That's right ... I said you might want to "Crash" your GoldMine! We have a salesperson who uses GoldMine all day long and has done a ton of personalization to his GoldMine toolbar. His toolbar saves him a lot of time and helps him to sell more. The other day this salesperson accidently hit the "Reset" on their GoldMine...
Category: Sell More
How To Make Scheduling Activities Easier in GoldMine
We’ve all said it! ... “’I'll follow-up with you next week.” Then we go into GoldMine and schedule ourselves a call for the next week so we actually remember to call the person back. Here’s a GoldMine tip/trick to make that process a little bit easier. In the Date field...
Upcoming Sharpen Your GoldMine Knowledge Webinars.
Sharpen Your GoldMine Knowledge We provide these Online Training & Events as a service to you! Learn practical information from an expert that will help you stay up-to-date on the latest trends and best practices. Date Event Name 02/19/2010 QuickBooks and GoldMine Integration 02/22/2010 An Introduction to Microsoft SQL Queries...
Aligning Your Sales With Your CRM Tools
If you’ve ever taken my basic end-user GoldMine training, you’ve heard me say “do your day.” One of the key points about a workgroup CRM system for the sales team (reps, support, management, etc.) is that everyone should just do their day, the same way, in GoldMine! The famous comedian...
Raising The Bar With The GoldMine Taskbar!
One of the many advantages of GoldMine® over other CRM applications is the GoldMine® Taskbar. The GoldMine Taskbar is a great way of having quick, one-click access to common things like: GoldMine Main Menu Items Launching external applications and web sites (web resources like Google Maps, Dun and Bradstreet, Spoke,...
Dial the Phone with GoldMine
What image do you conjure up when you think of someone who’s selling? Possibly you pictured someone talking on the phone. Surely you’ve heard the expression “dialing for dollars” as a way to describe the daily efforts by salespeople and telemarketers to reach prospects and customers. Whether you’re cold calling,...
Adding a “Personal Touch” to a Mass Email
Here’s an effective way to give a “mass email” a personal touch and thereby lift response. In other words, if your firm has developed fancy HTML email templates in your GoldMine Document Template library this is an easy way to enhance them when you want to give them a ‘one-to-one’...
Got Skills?
From surgeons to carpenters, from police officers to accountants … every profession uses tools. And, so it is with sales professionals. CRM is far and away one of the most important tools in a salesperson’s toolbox! Professionals need to know the terminology, trends, and facts in their field. They need...
Access to Information
This article begins with comments about the value of information and then progresses on to offer some suggestions for using GoldMine Premium. If “information is power” then your access to it will determine your power to sell. Here’s another old adage that speaks to the point of this article. Know...
To Sell More…Do More!
As some of my readers know, First Direct Corp. has won more than our share of sales awards. I could point to a few different reasons for this, but the one I wish to focus on in this article is one you can all benefit from. It’s also one that seems terribly...