Microsoft Dynamics 365 is a powerful CRM system and part of that power lies in its ability to help each individual work in a way that is most useful for them. Some features, like personal list views, email signatures, and personal dashboards are excellent tools that can make your use of CRM easier and more efficient.

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.

Being new to anything can bring uncertainty, nerves, and frustration, especially when you do not have the resources you need to be successful. Being new to CRM (customer relationship manager) software is no exception to this! We have all been there, putting learning a new technology on the back burner while the squeaky wheel gets top priority.

It is no secret that we are currently in one of the most competitive hiring markets across the country and across industries. As you drive down the street hiring signs are posted and many have turned from hiring signs to sign-on bonus signs. Potential employment candidates are taking their searches to the web to look for reviews, company culture, job descriptions, and more.