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.

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.

When I was a boy in primary school, we had a daily journal. It was small but thick enough to cover the entire school year. Each page, as you would expect, had a place for the date. Each day had a section for what was done and what homework was required for the next class.

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.

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.

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.

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.

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.

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.

Good decisions are often based on good information. Knowing the right metrics and information can allow you to better understand your business’ strengths and weaknesses and provide insights into key datasets that will help you work more efficiently and effectively.