A View from the TopLine

Salesforce and Sustainability Cloud

Salesforce, the worldwide leader in CRM software as a service, introduced a new “cloud” a couple weeks ago. This one is somewhat of a departure from their previous business-oriented offerings. Sustainability Cloud is designed to track a company’s carbon usage and their progress toward reducing their carbon footprint.

21 Approaches To Learning CRM in Your Organization

It is widely known that there are three primary learning styles for adults: visual, auditory, and kinesthetic. Visual learners tend to learn by looking, seeing, and watching. Auditory learners tend to learn by listening, hearing, and speaking. Kinesthetic learners tend to learn by experience, doing, and moving.

Join A Microsoft Teams Meeting Hosted By TopLine Results

One of the greatest achievements in technology that has helped everyday business-people is having the ability to share your computer screen with another person…or to securely view the computer screen of another. At TopLine Results, we do this very often for many reasons including, but not limited to:

Demonstrating a product we support, such as Dynamics 365, Zoho or Salesforce.

Using the Advanced Find Feature in Zoho CRM

Often in a CRM system, you need to search for data across tables to retrieve actionable information, such as finding all contacts by industry or segment or identifying the number of opportunities for account types that are prospects.

In Zoho CRM, advanced filters or queries can be created using the report feature.

Zoho One: A Powerhouse Platform for Your Entire Team

Looking for an online platform that offers a great variety of tools at a very affordable price? Look no further than Zoho One. Zoho One is a platform of over 40 applications with different functions to enable your business to grow and succeed. Zoho One offers tools for all areas of your business: sales, marketing, support, HR, accounting, and operations.

NPS – Net Promoter Score Made Simple

Net Promoter Score (NPS) has gained significant acceptance among business executives. Some are using it to measure improvements in their business operations – even to the extent of tying compensation to it. But what is NPS exactly?

Net Promoter Score is a metric used to measure the loyalty of a customer or an employee.

Salesforce and Manufacturing Cloud

Salesforce, after a record 2nd quarter of $4.0 Billion (up 22% from last year), announced a series of new vertical templates. In this blog, we are going to take a very high-level look into the new Manufacturing Cloud.

The idea behind Manufacturing Cloud is to more closely align Sales and Operations, so that sales forecasts and the manufacturing demand planners are in synch.

The Five “A”s to CRM Success

At TopLine Results, we work hard to advise our customers on the best solution to address their needs. Because we are not limited to one product line, we take a client centric approach to problem-solving. Here are some tips based on our experience. They are the five “As” to consider when selecting and implementing a successful CRM.


CRM platforms come in many shapes and sizes with a wide range of price points.

Microsoft Flow and Dynamics 365

Microsoft Dynamics CRM has had a native workflow engine almost since inception. For the most part, this has been a great automation tool. It provides a very easy-to-use way to automate simple processes in your CRM database. Also, there is a way to extend the functionality of the native workflow engine using C# and .NET so even if you can’t do something out-of-the-box, it is possible to write some code to get it done.