A View from the TopLine

Top 7 Ways to Embrace CRM

What does success look like when you implement a CRM?

Many companies know that a system is needed to keep track of the important information they gather about their prospects, their leads and their current customers. Yet when it comes to defining what success looks like, there are many measurable outcomes.

Improve Security using Multi-Factor Authentication (MFA)

As our lives become more and more “digital”, it is increasingly important to protect our digital identity.  Most people have the attitude of “I don’t have anything important enough to steal” so they take a very lackadaisical approach to all aspects of security on the internet.

Video Techniques

Recently I hosted my Pizza and Pop event all about video. We covered why you should use video, many different types, and some hot tips and tricks to shooting your own videos. Oh and of course, we all had pizza! Now that the event is behind us, I want to follow up with some additional video techniques.

Why a Business Should Consider a CRM Solution

Each business is unique – either in what it does or how it serves customers. Even within the same industry, businesses have differentiators that align them with specific clients or make them stand out relative to their competition. But in the end, every business is about building products or providing services or solutions.

Dynamics 365 CRM and Power BI

Business intelligence, or BI, has been a hot buzz word for several years now. A lot of businesses are looking to take advantage of it but getting only limited traction. There are a number of tools out there to help – each one having its strengths and weaknesses.

Why do some CRMs fail while other succeed?

Since April 1999, I have been involved with CRM implementations. As I reflect on what’s changed over the years, the reason for success or failure has shifted.

Back in the day, databases had to be synced back and forth. That was a fragile process, which has now been virtually eliminated with the advent of web-based CRMs, such as Salesforce and Microsoft Dynamics 365. We now have real-time access to our accounts, contacts, opportunities, and activities.

Entrepreneur Basics … including a Free CRM

I work with a lot of new entrepreneurs, because I love their passion and enthusiasm! I also want to see them succeed. They generally have a great idea about their products and/or services, but they don’t always know how to put the building blocks in place to get their business off to the best start.