A View from the TopLine

8 Helpful Tips for Importing Data from Act! To HubSpot

Let's face it, importing to HubSpot can be complicated in many ways but it does not have to be. When it comes to importing your data from ACT! into HubSpot, the process is pretty straightforward. Nonetheless, when importing millions of precious accounts, contacts, and leads, it is best to make sure you have a reliable and safe way to do so.

We Love It When Its Free!

At TopLine Results we love to share information we come across that we feel can be useful to our current and potential customers. Giving back is part of our DNA. With that in mind, when I stumbled on a site that listed where to get free stock photos, I was inspired to share this information and more! After all, who doesn’t love getting something for free 😊

Whether it’s for blogging, social media, literature, etc.

ClickDimensions and Microsoft Dynamics Case and Survey Automation: Creating Delight with Imaginative Solutions

Recently, I was presented with a development request from a client that I enjoyed solving for a couple of reasons. First, it allowed me to lean into a key tenant of TopLine’s guiding vision, which is delivering imaginative solutions. At TopLine, we pride ourselves on leaving no stone unturned when identifying technical solutions to our client’s CRM and digital marketing needs.

CRM for C-Levels: 8 Advantages to Consider & Use

Currently, I’m part of a CEO roundtable group, where we give updates on our business, discuss issues, and share ideas on the topic of the day. As a change of scenery, I hosted our last meeting on my boat. It was a beautiful day on Pewaukee Lake. The sun was out, there was a fresh breeze, and the temperature was perfect for June.

Importance of Updating Software

Keeping all of your software up-to-date can take a lot of time, but it is worth it.  Here are some of the main reasons to update software. Some of these reasons include security, fixing bugs, getting new features, and compatibility with other software.

Automated Report Email Sends in Zoho CRM

Keeping up-to-date with the health of your business is critical for any company, and CRM is an excellent tool for collecting and visualizing data your team cares about. However, there may be times when individuals who are not CRM users need current business metrics and updates.

Why Email Notifications are a Bad Idea

I’ve been a CRM consultant for 18 years, and one of the most common requests I get are from people who want to be notified, by email, when a certain action occurs in the CRM system. Here is an example:

As a manager, when an opportunity is created in the system where the estimated revenue is above $100,000, I want to receive an email with information about that opportunity so I can follow up with the sales rep and make sure they have everything they need to win that opportunity.

Why Work with a Sales and Marketing Tech Consultant?

Choosing to let someone into the inner workings of your business is not an easy decision. It often results in many discussions and differing opinions. You have to compare the pros and cons of a technology consultant against taking on the project in-house, which can lead you down the road of needing to further discuss who will take the lead on the project, the budget, timeline, scope of work, and so much more.