Personalization and You

It’s a me, me, and me world.  Yet, in the world of sales, it’s all about you!  “You” being the prospect and the customer.  So what is it about “you” that matters? Ultimately, if sales people and marketers have any intention of serving our consumers, our focus must point to...

Verification Code Error for Remote GoldMine Users

An issue occurs where the user receives a chronic verification code error, this appears to be caused by Sync profile changes made in GoldMine on the undocked users machine: In the GoldSync Administration center on the Main GoldMine Server, right click on the user profile and select Generate Verification Code,...

Drag and drop to schedule activities in GoldMine

You can drag and drop a contact from GoldMines Contact Listing window to the Calendar Window to schedule an activity. You can drop the contact into a date or time slot of the Day, Week, Month or Year. When you drop, 'Schedule an Appointment' window appears with date/time of the...

Create Eye Catching HTML Email Campaigns

GoldMine has the ability to send HTML email messages, which allows more sophisticated text formatting, such as selected fonts, colors and styles as well as inserted image files. Even though GoldMine has the ability to send HTML emails, its not necessarily the best option for creating HTML emails. In order...

GoldMine Plus for Accounting

Thanks to the new GoldMine Plus for Accounting QuickBooks link, a construction subcontractor can now quickly and easily check the associated GoldMine contact's accounts receivable, past invoices and credit balance while they have their customer on the phone. The new link integrates GoldMine BCM or FrontOffice Sales and Marketing with...

The Power of Reporting

Recently I wrote a paper called “How to Use Reporting to Grow and Manage a Business".  It has a powerful message and one that needs to get out there more.  So, I want to mention some of the key points of the paper and direct you to a link where...

Schedule Your Next Email

This sales scenario happens just about every day. So, here’s a trick that will save you time and ensure timelier sales follow up! First I’ll describe the problem situation … You speak to a prospect or customer and as a result, for whatever reason, you need to follow up with...

A Name is Not Enough

A name, address and phone are not enough for marketing and sales purposes.  And, most of what’s missing belongs in fields, rather than notes.  But for too many organizations the challenge to do much better gets the better of them! Your organization’s house file, its database of prospects and customers,...

GoldMine 7.0 GM+ Browser

The GM+ Browser, available in GoldMine 7.0 Corporate Edition is an extension of the popular GM+View functionality that allows you to view information from external sources such as other databases, back office systems as well as internet and intranet websites. The new GM+Browser allows you to add GM+Views to the...

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