Category: Manage Smarter

When it comes to accountability, as a manager I often take the position “if it’s not in GoldMine it didn’t happen.”  Here’s what I mean and why it works so well. GoldMine can be used to document a lot of things!  And, as a workgroup solution, the information is easily...

Recently I wrote a paper called “How to Use Reporting to Grow and Manage a Business".  It has a powerful message and one that needs to get out there more.  So, I want to mention some of the key points of the paper and direct you to a link where...

Do you have a big prospect list that you want to split up evenly for several telemarketers or sales reps to call? Use the Group Scheduling feature in GoldMine to equally divide the calls between multiple users. Once the list is in GoldMine, filter or group the records. Then schedule...

Ever feel like no matter how hard you try you can never get caught up? Here's one way to clean house - and deal with outdated activities that hang over you. One nice feature in the Activities List is the option to "Auto Update" your pending activities. This local menu...

So much focus is given to how GoldMine is used for sales and marketing that we sometimes overlook GoldMine’s tremendous value as an interoffice workgroup solution.  Nearly 15 years ago, before MS Windows was even introduced, the founders and creators of GoldMine, Jon Ferrara and Elan Susser, had the vision...

One tell tale way to know if you're really using your CRM/Sales Automation System is whether you're relying on reports. Rolling up data into useful views can serve any number of purposes, from pipeline to market analysis. Successful reporting, which is akin to successful CRM, depends on good data integrity...

GoldMine's "AutoUpdate" feature within the GoldMine system Lookup.ini allows you to automatically populate the data in fields to save time and improve data quality. Some common examples of when it is appropriate to do so include: ■Entering Territory and/or Sales Rep based on State or Logged-in User ■Entering "User Login"...

Perish the thought of taking away Outlook? Maybe not! Believe it or not, there are thousands of GoldMine users who have no need for Microsoft Outlook and many who frankly don't miss it a bit. While at the same time GoldMine offers more features for integrating with your Microsoft Outlook...

It's been said, "If you can't measure it, you can't manage it." GoldMine is a great tool for tracking and measuring sales activities, but it can often be challenging to analyze the data. GoldMine's "Statistical Analysis" feature is effective for tabulating overall calls, appointments, etc. It's also useful for counting...

If you're a sales manager who's constantly drilling home the importance of follow-up, let GoldMine notify your salespeople, and you if you'd like, if they are failing to follow-up on new leads. GoldMine Automated Processes are useful mechanisms for this. All automated processes start out with planning. ■To begin with,...