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From the category archives:

Misc.

4.00.9922
5.00.909
5.50.10424

5.70.30503

6.00.40703

6.50.40704

6.60.50101 (Corporate Edition Only)
6.70.70226 (Last Version of GoldMine Standard Edition)

7.00.70302 AKA 7.0.4 (GoldMine Corporate Edition 7.0)

7.51.81009 (GoldMine Corporate Edition 7.5)
8.03.80716 AKA 8.0.3 (GoldMine Premium Edition 8.0)
8.5.1.12 (GoldMine Premium Edition 8.5)

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GoldMine Compatibility Matrix

September 14, 2009

in Misc.

… Is GoldMine compatibile with…

http://support.frontrange.com/support/gmpe/GoldMine_Compatibility_Matrix.pdf

{ 2 comments }

MasterMine

August 1, 2009

in Misc.

MasterMine is one of my favorite GoldMine add-ons… I have about a dozen MasterMine “reports” that tell me everything I need to know about my GoldMine database of prospects and cutomers.

MasterMine has recently re-designed their website and incorporated a lot of great new information on how their reporting, analysis, and data management suite can help your business take advantage of every opportunity hidden
within your GoldMine database.  Check it out http://www.mastermine.net and while you’re there, download http://mastermine.net/form-get-mastermine.php their full-featured 4-day trial version, and have one of their sales team walk you through it!  It’ll  make a big difference in how you use GoldMine!

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7-26-2009-6-22-03-pmBe 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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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:

http://www.thegoldmineblog.com/2007/02/product-review-intelliclick-real-time-intelligence-for-your-emarketing-endeavors/

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

Drip Marketing with GoldMine

1) Law of 29: Most prospects require repeated touches before buying, normally between 3 and 30!

2) Automated: You can visit prospects and clients, work on proposals, quotes, etc. while GoldMine is doing your marketing for you.

3) Segmented: Different prospect and customer segments require different messages.  Have different drip marketing campaigns for customers, prospects, suspects, or based on industry, etc.

4) Top of Mind: Keep your company at the top of your customers’ minds prospects’ mind, crowding out your competitors.

5) Mix It Up: Online services offer drip e-mail marketing, AKA auto responders, however, with GoldMine you can intersperse your drip e-mails with calls, letters and other types of touches.

Now, included, with eMarketing with GoldMine is a 25 minute training video on setting up your own drip e-mail marketing campaigns in GoldMine.

eMarketing with GoldMine
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GoldMine’s Opportunity Manager gives companies and individuals an easy way to manage and track moderate to complex sales throughout the sales cycle.

For individual salespeople and managers alike the Pipeline Funnel gives you an overview of the # of opportunities and total dollar value of the opportunities at each stage of the sales process.

First, determine whether you want to see all opportunities, the opportunities of a user group, or a single users’ opportunities.  This is done by changing the Manager drop down in the Opportunity Manager.  I’ve highlight the Manager drop down below for you.

GoldMine Opportunity Manager

GoldMine Opportunity Manager

Then simple click the funnel, highlighted above to the left of the Manager.

Opportunity Funnel

Opportunity Funnel

In the center of the rungs of the funnel will be the stage, “10 – Initial Contact, etc.” as well as the number of opportunities in that stage.  Then to the right of each rung will be the total dollar value of those opportunities, and their percentage of the total sales.  In the very top rung, the gray area, will be the total forecast and total # of sales.

The rungs are determined by the F2 lookup for Stage field within the Opportunity Manager.

Opportunity Manager Stages

Opportunity Manager Stages

GoldBox Updated 2009-E

March 16, 2009

in Misc.

March 15, 2009  (2009-E for GoldBox-7, GoldBox-SQL, GoldBox-5)

ENHANCED: Dedupe 1 GoldMine Table (GoldBox-7 and GoldBox-SQL only).  When choosing to COPY OUT the Dupes instead of deleting them, you can now select to include the Survivors (checkmarked).  Ideal as a Preview listing to open in GXBrowser.

ENHANCED: Config Screen for GoldBox-7.  You can select the Color and Highlight for all List Boxes in the system, including Global Selector, Query and Expression Builders.  You can also select the Left-Handed Mouse adjustment, which causes selector buttons to appear down the left side of the screen instead of the right side.

ENHANCED: CONTACT2 field type / conversion for Setups.  Logic was added to correctly handle fields added AFTER the RECID (typically RECID is the final Contact2 field), and to include conversion of some of the more exotic MSSQL field types, such as TINYINT, LONGVARCHAR, BIGINT, VARBINARY, SMALLDATETIME.  Please Note: The BDE Administrator is unable to fetch fields of the type NCHAR, NTEXT, NVARCHAR, SQL_VARIANT, UNIQUEIDENTIFIER and XML.

