In case you didn't know, First Direct Corp. offers two CRM solutions. Obviously one of them is GoldMine. The other that you may not be aware of is Zoho CRM. Here is why we believe Zoho CRM is a better CRM for firms that are not already using GoldMine. Here...
Year: 2023
GoldMine Version 2023.4 Released!
What's Changed in GoldMine Version 2023.4 GoldMine Premium 2023.4.0 / GoldMine Connect 2023.4.0 GoldMine Premium Edition Upgraded the Redemption library to 6.4 What’s Fixed in GoldMine Version 2023.4 GoldMine Premium 2023.4.0 / GoldMine Connect 2023.4.0 GoldMine Link for Microsoft Outlook: When a Sentemail contains the X500 address instead of the...
How to Automate the Integration of GoldMine with Just About Any Web Application using Zapier.com
In this video demonstration, I show you step-by-step how to easily integrate GoldMine with just about any web application using Zapier.com. This demonstration will show you how to use a PHP Script to execute a SQL Query to export/send data to Zapier.com and then add that contact data to a...
Exporting Data Out of GoldMine CRM – From Basic to More Advanced Options.
In this video demonstration I show you several options for exporting data out of GoldMine CRM. I start by showing you basic options (but limited), to more advanced options for exporting just about any data stored anywhere in the database and finally discuss ways to automate the export process for...
Hardbounce Email Removal Options for GoldMine CRM
In this video demonstration I show you several different ways of removing/processing Hardbounce Emails from your GoldMine CRM when you send bulk email campaigns regardless of what email marketing system you may be using, ie Constant Contact, Mailchimp, Campaign Monitor, SendGrid, etc. I also show you how to identify malformed/bad...
How to Easily Clean Up Duplicated Contact Records in GoldMine CRM
In this video tutorial/demonstration I show you how to easily identify contact records in your GoldMine CRM that are duplicated contact records, and use the Merge/Purge wizard to deduplicate your GoldMine database. Always ensure that you have a SQL database backup before performing this sort of task, as there is...
GoldMine SQL Queries Demonstration
In this video demonstration, I present the GoldMine SQL Queries window and the benefit/power of using the SQL Queries tool to display reports, export data and analyze your GoldMine database. If you have GoldMine Premium Edition with a SQL Server database backend, then you should be using the SQL Queries...
How to easily remove unwanted email attachments (jpg, gif, png, jpeg, bmp) from your GoldMine Mailbox/Attach directory
In this video demonstration I walk you through how to use a free, easy-to-use Windows program for automatically removing duplicated images from your Windows PC. This program can be very useful for cleaning up and removing duplicated logos, signature pictures, and other email attachments that you may collect over the...
How to Implement GoldMine Web Import
With GoldMine’s Web Import feature every time someone fills out a web form on your web site, submits an online order (purchases a product) or does something in any number of web based applications, the contact information that is submitted can be automatically imported into your GoldMine CRM system to create...
STOP using MS WORD to create/design your email campaigns
In this video tutorial/demonstration I discuss why you SHOULD NOT use MS WORD to create/start/design an email or email template in GoldMine CRM. We've had numerous customers who have done this over the years and have had mixed results when it comes to sending, getting their emails delivered and having...