Who hasn’t heard the following expressions to describe sales: contact sport, a numbers game, and dialing for dollars. I’m sure you all have. Surely the sales professional is a lot more than these things. But let’s face it – if we wait for the business to come to us, we...
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Removing Duplicate Records
Now that GoldMine has enhanced duplicate checking, those irritating little dupes should not appear too often. However accidents do happen and they are easy to merge together using record tagging. Having spotted a pair of dupes, simply bring up the Contact Listing Window to show the duplicate records. A double...
Logging into GoldMine Automatically
To setup your GoldMine so that it automatically logs in with your GoldMine username here is what you need to do: 1. Right Click on the Short Cut Icon that you use to login to GoldMine with. 2. Select Properties 3. In the Target line you want to enter after...
Creating and Using User Variables
You are not restricted to the four variables in the Personal tab in User Preferences when it comes to User Variables. Create extra variables by amending the username.ini file. (Bob.ini, John.ini, etc.), which can be found in your GoldMine root directory: C:/Program Files/GoldMine or G:/GoldMine, etc. Create your own custom user variables...
GoldMine® Integration Services for Microsoft® Outlook®
GoldMine® Integration Services for Microsoft® Outlook® provides you with a complete view of email correspondence for contacts shared by GoldMine and Outlook. Created for companies so GoldMine and Outlook users are on the same page and have a complete history for all prospects, customers and vendors. And now there’s no...
Build a Superhuman Salesperson
What would you say if I offered you a salesperson that works tirelessly, or never forgets to follow-up, or never complains about compensation no matter how successful they are, is 100% loyal, and completely focused on what you direct them to do? What if I told you this sales rep...
How Activity List Filters Can Save You
If you’re a busy person, struggling to keep up with a load of calls and emails, here’s a way to use GoldMine that I find extremely efficient. It uses a feature in GoldMine most users aren’t even aware exists – “Activity Filters.” Open your activity list and go to any...
Word Link Security Issue
Hopefully, if you are a Goldmine user you are already taking advantage of GoldMine’s link to Microsoft Word. This link allows users to easily create MS-Word templates for use with GoldMine’s Document Management Center features. There are a few settings we recommend you change in MS-Word in order to make...
GoldMine Web Import
Do you have a web site that you generate leads from via web forms? If the answer is "yes," this is for you! With GoldMine's Web Import functionality every time someone fills out a web form on your web site the information can be automatically imported into your GoldMine database?...
If It’s Not In GoldMine It Didn’t Happen
When it comes to accountability, as a manager I often take the position “if it’s not in GoldMine it didn’t happen.” Here’s what I mean and why it works so well. GoldMine can be used to document a lot of things! And, as a workgroup solution, the information is easily...