This article is for those of you who use the GoldMine email center for sending and receiving emails. When configuring your e-mail account settings in the GoldMine email center there is the option to auto-retrieve and auto-delete emails. If you are going to auto-retrieve emails you MUST either check the...
Year: 2006
Campaign Tracker
Campaign Tracker is an email newsletter tool built for those who want to send and track their own email campaigns. We design a template and you log in to your own account to manage your subscribers, create and send your own emails and view reports on the results. Reports you...
Tracking Service Issues
As most know, GoldMine is a great tool for tracking activities (Calls, Appointment, Actions, Email, etc.). However, GoldMine lacks functionality and features in the User Interface (UI) which demanding customer service/help desk environments require. Here are just of few of the types of needs such departments have: Auto Ticket/Issue ID#...
What Can You Do with GM+Views?
Does Your Organization Make Use of the GM+Views Tab? (polls) The GM+View tab is a web-based tab that can provide views of external data or views/reports of internal GoldMine data all within GoldMine itself. For example, use GM+Views to allow customer service reps to access order history and order details....
Inserting “Source Tags” and “Mailto” Links into GoldMine Emails
When composing GoldMine HTML emails it is possible to insert links, for example to a website, or to a reply email address. You may have discovered that simply typing the link in proper format, e.g. http://www.1stdirect.com, will convert the text to an active link. For most purposes this is fine,...
Using GoldMine Activity & Result Codes
GoldMine has a feature that is available when scheduling and completing activities which is unlike other Contact Management solutions. GoldMine offers users the ability to “Code” Activities (Calls, Appointment, Actions, Sales, Emails, etc.), as well as the “Results” of those Activities. The value of “Coding” Activities and Results can come...
Tap the Fortune Teller in You
What if you could predict the future? If you could anticipate what people will do, would you leverage that knowledge for success? You can and here’s how! The other day I was in my first working meeting with a new client. I was explaining to a group of their department...
Handling Mass Undeliverables
Here is a tip to help you deal with the large volume of "non-deliverable email" one gets back as a result of doing a broadcast email with GoldMine. Rather than dealing with the returned (failed) email messages in your email center inbox, create an email rule that automatically files these...
A Clear Vision
At First Direct Corp. we discuss CRM needs with literally thousands of individuals and organizations. Some prospects and customers are very unsure of their sales processes, while others have done a better job of defining things. The customer who is the subject of this issue’s “Golden Nugget” impressed me from...
A New Way to Report and Analyze Your Data
Imagine being able to see detailed and vivid analysis of your GoldMine data or data pulled from an external database in the form of professional looking charts, graphs, and reports right within your GoldMine screen, even within the GoldMine Contact Record. What’s more, how nice would it be to have...