Microsoft Dynamics is quickly becoming the integrated system that many businesses have been wanting for years. If you use Microsoft Dynamics for your CRM and Microsoft Teams for instant messaging, then here’s a new feature that will really help your productivity.
Marie Kondo is well known for her advice on “tidying up”. She focuses on decluttering and organizing closets, bookshelves, and homes. Some of her concepts can also apply to data management and data quality. While we may have to keep data that doesn’t necessarily “bring us joy”, we certainly don’t want to keep data that is inaccurate or no longer useful.
At TopLine Results we have helped many businesses automate sales follow-ups, lead nurture programs, and customer satisfaction surveys. Making something “simple” usually takes several steps, reviews, and tests. Below are four specific questions you should ask and define before considering automating a process.
Metrics are important in any workplace. They help us set goals, measure success, and keep a team on track in any industry. At TopLine Results, we have several methods for monitoring our direction and ensuring our efforts are invested in areas where they will have the biggest impact.
Have you ever wondered whether your marketing efforts were making a difference? I have. I write a newsletter 6-8 times a year, and I’m questioning if this is a good use of my time. Are my efforts moving the needle, so that prospects and clients are meaningfully engaging with TopLine Results?
This is where marketing attribution reports can provide significant insight.
Good decisions are often based on good information. Knowing the right metrics and information can allow you to better understand your business’ strengths and weaknesses and provide insights into key datasets that will help you work more efficiently and effectively.
Being new to anything can bring uncertainty, nerves, and frustration, especially when you do not have the resources you need to be successful. Being new to CRM (customer relationship manager) software is no exception to this! We have all been there, putting learning a new technology on the back burner while the squeaky wheel gets top priority.
It is no secret that we are currently in one of the most competitive hiring markets across the country and across industries. As you drive down the street hiring signs are posted and many have turned from hiring signs to sign-on bonus signs. Potential employment candidates are taking their searches to the web to look for reviews, company culture, job descriptions, and more.
Sometimes the information we wish to track in our CRM database may vary or expand based on key criteria we record. For example, if we have a dropdown field with a list of options, and one of the options is “Other”, we may want to have a text field to further describe what “Other” means.
Do you know how well your website is working for you? Are you getting the leads you think you should be getting from your website? Are your key words working for you? How does your website compare with your competition?
Managing a website can be a full-time job, but there are several tricks to making it work as well as you want it to.