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...
Author: admin_jy9kswgb
HTML Email Design Tips/Tricks for GoldMine CRM
In this video tutorial I demonstrate several ways to design a simple HTML email that has structure and formatting that will make your emails look better and more professional. You don't have to know HTML/CSS to be able to design a fancy HTML email with graphics and complex layouts, it...
Feedback from a Customer
Listen to another customer! Here is what Tracey had to say about her upgrade to GoldMine Premium ... Recently First Direct Corp. helped our customer (Integrated Marketing Concepts, Inc.) to upgrade from GoldMine Standard to GoldMine Premium. The GoldMine Administrator, Tracey, is a very capable person which makes her feedback...
Use Color to Flag a Field
One of the simplest and most effective ways to improve your CRM system’s design is to use color to flag users’ attention. For example, if there’s a field you want users to notice when it is filled in, make the value of the data red. On the other hand, if...
Use Digital Dashboards
Digital Dashboards, also known as Business Intelligence (BI) Dashboards, Enterprise Dashboards, or Executive Dashboards, are visually-based summaries of business data that show at-a-glance as a roll-up of business conditions through metrics and Key Performance Indicators (KPIs). Digital Dashboards have become a very popular BI tool that has arisen in the...
Where Does GoldMine Store Automated Process Tracks and How to Search for Records with APs.
Once you start using GoldMine Automated Processes, no doubt you will run into situations where you realize you have a problem with your process, or for some reason you need to identify all the records in your database with certain Automated Processes. Here’s what you need to know to do...
Adding a “Personal Touch” to a Mass Email
Here’s an effective way to give a “mass email” a personal touch and thereby lift response. In other words, if your firm has developed fancy HTML email templates in your GoldMine Document Template library this is an easy way to enhance them when you want to give them a ‘one-to-one’...
How to Find Contacts with a Certain Email Merge Code
For those using GoldMine Email Merge codes to identify additional contacts, it’s going to be helpful for you to know how you can search for additional contacts based on merge code. This could be useful to get a count, or even to generate a targeted list for some purpose. The...
The “Five W’s” and Your Database
One of the basic lessons for a journalists learns is the “five W's" of journalism (who, what, where, when and why). Marketers could take a lesson from this adage as it relates to their CRM database. Can your database answer the “five W’s” about your business? Let’s consider this. A...
When Is It Time To Backup?
When is it time to backup? BEFORE it’s too late! If suddenly there was a power surge and the hard drive(s) on your server crashed, what would you do? Would you reach for your most recent backup and restore it with confidence? What can I say, if you do not...