If Not, Why Not?

I hear it all the time:  We want to do more marketing with our CRM.  We want to pull in leads from our website.  We want to automate follow-up communications to qualified leads. We want to be able to maintain a library of template letters and emails and we want...

One-Too-Many Details

One of the many advantages of GoldMine over other CRM applications like ACT! and Outlook Business Contact Manager is the “Details Tab” that GoldMine has for storing “one-too-many” types of information.  Unlike a “Flat Field” which can only store one entry per field per record, the “Details Tab” stores data...

Where Do Your Web Leads Go?

With all the PPC spending going on one must assume there’s a lot of websites getting hits.  Where do all those web leads end up?  It’s one thing to generate a hit, another to keep them from bouncing off your site, and another to bring them into your organization’s house-file. ...

Learn to Use the CRM Tools You Have

A week doesn’t go by that First Direct does not get several “tech support calls” from a GoldMine user who needs help to do something related to marketing and/or sales with GoldMine.  Although “support calls” are procedurally directed to our “help desk,” the real basis for such calls is often...

What Can You Do with GM+Views?

Does Your Organization Make Use of the GM+Views Tab? (polls) The GM+View tab is a web-based tab that can provide views of external data or views/reports of internal GoldMine data all within GoldMine itself. For example, use GM+Views to allow customer service reps to access order history and order details....

Tap the Fortune Teller in You

What if you could predict the future? If you could anticipate what people will do, would you leverage that knowledge for success?  You can and here’s how!  The other day I was in my first working meeting with a new client.  I was explaining to a group of their department...

The Advantages of News – You Can Use!

“News,” most any “news” has its own intrinsic appeal.  Humans are conditioned, probably evolved, to being attracted to things which come across as “news.” The appeal of news is hard-wired into our psyche, and it is our nature to be drawn to news.   In ancient times, news could be...

Reasons for Touching Base

Who hasn’t heard the following expressions to describe sales: contact sport, a numbers game, and dialing for dollars.  I’m sure you all have.  Surely the sales professional is a lot more than these things.  But let’s face it – if we wait for the business to come to us, we...

A Name is Not Enough

A name, address and phone are not enough for marketing and sales purposes.  And, most of what’s missing belongs in fields, rather than notes.  But for too many organizations the challenge to do much better gets the better of them! Your organization’s house file, its database of prospects and customers,...

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