One of the things that's important to do with your CRM system from time-to-time, is to ensure your database is "clean". What do I mean by that? Well as you and the other users of your system enter data, modify data, and delete data, your database of customers, prospects, etc....
Category: Master Rights & Wrongs
Creating an .Exe file from a Powershell script that sends GoldMine data to a Webhook
In some of my previous posts/articles I have written about Webhooks. Today I'd like to discuss how you can convert a Powershell script to an .exe file that extracts specific data from the GoldMine SQL database and posts that data to a Webhook. PowerShell allows you to import .NET namespaces...
What Are Webhooks and Why You Should Be Using Them
Webhooks have been around for quite a while now, but surprisingly very few people, other than programmers/developers, know much about them or what they are used for. I am going to attempt to explain that in this article and hopefully you'll see where your organization can start to take advantage...
GoldMine Web User Settings
(Note: This article does not delve into the deployment of GoldMine Connect which is needed in order to use GoldMine Web.) GoldMine Web allows GoldMine Premium CRM users to access their firm's GoldMine database via a mobile or desktop Internet browser. The intended purpose of GoldMine Web is to allow...
CRM Software is a Tactic NOT a Strategy
Without execution you Are swirling down the drain. It is not enough to have a vision. And, not enough to have a brilliant strategy. Without tactics and good execution a business is doomed. Successful businesses identify a market. They position themselves over their competition. And they prove themselves through their...
Sorting Custom Fields in a GoldMine Web View
GoldMine Web is used for accessing your GoldMine Premium system via a smartphone or tablet. GoldMine Web allows users to view and edit much of the data in you system via the browser on those devices. GoldMine Web features a default primary view, that presents many of the standard fields...
When Spending Money Costs You More Money
It never ceases to amaze me how many customers will spend their money and time in order to avoid using an expert. In other words, they will use someone or a firm that lacks the specific qualifications and experience for a task hand, rather than engaging and expert. Why is...
Using Zapiers’ SMTP or IMAP Integration to connect your Web Apps with GoldMine
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...
The next QuoteWerks Release is here!
QuoteWerks Version 5.3 Build 4 includes new payment options, ACH support for QuoteValet, credit application submittal for GreatAmerica and Ingram Micro Lease-IT Partners, updated search window and much more! Watch this webinar as we demonstrate how to utilize these new features and answer questions about the latest release! New QuoteWerks...
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...