Aspire Technologies, Inc., the manufacturer of QuoteWerks Sales Quoting and Proposal Software, proudly unveils the distinguished recipients of the 2023 QuoteWerks Partner and MVP Awards. Among these outstanding achievers stands First Direct Corporation, recognized as one of the Top 10 Worldwide Solutions Partners and earning the esteemed title of Top...
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How to Export GoldMine CRM Data
GoldMine CRM offers various options for exporting and extracting data from your GoldMine Premium CRM system. In this blog, we have explained three methods to efficiently export your valuable data from GoldMine CRM software. A. Export in CSV Format To initiate the CSV data export, navigate to the 'File' main...
GoldMine CRM New Year Resolution – Using CRM to Achieve Business Objectives
2024 is upon us and GoldMine CRM may be just what your organization needs for a more successful 2024. You know the routine -- in our personal life we call them "New Year's Resolutions." In business they're called "Objectives." In simple terms an "objective" is something we plan to achieve. ...
First Direct Offers Multiple CRM Choices
In case you didn't know, First Direct Corp. offers two CRM solutions. Obviously one of them is GoldMine. The other that you may not be aware of is Zoho CRM. Here is why we believe Zoho CRM is a better CRM for firms that are not already using GoldMine. Here...
GoldMine Version 2023.4 Released!
What's Changed in GoldMine Version 2023.4 GoldMine Premium 2023.4.0 / GoldMine Connect 2023.4.0 GoldMine Premium Edition Upgraded the Redemption library to 6.4 What’s Fixed in GoldMine Version 2023.4 GoldMine Premium 2023.4.0 / GoldMine Connect 2023.4.0 GoldMine Link for Microsoft Outlook: When a Sentemail contains the X500 address instead of the...
How to Automate the Integration of GoldMine with Just About Any Web Application using Zapier.com
In this video demonstration, I show you step-by-step how to easily integrate GoldMine with just about any web application using Zapier.com. This demonstration will show you how to use a PHP Script to execute a SQL Query to export/send data to Zapier.com and then add that contact data to a...
Exporting Data Out of GoldMine CRM – From Basic to More Advanced Options.
In this video demonstration I show you several options for exporting data out of GoldMine CRM. I start by showing you basic options (but limited), to more advanced options for exporting just about any data stored anywhere in the database and finally discuss ways to automate the export process for...
Hardbounce Email Removal Options for GoldMine CRM
In this video demonstration I show you several different ways of removing/processing Hardbounce Emails from your GoldMine CRM when you send bulk email campaigns regardless of what email marketing system you may be using, ie Constant Contact, Mailchimp, Campaign Monitor, SendGrid, etc. I also show you how to identify malformed/bad...
How to Easily Clean Up Duplicated Contact Records in GoldMine CRM
In this video tutorial/demonstration I show you how to easily identify contact records in your GoldMine CRM that are duplicated contact records, and use the Merge/Purge wizard to deduplicate your GoldMine database. Always ensure that you have a SQL database backup before performing this sort of task, as there is...
GoldMine SQL Queries Demonstration
In this video demonstration, I present the GoldMine SQL Queries window and the benefit/power of using the SQL Queries tool to display reports, export data and analyze your GoldMine database. If you have GoldMine Premium Edition with a SQL Server database backend, then you should be using the SQL Queries...