A View from the TopLine

Level-Up your Email Marketing with Email Templates

Email templates have become a staple for digital marketing. While lots of people know that you need to have a branded look for scheduled content such as events and newsletters, not everyone knows that you should have email templates for all your communications with customers/your audience.

Done with a Trade Show, Now What?

Attending trade shows is an excellent way to generate leads and build relationships with potential customers. However, the real work begins after the event is over. It's essential to follow up with your leads promptly and effectively to turn them into deals.

Tips and Tricks for an Amazing Presentation!

Preparing for presentations is a major focus of what I do, given that I am a full-time trainer, demo master, and voice of TopLine Results. Surprisingly, at one point in time, I used to be terrified of speaking with people or presenting in any fashion. However, TopLine Results has taught me many tips and tricks for presenting more effectively and alleviating the stress that comes with it.

ChatGPT & Your Business – Are Robots Taking Over?

AI, ChatGPT, and Bard are the new guys in town that everyone is trying to figure out what to do with and how it will affect their business. You have likely been using a subset of AI (i.e., machine learning) for some time. One of my favorite programs, Grammarly, is based on machine learning.

TopLine Results: Demonstrating the Disciplined Agile Mindset

At TopLine Results, we never stop learning. Our vendors, like Microsoft, HubSpot, Zoho, ClickDimensions, Constant Contact, MailChimp, SyncApps, and others, are constantly updating their software, so we need to keep up. In addition, we continuously “sharpen our saw” by examining and improving the way we work.

Microsoft Dynamics 365 Team Members License

The term Microsoft Dynamics 365 (D365) Team Members license (Team Members license) is often confused with the Teams instant messaging app. Teams offers many great communication features like workspace chat, video conferencing, and application integration and is included with some Microsoft 365 (formerly Office 365) packages.

Microsoft Power Pages: Content Snippets – Use & Benefits

In Power Pages portals, there are instances where you might have text or resources that need to change fairly often and in several locations. Perhaps you want to swap out a featured product or item on your home page that is also featured on several other pages, or you have a notification or notice that needs to appear on several pages.

Tables in Excel

At TopLine Results, we use Excel all the time. The Customer Relationship Management business necessitates the use of Excel for a multitude of reasons, so inevitably, we must become experts in this product. 

Have you ever had trouble filtering or sorting your spreadsheet data? You tell it to sort, and your column headers get sorted along with the rest of your data? You need to format your sheet, but it takes forever? The solution to these problems is simple, tables.