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CRM and Business Intelligence

Archive for October, 2008

Sneak Preview of GoldMine 8.5

Posted by Deborah on October 17, 2008

The new version of GoldMine Premium Edition is supposed to have some wonderful enhancements.  Subject to change in development, GoldMine 8.5 is due to be released by March, 2009.  A few of the changes are listed below:

Email center enhancements

  • More aligned with Outlook interface and functionality.
  • Improved usability of GoldMine functions.

Preview Panes (See screenshots below)

  • Quick, detailed view Reference and Notes of Pending or Historic Activities.
  • Quick view of all Details Fields.
  • Quick preview of Linked Documents.
  • No need to drill down to retrieve much needed information.

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Lookup lists validated by record type

  • Ability to validate based on another field 

– Example: Validate contact owner based on country

– Example: Validate the product offering in a case based on the case type

Universal search

  • Search on GMPE business objects, as well as, detailed child record information such as notes, activities or emails.
  • Enables users to quickly access information from one central location.

Account management enhancements

  • Improved Relationships Tab.
  • Improvements to Record Typing
  • Ability to lookup contacts based on attributes related to account
  • Ability to replicate data automatically

Extra Details Fields

  • Easy ability to use all 15 available fields under Details.
Order Premium Edition NOW to get a great deal and get the update to Version 8.5 for FREE.  GoldMine Premium Edition users current on Maintenance will receive Version 8.5 FREE as well.  

Posted in Cool Stuff, GoldMine 8 | Tagged: , , , , | Leave a Comment »

Great Software Deals – this month only!

Posted by Deborah on October 1, 2008

Now is the time to upgrade your Standard or Corporate Editions to Premium.  There are also deals for New purchases of Premium Edition:

GoldMine Welcome Back

For CE customers who have let Maintenance lapse. Reinstate your maintenance and upgrade to GoldMine Premium for $439 per user.  Deal ends 10/31/08

GoldMine Premium Edition and GM Mobile Bundle

Buy a minimum of 5 Premium Edition and 5 GoldMine Mobile for $4200 and server charge is waived for GM Mobile.  Licenses must be equal number.  Deal ends 10/31/08.

GoldMine Premium Edition

Purchase minimum of 10 new licenses of Premium Edition for $555 (MSRP = $695).  Deal ends 10/1/08

GoldMine Up and Bump

Standard Edition customers can buy a minimum of 5 seats of Premium Edition for $449 per seat.  Deal ends 10/31/08

 

*Offers may not be combined.

**Maintenance is based on list price.

Contact Deborah for a quote or if you have any questions on upgrading to Premium Edition.

Posted in General | Leave a Comment »

Open Document in GM+View Without Warning

Posted by Deborah on October 1, 2008

I have a GM+View that links to the Client Folder on the File Server.  This folder is where I hold contracts, letters, notes, etc.  Instead of linking each document in the Links Tab, I can go to the GM+View which immediately brings me to browse the contents. 

Read the rest of this entry »

Posted in Cool Stuff, Goldmine | Leave a Comment »