Microsoft is running a special pricing promotion for new customers! If you are looking to begin your CRM journey or are ready for a refresh to your existing system, take the plunge with Dynamics 365 Sales or Customer Service licensing. The offer includes the first four months free on your annual subscription of the Professional option for new customers.

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.

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.

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.

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.

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.

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.

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.

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.