Hopefully, if you are a Goldmine user you are already taking advantage of GoldMine’s link to Microsoft Word. This link allows users to easily create MS-Word templates for use with GoldMine’s Document Management Center features. There are a few settings we recommend you change in MS-Word in order to make...
Month: March 2006
GoldMine Web Import
Do you have a web site that you generate leads from via web forms? If the answer is "yes," this is for you! With GoldMine's Web Import functionality every time someone fills out a web form on your web site the information can be automatically imported into your GoldMine database?...
If It’s Not In GoldMine It Didn’t Happen
When it comes to accountability, as a manager I often take the position “if it’s not in GoldMine it didn’t happen.” Here’s what I mean and why it works so well. GoldMine can be used to document a lot of things! And, as a workgroup solution, the information is easily...
Personalization and You
It’s a me, me, and me world. Yet, in the world of sales, it’s all about you! “You” being the prospect and the customer. So what is it about “you” that matters? Ultimately, if sales people and marketers have any intention of serving our consumers, our focus must point to...
How to Double or Triple Your Marketing List Without Spending a Dime!
I’m going to explain a way you can double or even triple the size of your marketing list. In the process, and as a result, you find that you can increase your closing percentage, and increase the lifetime value of your customer base. Let’s start with a basic premise regarding...
Verification Code Error for Remote GoldMine Users
An issue occurs where the user receives a chronic verification code error, this appears to be caused by Sync profile changes made in GoldMine on the undocked users machine: In the GoldSync Administration center on the Main GoldMine Server, right click on the user profile and select Generate Verification Code,...
Drag and drop to schedule activities in GoldMine
You can drag and drop a contact from GoldMines Contact Listing window to the Calendar Window to schedule an activity. You can drop the contact into a date or time slot of the Day, Week, Month or Year. When you drop, 'Schedule an Appointment' window appears with date/time of the...