In a previous article I discussed how to Integrate hundreds of Web Applications with GoldMine CRM via Zapier.com. In that article I wrote about the need to use a Webhook in order to integrate the web apps you use with GoldMine CRM. The Webhook would capture data sent to it...
Category: Manage Smarter
Merging Versus Deleting Duplicate GoldMine Records
One of the most common tasks I have as an administrator of our firm's GoldMine database, is dealing with duplicate records. And, one of the most common causes on those duplicate records is web forms which create new records in our system which are actually duplicates of existing records. The...
Process = Control = (Productivity + Quality) = ROI = HAPPINESS!!
For me and my business, peace-of-mind depends heavily on my processes. Our processes for sales, marketing, and customer service provide me the control I need to achieve the productivity I expect from my staff. Processes are how we ensure consistency and quality. In the grand scheme, processes are how I...
Using CRM for Inbound Marketing
First let me describe what I mean by "inbound marketing." Inbound marketing has the following attributes: Written for the consumer's needs and addresses their intentions in order to attract consumption. Interactive and provides the reader with options to pursue their interests. Is found by consumers during the regular use of...
Always Know Your Last and Next step
In sales, if you don’t know your next step, you’ve already lost the sale. The test of a good salesperson is how well they follow-up. When it comes time to “take the order” the sale has been made. Follow-up is one of the key differentiators of top-notch sales professionals. In...
Let Me Tell You a Story …
As a software category, CRM software is special. It is one of the few applications a business person uses that is explicitly for the purpose of managing relationships. And, not just "customer" relationships - also prospects, vendors, strategic alliances, and other types of relationships can all be stored in a...
The Formula for Success and Growth with Your CRM System
IS YOUR ORGANIZATION READY FOR THE NEW ECONOMY? This is a Simple Formula for Success and Growth with Your CRM System *U2 -> Total # CRM Users x Level of Usage Increasing the number of CRM users in your organization AND making greater use of your system, you achieve greater...
IMPORTING DATA INTO GOLDMINE FROM EXCEL USING A PIPE ( | ) AS THE FIELD DELIMITER CHARACTER
Many clients over the years have asked for instructions on how to import contact data into GoldMine and in fact there are many different ways to import data into GoldMine and what method/process you use is up to you. For those wanting to import data from an Excel document there...
GoldMine Email Attachment Best Practices
GoldMine's auto email linking capability has long been a popular feature of GoldMine users. Emails you send and receive in GoldMine are automatically linked to the contact records in GoldMine based on matching email address in the sent/received email and the contact record in GoldMine. When your contacts send you...
Do you ship with FedEx, UPS, USPS, etc.? Then you need ShipRush Web!!
ShipRush Web features: Automatically import orders from over 60 carts and systems: eBay, Etsy, Amazon, Shopify, Salesforce.com and more Print shipping labels for FedEx, UPS, USPS, and other major US and global carriers Switch between Parcel, Freight & LTL Shipping on the fly - no extra programs needed Get discount...