CRM Consultants & Implementation Partners in Pewaukee, WI

Overview

TopLine Results is a consultancy that helps organizations manage customer relationships, run digital marketing and refine internal processes. The firm is based in Pewaukee, Wisconsin, with an additional office in Chicago. Fred Varin founded it in 1999 in Plano, Texas, and a year later the company relocated to Wisconsin.

Its clients are found in more than 25 states, ranging from California to New York, although the majority are in Wisconsin and Illinois. The company says its people are teachers at heart, and its stated mission is to apply technology to sales and marketing problems while leaving client staff able to get the most from their tools.

Platforms and Technology

Rather than pushing one product, TopLine guides buyers through the selection process. Consultants stage demonstrations that compare the pros and cons of Dynamics 365, Zoho CRM, HubSpot Sales Hub, Act! and Salesforce, so a client can see which fits best.

The firm became a Microsoft CRM partner in 2007, a Salesforce partner in 2015 and a Zoho CRM partner in 2018. It also builds customer portals with Power Pages. On the marketing side it supports ClickDimensions, Constant Contact, HubSpot Marketing Hub and a group of Zoho tools including Campaigns, Social, Survey and SalesIQ.

In 2024 the company released SymphonySync, integration software of its own design. One version links Dynamics 365 to HubSpot Marketing Hub and passes an unlimited number of data fields between them. A second version connects Dynamics 365 to Constant Contact, syncing email lists and interactions automatically.

The aim is to end the tedious cycle of importing, exporting and cleaning lists, and to keep reporting accurate. Also in 2024, TopLine sold off its Act! line and marked 25 years in business.

Services

Its work falls into three areas: CRM, digital marketing and process consulting. The CRM menu covers:

• Implementation and customization of the database
• Integration with email and marketing systems
• Optimization, ongoing support, analytics and reporting
• Data conversion and cleansing
• Training tailored to each team

Digital marketing includes email marketing, social media management, automation, analytics, website development and surveys. Process consulting draws on Six Sigma and Lean methods and offers business process reviews, audits, design workshops, documentation and meeting facilitation. Clients can also design their own engagement.

How Projects Run

Implementations open with a kickoff meeting to set goals and a roadmap. Process consulting, when requested, comes next so that workflows are simplified before software is applied. A design session and technical needs analysis lead into database development, followed by a structured review with the client. Data is then converted and cleansed, and a validation meeting confirms the transfer.

After user access and email integration are configured, a trainer works with staff. Following launch, TopLine provides troubleshooting, proactive monitoring of integrations, periodic business reviews and system health checks.

Two support arrangements are available. The Performance Service Plan is a block of hours suited to occasional needs or defined projects. The Preferred Billing Plan is a retainer that sets aside hours every month and gives priority access to the consulting team.

Industries, People and Recognition

The firm serves manufacturing, financial and banking, professional services and nonprofit organizations. Oberlin Filter Company moved its sales and marketing teams onto one system, and Lauber Business Partners automated sales processes through a customized Zoho CRM.

Fred Varin is chairman, and Melanie Varin is CEO and owner; she wrote Ignite TopLine Growth, published in 2023, about revenue operations and go-to-market alignment. The team also includes a chief operating officer, CRM and marketing consultants, a technical sales engineer and a project management associate.

In 2022 the Waukesha County Business Alliance named TopLine its Business of the Year.