Special GoldMine Power-user Training

CRM IS A COMPETITIVE ADVANTAGE - the better you can use your CRM software that greater your advantage. What could you learn about using GoldMine to market and sell better if you could watch a GoldMine power-user with 25+ years experience working in their GoldMine software?    You would see how...

New QuoteWerks Pricing/Licensing Model

Important News For All QuoteWerks Users and Prospective Users! The maker of QuoteWerks, the #1 Award-winning quote and proposal writing software, is making major changes to their pricing and licensing model that will take effect September 30, 2019. QuoteWerks is moving to an annual subscription based pricing plan, versus a one-time purchase with annual maintenance. Here...

The GoldMine CRM Dilemma – Upgrade or Switch

I've been selling GoldMine for over 25 years. When I first started selling GoldMine the most difficult objection I had to overcome was whether to use CRM in the first place. There was considerable resistance by salespeople and business owners who still viewed CRM as optional. Fast forward to today...

Using the Summer Slowdown to Speed Up your GoldMine CRM

In December 2018 I wrote a blog post about setting goals for making better use of your CRM system in the coming year. Here is the link to that article in which I identified four specific areas for targeted improvement. Consider my bullet list of suggestions in that article. During the hot summer months,...

GoldMine CRM Still Has It’s Fans

I've been a GoldMine CRM dealer and user for over 25 years. Back in the day, when CRM was called "Contact Management," GoldMine had a tremendous following of users, analysts and partners. Over the years GoldMine has lost market share to all the big competitors on the block (you know...

riVa roCks!

RIVA IS SOC 2 CERTIFIED! WHY RIVA: GoldMine Customers looking for tight, reliable and secure integration between their GoldMine CRM and G-Suite, Gmail, or MS Exhange/Outlook Address Book, Calendar, Tasks and Email Folders find that there is no stronger solution than RIVA CRM Integration for GoldMine.  Riva offers an exceptional...

The Purpose of “Codes” in GoldMine CRM

Before I explain how to use "Codes" in GoldMine today, I want to provide a little history about them. GoldMine software is one of the originators of the class of applications best known today as Customer Relationship Management (CRM) software. GoldMine goes back to the even before Microsoft Windows existed....

GoldMine Database At A Glance

One of the most important screens in your GoldMine CRM system is the Primary View of a Contact Record. The Primary View is the top-half of the screen when you're looking at a Contact Record in your GoldMine database. On the Primary View are the following GoldMine fields: Contact1 Fields...

CRM versus Spreadsheets and Email

As popular as CRM software is there's still a large portion of firms that rely on spreadsheets and email for the functions of a CRM application. After all, why pay for CRM when you already own those products. Since spreadsheets and email have been around so long, many people and...

Causing Your GoldMine Database to Slow Down

GoldMine CRM has been used by some firms for 10, 15 and even 25 years! First Direct Corporation is one of the few Solution Partners that have been active since GoldMine was run on a DOS operating system. We did hundreds of upgrades to the first "Windows" edition of GoldMine...

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