A View from the TopLine

How Do You Mitigate CRM Storage Overages?

How do you mitigate CRM Storage overages?

Do you have CRM database storage issues? Great! That means your team is using your CRM. They are engaging prospects and clients and have embraced the platform to record their activities and outcomes.

The bad news is that a large CRM database can have issues.

TopLine Results Becomes Zoho CRM Partner

[Pewaukee, Wisconsin – January 21, 2019] – TopLine Results Corporation, a customer relationship management (CRM) consulting firm based in Pewaukee, Wisconsin, announces it is now a Zoho Authorized Partner. Zoho offers a wide-ranging portfolio of business automation products, including Zoho CRM, Zoho Campaigns, SalesIQ, SalesInbox.

Our Top Feature Picks for Zoho Campaigns

TopLine Results recently completed the process of becoming a Zoho Authorized Reseller.  This means we can now support and sell Zoho, which offers a wide-ranging portfolio of business automation products, including Zoho CRM. Zoho is a unique platform that allows you to plug and play a variety of Zoho apps like Zoho CRM, Zoho Campaigns, SalesIQ, SalesInbox.

Act! Perpetual Licensing – Retirement Announcement

Throughout the long history of Act! (dating back to days of DOS), the software could be purchased by customers in the form of a perpetual license. In today's marketplace, however, the shift has moved toward Software as a Service (SaaS), and subscription licensing has become the norm.

Salesforce Spring ’19 Release: Two Short but Sweet Highlights

As a Salesforce partner, this is one of the times of the year I most look forward to! While some may have visions of sugar plums dancing in their heads, I have visions of Salesforce Release Notes dancing on my screen! The beginning of December, while also the lead-up to the holiday season, is also the time of year when Salesforce usually releases the details about the many new features and updates, which will be incorporated into the Spring release.

Adobe Electronic Document Signature with Dynamics 365

Most businesses need to have their customers sign documents.  Whether it is a receipt for services or an invoice of some sort, proof is needed that a customer agrees to the contents of a written record.  In the past this required pen and paper.  Someone had to print the document, sign it with a pen and return it somehow (via scan/email, fax, mail).

TopLine Results has a proven, simpler, solution for this by using Adobe Sign.

BREAKING NEWS – Act! activation issues: WHAT TO DO?

Are you an Act! user on an older version, specifically one developed from 2004 to 2015 (Act! 2005 to v17)? If so, you need to take immediate action to preserve your access to your Act! database. You will need to upgrade to a newer version of Act! or convert to another CRM. Otherwise you are at risk of losing access to your data on January 1, 2019!

Why is this happening?
You may or may not know this, but most software relies on third-party components to add functionality.

The Art and the Mechanics of Sales Process

I recently had the privilege of attending a Dale Carnegie class called “Sales Advantage”. It was an eight-week course that met for 3.5 hours each Wednesday evening. The instructor guided us through the sales process with lots of examples and role-plays.

Calendar Option for Microsoft Dynamics 365

I was recently asked if it is possible to see all scheduled tasks for all users in Microsoft Dynamics 365 (D365) CRM. Well, of course, there is! By using a standard list view of activities, you can see all the captured details. You can even pop open a chart that shows counts of activities by user or by type (or various combinations) with stacked bars showing users and numbers of activities of each type.