Increase the ROI of your CRM Investment

November 19th, 2014

Implementing a new CRM solution into your business is a serious investment of time, money and people. CRM can lead to many improvements within your company and lead to a positive, tangible return on investment. These improvements include:

  • Shorter sales cycle
  • Increase in closed business
  • Smarter marketing strategies resulting in higher conversions
  • Improved customer satisfaction scores

A CRM investment is like driving a car: if you don’t add fuel and properly maintain it while learning about the car’s features, the car’s value is not as strong.

Here are 3 steps to increasing the ROI of your CRM Investment:


A CRM system, with some training and TLC, can lead to accurate data results in improved sales insights, useful marketing metrics and better customer experiences. Utilize this system to discover relationships, view activity histories in real time, monitor sales stages, spot trends, create new experiences and identify best practices in order to take your business to the next level.


Cut Costs & Prove Marketing Automation Value

November 12th, 2014

77 percent of CMOs at top-performing companies say that most compelling reason for implementing marketing automation is to increase revenue.

However, it can be used in a variety of ways to accomplish an even greater range of goals, ranging from quality of leads to streamlining your marketing and sales processes. Nonetheless, most marketing automation users understand that marketing automation can lead to campaign success and a greater ROI.

80 percent of leads will require nurturing and will likely buy in the next 24 months. By dismissing leads that aren’t sales ready, your company can be missing out of revenue. Adding marketing automation can assist your company in capitalizing on revenue to add to your bottom line.

Marketing automation can also lead to saving your company money, on top of expanding the ROI. Why not tell upper management about the money you could save them, on top of the money you could make them? Marketing automation can help boost ROI with more than just shortened sales cycles and improved lead quality.

Here are three additional ways marketing automation can help save your company and you money:


Whether you are trying to break marketing automation into your company or trying to justify the investment, there are many benefits to implementing a marketing automation system in your company.





Infographic: The Traditional vs. New CMO

November 5th, 2014


CMO Comparison-01

Infographic: Avoid a BI Fright Fest this Halloween!

October 30th, 2014

Avoid a BI Fright Fest this Halloween

Dreamforce ’14

October 22nd, 2014

This past week we attended’s Dreamforce conference in San Francisco. There, we were able to hear from keynote speakers about what is the ahead in the road map for the company as well as listen to expert-led learning sessions. Take a look below at some pictures we took while we were at the conference!




Announcing Promotional Pricing for Sales Productivity!

October 15th, 2014

Microsoft recently announced a limited time promotional offer for sales professionals that combines the familiarity of Office 365, with the leading business application Microsoft Dynamics CRM Online and self-service BI solution Power BI for Office 365 called “Sales Productivity.”

Customers will receive a combined price of this solution at $65 per user per month:

  • Office 365 Enterprise E3 – The latest full Office across devices, advanced email and collaboration, online conferencing, compliance features and full IT power.
  • Power BI add-on for Office 365 – Self-service Business Intelligence cloud solution that works with Excel.
  • CRM Online Professional – The recommended offering for sales professionals.

Office 365 E3 or E4 Customers can also add Sales Productivity, for just $45 per user per month for CRM Online Professional and Power BI.


Sales productivity combines the leading franchise in productivity (Office 365) with a powerful service to discover, analyze and visualize data (Power BI) and with the cloud solution that gives sales professionals an integrated view of their customers (Dynamics CRM Online). With Sales Productivity, sales professionals can efficiently work on what matters most to their customers, prioritizing their time on the most promising leads, getting social insights and working with their network to close deals faster. Managers can stay on top of critical performance indicators, explore data, manage their pipeline and make necessary calls to help their teams drive opportunities to close. Executives can track the overall health of the sales organization, reach their teams from anywhere and make decisions fast. Everyone working on a familiar experience also means faster and easier adoption.

To learn more or get started, contact us today at

Whitepaper: Which chart or graph is right for you?

October 8th, 2014

You’ve got data and you’ve got questions. But which chart or graph helps you get to the heart of your goal?1

Get started by creating the best type of chart for your data and questions. From there, you’ll quickly find you’re not only answering your initial questions, but telling amazing stories with your data.

The charts and graphs described in the paper include:

  • Lines
  • Pies
  • Maps
  • Scatter Plots
  • Gantts
  • Bubbles
  • Histograms
  • Bullets
  • Heat Maps
  • Highlight Tables

Click here to download the whitepaper.

Infographic: 12 Great Reasons Companies Use Microsoft Dynamics CRM to Drive Revenue

September 30th, 2014


Microsoft Dynamics CRM 2015 Release Preview Guide is Now Available!

September 24th, 2014

Find out how Microsoft’s vision will enable you to market smarter, sell effectively and provide care everywhere in the Microsoft Dynamics CRM 2015 Release Preview Guide.

Today, sellers and marketers must work more closely together to seamlessly and successfully engage customers. Microsoft is providing the solutions that can enable them to deliver amazing customer experiences together. By aligning your organization around what matters most, companies will be able to drive greater success and engagement with their customers.

This document highlights the capabilities in:ms

Microsoft Dynamics CRM 2015 & Microsoft Dynamics CRM Online (2015 Update)

  • Enhanced branching logic & tablet functionality
  • Boosted cross-sell/up-sell effectiveness
  • New hierarchical visualizations and roll-ups
  • Improved customer service case management capabilities

Microsoft Dynamics Marketing (2015 Update)

  • Upgraded segmentation with graphical email editing
  • A/B and split testing
  • Integrated social listening
  • Added sales collaboration tools
  • Lead scoring and visibility management
  • Automated design approval process

Microsoft Social Listening (2014 R2)

  • Enabled location filters to narrow data set
  • Monitor and listen to conversations in 19 languages
  • Analyze sentiment

As the world grows smaller and more complicated, technology plays an important role enabling a business to understand and effectively engage their customers. Microsoft Dynamics CRM products help companies unite their marketing, sales and service teams with the insights they need to deliver amazing customer experiences every time.

Microsoft Dynamics Marketing Spring ’14 Overview

September 17th, 2014

This high-level video overview of Microsoft Dynamics Marketing by Tony Schmidt shows marketers how to manage all their marketing in one place, from developing marketing plans and budgets to managing projects and assets to supporting effective marketing communications across traditional and digital channels.

Watch the video below to learn more.

Microsoft Dynamics Marketing Spring 14 Overview from TopLine Strategies on Vimeo.