Leveraging AI to Supercharge Your CRM System

In today's business landscape, AI has revolutionized customer relationship management (CRM) systems, empowering organizations to connect with customers in new and powerful ways. By integrating AI capabilities into your CRM system, you can achieve remarkable improvements in customer insights, lead management, and personalized interactions.

Tips and Tricks for an Amazing Presentation!

Preparing for presentations is a major focus of what I do, given that I am a full-time trainer, demo master, and voice of TopLine Results. Surprisingly, at one point in time, I used to be terrified of speaking with people or presenting in any fashion. However, TopLine Results has taught me many tips and tricks for presenting more effectively and alleviating the stress that comes with it.

Advanced Find and Creating Views in Dynamics 365

Dynamics 365 is a powerful customer relationship management (CRM) tool that allows users to manage their business processes effectively. One of the key features of Dynamics 365 is the ability to create custom views to display specific records based on defined criteria.

Microsoft Dynamics: The Modern Advanced Find Experience

Have you seen some changes to your Dynamics 365 Online database recently?  Maybe some changes to the look and feel of your forms for your different records?  New icons around view names in the view selection window?

The debut of Microsoft Dynamics 365 2022 release wave 2 updates is upon us! One of the major changes in this update was to the Advanced Find functionality.

Updating Default Properties in HubSpot

As in any database that is configured, HubSpot comes with default layouts and properties (i.e., fields).  Having the ability to customize what you see when you select a record is important in any environment.  Let’s discuss how we can update the default properties in the contact record, so we can see the data that we want to see in HubSpot.

Confirmation Dialogs in Dynamics 365

Do you have multiple forms in Dynamics 365 that you would like to easily switch to by simply selecting a button? What about having someone answer a question by selecting a prompt?

If your response is “yes” to either of these scenarios, look no further than confirmation dialog boxes inside of Microsoft Dynamics 365. A selection window in Dynamics 365 can be customized so you can perform different actions with it.

Zoho One: A Powerhouse Platform for Your Entire Team

Looking for an online platform that offers a great variety of tools at a very affordable price? Look no further than Zoho One. Zoho One is a platform of over 40 applications with different functions to enable your business to grow and succeed. Zoho One offers tools for all areas of your business: sales, marketing, support, HR, accounting, and operations.

Zoho CRM: What version is right for you?

Picking the right CRM platform can be tedious and down right confusing.  And once you’ve figured out that Zoho CRM is the right platform for you, now you must select what version will work best for your team.  We will review a few options that can help your growing business prosper.

Dynamics 365 for Outlook: Tracking Details Not Displaying

Recently we have come across a new issue with the Microsoft Dynamics 365 for Outlook app.  Due to a summer update (August Office Insider Update) certain settings will prevent the add-in from displaying the tracking details pane, which is normally found at the bottom of your Outlook window when viewing tracked emails.