A View from the TopLine

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.

Finding the Right Marketing Technology Fit

Digital marketing and marketing automation are hot topics for businesses these days.  As a certified marketing automation consultant, I meet with business owners and marketing managers on a weekly basis to help them determine which digital marketing tool will work best for them.

Lightning for Outlook: What It Is and Why You NEED It!

Imagine this…You open up Outlook on a Monday morning and you've got an email from a new Contact at a new Account and they have some real interest in your company's products (new Opportunity)! Well, this is exciting! "Oh wait," you say to yourself, "now I need to enter all of this ‘new’ data in Salesforce.

Dynamics 365 Outlook App v9 – Create Case from Email

Efficiency is one of the keys to an effective CRM.  People need to be able to do their jobs with the least amount of work possible.  The new Outlook App for Dynamics 365 v9 is a great tool to help customer service people work more efficiently.  The feature that I will be discussing today involves a way to create a case from an email directly within Outlook, eliminating the need to work separately in your web browser.

Sit, Stand, Walk, Run

Sometimes jumping into something new can be daunting unless you take a measured and thoughtful approach. Here at TopLine Results, we like to minimize risk for our clients by taking a sit, stand, walk, run approach to CRM (Customer Relationship Management).

We like to sit with you and understand your processes for sales, marketing and/or customer service.

Social Media Tips for Small Businesses

Facebook, Instagram, Twitter, LinkedIn, Snapchat . . . the list goes on.  Many small businesses that I work with daily find social media to be overwhelming and hard to manage.  At TopLine Results, we work with clients to make social media manageable and engaging.

Act! August Promotion

If you are you an existing Act! customer and own your software (perpetual licensing) or were a previous customer and want to start using Act! again, there are spectacular offers this month for subscription pricing!

How does 4 months FREE sound?  That reduces the monthly per user cost to as low as $16 per user! Definitely a great deal!

There are several configuration options to fit your organizational needs:

Act! Premium
Self-hosted on your server
$200 annually per user

Act! Premium
In the cloud, hosted by Swiftpage
$280 annually per user

Act! Premium Plus
Self-hosted on your server + custom tables
$280 annually per user

Act! Premium Plus
In the cloud, hosted by Swiftpage + custom tables
$360 annually per user

Act! Premium Plus
In a private cloud hosted by Swiftpage + allows for 3rd-party solutions
$440 annually per user

Great new features include:

Act! Insights - improved dashboard reporting
Act! Companion - new mobile app
Act! Connect - integrated business apps
New Outlook integration
Alexa integration
Access to the Act! API
…and more!

Subscription membership includes:

Automatics product updates
Training resources
Act! enewsletter
…and more

Some restrictions may apply, but we can help you discern what works best for you.