Attending trade shows is an excellent way to generate leads and build relationships with potential customers. However, the real work begins after the event is over. It's essential to follow up with your leads promptly and effectively to turn them into deals.
Preparing for presentations is a major focus of what I do, given that I am a full-time trainer, demo master, and voice of TopLine Results. Surprisingly, at one point in time, I used to be terrified of speaking with people or presenting in any fashion. However, TopLine Results has taught me many tips and tricks for presenting more effectively and alleviating the stress that comes with it.
AI, ChatGPT, and Bard are the new guys in town that everyone is trying to figure out what to do with and how it will affect their business. You have likely been using a subset of AI (i.e., machine learning) for some time. One of my favorite programs, Grammarly, is based on machine learning.
Spring has sprung – even in Wisconsin! At this time of year, we often think of spring cleaning – in closets, drawers, the garage, or in the basement. This is a great time to do some spring cleaning at work, specifically in your CRM (customer relationship management) database.
At TopLine Results, we never stop learning. Our vendors, like Microsoft, HubSpot, Zoho, ClickDimensions, Constant Contact, MailChimp, SyncApps, and others, are constantly updating their software, so we need to keep up. In addition, we continuously “sharpen our saw” by examining and improving the way we work.
The term Microsoft Dynamics 365 (D365) Team Members license (Team Members license) is often confused with the Teams instant messaging app. Teams offers many great communication features like workspace chat, video conferencing, and application integration and is included with some Microsoft 365 (formerly Office 365) packages.
In Power Pages portals, there are instances where you might have text or resources that need to change fairly often and in several locations. Perhaps you want to swap out a featured product or item on your home page that is also featured on several other pages, or you have a notification or notice that needs to appear on several pages.
Whether you are managing a CRM software implementation in-house or enlisting the help of a consultant, there are certain things that greatly affect the time and money spent on the implementation and beyond. When done right, a CRM implementation is relatively seamless; any hiccups along the way are minor.
At TopLine Results, we use Excel all the time. The Customer Relationship Management business necessitates the use of Excel for a multitude of reasons, so inevitably, we must become experts in this product.
Have you ever had trouble filtering or sorting your spreadsheet data? You tell it to sort, and your column headers get sorted along with the rest of your data? You need to format your sheet, but it takes forever? The solution to these problems is simple, tables.
As your company’s needs shift, it is important to update fields and forms to keep your CRM relevant. You could swap out fields and forms, update new ones, modify them with different options and drop downs, or delete them when they are no longer needed.