A View from the TopLine

Microsoft has announced the latest release of Dynamics CRM with general availability beginning this month and into the new year.  Microsoft Dynamics CRM 7.0, also called CRM 2015, brings some exciting updates to the CRM experience, with an emphasis on improving collaboration between marketing and sales in an organization.

In email marketing, ‘clicks’ refers to someone clicking on hyperlinked text or images in your email.  Links in your email are important, because they tell you what content interests your reader.  Below are three types of email content which can increase your click-through rates.

TopLine Maps is a free add-on application which integrates your Microsoft Dynamics CRM database with Google Maps for efficient route planning.  TopLine Maps leverages the power of Google Places.  Google Places is a feature in Google Maps which allows you to perform a search for local businesses.

While using Act!, you may encounter the following problems: 

 ·         Why can I not select companies when creating a contact?

 ·         Why has my Act! layout changed?

 Although these two topics may seem completely different, they are actually related to the same issue.

Below are three quick tips for navigation in Microsoft Dynamics CRM 2013.  It’s as easy as 1 – 2 – 3! 

1.     In Microsoft Dynamics CRM 2013, the familiar menu format has been replaced by a tile organization system.

Swiftpage has announced a new version of Act! will be released in the fourth quarter of 2014.  The new version called Act! v17 will provide a fresher, more modern interface and several productivity enhancements.

Below are some of the questions we often receive from our customers regarding Act! drop downs.

Question:   What is the difference between a regular drop down and a multi-select drop down?Answer:  With a regular drop down, you can only select one item at a time.

‘Cloud’ is the latest buzzword in the business world.  So, what is ‘the cloud’ and what does it mean for your business?  Simply put, the cloud is hosted services.  Hosted services can encompass many things including CRM, VoIP, Office 365 and more.

Social Overview is one of the most powerful new Microsoft Dynamics CRM features and it’s customizable.  In the Microsoft Dynamics CRM Social Overview ‘What’s New’ section, you can:

·         View each user's profile and add personal data and your picture to your own user profile.

Do you trust your critical data to an online cloud provider?  Is your data adequately backed up?  What would happen to your business if there is a disaster of some kind?

These are important questions to which every business owner should have answers.