Is your organization prepared for a disaster? A solid backup strategy is one of the key elements of being prepared. Get started developing your organization's backup strategy with these tips and best practices. Regular backups are vital insurance against a data-loss catastrophe. In this article, we'll offer some best practices...
Category: Manage Smarter
A better way to write and deliver sales quotes
If your business writes quotes and proposals in a Word Processor or Spreadsheet and then delivers them via an email, please consider an alternative. First Direct orders a tool for writing quotes that can be delivered via a web portal. Consider the reasons and benefits of doing quotes the following...
Top 10 Email Marketing Mistakes You Need To Avoid
Email marketing is the number one way small businesses are reaching more and more people than ever before. With a solid email marketing strategy, business owners can convert leads into new customers and stay at the top of their existing customers minds. But what makes up a solid email marketing...
Quick Way to View or Analyze Activities in GoldMine
Here's a tip for a quick way to view OR to get a count of GoldMine users' closed activities. By activities I am specifically referring to: Calls (unscheduled incoming and outgoing, scheduled) Appointments Next Actions Sales (closed, lost) Forms Other Actions To-dos Literature Requests Email Messages FOR A VIEW: STEP...
THIS MADE ME LAUGH … THEN IT MADE ME THINK
A business contacted my firm. Generally as I ordinarily do when I get a new inquiry, I visited their website to learn about them. Turns out they make funeral caskets. Covid-19 is NOTHING to laugh about, but on their home page were a couple things that struck me as funny...
“JUST GIVE UP” . . . NO WAY!!
The "novel coronavirus" shutdown has brought with it nearly 15% unemployment, a projected 38% drop in GDP. A massive wave of bankruptcies is anticipated in the second half of 2020 into 2021. This is a time that is testing our mettle, or business acumen and even our faith. Each business...
HOME IS THE NEW OFFICE
You might say that one of the side effects of Covid-19 is we are all now better able to work from home. According to a new MIT report, 34 percent of Americans who previously commuted report they were working from home by the first week of April due to the coronavirus....
GoldMine Filters, Groups and SQL Queries – Building Lists in GoldMine CRM
One of the most practical and common uses for a CRM database is to build a list. There are a variety of reasons for needing a list of your GoldMine CRM contacts/records. Groups can be "Activated" in order to create a subset of your overall GoldMine database. Below are the...
Asking For Help Doesn’t Mean You’re Weak, It Means You’re Wise
I recently assisted a long time GoldMine user/client with their GoldMine sync issues. This client has contacted me many times over the years when things "break" or when something doesn't work, as in this case with his sync between the GoldMine on his main PC and the GoldMine on his...
GoldMine RESTful API Webinar Recording
The following is a video recording (45 Mins) from a recent webinar presentation of a RESTful API that I developed for GoldMine. https://www.youtube.com/watch?v=12gunS4RMsE&t=36s If you have any questions or have any thoughts/ideas on an application you'd like to integrate with GoldMine please let me know.