Create a Culture that Includes “The CRM Habit”

We all know it isn't easy to build a new habit. In researching the psychology behind building a new habit, you might find a few excellent books that have been published recently: Tiny Habits by BJ Fogg and Atomic Habits by James Clear. Both resources focus on how you can build habits.

On-Premise Dynamics CRM versus Online

A Case for On-Premise Dynamics CRM versus Online: What is better for your company? 
Since 2007, TopLine Results has been dedicated to supporting Dynamics CRM. Back then, Microsoft Dynamics 365 for Sales online was not available yet. So, in 2011, we recognized the need for this option and began offering it to our customers.

8 Helpful Tips for Importing Data from Act! To HubSpot

Let's face it, importing to HubSpot can be complicated in many ways but it does not have to be. When it comes to importing your data from ACT! into HubSpot, the process is pretty straightforward. Nonetheless, when importing millions of precious accounts, contacts, and leads, it is best to make sure you have a reliable and safe way to do so.

D365 Technical – Creating an email alert workflow

Dynamics 365 is a wonderful and robust system, but it can be a challenging process to unlock its full capabilities.  The feature we’re going to focus on for this article is workflows.  Workflows are automations to assist your business with streamlined processes.

Factors that Contribute to Return on Investment for CRM

When an organization is considering implementing a customer relationship management (CRM) system, they may be overwhelmed by the cost of software licensing, service for implementation, and training to get the team onboard. Understanding the ROI for CRM will help justify the initial spend.

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?

Today, technology plays a fundamental role in a business’s marketing strategy. Whether it's social media posts, ads on TV, or promotions over email. As soon as someone is exposed to your product or service the next step is navigating to your website.

Teams Chat in Dynamics 365

Microsoft Dynamics is quickly becoming the integrated system that many businesses have been wanting for years. If you use Microsoft Dynamics for your CRM and Microsoft Teams for instant messaging, then here’s a new feature that will really help your productivity.

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.