TopLine Results Corporation Creates ActProactive Web App for Employee COVID-19 Symptom and Exposure Tracking

[Pewaukee, WI]— TopLine Results Corporation, a customer relationship management (CRM) consulting firm based in Pewaukee, Wisconsin, is announcing the launch of the ActProactive App for employee COVID-19 symptom and exposure tracking. The ActProactive App is a mobile-friendly web app that allows employees to voluntarily submit their temperature, COVID-19 symptoms, and exposure with no GPS tracking.

Send a Mass Email with Zoho CRM


Need to send the same email to multiple recipients at the same time? The “Mass Email” feature in Zoho CRM helps you streamline your communication workflow by allowing you to send the same email to multiple contacts in one action. Using this feature, an individual email is sent to each contact or lead, which means that each recipient sees only their own email address in the ‘To’ address.

Zoho CRM Merge Field Tags

In our previous article in this series, we examined how to create an email template within Zoho CRM for consistent and quick communication. In this article, we will examine how to use merge fields to personalize email templates.

In sales and marketing communications, personalization is the processes of leveraging information you have in your database to create content that feels more relevant and personal to each prospect or customer.

Export Data from Zoho

Zoho CRM How To: Export Data from Zoho CRM
Zoho CRM is a great customer relationship management database that helps sales, service, and marketing teams develop meaningful relationships with customers and prospects. By collecting key information about your customers and your interactions with them, you are able to create meaningful reports and metrics to help guide your business decisions.

Messaging in the Time of Coronavirus


If you are like me, you have received hundreds of emails in the past month that are eerily similar in tone and messaging, regardless of whether it was from Burger King or your local grocery store. All these emails tend to include COVID-19 in the subject line and outline the companies' social distancing and handwashing practices.

Digital Strategies for Replacing Event-based Lead Sources: #1. Email Automation Campaigns

Does your organization usually depend on in-person networking, tradeshows or other face-to-face meetings as primary sources of new leads and prospects?

If so, current events have undoubtedly created an area of concern for your organization. How will your organization continue to develop a healthy sales pipeline now that you are unable to participate in these types of events for the foreseeable future? Identifying and nurturing leads is more important than ever given the financial and economic uncertainty we face.

TopLine Is SOC Certified Yet Again!

With many businesses shifting to remote work, you are likely wondering about the security and safety of your software applications and data. TopLine Results completed the SOC 2 Type 1 audit this past month and has been compliant since 2013. The SOC 2 Type 1 audit provides independent reporting and assurance about controls at a service organization relevant to security, availability and confidentiality.

Validate your Email Address List

TopLine Results specializes in the digital marketing field. One of the most effective methods of reaching your prospect and customer base is to use the power of email marketing. Over the years, we have learned that the largest barrier to successful email marketing is a lack of good data, specifically a lack of good email addresses.

TopLine Results’ Business Continuity Plan for Coronavirus

Wherever you turn, there’s news about COVID-19 and what is being done to prevent its spread. Here is a message our President, Fred Varin, recently shared about the measures TopLine Results is taking to address concerns about the Coronavirus pandemic.

We know that not all businesses work well remotely, so we are ready to help our client’s transition during this difficult time.

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It is pretty common during the flow of a regular business transaction to want some sort of automation to happen – change a field, create a task, update a status, send an email, etc.  Workflows have been the traditional way to automate individual or multiple steps.