Ring in the New Year with the Latest Release of Microsoft Dynamics CRM!

December 8 2014 15:07 by Kimberly Goulet
Microsoft has announced the latest release of Dynamics CRM with general availability beginning this month and into the new year.  Microsoft Dynamics CRM 7.0, also called CRM 2015, brings some exciting updates to the CRM experience, with an emphasis on improving collaboration between marketing and sales in an organization.  The list below highlights some of the new features.   - Marketing enhancements including improved campaign ROI tracking - Introduction of the new sales collaboration panel for targeted selling - New email editor with HTML template capability - Debut of new product families for improved cross-selling opportunities - Sales hierarchical views for real-time forecasting - Microsoft CRM for tablets enhancements   In the coming weeks, we will be announcing launch webinars so you can preview all of the new features live.  Also, watch our blog for more details about the new features.   To reserve your spot at one of our upcoming webinars, email us at info@toplineresults.com or call us at 800-880-1960 x106.

Don’t Miss the ‘Your Business in the Cloud’ Workshop

September 18 2014 15:43 by Kimberly Goulet
‘Cloud’ is the latest buzzword in the business world.  So, what is ‘the cloud’ and what does it mean for your business?  Simply put, the cloud is hosted services.  Hosted services can encompass many things including CRM, VoIP, Office 365 and more.  For an in-depth exploration of cloud services and how they can impact your bottom line, you do not want to miss our upcoming ‘Your Business in the Cloud’ Workshop on October 21, 2014 in Waukesha, Wisconsin.  Southeastern Wisconsin’s top technology thought leaders will converge to bring you the latest in cutting-edge information technology, business strategy and cloud solutions.  Below is a summary of the presenters and their topics: ·         Learn how to take a strategic approach to technology implementation. Presented by:  Bruce Kestelman of the WCTC Center for Business Performance Solutions ·         See the latest release of Microsoft Dynamics CRM and get a hands-on tour of the mobile app.  Explore how to effectively manage your marketing campaigns with CRM. Presented by: Fred Varin of TopLine Results Corporation ·         Discover the advantages of Office 365 and see if it is right for your organization.  Examine the differences between public and private clouds to determine your perfect fit. Presented by:  Sarit Singhal of Superior Support Resources ·         Get a guided tour through VoIP telephony and see how it can save you money. Presented by:  Carey Castner of Digicorp ·         Uncover five proven methods for overcoming obstacles to business growth. Presented by Chris Carman of ActionCOACH of Elm Grove   Walk away with a greater understanding of cloud technology and how it can impact your business.  This free event includes continental breakfast, a business workbook, special offers by our sponsors and some great prizes!  Stay for our lunch-and-learn session following the presentation and get your questions answered.  Don’t miss this great opportunity.   Learn more and sign up today!

TopLine Results CRM Hosting Backups

August 19 2014 09:32 by Dan Boehm
Do you trust your critical data to an online cloud provider?  Is your data adequately backed up?  What would happen to your business if there is a disaster of some kind? These are important questions to which every business owner should have answers.  TopLine Results is a cloud services provider for contact management and customer relationship management (CRM) software.  As a hosting provider, we employ several methods of data back-up to ensure our clients’ data is secure and retrievable in the event of some kind of system failure or disaster.     We perform hourly backups for our customer databases which allow us to quickly restore a database, helpful in the situation where a customer has accidentally deleted a large group of data records.    We also back up our entire collection of servers daily.  We are able to quickly restore an entire server from that backup if necessary. Finally, we transmit our customers’ data to Microsoft’s Azure cloud servers which are located in an entirely different region of the world.  By storing data off-site, we provide an extra layer of back-up redundancy. At TopLine Results, we take data seriously.  Providing a robust backup plan to our clients allows them to rest assured that they will not lose their data.  If you are considering a cloud solution for your data, be sure you know the backup strategy for your provider. If you would like more information about CRM hosting with TopLine Results, contact us at info@toplineresults.com.

Subscribe Now - Free CRM Video Resource

May 5 2014 13:48 by Jackie Brajner
The TopLine Results YouTube channel is a great free resource for our customers.  Our channel features over 30 videos covering topics related to Act!  and Microsoft Dynamics CRM.  Subscribe to our YouTube channel to get notifications whenever a new video is uploaded.  Simply click on the subscribe button on our YouTube page.   Once you have subscribed to our channel, you will receive an email when a new video is uploaded.  Our video library includes tips and tricks and software demonstrations.  Below is a list of our top viewed videos from last year.  MSCRM Sales Cycle Demo Workflows in MSCRM Sales PipeLine Analytics in MSCRM TopLine Dash Makes Act! Reporting Easy MSCRM Activity Reports TopLine Designer Extends Act! Functionality MSCRM Overview Act! Tips & Tricks: De-duplication TopLine Alerts – Notifications for Act! Microsoft Outlook Integration in MSCRM  More great videos are on the way!  Watch for new Microsoft Dynamics CRM 2013 videos coming soon.  If there is a video topic you would like to see, please email us at info@toplineresults.com.  

