Topline is our central business management tool. We use it extensively to experience the customer journey firsthand and to streamline our operations as much as possible within the Topline app. Walk the Talk
Pipelines/Opportunities: Log interactions with customers, prospects, investors promptly and schedule follow-up tasks for yourself or others .
Contacts & Merge: Add contact details asap to contacts to keep them clean and assign to correct team member manually or via easy automations.
Customer/prospect Topline email: Ensure 2 way-Gmail sync is correctly deployed, notifications are set up, so that can respond within 15 minutes manually or via automation if required
Customer/prospect Topline Text: Ensure mobile app is downloaded, notifications are set up, so that can respond within 15 minutes manually or via automation if required
Tags: Tags are very important for our data integrity and external communications. Tags are linked to individuals, but can also be used to quickly filter the pipeline view so are sometimes used similar to Opportunity Source.
Tag Library
Topline OS Tag Library For Organizing Opportunity Tags
If you need to add a tag, you MUST add the tag and it's meaning to the library
Contact Assignment: Keep contact assignment up to date, and can be triggered via automation upon import
Opportunity Sources: We used this to track where leads come from and therefore ROI on Sales and Marketing efforts. Like tags, we must keep a clean structure
Opportunity Source Library
Source Naming Standards for Topline OS Internal Opportunities
Workflows: Maintain clear workflows as the company grows. Make sure they are in the correct folder (Sales, CS)
Email Marketing: Develop and use standard templates and snippets for consistent and personal communication
Topline Calls and Texts - all calls and texts should be done via the Topline App on desktop or mobile
