“If you can’t measure it, you can’t manage it.” And there is probably nothing worth measuring and managing more than the quality of your GoldMine database. The trouble is figuring out where to start and how to get a worthwhile read on the quality of your GoldMine database. First Direct...
Category: Manage Smarter
Time To Get Help
Recently we received a technical support call from a large customer about how to export data out of GoldMine. This is a red flag to us that something may be wrong. It’s not always a sign of a problem because often times the customer is just trying to supply mailing...
Use Digital Dashboards
Digital Dashboards, also known as Business Intelligence (BI) Dashboards, Enterprise Dashboards, or Executive Dashboards, are visually-based summaries of business data that show at-a-glance as a roll-up of business conditions through metrics and Key Performance Indicators (KPIs). Digital Dashboards have become a very popular BI tool that has arisen in the...
Penny Wise and Dollar Foolish
Is a discount or promotion the reason to buy CRM? While special promotions help to close sales, they’re not the reason I sell CRM, and they certainly should not be the reason one purchases it! When it comes to CRM, you spend money to make money! You purchase CRM to...
SQL Queries
In this issue of GoldMine Success I’ve already mentioned SQL Queries. But I realize that many of my readers don’t know what I’m talking about when I say “SQL Queries,” let alone why this is such a great feature in GoldMine Premium. So, this article will provide you a brief...
Managing Better with GoldMine Record Typing
Sometimes managing people is better accomplished by managing the technology they use. This certainly can be the case when it comes to your GoldMine database. Data quality, which I’ll define as accuracy and completeness, is largely in the hands of your users. What they do each time they’re on record...
GoldMine Premium Introduces “Case Management”
Since day one GoldMine has been a great tool for tracking activities (Calls, Appointments, Actions, Email, etc.). Now with the new GoldMine Premium Edition and its new Case Management capabilities you can manage technical support issues, customer service requests, and other types of matters. Case Management will be very useful...
Tracking Service Issues
As most know, GoldMine is a great tool for tracking activities (Calls, Appointment, Actions, Email, etc.). However, GoldMine lacks functionality and features in the User Interface (UI) which demanding customer service/help desk environments require. Here are just of few of the types of needs such departments have: Auto Ticket/Issue ID#...
A New Way to Report and Analyze Your Data
Imagine being able to see detailed and vivid analysis of your GoldMine data or data pulled from an external database in the form of professional looking charts, graphs, and reports right within your GoldMine screen, even within the GoldMine Contact Record. What’s more, how nice would it be to have...
Build a Superhuman Salesperson
What would you say if I offered you a salesperson that works tirelessly, or never forgets to follow-up, or never complains about compensation no matter how successful they are, is 100% loyal, and completely focused on what you direct them to do? What if I told you this sales rep...