Defining your Target Market in Microsoft Dynamics CRM 2013

March 13 2014 11:51 by Jackie Brajner
The first step to a successful marketing campaign is defining your target market.  A target market can be defined into different segments by demographics, geography or products.  Once you have designated your target market, your marketing message and activities can be customized to the target market.  In Microsoft Dynamics CRM 2013, you will need to define your target market in a marketing list prior to launching a quick campaign or marketing campaign activities.   To create a marketing list click on the New icon.    A new view will open. Fill in the details for the marketing list.    Below are definitions of each field. Name: The name of your marketing list. Type: Static is a manual list where members of the marketing list are added manually based on a query or look-up.  Dynamic is an automated list where members are added when they meet the query rules.  Purpose: The reason for the list. Source: Where the members came from, i.e. internal database or purchased. Currency: This is a locked field based on the currency (monetary) type. Cost: The cost to purchase the list, if applicable. Locked: The list can be locked so the owner of the list is the only one who can modify it. Targeted At: Defines the members of the list as accounts, contacts or leads.  Modified On: This is a locked field that shows when the list was last modified. Last Used On: This is a locked field that shows when the list was last used. Owner: The owner is the user who created the list or is maintaining the list. Description: This area can be used to provide additional information on the marketing list.  Notes: This area can be used for notes or thoughts on the marketing list. Once you have completed all the fields click Save.     You will now be able to add members to your marketing list by clicking on Manage Members.    A new window will open where you can choose how you want to add members to the list.  In this example we will use Advanced Find to add all Wisconsin (WI) contacts to our member list. Select “Add using Advanced Find” and click Continue.    The query view will now open and you will select the state equals WI within the query parameters and click Find. Your query results will now be shown and you have the option to add all the search results or only selected results.  In this example, we will select “Add all the members returned by the search to the marketing list” and click Add to Marketing List.   The members have now been added successfully to the marketing list in Microsoft Dynamics CRM 2013.  The marketing list can be applied to multiple marketing campaigns or quick campaigns.  Contact us today to schedule your Microsoft Dynamics CRM 2013 training:  800-880-1960 or info@toplineresults.com.   

Productivity Tip - Microsoft Dynamics CRM Outlook Integration Features: Part 3 – Using the Quick Step Feature

February 19 2014 15:44 by Doreen Bridges
For those of us who spend quite a bit of our day in Outlook managing email communications, I would like to share a tip on how to easily transition an email into an activity which can then be tracked in your Microsoft Dynamics CRM database. Flagging an email is a very helpful Outlook feature; however, it falls short when you need to track these items in your Microsoft Dynamics CRM system.  The email message is added as a to-do in the task section of Outlook and the email can be tracked in CRM, but you do not have a record of the action you performed on the email.  To transition the email message to an activity, you can create a custom task using Quick Steps.  In the Quick Steps area of the ribbon, scroll down until you see the Create New command.    In the Edit Quick Step dialog enter a name for your Quick Step like, “Create a Task.”  Click on the drop down arrow in the Choose an Action field.  Scroll down and select create a task with the text of this message.  Notice there are many other actions available to choose from to help you with managing your email.     You can select a shortcut key and enter a tooltip in the Optional section of the dialog, then chose Finish.     Now we are ready to use our newly created Quick Step.  As an example, you receive an email inquiry from a customer which requires you to do some research before you respond.  You may not have enough time to do the research immediately, so it would be helpful to create a task that will be linked to the contact record in CRM.  Select the email from your inbox, and select our new Create a Task Quick Step.      Your email message will be converted to an Outlook task and you now have the option to track the item as a CRM task or phone call.  The Set Regarding feature allows you to link this to the actual entity in CRM like the contact record.  The activity is now visible in the CRM system and can be completed so the email message and the next action are both recorded.  This feature will help you stay organized with the tasks you need to complete and also provide an easy mechanism which tracks all activities back to your Microsoft Dynamics CRM database – it’s a win,win!

Top 3 Productivity Transformations for Microsoft Dynamics CRM 2013

February 12 2014 11:10 by Fred Varin
Microsoft Dynamics CRM has always offered many productivity tools inherent with its unmatched Microsoft Outlook integration and stellar sales automation.  With the latest release, Microsoft CRM 2013 is taking productivity to a whole new level.  Below are my top three productivity enhancements in MS CRM 2013: 1. The auto-save feature gives an instant user benefit:  no more worries about losing data.  The auto-save is performed in the background every 30 seconds or any time a form is closed. 2. The inline editing feature allow a user to perform fast edits and new entries into the main view without requiring navigation to the entity.  See your account information and make inline changes or add a new contact, a new opportunity or a new case.    3. The guided process feature is phenomenal in simplicity yet powerful in results. It gives you a visual as to where you are in respect to an account allowing for predefined and customized phases to be filled and viewed instantly. For the sales person, this is a very quick way to make sure all steps are implemented and tracked with speed.  The guided process is not limited to a single sales process and can accommodate multiple selling processes.  Productivity is only one of the core enhancements of this latest release of Microsoft Dynamics CRM 2013.  Microsoft Dynamics CRM continues to steadily distance itself from less innovative competitive CRM products with every new release.  Microsoft Dynamics CRM 2013 represents a true transformation of the CRM experience and its focus is on simplicity. Productivity is only one of the core enhancements of this latest release of Microsoft Dynamics CRM 2013.  Microsoft Dynamics CRM continues to steadily distance itself from less innovative competitive CRM products with every new release.  Microsoft Dynamics CRM 2013 represents a true transformation of the CRM experience and its focus is on simplicity.

