It never ceases to amaze me how many customers will spend their money and time in order to avoid using an expert. In other words, they will use someone or a firm that lacks the specific qualifications and experience for a task hand, rather than engaging and expert. Why is...
Category: Featured
New Release – GoldMine Premium Edition 2018.2
What's changed in GoldMine 2018.2 GoldMine Premium Edition/ GoldMine Connect Password validation • Due to the added password complexity rules (explained in What’s New below) the password validation at login is now case sensitive. • In previous versions of GoldMine all user passwords were converted to UPPER case when saved...
Using Zapiers’ SMTP or IMAP Integration to connect your Web Apps with GoldMine
In a previous article I discussed how to Integrate hundreds of Web Applications with GoldMine CRM via Zapier.com. In that article I wrote about the need to use a Webhook in order to integrate the web apps you use with GoldMine CRM. The Webhook would capture data sent to it...
The next QuoteWerks Release is here!
QuoteWerks Version 5.3 Build 4 includes new payment options, ACH support for QuoteValet, credit application submittal for GreatAmerica and Ingram Micro Lease-IT Partners, updated search window and much more! Watch this webinar as we demonstrate how to utilize these new features and answer questions about the latest release! New QuoteWerks...
Merging Versus Deleting Duplicate GoldMine Records
One of the most common tasks I have as an administrator of our firm's GoldMine database, is dealing with duplicate records. And, one of the most common causes on those duplicate records is web forms which create new records in our system which are actually duplicates of existing records. The...
IntelliClick 9.8.5 Released
Whats New in IntelliClick's latest release: NEW: Activate/Deactivate Email Addresses which allows flexibility to determine which email addresses you wish to enable for mass marketing by country; those who wish to exclude European Union countries can readily do so by flagging emails associated with those countries* NEW: "Smart Cookie" Web...
Process = Control = (Productivity + Quality) = ROI = HAPPINESS!!
For me and my business, peace-of-mind depends heavily on my processes. Our processes for sales, marketing, and customer service provide me the control I need to achieve the productivity I expect from my staff. Processes are how we ensure consistency and quality. In the grand scheme, processes are how I...
Why Using Outlook or even GoldMine (alone) to Send Mass Emails is Bad
When I consult with my clients on email marketing and email deliverability best practices, one question that comes up often is: "Why do we need to pay to use something like Mailchimp or Constant Contact? We can send our newsletter using Outlook or GoldMine, right?" My answer: Wrong. Don't do...
QBGOLD – GOLDMINE INTEGRATION WITH QUICKBOOKS
QbGold allows you to see your QuickBooks transactions like Estimates, Sales Orders and Invoices for Customers and Purchase Orders for Vendors in GoldMine. Syncing can be set manually or automatically. Introduction to qbGold qbGold provides Goldmine Users with visibility of QuickBooks transactions like Purchase Orders for Vendors, Quotes, Sales Orders...
Being in the Right Place at the Right Time
Earlier in the year I was asked to write a guest column for a publication by the trade organization PSDA. In their magazine "PS" they published 6 articles by me over 3 months . One of those articles was titled "Staying in Touch and the Power of Repetition." Here is a...