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 [...]
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 [...]
Learn to quickly build GoldMine filters that isolate and target certain sections of your database. GoldMine filters is a powerful functionality that allows you to isolate certain sections of your database, improving your productivity while helping you market/communicate with a target group of people efficiently. The filter you create can be based on a single [...]
In the business world, it's fairly common knowledge that the cost to maintain a customer is about 7 times cheaper than the cost to acquire a new customer. So, in your quest to drum up business, what is a good way to efficiently stay in touch and keep your business in the forefront of your customer's mind? The answer is, e-mail. But, how do you improve your client e-mail communication with out toiling in your inbox for hours? The answer is of course, to use email templates to [...]