February 12 2015 08:07
The latest release of TopLine Maps for Microsoft Dynamics CRM includes some exciting new features.
· Select and map or route multiple contacts
· Print your map now with optimized text driving directions
- Use the print button next to the search bar to get accurate directions
· Add locations from the search bar and they are automatically added to the route
· Easily import TopLine Maps to CRM
· Free and easy-to-follow installation instructions and tutorial.
Best of all, it’s still free! To install, use the link below to download:.
January 30 2015 15:14
Did you know TopLine Results can assist with integrating your Constant Contact email marketing account with Microsoft Dynamics CRM? Combining these powerful tools helps you not only stay in contact with your clients, but also allows you to track your overall campaign success. Below are our top three reasons to integrate Constant Contact and Microsoft Dynamics CRM today.
1. Manage lists in one place. Harness Microsoft Dynamics CRM to segment your database into the perfect target markets to build your marketing lists. Microsoft Dynamics CRM marketing lists will then be uploaded to your Constant Contact account automatically. You can then send emails directly to these lists.
2. Hands-free database updates. When a contact unsubscribes from your email blast, their record will automatically be updated in Microsoft Dynamics CRM. This will be indicated as Do not send marketing materials.
3. Automatic email-response scoring. After your email campaign is sent out, campaign responses are generated automatically and assigned a score of interested, not interested, do not send marketing materials, or error. This gives your sales team a quick lead list for immediate action.
Contact TopLine Results to set up a demonstration of the integration and how it can help your marketing team. Don’t have Constant Contact? Download a trial today!
December 8 2014 15:07
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 email@example.com or call us at 800-880-1960 x106.
November 3 2014 13:14
Below are three quick tips for navigation in Microsoft Dynamics CRM 2013. It’s as easy as 1 – 2 – 3!
1. In Microsoft Dynamics CRM 2013, the familiar menu format has been replaced by a tile organization system. While navigating CRM using the tiles, you may have to scroll to the right of the screen repeatedly to see the tiles under the various menu categories. This may be challenging at times, because your mouse may go off course as you are scrolling to the right which will force you to go back to the beginning and start over. To save yourself time, use your mouse’s scrolling wheel which will allow you to move through the tiles and select your desired tile without the need to move your mouse. Try it!
2. Now, as you scroll down to the right with your mouse wheel, you will see that each tile has a down arrow. This arrow gives you the ability to go directly to a record that you have recently viewed without performing a look-up.
3. Finally, use the ‘pin’ feature to set your default view for your query lists. Simply select your preferred view and then click on the pin icon to the left of your drop down list of views. Now that view be shown each time you visit that area of CRM.
I hope you enjoyed these 3 quick tips for navigating MS CRM 2013. For more tips, subscribe to our newsletter by emailing us your contact information to firstname.lastname@example.org.
September 18 2014 15:43
‘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!
August 28 2014 11:56
Social Overview is one of the most powerful new Microsoft Dynamics CRM features and it’s customizable. In the Microsoft Dynamics CRM Social Overview ‘What’s New’ section, you can:
· View each user's profile and add personal data and your picture to your own user profile.
· Follow updates about your colleagues (users)
· View updates on records you follow in the database
· Receive feedback from other users based on your activity
You can follow users, contacts, accounts, leads, opportunities, cases and also custom entities. Go to each entity you wish to follow and select Follow. You can later filter your view by entity. For example, you can select to just view opportunities. The view in ‘What’s New’ is limited to 1000 records.
You may need to work with your CRM administrator to adjust your activity feed criteria. The Microsoft Dynamics CRM Social Overview is a great way to keep track of important activity in your organization. For more information or a demonstration, contact us at 800-880-1960.
August 19 2014 09:32
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 email@example.com.
July 21 2014 16:58
TopLine Results released TopLine Maps for Microsoft Dynamics CRM in the spring of 2014. This free add on for Microsoft Dynamics CRM allows users to export contacts and accounts to Google Maps for quick routing and business travel planning.
Check out our YouTube channel for a series of videos highlighting TopLine Maps. View our videos to learn how TopLine Maps helps you organize and simplify your business travel including:
· Tracking business mileage
· Mapping a view of your contacts within a defined area
· Routing client visits
· Finding nearby restaurants.
Ready to get started with TopLine Maps? Download your free copy today.
