Be sure to check out one of the upcoming webinars - if you use GoldMine for to send emails to your prospects or customers, or think you should be, don’t miss out on these!
http://www.intelliclicksoftware.com/webinars.htm
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From the monthly archives:
July 2009
Crystal Reports for GoldMine - http://crystalreportsforgoldmine.com/ has been updated to support GoldMine Premium Edition 8.5…
FrontRange dramatically changed the way notes are handled in 8.5 - so be sure you read the document on 8.5 to create views within SQL to handle the new database architecture.
Also, got an email a few days ago from someone who purchased the day before… Reprinted with permission.
Yesterday, I spent probably the best $67 ever on the Crystal report package. I was desperate to get some meaningful data out of GM, but even though Crystal is fairly straightforward (and I have the Dummies guide), I had spent several hours without success. I have used 3 of your reports and they are great - I haven't even looked at all the extra stuff in the package yet! Many thanks for saving me hours of programming when I need all of them to manage the business! Best Regards John Lindsey NBS Biologicals Ltd
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New and long-time GoldMine users may find the nine (9) different activity types a bit confusing…
Here’s a brief description and when to use each. I’ll break them down into the “Big 4” which you’ll probably use all the time and then “The Rest”.
The Big 4
Calls – Phone calls, not a “sales call” when you go visit someone, follow up phone calls, introductory phone calls, conference calls, etc.
Next Action – I use these almost as a “To Do” related to a prospect or customer such as writing up a quote, preparing for a demo, doing research or following up via email.
Appointment – Face to face meeting could be for sales, service, or an internal meeting.
Sale – Forecasted Sales are to help you develop and keep track of your sales pipeline up to date so you know what deals you have in your sales funnel.
The Rest
Literature Request – Seldom used portion of GoldMine that lets your delegate the task of sending our literature.
Other Action – Activities that can’t be categorized into one of the other categories.
Events – Multiple day activity such as sales conference or sales meeting. These don’t show up in the timed portion of your calendar in the Day and Week view so it can be easy to schedule over them.
To Do – A generic to do. These don’t have due dates associated with them so I generally prefer to use Next Actions for anything that’s time sensitive. Also, To Dos are not, by default, linked to a contact record.
GoldMine E-mail – An email sent to another GoldMine user via it’s internal email center. These won’t go do Outlook so unless you’re using GoldMine for your incoming and outgoing back you’ll be better off not using these as the message might not get read.
The GoldMine calendar will show a small icon indicating which activity type everything you’ve scheduled is!
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IntelliClick gives you real-time insight into who’s opening and clicking through the emails you send out of GoldMine.
I did a full product review here:
Couple of Updates…
1) IntelliClick is now available for a very affordable $79/month - More Info
2) Great case study from Inknowvision - IntelliClick Case Study
Here a trial of IntelliClick -IntelliClick Trial
… and a link for More Information
GoldMine 8.5.1 has been released…
Release notes available by clicking on “Click to Continue” below…
Hope everyone is having a great summer!
Here’s a handy SQL query that might be a introduction to the ‘in’ statement for many of you. This example will quickly find all the contacts in several different states without stringing together multiple ‘or’ statements.
select company, contact, source, key1, STATE, createon from contact1
where state in ('MA', 'NH', 'VT', 'CT', 'ME', 'RI')
order by state, company
To use this, from GoldMine’s main menu choose Lookup | SQL Queries then copy & paste the above in the top section then click Query. If you are using GoldMine Premium Edition then Tools | Filters & Groups and then the SQL Query tab.
Changing which states will be list is as easy as changing what’s between the “(” and “)”.
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