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...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
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...
The Human Trait that Hurts Most Businesses
How many times have you said, "I can't believe it's (fill in the date) . . . where has the time gone?! With this sense of lost time often comes concerns about tasks we've been procrastinating on. The human tendency to procrastinate has profound effects on our lives. But I want...
Take Ownership of your CRM Project
One of the greatest challenges my business faces as a GoldMine CRM software consultant is the lack of internal project ownership on the part of my clients. This creates an opportunity cost to both my business and my clients. Let me start with a brief explanation of the opportunity costs....
A Case for Rolling Over Activities
This week my 82 year old mother fell and couldn't get up. The ambulance arrived and we all assessed the situation. Fortunately, nothing was broken, but the incident triggered a number of things that needed to be handled in the life of my Mom, and as her care givers, the...
Getting Started Checklist for a New GoldMine User
When most organizations start with GoldMine they assign someone to be the System Administrator. This person generally tends to be someone with technical skills. Often times they have never used GoldMine because they're not in sales, marketing or customer service. They may never become a proficient user of GoldMine let...
Keep Two GoldMine Contact Records Open
Most GoldMine users are aware that they can have open multiple application windows (TABS). The TABS can be opened in the order of the user's preference. By default, the Record Tab (Company/Contact) is the first tab. I prefer to keep open the following other TABS: Search Center, Activity List, Calendar...