TOPLINE SERVICES
CRM, Digital Marketing, and Process Consulting
TopLine Service Options
Block of Hours
Our block of hours option is called our Performance Service Plan. It is ideal for clients who need periodic support or have specific projects in mind. You can purchase a set number of hours to use as needed, giving you the flexibility to manage your consulting requirements on a project-by-project basis.
Benefits:
- Flexible Use: Hours can be allocated across various projects or needs as they arise.
- Expert Access: Tap into our specialized knowledge in CRM, digital marketing, and process consulting.
- Cost-Efficiency: Purchase hours in bulk to save compared to standard hourly rates.
Retainer Model
Our retainer model option is known as our Preferred Billing Plan. It is designed for clients who seek continuous support and strategic guidance. This model offers significant savings and ensures that you have a dedicated amount of consulting hours available each month.
Benefits:
- Monthly Support: Access a range of hours each month for consistent and reliable support.
- Cost Savings: Save compared to purchasing a similar number of hours on a non-retainer basis.
- Priority Access: Get priority access to our consulting team and expertise.
For more information or to purchase a service plan, please contact us. Our team is here to help you select the plan that best meets your business needs and to ensure you receive the highest quality consulting services.
TopLine Menu of Services
CRM
Implementation
Customization
Integration
Optimization
Support
Analytics and Reporting
Digital Marketing
Email Marketing
Social Media Management
Marketing Automation
Marketing Analytics
Website Development
Surveys
Process Consulting
Business Process Reviews
Audits and Recommendations
Process Design Workshops
Process Documentation
Meeting Facilitation
Design Your Own Engagement
Why Topline Results
Since 1999, TopLine Results has been a pioneer in harnessing technology and data analytics to drive success across manufacturing, finance, professional services, and non-profits. We specialize in CRM, digital marketing, integrations, and process consulting. We strive to teach you as much as you want to know, so we spend a lot of time educating. Consequently, we empower your marketing, sales, and leadership teams with the knowledge and tools they need to excel. Our commitment to adapting to your changing needs and priorities ensures that we build lasting partnerships, deliver tailored solutions and provide unwavering support. Choose TopLine Results for expert guidance and a collaborative approach that fuels your growth and success.
Learn more about TopLine Results’ expert team.
TopLine Implementation Process
Project Kickoff Meeting
We start with a collaborative meeting to clarify project goals, set expectations, and establish a roadmap for a smooth implementation journey.
Process Consulting (if requested)
Together we clarify and streamline your processes prior to applying technology. We recommend simplifying, where possible, to increase adoption and engagement.
Design Session/Technical Needs Analysis
Then we’ll dive deep into your organization’s technical requirements, mapping out design needs to build a CRM that enhances team functionality and aligns with business objectives.
Database Development
Our team custom designs and builds your CRM database, carefully configuring fields, layouts, and workflows tailored to your business needs.
Database Development Review
We hold a structured review session to confirm the database structure meets your operational standards and functional requirements, then you have time to affirm it will work for your organization.
Data Conversion
We carefully convert and cleanse data, ensuring that all relevant information is accurately migrated to the new system with minimal disruption.
Data Validation Review
We conduct a meeting to verify data transfer accuracy and completion so your CRM is set up with valuable information from the start. Then we ask you to confirm your comfort with the data migrated to your new system.
User Access & Email Integration Set-Up
Based on your guidance, we establish secure user access levels and integrate email systems to enable a seamless flow of communication directly within your CRM.
User training
A TopLine trainer will equip your team with customized training sessions that empower them to maximize the CRM’s capabilities from day one.
Marketing Services
We provide access to and training on marketing tools designed to optimize your campaigns and connect with your audience. We also support the alignment of your marketing team with your sales team via CRM and marketing platform integration as well as dashboards and reports.
Technical Support
We offer dedicated technical support for troubleshooting and maintenance to keep your CRM running smoothly. Our services also include proactive monitoring of system integrations, so we can detect and fix issues as they occur.
Business Reviews and System Health Checks
TopLine routinely checks in to understand your new strategic and tactical business initiatives as they may require updates to your CRM or its reports. Our health checks ensure your CRM remains optimized with your evolving business needs.
Get in touch!
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TopLine Results offers expertise, professionalism, and “out of the box” thinking. They know our business, and it shows. We value that.
-Eirich, USA