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...

Personalization and You

It’s a me, me, and me world.  Yet, in the world of sales, it’s all about you!  “You” being the prospect and the customer.  So what is it about “you” that matters? Ultimately, if sales people and marketers have any intention of serving our consumers, our focus must point to...

Schedule Your Next Email

This sales scenario happens just about every day. So, here’s a trick that will save you time and ensure timelier sales follow up! First I’ll describe the problem situation … You speak to a prospect or customer and as a result, for whatever reason, you need to follow up with...

Get More Done, In Less Time with Toolbar Macros

Almost anything anyone does repeatedly in GoldMine can be done in less time and with less effort through the use of Toolbar Icons/Macros. GoldMine lets you modify the existing Toolbar in order to add and delete icons. You can also create a custom toolbar with macros for the features you...

On-the-Fly Email Templates

On-the-Fly Email Templates are possible in the GoldMine email client. Rather than creating and saving an email template for one-time usage with a single record or a small audience such as a tagged list of records, it's very handy to build a template on-the-fly. I love using this feature in...

Increase Selling Time

Here’s a little circular logic that’s worth thinking about.  Increase sales by increasing selling time by decreasing non-selling time.  It’s really very simple.  A sales guru put it this way, “Sales people should sell, and everybody else should do everything else.”  First let me explain and then I’ll tell you...

Fewer Steps – More Results

It just stands to reason that the more steps to complete a task, the longer it takes. When it comes to redundant types of tasks, reducing steps is key to increasing productivity. One thing GoldMine enables you to do is to eliminate steps, a.k.a."mouse clicks." Sales Automation is one of...

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