Quick Tip: Working with multiple tabs using Microsoft Dynamics CRM in Internet Explorer

January 20 2014 10:29 by Fred Varin
When using the Microsoft Dynamics CRM web client, you can customize your experience using your browser settings.  The program can be used with Internet Explorer, Chrome, Firefox and Safari; however, in this example, I am working with Internet Explorer.    When working with Microsoft Dynamics CRM, I prefer to work in one browser window even when I need to review multiple forms in CRM.  I am able to accomplish this by using the multiple tabs view in Internet Explorer.  Here is a quick review of how to update your settings to view multiple CRM ‘tabs’ within one browser window.   1.     In Internet Explorer, select Internet Options located in the Tools menu.  2.     Click on the Tabs button.   3.     Next you must select two options from the list of checkboxes: a.     When a pop-up is encountered: > Always open pop-ups in a new tab b.    Open links from other programs in: > A new tab in the current window.       Microsoft Dynamics CRM is highly flexible to adopt to the way you work.  For more tips, sign up for our quarterly CRM newsletter.  Send your contact information to us at info@toplineresults.com.  

What’s New - Microsoft Dynamics CRM 2013

January 13 2014 13:55 by Dan Boehm
Microsoft Dynamics CRM 2013 is the latest innovation in CRM technology from Microsoft.  They listened to feedback from thousands of users to improve the CRM experience.  By bringing in full multi-browser compatibility, a true smart phone experience and a complete tablet experience, Microsoft Dynamics CRM 2013 has paved the way for a complete CRM experience. For most users, the most important thing is the look and feel of the CRM system.  Below are the areas we will review:  ·         New User Experience ·         Dashboard View ·         Company View ·         Opportunity View With Microsoft Dynamics CRM 2013, you will experience a new modern look and feel.  The user experience has been simplified to help eliminate visual clutter so it is easier to find exactly what you are looking for. Dashboard View:View the current activity within your organization by glancing at charts and checking out the recent activity in the CRM dashboard.  Check out your sales pipeline, analyze your incoming leads by referral source, gauge the status of your top customers, and review the activities of your colleagues, all in a single view. Company View:View all of the important information about your client by looking at the new account form.  In a single screen, view who has been in contact with this account and what kind of issues they have been experiencing. Opportunity View:Keep tabs on your potential sales or the opportunities of your team.  Keep your sales on track with the new customizable process feature which walks you through each stage of your sales process.    Interested in learning more?Talk to one of the professionals at TopLine Results to find out how you can take advantage of Microsoft Dynamics CRM 2013 to help improve your internal processes — call us at 800-880-1960 or email us at info@toplineresults.com.

Five steps to implementing goals in Microsoft Dynamics CRM

December 9 2013 15:23 by Fred Varin
In the book Good to Great, author Jim Collins introduces us to the concept of the economic denominator as a tool for measuring a company’s success.  An economic denominator for your company can be defined in many different ways. In practical terms, the economic denominator is a metric which measures a company’s performance in relationship to its goals.   As a starting point, you must choose a customer relationship management (CRM) system which incorporates goal tracking.  Microsoft Dynamics CRM is one such system which features a comprehensive goal tracking component.  This is an ideal platform to track performance for individuals in your organization and allows you to identify and track the key activities or economic denominators.   Follow these steps for successfully tracking your goals in CRM:    1.     Define and test your goal attributes a.     Are your goals quantifiable? b.    Are your goals time bound? c.     Are they targeted? d.    Is there accountability for meeting goals?   2.     Define your economic denominator a.     Keep it simple.  Finding an economic denominator takes a great deal of reflection and you may never be quite satisfied until you test the results and effects on your company. b.    Aim to find the metrics relevant to each department. c.     For each company or department ask which factor has the single most impact on your company performance.  This is an indication of the economic denominator for that area.   3.     Below are common metrics which can be tracked using the Microsoft Dynamics CRM goal module.  a.     Sales i.      Total sales ii.     Number of new sales   b.    Activities i.      Number of calls, appointments ii.     Number of demos iii.    Number of quotes, new opportunities iv.    Number of service calls   c.     Cases i.      Number of cases resolved   4.     Tracking the overall resultsIn Microsoft Dynamics CRM you can aggregate the results of a team in a single company or department.   5.     Tracking goals in Microsoft Dynamics CRMOnce you have identified your metrics and agreed that they represent the best traceable measure for your organization’s success, start identifying the CRM data to be used in goal tracking.   To learn more about implementing a CRM-based goal tracking system in your organization, please contact us at info@toplineresults.com.