I recently had a customer ask me about being able to automatically send SMS Messages via GoldMine Automated Processes, etc. by using an SMS API. The quick and short answer is yes, but the details of how is pretty complex so I decided to create this demonstration video to show...
Category: Videos
GoldMine Email Attachments and Document Management Best Practices
The following video will present to you some recommended best practices for handling and managing your GoldMine e-mail attachments and other important e-mail documents like quotes and proposals, PDFs, Word Docs, etc. Many customers complain that their GoldMine is slow and sluggish and often times this is due to a...
How to merge GoldMine contact information into MS Word without using the GoldMine Link for Word.
Some GoldMine customers who have choosen to install a 64bit version of MS Office have discovered that their GoldMine Link for Word has stopped working. This is because IVANTI, the manufacturer of GoldMine has not released a version of the GoldMine Link for Word that works on 64 bit versions...
Constant Contact integration for GoldMine CRM
A video presentation of a self-hosted web application for integrating Constant Contact and GoldMine CRM. Do you use Constant Contact for your marketing emails? Do you use GoldMine as your CRM system? Then this video presentation might be of interest to you. Watch as I demonstrate a web application that...
Malformed E-mail Addresses Cleaner for GoldMine CRM
A video presentation on a simple web application for removing/cleaning Malformed Email Addresses within your GoldMine CRM database. Avoid sending to bad email addresses when bulk sending! Malformed emails are email addresses that are not properly formatted. GoldMine does not force validate that a value entered into as an email...
Email Address remover for GoldMine
A video presentation of a web application that allows GoldMine users to remove email addresses from GoldMine in bulk from a csv file. Customers who have had their contacts email addresses scrubbed or cleaned using a 3rd party list cleaning service such as NeverBounce.com or Unbounce.com and want to manually...
Custom CSV File Importer for GoldMine (Part 2)
A short video presentation of a custom CSV file importer for GoldMine that allows you to import primary contacts with up to 2 associated emails, additional contacts with up to 2 associated emails, custom details and custom fields. Additional functionality is possible using a custom csv file importer vs GoldMine's...
Custom CSV File Import Web App for GoldMine
A video presentation (8 Mins) on a custom csv file import app I created for a client to be able to import data from a csv file into matching GoldMine records. https://www.youtube.com/watch?v=h-Y5N34w2VU If you have a need to import data from csv into GoldMine and GoldMines' native CSV file import...
How to Link Your GoldMine with a Custom Application
A video presentation/demonstration on how to extend or enhance your GoldMine by connecting it with a custom application. Over the years many GoldMine customers have asked about ways of customizing GoldMine or extending GoldMine features to track complex data relationships, ie Project Management, Order Tracking, Inventory Control systems, etc. The...
Simple and Affordable Email Tracking for GoldMine CRM
A video presentation on simple and affordable email open, click, unsubscribe, hard bounce, plus more tracking/processing for GoldMine CRM using SendGrid.com and a self-hosted RESTful API for GoldMine. Watch the video presentation online. https://vimeo.com/661240210