A View from the TopLine

Tips for Making Updates to Your CRM Data

In your CRM, there are times you will need to change/update data. Today, we’ll discuss a few options to help you make quick updates in Microsoft Dynamics for Sales, keeping in mind that most CRM systems have similar features.

Editing within a list view (Editable Grid)

From the menu, choose the ellipsis and select Show As > Editable Grid.

When to use Zoho Analytics vs. Zoho CRM Dashboards

Analytics is one of the key features of any CRM system. By using your data strategically, you can provide your prospects and clients with the best possible customer experience. You can also make better decisions for targeting potential buyers, training employees, driving consistent processes, and more.

Excel Find and Replace using Wildcards

I find Excel to be one of the most versatile and useful apps you can have in your toolbox. Recently, I had a large list of names and email addresses that I needed to parse out, and I used a cool feature in Excel to accomplish this.

Imagine that you have a large list that contains both people’s names and their email addresses in a single cell in the following format:

John Smith <JohnSmith@toplineresults.

Scheduling Appointments using Calendly – a Great Productivity Tool!

Do you have to schedule several appointments daily? Do your appointments sometimes involve internal resources? Are you constantly sending multiple emails with date and time options for meetings to your contacts? Are you looking to reduce the amount of time you spend scheduling appointments? If any of these scenarios sound familiar to you, you may want to consider using Calendly!  A FREE scheduling tool.

How CRM, Marketing Automation, and Business Analytics can Boost your Customer Experience and Bottom Line

Many businesses have some level of understanding regarding the relationship between a positive customer experience and a successful organization. How different businesses measure, record, and track customer experiences can vary widely. From direct feedback stored in a database or Excel spreadsheet to automated emails and surveys, everyone seems to have their own method.