Sample Performance Service Plans
Request a formal proposal for your specific needs.
Quick Start
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Customizations
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Data import
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Training
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Technical support
Quick Start: Get off to your best start
with expert help!
Develop
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Process consulting
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Integration
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Marketing automation
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Reporting
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Administrator training
Develop: Maximize your ROI with customized forms, reports and marketing.
Maintain
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Database upgrade
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Workflow
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Dashboards
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Advanced training
Maintain: Keep your team engaged and your system working for you!
Menu of Additional Services
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Upgrade analysis
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Campaign ROI
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Email integration
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Email design
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Process bars
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Needs analysis
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Security
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Training videos
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Custom training
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Mobility
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Health checks
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Data integration
“TopLine Results offers expertise, professionalism and “out of the box” thinking.
They know our business, and it shows. We value that.” - Eirich, USA
TopLine Results Performance Services
Process Consulting
Clarify and streamline your process prior to applying technology. Ensure your CRM platform meets your business and reporting needs.
CRM Training
Build your CRM knowledge with customized training for your team. User adoption is key to the success of CRM. Make sure your team has the tools they need to succeed.
Digital Marketing
Automate your marketing activities to ensure timely communications. Our strategists can support your team with training or they can do full-service marketing projects for your company.
CRM Development
Customize and build your database to meet your business’ demands. Database development may include field and form design, workflows, reports, queries, dashboards, views and integration.
Support
Support your project and team with project management, technical support and health checks. Utilize these services to help your CRM evolve with your business’ needs.
Process Consulting
Clarify and streamline your process prior to applying technology. Ensure your CRM platform meets your business and reporting needs.
CRM Development
Customize and build your database to meet your business’ demands. Database development may include field and form design, workflows, reports, queries, dashboards, views and integration.
CRM Training
Build your CRM knowledge with customized training for your team. User adoption is key to the success of CRM. Make sure your team has the tools they need to succeed.
Support
Support your project and team with project management, technical support and health checks. Utilize these services to help your CRM evolve with your business’ needs.
Digital Marketing
Automate your marketing activities to ensure timely communications. Our strategists can support your team with training or they can do full-service marketing projects for your company.
- All-Inclusive: Performance plans allow you to use all of TopLine Results’ expertise. You can use your hours for process consulting, CRM development , CRM training, support and/or digital marketing.
- Flexible: Your project may adjust to accommodate changing priorities. Provided you have unused hours, TopLine will flex to meet new demands.
- Discounts: All Performance Service Plans include discounts off our standard hourly rate along with quarterly payment plans to help with your cash flow.