A View from the TopLine

Tracking Your Magic

Tracking Your Magic

Disney World . . . let that sink in.  What words come to your mind when you hear Disney World?  Many people associate magic, moments, memories, crowds and expense.  I think marketing powerhouse.  I just returned from a family trip to Disney World and the Bahamas via a Disney cruise.

Lightning for Outlook: Creating Opportunities

Lightning for Outlook: Creating Opportunities

Lightning for Outlook Blog Series
In the last Lightning for Outlook blog post, I talked about creating Contacts and Accounts in Outlook in one motion. If you're catching up on the series, check out this post to see one of my favorite Salesforce magic tricks.

Pizza and Pop

Pizza and Pop

[Pewaukee, Wisconsin – February 25, 2019] – TopLine Results Corporation, a customer relationship management (CRM) consulting firm based in Pewaukee, Wisconsin, announces the launch of a new seminar series. The seminars, appropriately called Pizza and Pop, are free lunches hosted by TopLine results at their corporate office.

Zoho CRM: What version is right for you?

Zoho CRM: What version is right for you?

Picking the right CRM platform can be tedious and down right confusing.  And once you’ve figured out that Zoho CRM is the right platform for you, now you must select what version will work best for your team.  We will review a few options that can help your growing business prosper.

Dynamics 365 for Outlook: Tracking Details Not Displaying

Dynamics 365 for Outlook: Tracking Details Not Displaying

Recently we have come across a new issue with the Microsoft Dynamics 365 for Outlook app.  Due to a summer update (August Office Insider Update) certain settings will prevent the add-in from displaying the tracking details pane, which is normally found at the bottom of your Outlook window when viewing tracked emails.

Dynamics 365 App View Designer

Dynamics 365 App View Designer

Microsoft Dynamics 365 is a very mature product that has been around for over 15 years now.  It has been enhanced in innumerable ways over its lifespan and it is truly a modern and impressive web app.

However…

Some administrative features are starting to show their age and need a facelift.

How Do You Mitigate CRM Storage Overages?

How Do You Mitigate CRM Storage Overages?

How do you mitigate CRM Storage overages?

Do you have CRM database storage issues? Great! That means your team is using your CRM. They are engaging prospects and clients and have embraced the platform to record their activities and outcomes.

The bad news is that a large CRM database can have issues.

TopLine Results Becomes Zoho CRM Partner

TopLine Results Becomes Zoho CRM Partner

[Pewaukee, Wisconsin – January 21, 2019] – TopLine Results Corporation, a customer relationship management (CRM) consulting firm based in Pewaukee, Wisconsin, announces it is now a Zoho Authorized Partner. Zoho offers a wide-ranging portfolio of business automation products, including Zoho CRM, Zoho Campaigns, SalesIQ, SalesInbox.

Our Top Feature Picks for Zoho Campaigns

Our Top Feature Picks for Zoho Campaigns

TopLine Results recently completed the process of becoming a Zoho Authorized Reseller.  This means we can now support and sell Zoho, which offers a wide-ranging portfolio of business automation products, including Zoho CRM. Zoho is a unique platform that allows you to plug and play a variety of Zoho apps like Zoho CRM, Zoho Campaigns, SalesIQ, SalesInbox.

Act! Perpetual Licensing – Retirement Announcement

Act! Perpetual Licensing – Retirement Announcement

Throughout the long history of Act! (dating back to days of DOS), the software could be purchased by customers in the form of a perpetual license. In today's marketplace, however, the shift has moved toward Software as a Service (SaaS), and subscription licensing has become the norm.