ENHANCED: Import / Update.  For Source table Write-Back at the Mapping screen, you can now choose to Add new fields without having to use a Q-file entry to Modify the Structure.

ENHANCED: Import / Update.  As a Write-Back entry, you can COPY OUT the Source table when the operation ends, without a Q-file entry.  For GoldBox-7 and GoldBox-SQL: Additionally, when auto-converting an ASCII / CSV / SDF file at the Import Setup screen for GoldMine, you can define an option to copy it out.

ENHANCED: Import / Update into GoldMine and Export from GoldMine.  At the Mapping screen, you can define direct SQL Queries into the GoldMine database to populate fields.  Ideal for including linked values in an Import/Update or Export, or for fetching Totals, Counts, Minimum/Maximum values.  A QUERY button will appear at the Expression Builder.  See Help panel {DIRECT-MAP a GoldMine SQL Query}.

GoldMine Premium Edition Upgrade Sale Pricing Here are the promotions good for March 2009 & April 2009. Drop me a line at chad.smith@thegmblog.com for more information and to  discuss.

1. GoldMine Premium Edition and Voice Q4FY0901

For a limited time only you can buy a bundle of GoldMine Premium Edition and IPCM Contact Center Pack for only $1,449.
Must be purchased by April 30th, 2009.   Maintenance is based on list price.  Minimum purchase of 10 seats required.

2. Upgrade from GMCE to GMPE + Voice  Q3FY0902

For a limited time only you can upgrade to GoldMine Premium Edition and bundle IPCM Contact Center Pack for only $1,200.  Must be purchased by April 30th, 2009.  Maintenance is based on list price. Minimum purchase of 10 seats required.

3. Upgrade from GMCE to GMPE Q3FY0903

Until March 31st you can Pre Order GMPE 8.5 for $299.  Must be purchased by March 31, 2009.  Maintenance is based on list price.

4. Upgrade from GMCE to GMPE Q3FY0904

From April 1st through April 30th, purchase GMPE 8.5 for $325. Must be purchased by April 30th,  2009.  Maintenance is based on list price.

5. Upgrade from GMSE to GMPE Q3FY0905

Until March 31st you can Pre Order GMPE 8.5 for $400.  Must be purchased by March 31, 2009.  Maintenance is based on list price.

6. Upgrade from GMSE to GMPE Q3FY0906

From April 1st through April 30th, purchase GMPE 8.5 for $495 .  Must be purchased by April 30th,  2009.  Maintenance is based on list price.

7. Mobile - Q3-4FY0908

Buy 5 or more licenses of GoldMine Mobile and receive the server at no charge.  Must be purchased by April 30, 2009.  Maintenance is based on list price.

To see an overview of GoldMine Premium Edition check out http://www.thegoldmineblog.com/2008/02/the-reveal-goldmine-premium-edition/

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GoldBox Updates

February 9, 2009

in Misc.

February 9, 2009  (2009-C for GoldBox-7, GoldBox-SQL, GoldBox-5)

ADDED: CalQprune() function.  Allows handling of Calendar Q records for blast Emails, by looking into the recipient’s E-mail Address record for pinpoint evaluation of the MergeCodes field.  Can be used in the Filter Expression for Global Delete, Group Builder, Export and Global Replace.

ADDED: E-Mail Address PRIMARY Normalizer.  Found at {Service } {Contact File VERIFIER, option L} and at {Import / Update of E-mail Addresses}.  In the Verifier, GoldBox steps through ALL Main Contact E-mail Addresses and ensures a SINGLE is flagged as Primary.  At the Import / Update, Primary flagging / un-flagging is dynamically handled, based on whether the incoming addresses are to be marked Primary or Non-primary.

ADDED: Opti-Sizer for CONTACT2 Fields (GX7 and GXSQL only).  Checkbox at Service / Config Screen.  May eliminate “Record Too Large” error for some GoldBox operations, when you have a VERY LARGE Contact2 table size (many fields, large widths on Character fields).  The TGT table is dynamically optimized if possible.  REMINDER: Contact File VERIFIER, option C, produces a report of Contact2 field usage for assistance in direct adjustments of the table in SQL.

ENHANCED: Export Utility.  You can globally replace a field in the exported table by using the Replace Field option at the Export Setup screen.  Use  ZMAILOUT->  as the table name and pointer.

