A View from the TopLine

Using the Advanced Find Feature in Zoho CRM

Often in a CRM system, you need to search for data across tables to retrieve actionable information, such as finding all contacts by industry or segment or identifying the number of opportunities for account types that are prospects.

In Zoho CRM, advanced filters or queries can be created using the report feature.

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.

NPS – Net Promoter Score Made Simple

Net Promoter Score (NPS) has gained significant acceptance among business executives. Some are using it to measure improvements in their business operations – even to the extent of tying compensation to it. But what is NPS exactly?

Net Promoter Score is a metric used to measure the loyalty of a customer or an employee.

Salesforce and Manufacturing Cloud

Salesforce, after a record 2nd quarter of $4.0 Billion (up 22% from last year), announced a series of new vertical templates. In this blog, we are going to take a very high-level look into the new Manufacturing Cloud.

The idea behind Manufacturing Cloud is to more closely align Sales and Operations, so that sales forecasts and the manufacturing demand planners are in synch.

The Five “A”s to CRM Success

At TopLine Results, we work hard to advise our customers on the best solution to address their needs. Because we are not limited to one product line, we take a client centric approach to problem-solving. Here are some tips based on our experience. They are the five “As” to consider when selecting and implementing a successful CRM.

Appropriate

CRM platforms come in many shapes and sizes with a wide range of price points.

Microsoft Flow and Dynamics 365

Microsoft Dynamics CRM has had a native workflow engine almost since inception. For the most part, this has been a great automation tool. It provides a very easy-to-use way to automate simple processes in your CRM database. Also, there is a way to extend the functionality of the native workflow engine using C# and .NET so even if you can’t do something out-of-the-box, it is possible to write some code to get it done.

Dan’s Desk: A Series of Security Memos – Carelessness

Security Memo 5: Carelessness

**This is the last memo in a series, straight from Dan's desk, helping you understand more about easy security steps for your work and personal use. Read the fourth memo in this series.**

An overwhelming 80% of corporate security professionals and IT administrators indicated in a recent survey that "end user carelessness" constituted the biggest security threat to their organizations, surpassing the ever-present peril posed by malware or organized hacker attacks.

Dan’s Desk: A Series of Security Memos – Passwords

Security Memo 4: Passwords

**This is part of a series of memos, straight from Dan's desk, helping you understand more about easy security steps for your work and personal use. Read the third memo in this series.**

The easiest way to protect yourself and your company from cyber threats is by having a strong password.

Dan’s Desk: A Series of Security Memos – Whaling

Security Memo 3: The Dangers of Whaling

**This is part of a series of memos, straight from Dan's desk, helping you understand more about easy security steps for your work and personal use. Read the second memo in this series.**

In an effort to further enhance your company’s cyber defenses, we want to highlight a common cyber-attack that everyone should be aware of – whaling.