A View from the TopLine

Better Together: Google Analytics and Power BI

It's no secret that some things which are really good on their own often become great when paired together. Consider peanut butter and jelly, peanut butter and chocolate, peanut butter and …, well you get the picture! Certain pairings just have the ability to transform two great things into something exceptional.

Productivity and Efficiency – Microsoft PowerToys

If I can improve my productivity and/or efficiency by 1% per day, it would add up to a tremendous improvement in my quality of work life.

There are some boring, repetitive tasks that I occasionally must perform. I do them often enough that they cause my happiness to drop slightly every time I do them.

Dynamics 365 Promotion for Sales and Customer Service

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.

Working with Email Signatures in Zoho CRM

In our previous blog (https://www.toplineresults.com/2020/07/adding-attachments-to-zoho-email-templates/) in this series, we examined sharing Zoho CRM email templates with other users. This week, we are going to take a look at how Zoho allows users to add their email signature to standard emails.

Dynamic vs. Static Marketing lists in CRM

A marketing list in CRM is generally a subset of your contacts (or leads) with whom you want to communicate. The members of the list likely have something in common – perhaps they are all working at non-profits, or maybe they are small to medium business owners in a tri-state area.

CRM: Foe or Friend – A little history might help

I used my first "CRM" in 1990; it was a DOS version of Act! At the time we called it a contact manager. I picked it up because a friend spoke highly of it, so I got my own copy and loaded the program on my PC. I made that choice, and it was clearly my friend.

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.