A video presentation of a self-hosted web application for integrating Constant Contact and GoldMine CRM. Do you use Constant Contact for your marketing emails? Do you use GoldMine as your CRM system? Then this video presentation might be of interest to you. Watch as I demonstrate a web application that...
Category: Golden Nugget
MALFORMED E-MAIL ADDRESSES CLEANER FOR GOLDMINE CRM (Video 2)
Here is an update video for the Malformed E-mail Address Cleaner application for GoldMine. In this video I demonstrate the ability to update/edit a malformed email address to be a valid email address. There are times when a malformed or invalid email address just needs to be updated to make...
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...
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.
Get your GoldMine database ready for 2021
With 2020 happily coming to a close, there are a few things I recommend that GoldMine users and administrators do to maintain the quality of their organization's GoldMine CRM database, to ensure GoldMine is running and performing at its best into the new year. Mary Ritter Join me, Mary Ritter, for a complementary* webinar...
GOT TO LAUGH TO STAY SANE
Try to relate . . . We are doing an upgrade for one of First Direct's customers. She asked Mary, her assigned GoldMine engineer, about any changes to the password security this time because she has "PTSD from the last upgrade." She was inundated with password requests back then -...
New IntelliClick Version Available
IntelliClick 2020.9.15 version is now available. You can update IntelliClick by clicking here and following the instructions on the download page. You may be also prompted for the update, the next time you access the IntelliClick Wizard. This latest release has been tested and confirmed compatible with the latest GoldMine 2020.1.xx version...
THE MOST IMPORTANT THING I DID ALL WEEK
With today being 9/11 I wanted to post something of a more inspiring nature. Since there is so much already being said about this subject, I figured I would come at it from a different angle. It's Friday morning and I have 17 more tasks (calls, actions and appointments) plus...