A View from the TopLine

Leads: Your Buried Goldmine

Last week I was reminded of a simple and basic rule of selling: follow-up on your leads! It sounds simple, but all too often Marketing generates leads with email campaigns, events, tradeshows, advertising, etc., and Sales doesn’t follow-up. They often make excuses:

I don’t have time.

Pardot: The Admin Monthly Tune-Up List

Here at TopLine, we are all advocates of a philosophy known as the “slight edge”. The philosophy is outlined in the book The Slight Edge by Jeff Olson, and it purports that success is the result of consistency in our simple daily choices. One of Olson’s key insights is it’s the small, easy-to-skip tasks that are our greatest barriers in realizing the full potential of our possible successes.

Restoring Deleted Outlook Contacts

People who have used Dynamics CRM in the past know that historically the only way to get your CRM contacts into Outlook was to use the Dynamics CRM Outlook plugin.  This was an app that you would install on each user’s computer which provided for integration and synchronization between Outlook and Dynamics.

Productivity tip: Email automation

If you’ve ever received what looked like a personalized email from a huge corporation, there’s a good chance it was actually written using an email automation platform. This technology saves time and money while strengthening customer relationships, and contrary to popular belief, it is well within most SMB budgets.

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 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

[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?

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

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.