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...
Category: Featured
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...
Wishes to All for a Happy Easter and Sweet Passover
This Friday and Saturday evening some of us will tell the story of Exodus, in the Jewish tradition of Passover. Starting with Palm Sunday last week, through this Good Friday, and into Sunday, Christians will celebrate Easter. My wife and I are an interfaith couple, so we get the best...
If We Want to Keep CRM Simple … And Let’s!
People have a tendency of over complicating what they need to do to make CRM work for them. By the same token, there is enough complication in doing even what is simple that frankly it is best to start with the basics. So what are the basics? They're right here...
A Good GoldMine Tradition
End-of-Quarter and the month of March is a winning combination for customers! GoldMine has a long history of offering special discounts in the month of March. In keeping with their tradition of "March Madness" promotional discounts, we have offers that make it more attractive to: Purchase GoldMine for the...