Free Lunchtime Class on Thursday

Does your GoldMine database need a bit of cleaning up?  Does it bug you to see  duplicate companies or contacts when you are searching for someone?

Sign up to attend my free ”mini class” on Thursday at 12:15 p.m.  I will show you how to merge duplicate contacts together while retaining all the history for all contacts.

Check out my training page and sign up today!!

Create a Group from a SQL Query and Schedule a Call

Filters in GoldMine are great if you want to pull records using criteria in the fields (Contact1 and Contact2) but if you want to pull a list based on email address, history, pending or details you will need to use a SQL query.  And then what?  You can run the query but you can’t activate to scroll through or schedule an activity for all the contacts.    You can create a group, though, based on that query.  Here’s how:

Create your query using the Build or write your own.  In this example I want to schedule a call to all customers who do not have an email address.   Go to Tools>>SQL Query.  Below is my query:

To add to a group, click on “Query” to preview the results.  Then click on the Groups Tab.  right-Click in the Top Section and choose “New”.  Type in a Group Name and check “Build the Group”.  OK.  In the Group Building Wizard select SQL Query records.  Plug in a Sort field if needed and click “Next” and Finish.

Now you can activate your group just like a filter or you can Schedule a Call for all of the group members.  Choose “Select Filter or Group” from the Lookup Button on the Call Dialog.

Choose your Group and fill out the rest of the window to schedule the call.

5 Most Underutilized GoldMine Features

As I work with businesses installing, customizing, or training on Goldmine I have found there are features that many companies do not use even though they would find immediately benefit from them.  Following is my list of the 5 Most Underutilized Features in Goldmine (most of these are found in Versions 6.7 and greater):

GROUPS

Building groups in Goldmine is a manual process like creating a filter but you can create a group based on anything you can query on.   You can create simple groups such as “who are all my prospects” or more informative groups such as “who are all my customers who purchased Product A in the last 6 months”.  Once you have a group activiated, you are able to isolate your activities to only focus on that subset of the database.

To kick it up a notch, just add GoldBox (the most powerful GoldMine add-on) and you can have any number of groups auto-built each night ensuring you do not miss a record.

HTML EMAIL TEMPLATES

Most of us know what HTML Email Templates look like.  They have color, graphics, backgrounds, logos.  In Goldmine you can create and store HTML Templates for the whole company to use.  Using just a few clicks, you can send a personalized email to one or many contacts.

GM+VIEW/BROWSER

GM+View is a tab in Goldmine that allows you to view all types of data:

• Launch a Google map based on the contact’s address,
• View data in an external database,
• Open the website of the King County Property Tax Records and fill in a parcel number from a Goldmine field,
• Quickly jump to a client folder on the server to find all your documents insteading of browsing through the network folders.

If you want to start with the basics, write to me and I will send you a few of the standard views for FREE.

AUTOMATIC DATA ENTRY

Have you ever thought it would be great to automatically change a field based on another field?  For example, populate a Sales Person field based on the State.  This can be accomplished with a file called “lookup.ini”.   You can have several rules in this file such as assiging the sales rep, parsing out the first or middle name or even creating a currency format ($ and ,) based on the number that is entered.

CRYSTAL REPORTS

Crystal Reports Deisgner and Viewer is shipped with GoldMine on any Corporate or Premium Editions.  It is a wonderful program to help create formal reports and charts to analyze the data you have in GoldMine.  All Crystal Reports can be set up for users to access within Goldmine without having the program installed on their computer. 

Still on Standard Edition? Get $194 Off Upgrade Price

Offer: Any GoldMine Standard Edition customer can upgrade to GoldMine Premium Edition at the special price of $355 per seat if you place your order by December 18^th 2009.  Or if you place your order after that but by January 29^th 2010 you can upgrade from GoldMine Standard Edition to GoldMine Premium Edition for $405.

Order must be Minumum of 5 GMPE licenses with maintenance required on all seats.

In addition, a customer can order additional seats for the same price if the additional seats are included on the same order.  Maintenance and Support will be required for all seats.

Offer good until January 29^th, 2010

Please note that Maintenance & Support (M&S) for all Products is based on List Price, not the discounted price, and must be included in each order.

Try GoldMine 8.5 for 30 Days

The  GMPE 8.5 Free 30 Day Trial program was just launched.  This will allow any prospect to download and install GMPE 8.5 on their computer for 30 days in an evaluation copy.  This is for any new prospect  wishing to test the features and functionality of GMPE 8.5.

Please Note: This trial software should not be installed on any pc or server with another copy of GoldMine as it will overwrite the files and it cannot be undone.  Existing GoldMine clients should not use this evaluation version to upgrade or to evaluate the upgrade of their current product.  Please install this on a standalone machine.  Visit the FrontRange Support Site for the latest upgrade files if you are an existing GoldMine client, or contact FrontRange Solutions at the number below if you are not an existing GoldMine client and wish to purchase GoldMine Premium Edition.

