About one month ago I got the news from a customer of nearly 8 years that they were leaving us and GoldMine for Salesforce. Needless to say, I was rather disappointed. It was some consolation that they told us that they loved First Direct and the decision was not a...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
You Can Use a Value in a GM Field to Trigger an Email
With a GoldMine Automated Process you can trigger an email to be sent to a record based on a value in a field. The same condition can also schedule an activity, such as a phone call, for a sale rep or other user. So let's say for example, you get...
You can update GoldMine data directly from Excel?
MMUpdater is an optional add-in for MasterMine for GoldMine that "opens up" data management. Everyone knows how to update an Excel spreadsheet: Type over. Find/Replace. Copy down. What if you could update GoldMine data in Excel and push those changes back into the GoldMine CRM Database instantly, in a guided...
You Can Use A SQL Query to Get Quick Totals
Most non-technical users of GoldMine are unaware of the vast capabilities of the SQL Database in which their GoldMine Premium Software runs on. The SQL Database allows us to write powerful queries to extract and manipulate data from our database. Aggregate Functions are one such basic feature. One of the...
Easy Way to Review Completed Activities
The GoldMine "Activity List" lets you easily view complete activities (Calls, Appointments, Next Actions, and so forth). Looking back over your own, or other users' completed activities has many benefits including: Identifying the need future follow-up, assessing the results of sales efforts and using findings for coaching, getting a sense...
Schedule Email
Did you know that you can schedule an email to go out to a contact on a certain date and time with GoldMine CRM? In the options tab of the GoldMine email there is a button labeled "Queue, Calendar, and History options." When you select that a scheduling dialog window...
Targeting A Universal Search
GoldMine's Universal Search tool, which leverages MS SQL full text indexing and searching capabilities, offers "Advanced" settings inside the Universal Search dialogue window that allow you to specify what tables to search by telling it where to "find these items." It also provides a drop down filter that lets the...
ATTENTION: QuoteWerks Users with Custom Integration!
We here at First Direct Corporation were just notified by Aspire Technologies, the makers of QuoteWerks, that the soon to be released QuoteWerks v5.0 includes a breaking change regarding the QuoteWerks API (Application Programming Interface). If you have done custom integration of your QuoteWerks, you should contact your programmer as...
My Thoughts on Business
Recently I was interviewed by a business coach, Sean Ackerman, owner of You Leading You. Sean and I spoke about my firm First Direct Corporation and in particular my thoughts about running my company. The conversation covered a broad range of topics and it was fun for me. But more...
7 Best Practices Which Lead to a Better CRM Database
In my "Getting Started with GoldMine" training class, I begin with a review of 7 best practices which lead to a better CRM database. Right from the beginning, I believe it is important to establish a fundamental view about usage with an explanation of certain day-to-day habits which are critical...