One of the best ways to determine which CRM strategies to pursue at your organization is to begin by evaluating your overall business strategy and current customer position. Your CRM strategy must be linked to your overall business strategy. Otherwise, ailment unhealthy defining your CRM strategy will be just an academic exercise that will quickly [...]
Approximately 80 percent of my clients, who've spent good money on their GoldMine system, use a mere 10 percent of the software's capability. The theme this month has been about how using GoldMine as a glorified Rolodex is just bad business -- if you care about having a thriving business. The simple fact is, the [...]
It used to be the phone number. You used it to “dial for dollars” and keep it touch with clients. Then it was the fax machine, see which made document transferring exponentially easier (and cheaper). Now, the most important piece of info you NEED to gather from your contact is their email address. The email [...]
In prior GoldMine editions (pre GM 8), additional contacts were automatically added to an existing company’s record. In GoldMine 8 or newer, the contact is a completely separate record with a relationship automatically formed. This ensures that if the original company ceases to be a record in your data base, the additional contact record will [...]
A growing list of clients and contacts is a great sign of a healthy, ed growing business. Keeping track of this growing list is GoldMine’s job, and it does the task well -- after all, it’s a contact management system! The first and most basic action you must become accustom to is how to add [...]
The next few posts will be focused on customizing your settings within GoldMine. Now, GoldMine is designed to work well without ever customizing a single setting, and if you're the kind of person that just wants to use GoldMine without over thinking the process, you'll be happy to know you don't need to adjust any [...]
Most business owners and professionals have multiple computers. Usually, there's one for personal use, business and travel. When you're away from the main office, but need to access a certain client's file or work with your database, having remote access can be a life saver. No longer do you have to worry about constantly syncing [...]
When GoldMine Standard Edition was first introduced, installation was a breeze. Like many simple programs you install on your computer today, you simply popped in the CD-ROM and you were off the to races. However, you asked for a better software -- one with more functionality. FrontRange has delivered on that, but the catch is [...]
It's fairly common knowledge that a CRM (customer relationship management) software stores data and information about clients in an organized fashion -- much like an electronic Rolodex. However, if you use GoldMine just as an electronic Rolodex, you'll get your money's worth, but you'll miss out on the majority of functionality that makes GoldMine such [...]
In this post we'll look at integrating your GoldMine address book with your Outlook address book to ELIMINATE manual address entry and save you time. One of the prevailing themes in this month's posts is the idea of "integration". Whether it's integrating between smart phones or Microsoft platforms like Outlook, the goal of integration is [...]