Click here to try out 8.5 on your own system.

GoldMine 8.5 is released

Spring has sprung and a new version of GoldMine has been hatched.  Version 8.5 has several enhancements and features to make GoldMine even better at management your leads and providing consistent customer service.

Wondering whether you should upgrade?

Are you wondering whether you need to upgrade and if you will reap benefits of upgrading?  This article discusses why having a clear business case to upgrade will help witha return on investment over a need brought about by IT or CRM Vendors.

If you need help with reviewing your business processes to determine whether it would be a good business case to upgrade, we are here to help.

How to Get Around in Word 2007

When I first opened Word 07 I kept asking…”but where is…”  Everything I was used to like Save, Save As and just the File menu were not in the same place.  Then I came across a great document that shows the commands in Word 2003 and where they are in Word 2007. 

You can download this helpful document here.

Pre-order to get GoldMine 8.5

Today FrontRange Solutions announced upgrade promotion prices which offer great pricing to help move you off your out-of-date, unsupported versions to GoldMine Premium Edition 8.5.

Click here for a Sneak Preview of GMPE 8.5.

I am offering FREE webinars to showcase the enhancements of the Premium Edition and Version 8.5 and why you would want to upgrade.  Sign up today!

FREE Business Optimization Webinar Series

FrontRange Solutions is offering several webinars to help you see GoldMine in action and learn how to leverage CRM in this Challenging Economy:

Discover the Value of Viewing Customer Financial Information in a CRM System (NEW Addition)

Learn about the various options for importing or simply displaying summary and detailed financial data from an accounting system into CRM. See how one organization displays real time customer sales, quotes and orders data in GoldMine Premium Edition for its sales and customer service reps.

In this webinar, you will learn about:

• How your users can benefit from readily accessible financial information in a CRM system
• Options for importing and displaying accounting information in a CRM system
• How custom tabs can be used to display real time data from an accounting system
• Setting up dashboards and custom reporting with data from an accounting and CRM system

Thursday, March 5, 2009
01:00PM – 02:00PM Pacific Time
Register Here

Tough Time Tactics – How Your CRM Can Help You in a Difficult Economy (NEW Addition)

See and hear specific ways to use GoldMine to help your business in a challenging business climate. Now more than ever you need to manage customer relationships. So it just makes sense that your Customer Relationship Management (CRM) software is more critical than ever. Fortunately GoldMine software has numerous features than you can put to good use. Learn more.

Discover how to:

• Target customers with a greater probability of buying
• Handle accounts receivable more effectively
• Increase productivity so you can do more with less
• Analyze the effectiveness of your sales force and marketing efforts
• Retention methods that GoldMine can be used for

Tuesday, March 10, 2009
11:00AM – 12:00PM Pacific Time
Register Here

How to Use Reporting to Manage and Grow Your Business (NEW Addition)

Reporting gives reps more time to sell, and helps them to focus their efforts in order to be more effective. Reporting sparks natural competitive feelings that help motivate reps. Plus, since reps can see the beneficial use of the information they enter, and are judged based on it, reporting even encourages reps to enter needed information into the system. Learn how reporting can improve your organization’s performance.

This GoldMine seminar will cover the following topics:

• Find out what you should report on
• Identify the key bellwethers
• Discover how to “begin with the end in mind”
• Learn how to use for reports to increase sales

Thursday, March 12, 2009
01:00PM – 02:00PM Pacific Time
Register Here

Market Leading Tips for Providing Better Customer Service in a Challenging Economy  (CRM Optimization Webinar)

This webinar will help you understand how your company can improve customer loyalty and increase wallet share by proving better customer service in a challenging economy. Please join the GoldMine product team for this educational webinar.

As a result of this webinar you will understand more about the benefits of:

• Communicating with customers across all methods of communication, such as, voice, web and email
• Addling a personal touch with voice enabled systems
• Managing customer service activities from problem capture through to resolution
• Cross-sell / Up-sell additional products and services for an extra revenue stream
• Managing the customer service business with powerful dashboards and analysis

Tuesday, March 24, 2009
11:00AM – 12:00PM Pacific Time
Register Here

Creating an ROI Assessment for Integrated Voice and CRM for Telesales  (CRM Optimization Webinar)

In today’s challenging economic environment the cost effectiveness and productivity gains now achievable from outbound dialing, skills based routing, automated call scripts, rep productivity reporting, etc. are more compelling than ever. This presentation/demo will highlight the power of GoldMine Voice and its impressive ROI. Learn if integrating voice with your CRM can make a game changing impact on your business.

In this webinar, you will discover how to assess the ROI impact of:

• Click to Dial
• Screen Pops
• Better Campaign Management
• Telemarketing Calling Scripts
• Unified Voice Messaging
• Web-based application builder
• Conversation recording tools
• Self management and reporting CRM solutions

Wednesday, March 25, 2009
11:00AM – 12:00PM Pacific Time
Register Here