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.
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.
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.
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.
For over 10 years I have been working with different organizations on connecting their Microsoft Dynamics CRM database with Constant Contact, MailChimp, ClickDimensions, and other email marketing platforms. Over the years we have used different third-party add-ons to accomplish this – from Zapier to Cazoomi SyncApps.
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.
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.
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.
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.
Dynamics 365 is a wonderful and robust system, but it can be a challenging process to unlock its full capabilities. The feature we’re going to focus on for this article is workflows. Workflows are automations to assist your business with streamlined processes.