A View from the TopLine

Act! Connect – What can you connect to?

Act! Connect – What can you connect to?

In the past, connecting different tools to Act! was difficult, expensive and time consuming and typically required a 3rd party add-on or integration. With recent versions, however, Act! Connect simplifies the ability to set-up integrations.

Act! Connect uses the API for Act! to connect with many different tools that are available through Zapier, making it possible to connect with over a thousand different programs.

Practical Pairs for Successful CRM Users

Practical Pairs for Successful CRM Users

If you are a CRM (customer relationship management system) user, we want you to be as successful as possible. Here are some quick tips that come in pairs.

Activity Pairs
Whenever you enter an activity you’ve completed (phone call, email, face-to-face meeting), always remember to schedule the next task.

Business Intelligence and Dynamics CRM

Business Intelligence and Dynamics CRM

There has been a lot of talk lately about business intelligence (BI), especially around the CRM space.  It seems like every vendor is showing fantastic charts and metrics and claiming that you, too, can get in on the BI train.  What does this actually mean for you?

First of all, BI (business intelligence) requires data.

3 CRM Features to Stay Focused

3 CRM Features to Stay Focused

Focus may well be the one skill that allows all our other skills to come together. We are pulled in many directions, and when we finally get down to work and try to focus, we are further distracted by the myriad of tools and disparate resources necessary to complete our work.

Is your CRM a four-letter word?

Is your CRM a four-letter word?

When people ask what I do, and I start talking about CRMs (customer relationship management systems), I often observe a slight twinge or look of panic, which makes me wonder if somewhere in their history they’ve had a bad experience with a CRM.

Unfortunately, many sales professionals have had a negative encounter with a CRM database.

Important vs Urgent

Important vs Urgent

Important vs. Urgent. How do you decide? According to Dictionary.com, Important means of great significance or consequence, while urgent means compelling or requiring immediate action. Both demand your attention.

Here are some examples of each:

Urgent Items

Meeting a crucial deadline for a key opportunity
Dealing with a critical HR issue
Responding to false online claims

Important Items

Developing your strategic plan
Identifying your quarterly goals
Developing (or updating) the incentive plan for your commercial team

One may argue, and rightfully so, that some items are both urgent and important.

Dynamics 365 User Security

Dynamics 365 User Security

Setting up security in your Dynamics CRM data may involve crucial decisions that can strongly affect the success of your system.  Our focus today will be on a high-level overview of some options that you have to hide and show records for individual users.

Dominate the Vital Few with CRM!

Dominate the Vital Few with CRM!

The Pareto principle is the very famous 80/20 rule from Vilfredo Pareto, the famous Italian economist of the 19th century. He observed that in his community 80% of land ownership (and hence the power base) was controlled by 20% of the citizens, the “vital few”. The other 80%, the “trivial many”, did not own or contribute much to the economy.