If your business has seen a slow down due to the Coronavirus, now is a great time to focus your time on cleaning-up and improving your GoldMine CRM System. The following are just some of the things you can be doing to prepare for when business starts to pick-up again:
- Improve Screen Designs/Field Layouts
- Create New Fields For Tracking/Storing Data
- Create Automated Processes/Workflows
- Improve Users’ E-mail Signatures/Branding
- Design/Improve Email Templates/Email Marketing Campaigns
- Improve Web Site Design and Integrate Web Forms with GoldMine
- Learn New GoldMine Features
- Integrate GoldMine with other Applications
- Clean-up/Remove Old GoldMine Users
- Clean-up Pending Activities/Complete Old Appointments
- Remove Old Email Attachments (gif, jpeg, png, bmp)
- Plus so much more
If you have questions about any of the above mentioned items or any other GoldMine related questions, please let me know how I can be of help/service to you. I hope you are doing well and know that I am here for you if you have any questions at all.
Jay Dymond
First Direct Corp.
(845) 221-3800 x116
www.1stdirect.com
