The ability to schedule an activity, and have it linked to a contact, is what makes GoldMine different from other calendaring applications. In training I always counsel my clients to first find the record you want to schedule an activity for, then schedule an activity.
… But, what if you forget to find the record you want to schedule the activity for, or, are scheduling from the GoldMine Calendar?
Here’s a great tip for those situations!
So, if you accidentally begin scheduling the activity for the wrong contact, you can click the search button to the left of the contact name, and select Lookup Another Contact to change the person.
This brings up the standard Contact Search Center. Use it, as you normally would, to find a contact. After double-clicking on the contact you'll be brought back to the schedule window, and, the activity will now be linked with a new contact!
February 19, 2007
in Misc.
Just a little fun to start our Monday off… Below is a picture of last week's visitors plotted on a map.
Here’s an easy way to make entering data quicker, and improve the ‘cleanliness’ of the data in your GoldMine, i.e. prospect not spelled 5 different ways.
If you right-click within any field GoldMine’s Field Lookup Dialogue Box pops up…
Here you can add, delete, and edit the lookup entries for just about any field in GoldMine. Also, in this screen you’ll notice a Setup button to change preferences and settings for this field. (These settings affect only the field you are on but are universal amongst users).
You’ll notice one checkbox in here is Auto Fill. When checked GoldMine will ‘complete’ the data entry in a field for you, like this:
I just typed a ‘C’ and GoldMine finished the rest since ‘Consulting’ is one of the entries in our Lookup for the Industry field.
Happy GoldMining!
Information from a FrontRange tech call on Friday is that new builds of GoldMine 6.7 and 7.0.4 are on the way.
Due to numerous problems with the 6.70.61214 release I definately recommend that it not be used. GoldMine 7.0.4 is the best in the 7.0 line but if you're on 6.70.50123 I'd stay there.
Hopefully these new patches, due to be released in a couple of weeks, will fix a lot of the issues we're seeing in both builds.
You send out an emai to 100s or 1000s of your customers and prospects in GoldMine, and then…
Hope the phone rings, right?
IntelliClick reports back to you on who has clicked on the links in your email and/or opened your email and will even schedule a follow-up call to the rep assigned to that account. This information gets written back to a custom tab on the contact’s record and the contact’s history tab if you wish. (You can turn off writing back to history).
Installation is relatively simple. Assuming you’re using the hosted option, which is what most people would start with, you install a ‘listener’ on your server, which ‘listens’ for click information to write into GoldMine. To create the links which report back to GoldMine via IntelliClick you use the “IntelliClick Wizard” which guides you through creating the link.
Not only will IntelliClick track email opens and click-throughs for you, but event registrations, info requests and unsubscribes as well. An optional component called “WebNav” will even track visitor clicks through your site.
It ships with a few Crystal Reports that will report back to you on click-throughs, etc.
It’s offered as a hosted service for $795 wich includes 5,000 clicks. Additional clicks are offered at $495 for 10,000, or about $.05 each. No clicks or opens, no charge. If you’re sending out 10s of 1000s of emails you’ll probably want to consider the on-premise option which is just under $4,000 with no individual click charges.
If you have a list of 5,000 contacts, send one email a month, and have a 20% click through rate you’d be looking at a total charge of about $1300 for the year. This is comparable, but a big higher, to a service like Constant Contact which charges $75/month for hosting between 5,000 and 10,000 contacts. Of course without IntelliClick you’ll have a hard time knowing what your click-through rate is, which is what it’s all about.
Having this information in GoldMine, rather than up on the web is of much greater value… Imagine a Sales Rep knowing that someone clicked through one of your marketing emails before visiting the customer.
IntelliClick is compatible with GoldMine Corporate Edition 7.x, GoldMine Premium Edition 8.0, and GoldMine Enterprise Edition. The on-premise option will also work with GoldMine Corporate Edition 6.x, the hosted option will not.
For more information…
IntelliClick Trial
More IntelliClick Information
GoldMine utilizes a concurrent licensing model. Under that licensing model you have a set number of licenses up to that many people may login to GoldMine at any point in time.
The other licensing model that’s popular among CRM vendors is named user licensing. Under named user licensing you must purchase a license for anyone who needs to login to the CRM system, even if it’s only for 10 minutes a month.
The concurrent licensing model is definitely more friendly to the customer!
One issue, though, that customers may run into is someone who logs into GoldMine and stays logged in, taking up a license, even if they aren’t doing any work. By forcing these people to log out of GoldMine after a set period of inactivity you can free up that license for someone else.
To force that log out, go to File | Configure | User Settings. You’ll need master right’s to do this. Once there Double-Click on any user. Notice at the bottom of the user’s Profile tab is “When Idle for 30 minutes.
The 30 can be changed to any value to force the user out after not doing any action in GoldMine for that long. Setting that value to 0, turns off the forced logout.
Happy GoldMining!
February 6, 2007
in Misc.
Also, notice the new search function to your left. This replaces the 'Blog Bar' and is much nicer.
Thanks!
Chad
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