As more and more of us move our digital lives to the cloud, we want the assurance that we are doing business with organizations who are committed to online security. As a cloud CRM provider, TopLine Results recently completed a biennial SOC2 Type 1 audit of its datacenter hosting operations.
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Tips for Email Marketing, Part Two
In part one, we discussed the importance of choosing fonts and color schemes for your email marketing. In this article, we will discuss additional tips for creating emails that will get you noticed.
Email Marketing Subscription Free with Act v17!
Act! emarketing is the latest email marketing tool released by Swiftpage. All Act! v17 users have free access to Act! emarketing Basic valid for up to 500 contacts. Additional plans are available for purchase if you have more than 500 contacts or need a team plan.
Accessing Microsoft Dynamics CRM on a Mobile Phone
To open Microsoft Dynamics CRM on your mobile phone, open your phone’s browser and go to the URL for your organization’s CRM web client (Note: not available for local only installations).
You can add a bookmark for this URL to your mobile phone’s homepage in a few quick steps:
1. Open your phone’s browser
2. Navigate to the URL for your CRM
3. Once there, follow the instructions below for your type of phone:
a. Android
i. Click the menu or options button on the left in options
ii.
Tips for Email Marketing
Many businesses, large and small, employ email marketing as part of their marketing strategy and as a key way to communicate with existing or prospective customers. Whether you use Swiftpage emarketing for Act!, Constant Contact or another email marketing program, the following tips will help you build a successful email marketing presence for your organization.
Microsoft Dynamics CRM Productivity Tip: Working with Primary Contacts
Microsoft Dynamics CRM is truly a robust CRM system with many features. Therefore, new users often need coaching on how certain components can help with productivity. In this article, we will cover how to enhance your productivity when working with contacts in CRM. Adding an account and associated contacts is very simple and as in most applications, there are a number of ways in which this can be accomplished.
Windows 10 is Here
The highly anticipated new Windows operating system, Windows 10, has been released. After years of struggling with Windows 8, which was geared more toward tablet and mobile users, PC-based users are breathing a sigh of relief.
Frequently Asked Questions: Generating Unlock Codes for TopLine Add-ons
One of our most frequently asked questions is regarding how to obtain unlock codes for TopLine add-ons. Below is a step-by-step tutorial on how to generate an unlock code for TopLine Dash, Designer or Alerts.
Record Level Security in Microsoft Dynamics CRM
Record level security in Microsoft Dynamics CRM refers to a user’s permissions regarding a record in CRM. First, below are a couple of definitions relating to permissions:
Entity – You can think of an entity as a database table.
Top 3 TopLine Dash FAQs
TopLine Dash is the easy-to-use real-time dashboard-based reporting tool for Act! from TopLine Results. With over 20,000 licenses sold, TopLine Dash is one of the most trusted business intelligence products for Act!. Read on for the top three TopLine Dash FAQs, including the difference between the Act! dashboard and TopLine Dash.