant against taking on the project in-house, which can lead you down the road of needing to further discuss who will take the lead on the project, the budget, timeline, scope of work, and so much more.
Why Work with a Technology Consultant?
Tips for Making Updates to Your CRM Data

In your CRM, there are times you will need to change/update data. Today, we’ll discuss a few options to help you make quick updates in Microsoft Dynamics for Sales, keeping in mind that most CRM systems have similar features.
Editing within a list view (Editable Grid)
From the menu, choose the ellipsis and select Show As > Editable Grid.
Empowerment Tools: From Daily Journal to CRM
Factors that Contribute to Return on Investment for CRM
How CRM, Marketing Automation, and Business Analytics can Boost your Customer Experience and Bottom Line

Many businesses have some level of understanding regarding the relationship between a positive customer experience and a successful organization. How different businesses measure, record, and track customer experiences can vary widely. From direct feedback stored in a database or Excel spreadsheet to automated emails and surveys, everyone seems to have their own method.
Understanding and Improving Your Sales Engagement

The term “sales engagement” has become increasingly popular among sales leaders across a wide array of industries. But what exactly does the term “sales engagement” entail? It may be simpler than you think.
On the surface, sales engagement refers to the interactions between a salesperson and a prospect.
What is SEO? Why is it Important for Your Website?
Teams Chat in Dynamics 365
Automating Marketing Activities . . . Where to Start!

At TopLine Results we have helped many businesses automate sales follow-ups, lead nurture programs, and customer satisfaction surveys. Making something “simple” usually takes several steps, reviews, and tests. Below are four specific questions you should ask and define before considering automating a process.