A View from the TopLine

Introduction to Zoho Social

Zoho Social is a tool that measures the effectiveness of a business’s social media marketing efforts. It supports multiple social media channels including LinkedIn, Facebook, Instagram, YouTube, Twitter, TikTok, Pinterest, and Google My Business. If you are familiar with HootSuite, then these capabilities may sound very similar.

Microsoft Dynamics Power Pages (formerly known as Power Portals)

What are portals? A portal is a website or page that allows access to a collection of resources or information. Additionally, it is integrated with a database. Most portals offer some form of user authentication and role-based access controls. They allow the site to provide customized information specific to that person.

CRM Permissions – Why They Are Important

To ensure users have access to what they need within your CRM system, it is important to be intentional when setting up permissions. This becomes more necessary the larger your team. Permissions in a CRM system dictate what a user has access to, what they can view, and what they can edit in the system.

Level-Up Your Email Marketing with Email Templates

Email templates have become a staple for digital marketing. While lots of people know that you need to have a branded look for scheduled content such as events and newsletters, not everyone knows that you should have email templates for all your communications with customers/your audience.

Done with a Trade Show, Now What?

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.

Tips and Tricks for an Amazing Presentation!

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.

ChatGPT & Your Business – Are Robots Taking Over?

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.

TopLine Results: Demonstrating the Disciplined Agile Mindset

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.