July 10 2014 09:00
In this final installment in my series about using email templates in Microsoft Dynamics CRM, we will review how to email multiple contacts using a template, also called a mail merge. An email-based mail merge allows you to send an identical email to several contacts at one time, avoiding the repetition of sending out separate emails. The mail merge will generate individual emails to each selected contact, so that each recipient will see only their own email address in the ‘To’ address, and not a long list of email addresses. This is important because a) it can appear unprofessional to include multiple unknown recipients in the ‘To’ address; and b) contacts are often not happy about having their email addresses broadcast to outside individuals. In this article, we are working with the Microsoft Dynamics CRM 2013 web client. Sending the EmailIn CRM, you will need to create a lookup using a simple search or an advanced find, or you can use a marketing list to generate your mail merge. In this case I have selected several individuals in a simple lookup.
Next, click on the ellipsis in the toolbar to see the available actions. Click on ‘Send Direct Email.’You will then see the dialogue box for creating the mail merge, as shown below. Select which email template you wish to use, make sure to choose the radial button for ‘Selected records on current page,’ then click ‘Send.’ The email merge is now sent and will appear in your Outlook ‘Sent Items’ folder as an email for each recipient.
Two words of caution:
· Be sure to review the email template you will be using to ensure it is exactly the way you wish it to appear. I would recommend doing a test email to yourself or a colleague before sending to a customer or client. When using this direct email method, you will not have an option to edit or modify the email before it is sent.
· Ensure that the template you are using includes an email signature. Your Outlook signature will not be included on these mail-merge emails. In my last post, I reviewed how to include an email signature in your templates. Read about that here.
In case you missed my previous posts about using email templates in Microsoft Dynamics CRM, here are the links:
Microsoft Dynamics CRM Quick Tip: Using Email Templates in Outlook
Microsoft Dynamics CRM Quick Tip: Creating Email Templates in Microsoft Dynamics CRM
Creating Email Templates in Microsoft Dynamics CRM – Part Two: Advanced Options
For more tips, subscribe to our email newsletter by sending your contact information to us at firstname.lastname@example.org. We look forward to hearing from you!
July 3 2014 08:46
In the prior post in this series, we reviewed how to create email templates using Microsoft Dynamics CRM 2013 (read here). In this article, we will cover some advanced features you may want to use when creating email templates in CRM.
Now that you have learned the basics on how to create an email template, here are few more options to consider:
· Attaching a document to your email
· Formatting your email content
· Using email signatures
· Sharing email templates in your organization
Email attachmentsYou may find that you often include attachments when you send emails. For example, you may commonly send a price list or company brochure to a new sales inquiry. In Microsoft Dynamics CRM, you can include your attachment(s) on your email template, which will save you a step each time you use the template. From your newly created email template, scroll down below the email text box and you will see an option to add an email attachment.
Click on ‘New Email Attachment.’ In the next window, navigate to the document you wish to attach and click ‘Attach’ then click ‘Close.’
Now you will see your attachment at the bottom of the email template window. If you would like to have more than one attachment, you simply repeat the process.
Formatting Email ContentIn the email template dialogue box, you can do some basic text formatting such as selecting from a few font options, choosing the text alignment (left/center/right) and inserting bullets or numbering. Keep in mind that due to the nature of HTML (Hyper Text Markup Language), some of your formatting can be lost or changed during email transmission. Therefore, I recommend that you keep your text as simple and uncomplicated as possible.
Email SignaturesShould you include an email signature in your template? The answer to that question depends on whether you will be using this template primarily in the web client or via Outlook. Because I typically use email templates in Outlook, my Outlook email signature will automatically be added to the template when I send it. Therefore, I do not include an email signature in my templates. However, if you will use this template with the web client, you will want to add an email signature. If you will be the only one using the template, you can simply type in the same signature that you use with Outlook. If the template will be used by multiple users via the web client, you will want to add in mail-merge fields to pull each person’s contact information into the email signature. (See part one to learn how to add mail-merge fields.) Here’s an example:
Sharing Email TemplatesFinally, we will review how to share an email template with others in your organization. In the email template dialogue window, select the ‘Actions’ drop down and click, ‘Make Template Available to Organization.’ Now any user in your organization will be able to use this template.
Watch for the final installment in this series where we will cover how to send a group email. For more tips, subscribe to our email newsletter by sending your contact information to us at email@example.com. We look forward to hearing from you!