A View from the TopLine

Your CRM in Times of Crisis Management

This year I crafted our business strategy for crisis management.  As a result of the past turbulent years and because of our responsibilities to our customers, this was an important task at TopLine Results.

The pandemic and its aftermath had a great impact on us as well as everyone else in the world.

Helpful Personalization Settings in Dynamics 365

Microsoft Dynamics 365 is a powerful CRM system and part of that power lies in its ability to help each individual work in a way that is most useful for them. Some features, like personal list views, email signatures, and personal dashboards are excellent tools that can make your use of CRM easier and more efficient.

Top of the Line “Total Rewards” at TopLine Results Corporation

The term holistic can refer to many things but when referring to a company’s comprehensive list of benefits and perks, it is better known as the company’s “Total Rewards”. TopLine Results offers a unique Total Rewards package! Its holistic approach is indicative of how TopLine considers its employees when deciding on the perks and benefits offered.

Dynamics 365 and Microsoft Teams Integration

Today integration is key. No one likes having multiple systems that don’t talk to each other. One of the most common requests I’ve been getting recently is to be able to integrate Dynamics 365 with Microsoft Teams.  It makes sense that if you’re active in your CRM, you should be able to communicate with others easily from that same CRM system without having to switch apps.

Wrike Outlook Add-In Setup

One of the most useful tools in Wrike is its task function. You can create tasks and assign them to users as well as keep track of the status of all tasks. You also get a "My To-Do" list to quickly view all your tasks. Having the ability to keep track of not only what you are working on but others are working on as well is incredibly useful.

Never Stop Learning

Never stop learning. The world is ever-evolving and changing – especially the business world.  Every day people are working toward creating new solutions, brainstorming strategies, building new companies, and making new inventions.  The marketing world alone is a different place than when I graduated college and it’s just going to keep evolving in the years to come.

What it is like to work for TopLine Results

TopLine Results is a small business, but the impact on employees and customers is huge. Our vision is to create delight through imaginative solutions that solve real challenges and deliver tangible results. For over 20 years, TopLine has been supporting organizations with customer relationship management (CRM) systems, digital marketing platforms and expertise, and process consulting.

5 Things I Found at TopLine

TopLine Results Corporation is a small, family-owned business that recently won the Waukesha County Small Business of the Year award at their 2022 annual meeting. We are a technology consulting company that helps our clients identify and implement the tools they need to build valuable relationships à that is, CRM systems and digital marketing automation platforms.

Why You Should Consider Joining the TopLine Team

TopLine Results has been in business for over 20 years and our continued growth means more opportunities for new team members to join. If you are reading this blog, you are most likely considering TopLine as a potential fit for your career goals. Before I get into why TopLine, let me tell you a little bit about me and my story.

9 Reasons to Integrate your Marketing Platform and Website with your CRM

If your CRM is not integrated with your website and marketing platform, you are missing out on a lot of benefits! Here are nine reasons to move forward with integration:

Better Customer Experience
When you integrate your CRM with your marketing platform and website, you provide your sales team with instant access to prospect engagement with marketing activities.