SMS integration with GoldMine

In this video presentation I demonstrate the potential to integrate an SMS Service such as ClickSend.com with GoldMine CRM. This video talks about the possibilities for integrating GoldMine with an SMS Service and potentially other Cloud Service providers using a webhook and a self-hosted RESTful (web based) API for GoldMine....

Integrating GoldMine with other applications

In the following video presentation I demonstrate one way of  integrating GoldMine with a number of different web applications. Whether that be integrating GoldMine with an email marketing system to add/subscribe contacts to a subscriber list, such as MailChimp or Constant Contact, OR if it's adding GoldMine contacts to an...

Creating Filters in GoldMine based on data in the Tabs

Out-of-the box, GoldMine does not allow you to build filters based on information in the tabs (History, Pending, Details, Cases, etc.) Filters in GoldMine can only be created based on the values in the fields on the screen(s). There are two "types" of fields in GoldMine, a system defined field...

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...

GET LATEST NEWS!