The latest version of GoldMine Premium Edition is now going through its final 'beta' testing phase before being released to the public. Whats New in GoldMine Premium Edition 2013.1: Integration with Constant Contact Office 2013 x86 Support (Outlook, Word and Excel links) 50+ Customer and Partner reported issues fixed, including...
Category: Manage Smarter
Going Mobile with GoldMine Mobile Edition
GoldMine Mobile Edition brings GoldMine to your iPhone or iPad. Using the standard touch-based gestures you expect on an iPhone or iPad, you can browse contacts, scheduled activities, and emails. You can complete and add notes – and you can also use one of the most powerful aspects of GoldMine:...
Send a GoldMine Alarm Reminder to Mobile Device
GoldMine's Options (in 9.2.1.72 and higher) now make it easier to set your preferences so that GoldMine will automatically send a message to your mobile device if an alarm is overlooked. In your User's Options, under the tab for "Messaging" you can specify the email address for your device. ...
Before You Search In GoldMine
You may have heard the expression “it’s not what you know, but knowing where to find it.” This is certainly true when it comes to your GoldMine database, where your ability to find a piece of information or a record(s) containing that information will depend on knowing how to go...
CRM in the Press … recommendations from experts
A recent report by national research firm provided insights on CRM for small and midsize businesses. This firm benchmarks best practices in technology-enabled business initiatives. Their findings provide actionable insights that allow companies to make smart business decisions and match their needs with vendor solutions. In this recently published...
Drop Down Lookup Basics
One strategic planning move that will go a long way toward standardizing your company’s valuable contact data is populating the lookup lists of fields and activities. It may take a little while to create the lists and set up the security on them but in the long run you’ll find...
A Reporting One-Two Punch: SQL Queries and Excel
Whether you are a Sales Manager looking for reports, or if you are the office “Power User” tasked with providing reports, you need to know about SQL queries. SQL stands for Structured Query Language and the acronym is commonly pronounced “sequel”. What does this have to do with GoldMine, reports,...
Is Your Office Administrator Afraid of GoldMine?
It’s Halloween … but don’t let your administrative staff get scared of GoldMine! Are your administrative personnel afraid of GoldMine? Does your executive assistant or secretary cringe when they’re asked to work with GoldMine? It might be Halloween, but there’s nothing scary about using GoldMine and I can show them...
What's A Case?
Ask "what's a case" to a lawyer, social worker, or liquor store clerk and you'll get three very different answers to the same question. The point is a "case" is what you make of it. And, such is the case with "Case Management" in GoldMine Premium CRM. The common uses...
The Value of GoldMine's "Activity RSVP" Feature
I don't believe the full value of GoldMine Software can be realized if you're not taking advantage of its ability to delegate (schedule) activities for other users in your office. The "work group" functionality of GoldMine is one of its great advantages for an office/organization that works as a team....