As more and more people begin to use more and more of the various web based applications available today in their everyday lives, the need to integrate these separate applications with one another becomes ever more important. This can be a very daunting and expensive task for those who are...
Category: Manage Smarter
Marketing Automation – Do I have your attention now?
If you’re concerned about your organization’s marketing, the likelihood is that the term “Marketing Automation” interests you since in a new survey of marketing professionals, 76% say marketing automation is “very important.” Yet, according to this same survey of marketing professionals, over 58% are making limited use of marketing automation...
What Happens When You Don't Stay In Touch?
Do you have a good friend in life when you were young, perhaps in school, who you are not friends with today? We all do. There’s a very good chance the chemistry would still be there if you happened to run into one another again. So, why is that friendship...
Five CRM User Best Practices – that will make or break your success.
Five CRM User Best Practices It is one thing to know how to use your CRM, and it’s another to follow best practices. All the training in the world won’t mean much if you’re not applying these best practices. I have been teaching people to use GoldMine CRM for nearly...
How to Create a Call Campaign in GoldMine
There are many benefits to be derived from using the phones: Increased interaction with prospects/customers Reactivate former or inactive prospects/accounts Ensure leads and prospects don’t fall through the cracks Improved data quality and the benefits that it provides Lower the cost of direct sales Calling campaigns can achieve many objectives:...
Why Pay for Cloud When GoldMine Web is Included with GoldMine Premium CRM?
There's a lot of confusion about the terms: cloud, web-based, mobile access, and software as a service (SaaS). Some people think that in order to access their CRM software via their smart-phone or tablet that they need their CRM software to be "in the cloud" and that in order to...
Get more leads from your website with anonymous website visitor identification!
Did you realize that on average, only about 2% of your website visitors are identified? Well, that is unless you have a tool like Visual Visitor on your side. If you are interested in signing up for a Visual Visitor 14 Day Free Trial please contact First Direct Corp. and we can...
Automatically Scan Business Cards into GoldMine
Are you tired of manually entering your Business Cards into GoldMine CRM? If you are like me, the answer is yes! There has to be a better way? Turns out that yes, there is. Rather than muddle through the manual labor of typing in each card's contact info, let your...
GoldMine Toolbar Tips
Most desktop software applications have a toolbar, below the pull-down menu categories, that features buttons (icons) which are nothing more than shortcuts to features in the application. It’s true with GoldMine. GoldMine allows users to modify their toolbar in order to add/remove from a list of standard toolbar choices, as...
How to Enable Email Auto Linking with GoldMine Web and GoldMine Premium Edition
Here's some useful information about enabling email auto linking with GoldMine Web and GoldMine PE. For users of GoldMine Web: Configure the users devices mailto app with the same settings as the mail settings in GMPE. (IMAP recommended) When the user logs into GoldMine Web on their device, the connect...