What many businesses love about GoldMine, is it's ability to easily send mass emails to their CRM contacts, customers, prospects, etc. What many Office 365 subscribers and others are now realizing is that they are not allowed to send bulk/mass emails using their Office365 email accounts. Office 365 has limits...
Category: Did You Know?
Clever Ways to Query your GoldMine Database
What can you ask your GoldMine CRM? At it's core, GoldMine is a relational Microsoft SQL database. It contains many database tables with fields used for storing information about your GoldMine contacts and other related information. Some of the tables are: History - completed activities such as calls, appointments, actions,...
QuoteWerks Price Change Coming
Aspire Technology announced new price changes to QuoteWerks. The last significant price increase was in 2016 - over 5 years ago. New prices will go into effect on May 1st, 2022. Below is an overview of the price changes expressed in list price. The price increase also means that the UMP...
Email Address remover for GoldMine
A video presentation of a web application that allows GoldMine users to remove email addresses from GoldMine in bulk from a csv file. Customers who have had their contacts email addresses scrubbed or cleaned using a 3rd party list cleaning service such as NeverBounce.com or Unbounce.com and want to manually...
How to Link Your GoldMine with a Custom Application
A video presentation/demonstration on how to extend or enhance your GoldMine by connecting it with a custom application. Over the years many GoldMine customers have asked about ways of customizing GoldMine or extending GoldMine features to track complex data relationships, ie Project Management, Order Tracking, Inventory Control systems, etc. The...
Long Time ACT! Users Migrating to GoldMine CRM
When I first started selling GoldMine "Contact Manager," thirty-plus years ago, my main competitors were ACT! and Maximizer. Over the last 10 years those products have lost a great deal of market share. Surprisingly, there are still a lot of CRM users on those products, many with very old editions....
Click-To-Call / Click-To-Dial from within GoldMine
A short video presentation of several different ways of setting up Click-To-Dial or Click-To-Call Taskbar items within GoldMine to be able to automatically dial the phone. Watch the video presentation online. https://vimeo.com/642339817
SMS Messaging with GoldMine for Automated Appointment Reminders
A video presentation on how to setup true SMS messaging between GoldMine and an SMS Service Provider for automated Appointment Reminders. Watch the video presentation online. https://vimeo.com/640492226 For additional information please contact First Direct Corp. at (845) 221-3800 or contact us online.
Calendly.com integration with GoldMine
The following video presentation demonstrates how to integrate Calendly.com with GoldMine CRM using Zapier.com and a self-hosted RESTFUL API for GoldMine. Watch the video presentation online. https://vimeo.com/637961016 If you are interested in integrating your Calendly.com account with GoldMine please contact First Direct Corp or call (845) 221-3800.
Ways to Enhance GoldMine Email Templates
Email personalization tips and tricks GoldMine doesn't claim to have the best "email editor," but it serves the purpose and it does have features which users can leverage rather nicely in conjunction with the CRM database. Here are some functions within GoldMine's email template editor to consider:Personalization - Personalizing an...