A View from the TopLine

Teams Chat in Dynamics 365

Microsoft Dynamics is quickly becoming the integrated system that many businesses have been wanting for years. If you use Microsoft Dynamics for your CRM and Microsoft Teams for instant messaging, then here’s a new feature that will really help your productivity.

Five Tips to Tidy Up Your CRM Database

Marie Kondo is well known for her advice on “tidying up”. She focuses on decluttering and organizing closets, bookshelves, and homes. Some of her concepts can also apply to data management and data quality. While we may have to keep data that doesn’t necessarily “bring us joy”, we certainly don’t want to keep data that is inaccurate or no longer useful.

Monitor your company’s direction and strategy.

Metrics are important in any workplace. They help us set goals, measure success, and keep a team on track in any industry. At TopLine Results, we have several methods for monitoring our direction and ensuring our efforts are invested in areas where they will have the biggest impact.

Marketing Attribution Reporting

Have you ever wondered whether your marketing efforts were making a difference? I have. I write a newsletter 6-8 times a year, and I’m questioning if this is a good use of my time. Are my efforts moving the needle, so that prospects and clients are meaningfully engaging with TopLine Results?

This is where marketing attribution reports can provide significant insight.

Problems Hiring? Check Your Online Presence

It is no secret that we are currently in one of the most competitive hiring markets across the country and across industries. As you drive down the street hiring signs are posted and many have turned from hiring signs to sign-on bonus signs. Potential employment candidates are taking their searches to the web to look for reviews, company culture, job descriptions, and more.