[Pewaukee, Wisconsin – February 25, 2019] – TopLine Results Corporation, a customer relationship management (CRM) consulting firm based in Pewaukee, Wisconsin, announces the launch of a new seminar series. The seminars, appropriately called Pizza and Pop, are free lunches hosted by TopLine results at their corporate office.

Most businesses need to have their customers sign documents.  Whether it is a receipt for services or an invoice of some sort, proof is needed that a customer agrees to the contents of a written record.  In the past this required pen and paper.  Someone had to print the document, sign it with a pen and return it somehow (via scan/email, fax, mail).

TopLine Results has a proven, simpler, solution for this by using Adobe Sign.

I was recently asked if it is possible to see all scheduled tasks for all users in Microsoft Dynamics 365 (D365) CRM. Well, of course, there is! By using a standard list view of activities, you can see all the captured details. You can even pop open a chart that shows counts of activities by user or by type (or various combinations) with stacked bars showing users and numbers of activities of each type.

Efficiency is one of the keys to an effective CRM.  People need to be able to do their jobs with the least amount of work possible.  The new Outlook App for Dynamics 365 v9 is a great tool to help customer service people work more efficiently.  The feature that I will be discussing today involves a way to create a case from an email directly within Outlook, eliminating the need to work separately in your web browser.

I get asked a lot about how easy it is to set-up CRM. At the hands (or fingers) of a skilled consultant, it is remarkably easy. There is a theory that to really be accomplished at something it takes 10,000 hours. I am constantly in awe of professional golfers piping that 300-yard drive, but I can’t, because I didn’t put in the time to learn how.

Proposals, quotes, orders and invoices are common requirements of today’s business. In the past, custom report writing using SSRS and FetchXML was required to print these kinds of documents in full detail. Often a specialist was hired to build those reports and to customize them with logos and company branding.

In the past, connecting different tools to Act! was difficult, expensive and time consuming and typically required a 3rd party add-on or integration. With recent versions, however, Act! Connect simplifies the ability to set-up integrations.

Act! Connect uses the API for Act! to connect with many different tools that are available through Zapier, making it possible to connect with over a thousand different programs.

If you are a CRM (customer relationship management system) user, we want you to be as successful as possible. Here are some quick tips that come in pairs.

Activity Pairs
Whenever you enter an activity you’ve completed (phone call, email, face-to-face meeting), always remember to schedule the next task.

There has been a lot of talk lately about business intelligence (BI), especially around the CRM space.  It seems like every vendor is showing fantastic charts and metrics and claiming that you, too, can get in on the BI train.  What does this actually mean for you?

First of all, BI (business intelligence) requires data.

Focus may well be the one skill that allows all our other skills to come together. We are pulled in many directions, and when we finally get down to work and try to focus, we are further distracted by the myriad of tools and disparate resources necessary to complete our work.