A View from the TopLine

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.

Merge to Word Error Fix for Designer

Merge to Word Error Fix for Designer

Recently, our support team here at TopLine Results has observed a high number of support requests regarding a specific error concerning the Merge to Word functionality when using Act! and TopLine Designer. This error results from recent updates applied to Microsoft Office applications.

Personal and Business Goal-setting for 2018

Personal and Business Goal-setting for 2018

Most of us take some time at the end of the year to reflect on the past 12 months and make goals for the next. If our approach is well-rounded, we’ll ponder a variety of life elements:

Physical health & well-being
Financial
Social / interpersonal
Educational
Emotional
Spiritual

Our personal lives are not the only area in need of reflection and goal-setting; our business lives and professional organizations benefit from the same exercise.

Tech Tip: Open a CSV file using C# .NET

Tech Tip: Open a CSV file using C# .NET

There are many occasions where you need to read data from a CSV file.  We commonly work with CSV files while doing data migrations from one system to another or when integrating between two systems.  Doing this using C# is not very difficult.

The simplest way to do so is to add a reference in your project to the Microsoft.

Thankful for Digital Marketing

Thankful for Digital Marketing

Thanksgiving 2017 has come and gone, but it’s never too late to be thankful!

I am thankful that marketing has entered the digital age. Back in the day, when I studied marketing in graduate school, we didn’t have the benefit of ubiquitous internet access, much less digital marketing automation.