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...

Build Voice into Your CRM Solution

These are just a few of the big reasons why integrating your telephone system with your CRM system is appealing: Power-dialing (where your phone system dials contacts in a campaign automatically)can increase telesales productivity by as much as 300%! Using low cost Voice over Internet solutions versus traditional telecommunications carriers...

Using GoldMine Activity & Result Codes

GoldMine has a feature that is available when scheduling and completing activities which is unlike other Contact Management solutions.  GoldMine offers users the ability to “Code” Activities (Calls, Appointment, Actions, Sales, Emails, etc.), as well as the “Results” of those Activities.  The value of “Coding” Activities and Results can come...

It’s In Every Sales Course – Is It in Your CRM?

High on the list of important topics in any sales methodology or training program is the need to “sell to the people most likely to buy.”  And, it ought to be in every CRM system!  Is it in yours? Every salesperson, worth their salt, knows they need to qualify a...

How Activity List Filters Can Save You

If you’re a busy person, struggling to keep up with a load of calls and emails, here’s a way to use GoldMine that I find extremely efficient.  It uses a feature in GoldMine most users aren’t even aware exists – “Activity Filters.” Open your activity list and go to any...

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