A View from the TopLine

Productivity and Efficiency – Microsoft PowerToys

If I can improve my productivity and/or efficiency by 1% per day, it would add up to a tremendous improvement in my quality of work life.

There are some boring, repetitive tasks that I occasionally must perform. I do them often enough that they cause my happiness to drop slightly every time I do them.

Dynamics 365 Promotion for Sales and Customer Service

Microsoft is running a special pricing promotion for new customers! If you are looking to begin your CRM journey or are ready for a refresh to your existing system, take the plunge with Dynamics 365 Sales or Customer Service licensing. The offer includes the first four months free on your annual subscription of the Professional option for new customers.

Working with Email Signatures in Zoho CRM

In our previous blog (https://www.toplineresults.com/2020/07/adding-attachments-to-zoho-email-templates/) in this series, we examined sharing Zoho CRM email templates with other users. This week, we are going to take a look at how Zoho allows users to add their email signature to standard emails.

Dynamic vs. Static Marketing lists in CRM

A marketing list in CRM is generally a subset of your contacts (or leads) with whom you want to communicate. The members of the list likely have something in common – perhaps they are all working at non-profits, or maybe they are small to medium business owners in a tri-state area.

CRM: Foe or Friend – A little history might help

I used my first "CRM" in 1990; it was a DOS version of Act! At the time we called it a contact manager. I picked it up because a friend spoke highly of it, so I got my own copy and loaded the program on my PC. I made that choice, and it was clearly my friend.

TopLine Results Corporation Creates ActProactive Web App for Employee COVID-19 Symptom and Exposure Tracking

[Pewaukee, WI]— TopLine Results Corporation, a customer relationship management (CRM) consulting firm based in Pewaukee, Wisconsin, is announcing the launch of the ActProactive App for employee COVID-19 symptom and exposure tracking. The ActProactive App is a mobile-friendly web app that allows employees to voluntarily submit their temperature, COVID-19 symptoms, and exposure with no GPS tracking.

Adding Attachments to Zoho Email Templates

In a previous blog, we reviewed the steps for creating an email template in Zoho CRM. In this article, we will take a look at how to attach files such as PDFs or Word documents to your email templates.

The ability to add attachments to Zoho email templates serve several useful purposes.

Business Card Scanning with Zoho CRM

 

If you are a Zoho CRM user, then you’ll want to consider downloading two apps to your smartphone: Zoho CRM and CardScanner. If you are an Android user, both apps are available in the GooglePlay App Store. For Apple iPhone users, both apps can be downloaded from the Apple App Store.