Does Your Organization Make Use of the GM+Views Tab? (polls) The GM+View tab allows you to create a completely customizable information page using the capabilities of HTML. You can configure it to insert linked images and documents, insert GoldMine fields, and display graphics. The information in the GM+View tab is...
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Small Call Center with Big Capabilities
A successful national human resources firm, which does lead generation for its national field sales force, decided to equip a small internal sales call center (2-3 telemarketers) with GoldMine. Previously, all tracking, reporting and follow-up was done manually. In fact, the telemarketers didn't even have computers! The project leaders evaluated...
When You Know You’re Really Using Your CRM
One tell tale way to know if you're really using your CRM/Sales Automation System is whether you're relying on reports. Rolling up data into useful views can serve any number of purposes, from pipeline to market analysis. Successful reporting, which is akin to successful CRM, depends on good data integrity...
Fewer Steps – More Results
It just stands to reason that the more steps to complete a task, the longer it takes. When it comes to redundant types of tasks, reducing steps is key to increasing productivity. One thing GoldMine enables you to do is to eliminate steps, a.k.a."mouse clicks." Sales Automation is one of...
Overlooked Details Translate Into Missed Opportunities
What we sometimes take for granted as salespeople can dampen marketing effectiveness. A lack of record details can mean the difference between one prospect being sent a campaign and another being overlooked. Marketing and sales should be a symbiotic relationship. An action in one area supports and compliments an action...
Auto-fill Saves Time and Improves Data Quality
GoldMine's "AutoUpdate" feature within the GoldMine system Lookup.ini allows you to automatically populate the data in fields to save time and improve data quality. Some common examples of when it is appropriate to do so include: ■Entering Territory and/or Sales Rep based on State or Logged-in User ■Entering "User Login"...
Tag Your Way to a Better Follow-up
You can use GoldMine's "tagging" feature to select records for targeted follow-up. Tagging is a means of building a temporary filter. You can tag records on the Contact Listing, Members in Groups, and Records on the Activity List. To Tag records, hold your "Control Key" down and select items from...
Use the Group Reference for Easy Reference
When building and managing Groups in GoldMine, you can opt to have any Contact1 or Contact2 field displayed in the "Reference" column of the Group. Often this data can be helpful to view data from the record when viewing and working with Group Membership. To populate the Reference column with...
Internet Searches Made Easy
If you turn to the Internet to find out more information about a contact in our database you’ll love this. (e.g. driving directions, company research, etc.) By customizing GoldMine’s Internet Search feature you can automatically pass necessary GoldMine Record information to web forms. Let’s look at the following example, using...
Better Task Delegation
A mortgage finance firm looking for a better way to delegate interoffice action requests immediately recognized the benefits of GoldMine's new Global Task Bar. Their Mortgage Processors regularly need to ask certain staff to order credit reports, title reports, payoff statements, etc. The people who perform those actions then let...