TopLine Results has been helping companies select digital marketing software for over ten years. From HubSpot to MailChimp, we’ve evaluated a wide range of software to help their businesses better communicate with customers and prospects. However, the most common problem we see our customers face when selecting the right tools for their job, is that they are just not sure where to start or what their needs truly are.

Many organizations align sales and marketing teams by using their CRM database to define lead processes, leads generated from marketing, and revenue won by marketing campaigns. They build out views and dashboards for both teams to work off real-time metrics.

TopLine Results has assisted with CRM integrations to many different digital email marketing platforms, such as Constant Contact and MailChimp. We work with clients to integrate their contact lists in CRM with their email systems, and then update their CRM system with the email data.

Not another webinar . . . when do we get to meet in-person? . . . how do we make this fun? These are the thoughts that popped into our team’s minds when we started to think about how we could share information and network with some of our favorite customers.

Do you know the amount of website traffic you are missing? Most businesses focus on the traffic coming to their sites and what prospects do after they land there. By limiting your focus to just the traffic you receive, you are losing sight of the big picture and all the website traffic you are missing.

TopLine Results supports multiple digital marketing tools from Mail Chimp to Pardot. As partners and consultants, we have helped hundreds of businesses implement different digital marketing solutions and transition between platforms over the years. Due to our experience, we are often asked to compare products.

What influences your decision-making process for marketing activities and spend?  Many times in marketing we must balance creativity, timing, audience and spend when selecting campaigns.  The success of a marketing campaign is often judged by a feeling.

Disney World . . . let that sink in.  What words come to your mind when you hear Disney World?  Many people associate magic, moments, memories, crowds and expense.  I think marketing powerhouse.  I just returned from a family trip to Disney World and the Bahamas via a Disney cruise.

Below are three quick things to consider when using Notes in Microsoft Dynamics CRM. Notes are available on both the Contact and Account level in CRM.

Although Notes are available at both the Contact and at the Account level in Microsoft CRM, it is important to remember that notes entered at the Contact level do not natively appear at, or roll up to, the Account level.