It's July and life is anything but back to normal. Frankly, I can't see it getting back to normal for the balance of this year. Even with some states and areas starting to "open up," the fact is that public gatherings are questionable at best until there is a proven...
Author: Bob Ritter
Quick Way to View or Analyze Activities in GoldMine
Here's a tip for a quick way to view OR to get a count of GoldMine users' closed activities. By activities I am specifically referring to: Calls (unscheduled incoming and outgoing, scheduled) Appointments Next Actions Sales (closed, lost) Forms Other Actions To-dos Literature Requests Email Messages FOR A VIEW: STEP...
Personalizing GoldMine Emails with Custom Fields
Personalizing emails is a great way to break through. The more personalized and relevant your message the more likely you are to receive a response. The most obvious first step is the creation of a list that is suitable for your message. GoldMine fields are the basis for creating targeted...
THIS MADE ME LAUGH … THEN IT MADE ME THINK
A business contacted my firm. Generally as I ordinarily do when I get a new inquiry, I visited their website to learn about them. Turns out they make funeral caskets. Covid-19 is NOTHING to laugh about, but on their home page were a couple things that struck me as funny...
“JUST GIVE UP” . . . NO WAY!!
The "novel coronavirus" shutdown has brought with it nearly 15% unemployment, a projected 38% drop in GDP. A massive wave of bankruptcies is anticipated in the second half of 2020 into 2021. This is a time that is testing our mettle, or business acumen and even our faith. Each business...
HOME IS THE NEW OFFICE
You might say that one of the side effects of Covid-19 is we are all now better able to work from home. According to a new MIT report, 34 percent of Americans who previously commuted report they were working from home by the first week of April due to the coronavirus....
7 reasons to stay in touch with your prospects and customers
Staying in touch with prospects and customers is about as important as anything your organization can do. Staying in touch has great significance. 7 Reasons to Stay In-touch: Repetition offers you multiple opportunities to be in the 'right place at the right time' for when your prospect or customer needs...
Email Ten Commandments
Deception is Bad Practice in Life and in Email. Every business that depends on email has to be concerned with being flagged as a "spammer" and having their email deliverability dramatically diminished. Of course, Mail Server software can still block your messages even if you haven't been flagged as...
GoldMine Filters, Groups and SQL Queries – Building Lists in GoldMine CRM
One of the most practical and common uses for a CRM database is to build a list. There are a variety of reasons for needing a list of your GoldMine CRM contacts/records. Groups can be "Activated" in order to create a subset of your overall GoldMine database. Below are the...
GETTING THE BETTER OF THE VIRUS
My heart is with all businesses in America that are struggling with the extremely difficult business climate caused by Covid-19! First and foremost is health and safety! I also understand that for so many businesses this is the most difficult challenge their business has ever faced! My remarks below do...