A View from the TopLine

Post-Pandemic Trade Show Planning

As we begin returning to normal, many businesses are starting to look at getting back to tradeshows as a means of lead generation. The tradeshow industry was quickly changed in 2020 with many events going virtual or being cancelled. As we all look forward to walking the floor, there are some steps you should take to be prepared for your upcoming tradeshow season.

Text Messaging (SMS) in Dynamics 365 using Twilio

Sending an automated text message to your CRM leads or contacts is becoming increasingly popular in digital marketing. People may not read all their emails, but they do read text messages. Sending text messages using CRM seems like a daunting technical challenge when you first start looking into it, but with the help of a product like Twilio, it is less difficult.

CRM: A Time-Saving Tool for Positive Traction

Everyone has a number! That’s a key concept from The Entrepreneurial Operating System® outlined in Traction: Get a Grip on Your Business, the popular business book by Gino Wickman. These numbers are recorded in the Company Scorecard, which identifies:

Who is responsible?
What is the measurable?
What is the goal?
What is the weekly metric toward achieving that goal?

Generally, these numbers are activity-based, and not high-level numbers you see on a profit and loss statement (P&L). For example:

For marketing, the measurable might be:

The number of leads generated, or
The click-thru rate on an email campaign, or
The number of event registrants.

TopLine Add-On Products Update: A Letter from Fred Varin

From the desk of Fred Varin, President, TopLine Results:

When I first started this company in 1999, we were an Act! Partner specializing in their products and services. Since then, we have grown to provide the best service possible in CRM technology, analytics, and marketing solutions that help businesses meet and exceed their goals.

Calling all Act! Users…Important Announcements for 2021

Last year ended with the exciting release of the new Act! Web SaaS product launched in Q4

This year the excitement continues with the next release of Act! – v23 due for release in March!

Currently in testing, feature updates will include:

Outlook enhancements for activity settings and email history
Word integration and support for 64-bit Office with improved user interface
Quality improvements with fixes for over 50 issues
…and more!

V23 has been a long-awaited release!

2021 also brings the annual price increase for current Act! customers on their next renewal beginning April 1st.