GoldMine has a feature that is available when scheduling and completing activities which is unlike other Contact Management solutions. GoldMine offers users the ability to “Code” Activities (Calls, Appointment, Actions, Sales, Emails, etc.), as well as the “Results” of those Activities. The value of “Coding” Activities and Results can come...
Author: admin_jy9kswgb
Tap the Fortune Teller in You
What if you could predict the future? If you could anticipate what people will do, would you leverage that knowledge for success? You can and here’s how! The other day I was in my first working meeting with a new client. I was explaining to a group of their department...
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...
A Clear Vision
At First Direct Corp. we discuss CRM needs with literally thousands of individuals and organizations. Some prospects and customers are very unsure of their sales processes, while others have done a better job of defining things. The customer who is the subject of this issue’s “Golden Nugget” impressed me from...
A New Way to Report and Analyze Your Data
Imagine being able to see detailed and vivid analysis of your GoldMine data or data pulled from an external database in the form of professional looking charts, graphs, and reports right within your GoldMine screen, even within the GoldMine Contact Record. What’s more, how nice would it be to have...
Creating Counter Fields
GoldMine can track an unlimited number of uniquely named counters. The counter values are stored in the LOOKUP table. For example inserting ~COUNTER("ID",1) into the lookup pick list for a field provides a unique number starting at 0 that increments by 1 each time it is selected by the user.
It’s In Every Sales Course – Is It in Your CRM?
High on the list of important topics in any sales methodology or training program is the need to “sell to the people most likely to buy.” And, it ought to be in every CRM system! Is it in yours? Every salesperson, worth their salt, knows they need to qualify a...
The Advantages of News – You Can Use!
“News,” most any “news” has its own intrinsic appeal. Humans are conditioned, probably evolved, to being attracted to things which come across as “news.” The appeal of news is hard-wired into our psyche, and it is our nature to be drawn to news. In ancient times, news could be...
Vanity Phone Numbers
How many times in a month do you get one of those vanity phone numbers i.e.1-800-BeefLog and have to sit by the phone converting the letters into numbers? Did you know GoldMine could convert those numbers for you? Here is how it works. Just type in the 10-character string into...
GoldMine Help File Not Helping?
Microsoft recently released a security update which prevents GoldMine's Help feature from working properly. When your users go to view the help files it says the page can’t be displayed. Of course, these updates/patches have also made your machine more secure, so you should consider that before you decide to...