A View from the TopLine

Important vs Urgent

Important vs Urgent

Important vs. Urgent. How do you decide? According to Dictionary.com, Important means of great significance or consequence, while urgent means compelling or requiring immediate action. Both demand your attention.

Here are some examples of each:

Urgent Items

Meeting a crucial deadline for a key opportunity
Dealing with a critical HR issue
Responding to false online claims

Important Items

Developing your strategic plan
Identifying your quarterly goals
Developing (or updating) the incentive plan for your commercial team

One may argue, and rightfully so, that some items are both urgent and important.

Dynamics 365 User Security

Dynamics 365 User Security

Setting up security in your Dynamics CRM data may involve crucial decisions that can strongly affect the success of your system.  Our focus today will be on a high-level overview of some options that you have to hide and show records for individual users.

Dominate the Vital Few with CRM!

Dominate the Vital Few with CRM!

The Pareto principle is the very famous 80/20 rule from Vilfredo Pareto, the famous Italian economist of the 19th century. He observed that in his community 80% of land ownership (and hence the power base) was controlled by 20% of the citizens, the “vital few”. The other 80%, the “trivial many”, did not own or contribute much to the economy.

WHY? A Strategic and Tactical Inquiry Tool

WHY? A Strategic and Tactical Inquiry Tool

Simon Sinek, author of Start with Why, famously said, “People don’t buy WHAT you do; they buy WHY you do it.” The “why” behind your organization – your purpose, cause or belief – should ultimately define everything else. WHY does your company exist? And WHY should anyone care?

If you can answer the most important WHY, then it will be easier to articulate your vision, your mission, and to define your strategy.

Creating Salesforce Custom Report Types

Creating Salesforce Custom Report Types

Your database is populated with great information about your customers – how you engage with them and how they engage with you as well as any sales results – but how do you interpret the data in a context that is accurate and meaningful? 

In a CRM system, reports are used to better understand your data.

Slow down to go faster!

Slow down to go faster!

Sometimes to go fast, you need to slow down first. Abraham Lincoln once said, “Give me six hours to chop down a tree, and I will spend the first four sharpening the axe.” The same is true for sales. Sometimes you need to slow down to deliver new product or service training.

Dreams, Goals and Priorities

Dreams, Goals and Priorities

Dreams should be BIG! In fact, BHAGs – big, hairy, audacious goals – can be the substance of personal dreams or corporate visions. They are still remote and theoretical until they are broken down into smaller executable goals with roles, responsibilities and timelines.

Too big? Too small? Finding the “just right” digital marketing tool!

Too big?  Too small?  Finding the “just right” digital marketing tool!

Finding the right digital marketing tool for your business can be a daunting process.  There are a lot of tools on the market and finding the right one means matching your digital marketing activities with your end goals for reporting and engagement.  Often when we meet with clients they want to start with automation and web forms, but this isn’t always the best place to begin.