A View from the TopLine

25 Years of Cutting Edge Solutions

TopLine is approaching its 25th year in business, and its success is due to a multitude of factors that shaped its remarkable history. In the technology world, things change consistently and quickly, especially as time moves forward. One of our values here at TopLine relates to expertise and education.

Employee Engagement and Planning Events

In every workplace, it is important to create an environment where everyone can collaborate and enjoy what they do. One way to improve teamwork and satisfaction at work is by planning events. These gatherings help engage employees but can also strengthen the connections within your community.

Tracking UTM in Dynamics CRM

If you run ads on Facebook, LinkedIn, or Google, you are most likely using UTM tracking. You probably get a weekly or monthly report from your advertising agency letting you know what ads were clicked on or leads generated from a particular ad. What if you could take it one step further and understand what leads converted to customers and revenue? You can now do this with ClickDimensions UTM tracking.

What’s New in Act! version25

This summer Act! released version25! This new version is equipped with advanced capabilities, making it easier to design custom reporting dashboards, send SMS text messaging, and gain valuable insights from your data to maximize your business performance.

Marketing to Sales Handoff Tips

Getting marketing and sales on the same page is often no small feat! Regular dialog and mutual respect go a long way toward ensuring a collaborative relationship between these two teams. But that is not enough. One essential element is a clear understanding of each role – where they add unique value and how one team hands-off work to the other.

Leveraging AI to Supercharge Your CRM System

In today's business landscape, AI has revolutionized customer relationship management (CRM) systems, empowering organizations to connect with customers in new and powerful ways. By integrating AI capabilities into your CRM system, you can achieve remarkable improvements in customer insights, lead management, and personalized interactions.

A Guide to Understanding and Leveraging UTM Tracking

If you are not consistently using UTM tracking in your marketing campaigns, it’s a great place to start because businesses thrive when they lead with data-driven decision-making.

This is especially true in the ever-evolving landscape of digital marketing as the number of channels we can use to reach customers seems to grow exponentially.

4 Ways Canva Can Streamline Your Content Creation

Creative blocks are the biggest hurdles in content creation. However, tools like Canva help your creativity thrive, allowing you to easily produce, manage, and maintain your content. Canva is one of the most user-friendly graphic design tools with endless features that can significantly benefit your businesses’ branding and marketing strategy.

Using the “Document Scanner” AI Model for PowerApps

Many organizations prefer to have digital copies of documents they receive so they can be stored and managed effectively. However, this poses the ever-present problem of “what should be done when we receive a paper document?" One approach is to scan documents to PDF and store them in a digital filing system.

Salesperson Likes & Dislikes of a CRM and Reasons for a Switch

For the last 24 years, TopLine Result's vision has been to create delight through imaginative solutions to solve real challenges and deliver tangible results by using relationship-driven technology like a CRM (customer relationship management).

We have witnessed a multitude of customers who embraced CRM with passion.