As most marketers know, a major key to success is the ability to gauge your results against targets.  Without that meter, you are taking a shot in the dark with no real way of judging whether you have hit your target.

If you are an ACT! 2013 user who uses Microsoft Outlook for your email, the following quick tip may be useful for you.  Occasionally a user may inadvertently delete a contact in Outlook and then try to add the contact back into Outlook by synchronizing ACT! and Outlook.

Have you ever started using a brand-new computer only to discover that it is no faster than your old one?  Unfortunately, this is a very common scenario, because many computer users simply do not know how to choose the right one for his or her needs.

Creating labels in Microsoft Dynamics CRM 2011 from a view saves you time by allowing you to merge information from your database directly into mailing labels.

CRM is an amazing productivity tool for effective selling.  You may not realize the convenience of CRM unless you experienced what it was like to be in sales before the widespread use of CRM.  I remember the days when I conducted my sales without internet-connected computers.

Microsoft Dynamics CRM 2011 provides a very robust advanced find tool for querying your data.  However, average CRM users may not understand how to build logic statements and queries and can be overwhelmed with the table structure of a relational database.

Choosing to implement a CRM system is a big decision and an important investment of company time and financial resources.  A customer relationship management system can bring great rewards if you take the time to prepare before the project starts.

Do you ever forget where you left your keys?  How often do you miss a phone call or a meeting?  Did you ever go buy a new tool because you couldn’t find your old one?

These are all signs that you need some organization in your life.

If you’re new to using Microsoft Dynamics CRM, here are a couple of my favorite time-saving short cuts which will help increase your productivity.  When using CRM from your web browser, you can access a shortcut menu from each heading in the navigation section — hover and then click on the arrow to open the view.

Most of you may have heard by now that Sage has reached an agreement to sell the ACT! and SalesLogix software lines to another organization, Swiftpage.  While this was a somewhat surprising development, we here at TopLine Results welcome this change and are excited about the future of these products.