A water testing firm needed a way to track correspondence between themselves, their clients, and testing laboratories, as well as maintain a comprehensive testing schedule. A GoldMine Solutions Partner suggested an approach that has proven to be very useful for the firm. Due to the need for the firm to...
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Measuring It to Manage It
It's been said, "If you can't measure it, you can't manage it." GoldMine is a great tool for tracking and measuring sales activities, but it can often be challenging to analyze the data. GoldMine's "Statistical Analysis" feature is effective for tabulating overall calls, appointments, etc. It's also useful for counting...
Boost Productivity with new 5.7 Task Bar Items
The new task bar area in GoldMine 5.7 Business Contact Manager provides greater capability to add icons to perform various functions including: Macros to drive main menu commands Custom user recorded macros Launch other applications Launch documents or executable files Go to favorite web sites Think of the possibilities! You...
Sometimes, Less Is More
Whether you have a big or small marketing budget…sometimes less is more. Here's what I mean. Short, simple text-only communications to prospects and customers can be just as effective as expensive fancy marketing pieces. In fact, they can even be better. Consider these four drawbacks to more elaborate campaigns. Today,...
Testing Filter Expressions
Did you know you could test your dbase filter expressions using the "dBase Expression Tester" built into GoldMine? This tool is accessed from within GoldMine by pressing down the Control, Shift and letter "D" key simultaneously. This tool allows you to test any dBase expression against the active record. After...
1 + 1 = 3
Here's a classic case of synergy. A building supply manager achieved many desired benefits by integrating their accounting system with their GoldMine data. For one, they could better manage longer sales cycles - thanks to integration that allows them to keep track of quotes in their Accounting system and manage...
Plug the Lead Leakage Leak
If you're a sales manager who's constantly drilling home the importance of follow-up, let GoldMine notify your salespeople, and you if you'd like, if they are failing to follow-up on new leads. GoldMine Automated Processes are useful mechanisms for this. All automated processes start out with planning. ■To begin with,...
Sales Automation Just Got Easier with GoldMine Business Contact
If you are one who truly walks-the-talk with regard to sales automation, then you're going to appreciate the ability that the latest version of GoldMine - 5.7 Business Contact Manager - gives you to create "global toolbars." While this new feature is not nearly as robust as what third-party products...
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...
Synchronization Profiles
Setting up a synchronization profile allows for remote end-users to "sync" with just a few mouse clicks without being too technically knowledgeable. For our example we will choose to Create a Transfer Set. Use the following steps to set up the profile: Go File/Synchronize/Synchronization Wizard Choose Start a new session,...