A View from the TopLine

Have you ever started using a brand-new computer only to discover that it is no faster than your old one?  Unfortunately, this is a very common scenario, because many computer users simply do not know how to choose the right one for his or her needs.

Creating labels in Microsoft Dynamics CRM 2011 from a view saves you time by allowing you to merge information from your database directly into mailing labels.

CRM is an amazing productivity tool for effective selling.  You may not realize the convenience of CRM unless you experienced what it was like to be in sales before the widespread use of CRM.  I remember the days when I conducted my sales without internet-connected computers.

Microsoft Dynamics CRM 2011 provides a very robust advanced find tool for querying your data.  However, average CRM users may not understand how to build logic statements and queries and can be overwhelmed with the table structure of a relational database.

Choosing to implement a CRM system is a big decision and an important investment of company time and financial resources.  A customer relationship management system can bring great rewards if you take the time to prepare before the project starts.

Do you ever forget where you left your keys?  How often do you miss a phone call or a meeting?  Did you ever go buy a new tool because you couldn’t find your old one?

These are all signs that you need some organization in your life.

If you’re new to using Microsoft Dynamics CRM, here are a couple of my favorite time-saving short cuts which will help increase your productivity.  When using CRM from your web browser, you can access a shortcut menu from each heading in the navigation section — hover and then click on the arrow to open the view.

Most of you may have heard by now that Sage has reached an agreement to sell the ACT! and SalesLogix software lines to another organization, Swiftpage.  While this was a somewhat surprising development, we here at TopLine Results welcome this change and are excited about the future of these products.

You may have heard the term cloud storage, but do you know what it means? Cloud storage is a service which allows you to store your documents and files on a network of servers maintained by a trusted third party.

If you are not currently using a cloud storage service, you should consider adding one.

It’s a new year and for many of us that means resolutions.  I'm sure if you are anything like me there are some resolutions left over from last year . . . marathon anyone?  Many businesses have goals or resolutions which they map out at the beginning of the year, but never complete due to daily road blocks and distractions.