A View from the TopLine

Is Your Sales Process Broken? How Do You Know?

If you are in an organization that sells and markets products or services, you are likely to have:

A solid sales process
A broken sales process
No sales process at all.

If you have no sales process, then you need one!  According to the Sales Executive Council, 90% of sales organizations that follow a structured sales process demonstrate improved overall results.

TopLine Results Adds Process Consulting Expertise

[Pewaukee, Wisconsin – June 15, 2017] – TopLine Results Corporation, a customer relationship management (CRM) consulting firm based in Pewaukee, Wisconsin, announces the addition of Melanie R. Varin as Chief Operating Officer and consultant. Melanie will helm the company’s business process consulting practice.

Sales vs. Sales Process – What’s the difference?

Selling is an action.  Sales process is a structure.

Sales:  it’s both an art and a science.  Lots of folks are good at selling; others would rather have oral surgery than be responsible for closing a deal.

What makes a sales person great?  Customers want to buy solutions to their problems, and they want value.

Deactivating Personal Views in Microsoft Dynamics 365

Personal views are one of the most useful productivity features in Microsoft Dynamics 365, allowing you to easily save the queries you use most often for quick reference.  If you find yourself repeatedly creating the same searches within your database, such as looking for all of your accounts in a certain state, it makes sense to create a saved personal view.

TopLine Alerts Update

An update is available for TopLine Alerts Enterprise.  We have added the ability to send emails through SSL/TLS SMTP email servers, enabling you to configure your email settings to work directly with Office 365 and other services without being required to use a relay for it to work.

Copying Dynamic Marketing Lists to Static

Dynamic marketing lists are a great tool used by marketers in Microsoft Dynamics 365 to communicate with their clients.  Dynamic marketing lists allow you to  segment your database and find your target market by querying your database.  However, there is one pitfall:  you cannot add or remove contacts from the list individually, because it is based on the query criteria.

Salesforce Spring 2017 Highlights

Salesforce adheres to a continual cycle of new releases.  Every year, Salesforce issues three major releases, each of which provide dozens of updates with new features and improvements.  Doing so allows Salesforce to efficiently address issues and to rapidly implement new features which add to the functionality of the system and enhance the user experience.

Act! v19 New Feature Review

The latest release from Act! is here.  Act! v19 is now available.  Great new features and improvements are outlined below.

Act! v19 is compatible with 64-bit Office integration for Office 2016, 2013 and 2010.

Act! v19 includes Act! emarketing improvements with an enhanced wizard.

Microsoft Dynamics CRM: Is it a Contact or a Lead?

When you start using Microsoft Dynamics CRM in your company, you will have the opportunity to segment your database by contacts and leads.  Many times when our clients start using Microsoft Dynamics CRM, we are asked how to decide whether to enter a new person as a contact or as a lead?  Below are qualifiers we recommend using to determine contacts and leads.

Troubleshooting Microsoft Dynamics CRM 2016 and Outlook Integration

We have recently encountered issues with Microsoft Outlook performance while using the Microsoft Dynamics CRM 2016 Outlook Integration.  You may be experiencing extreme slowness in Outlook when the CRM Outlook Integration is installed.  In one scenario, our customer was using a terminal server and as soon as Outlook started, it would consume an entire CPU for processing.