A View from the TopLine

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

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

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
Social / interpersonal

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

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

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.

Quick Tips: Searching in Act!

Do you have issues finding information in your Act! database? Below are our top tips for searching in Act!.  

Searching in Act! using Universal Search
At the top right corner of the screen you will notice the “Search” bar.  From this box, you can do a universal search for any word in any record within your database.

TopLine Add-on Compatibility with Act! v20

In 2013, with the release of Act! v16, TopLine Results Corporation implemented a new upgrade policy for TopLine add-ons. TopLine add-ons purchased prior to August 2013 must be upgraded to be compatible with Act! v16 or later versions of Act!. For Act! v20, there is no TopLine add-on upgrade required if your TopLine add-on was purchased after August 2013 or the add-on was already upgraded for Act! v16.  For example, if you are currently using Act! v19 with two licenses of TopLine Designer, you would pay no upgrade charges for Designer when you upgrade to Act! v20.

This upgrade requirement primarily affects customers who purchased TopLine add-ons prior to August 2013 who now wish to upgrade their Act! software.

Lean Six Sigma for Commercial Processes? Of course!

Six Sigma was a concept started in 1986 by two Motorola engineers, Bill Smith and Mikel J. Harry, who used statistical modeling and process control to minimize defects in manufacturing. Motorola trademarked the term in 1993, then Jack Welch made it central to his business strategy at General Electric in 1995. By the end of the 90s, most Fortune 500 companies had some form of Six Sigma program in place.

Duplicate Management in Salesforce Lightning

Duplicates! Every database has them and managing them can feel like a full-time job.  Does the following scenario sound familiar?

You have some new and updated information about a contact, Mary Miller, with whom you do business. You promptly search for her in Salesforce, so that you can update her record, ensuring that your colleagues will instantly have these key details about Mary at their fingertips next time they look her up.