GoldBox 2009-A Released

January 6, 2009

in Misc.

goldbox7CONTACT FILE VERIFIER:
For GoldBox-7 and GoldBox-SQL: You can now choose to evaluate all Character fields in the User-Defined Field Table (CONTACT2). GoldBox will list the fields, the designed width of each, and also the Longest Value found. This is ideal when you wish to trim down a CONTACT2 table with many unused fields to improve the table’s performance and efficiency. Often, a number of fields are initially added to CONTACT2, but then are never used. It also provides the opportunity to reduce widths on some fields, if desired.

[click to continue…]

Blog Updates

January 6, 2009

in Misc.

new-graphicYes, The GoldMine Blog has a new look!  We’re now hosting at http://www.TheGoldMineBlog.com and are using WordPress (WP) rather than MoveableType (MT) as our blogging platform.

I’m not quite done with the new design but I wanted to get the January 2009 promotions out there for everyone, so while I still have some work to do, I hope you enjoy the new site.  Please feel free to post comments or email with any feedback.

Thanks!

Chad

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Seasons Greetings

Happy Holidays!

To close up 2008, a year that saw the two GoldMine Premium Edition releases, GoldMine Corporate Edition 7.5, GoldMine Mobile Edition 3.0 for the Blackberry, over 60 blog posts, and the small matter of the US electing its next President, I am going to repost my 10 favorite posts from 2008…

I’ll be heading a couple of hours north on Christmas Eve, to Midland, Michigan, to spend with my family.  On the 26th I’ll be traveling to Boston to welcome the New Year in with a friend,  Yes, I will be working remotely the last week of they year.

My best wishes to you and your family during this holiday time.

See you in 2009,


Sig


Chad’s 10 Favorite Blog Posts of 2008:

Never Miss a Call Again - Alarms on by Default
http://www.thegmblog.com/2008/02/never_miss_a_call_again_alarms.php

4 Fantastic SQL Queries to Help You Manage Your Contacts’ Email Addresses
http://www.thegmblog.com/2008/01/4_fantastic_sql_queries_to_hel_1.php

How To Make Completed Activities Show on the Calendar
http://www.thegmblog.com/2008/01/how_to_make_completed_activiti.php

Do You Know Where You’re Going Next? Using the GM+View Tab to Display A Map
http://www.thegmblog.com/2008/03/do_you_know_where_youre_going_1.php

Quick and Dirty Activity Count by GoldMine User
http://www.thegmblog.com/2008/06/quick_dirty_activity_count_by.php

Got Notes? Create a Notes Indicator in GoldMine
http://www.thegmblog.com/2008/07/got_notes_great_a_notes_indica.php

Exporting GoldMine Contacts to Excel
http://www.thegmblog.com/2008/08/exporting_goldmine_contacts_to.php

Auto Follow-Ups When Completing Activities
http://www.thegmblog.com/2008/10/auto_followups_when_completing.php

What You Did and What You’re Going To Do
http://www.thegmblog.com/2008/12/what_you_did_and_what_youre_do.php

How to Find your GoldMine contacts without an email address
http://www.thegmblog.com/2008/11/how_to_find_your_goldmine_cont.php

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December 2008 GoldMine FYI

December 16, 2008

in Misc.

Read it here:

http://frsconnect.frontrange.com/blog_post_view.aspx?blogpostid=2618ecf7d3e54fe79471d0c46ccfaeb5

 

Here’s a SQL Query request that I came upon recently…

“I need to see all contacts I had an appointment with, completed appointments, as well as all contacts I have a scheduled appointment with, pending, for a particular date range.”

I could see this being useful for cleaning up activities scheduled, and done, but not completed, as well as for  contacts you may want to do some follow up with.  Managers wanting to monitor activity will also find this very useful!

So here’s the SQL Query:

select company, contact, phone1, address1, city, state, zip from contact1 where accountno in (select accountno from conthist where ondate >= '12/1/2008' and ondate <= '12/31/2008' and srectype = 'A') or accountno in (select accountno from cal where ondate >= '12/1/2008' and ondate <= '12/31/2008' and rectype = 'A') order by company

You can change the date range to whatever makes sense for you.

Also, you may want to add in an option so it just shows your activities…  Change the portion in the two sections where it says “and userid = ‘BILL’” to your userid.

select company, contact, phone1, address1, city, state, zip from contact1 where accountno in (select accountno from conthist where ondate >= '12/1/2008' and ondate <= '12/31/2008' and srectype = 'A' and userid = 'BILL') or accountno in (select accountno from cal where ondate >= '12/1/2008' and ondate <= '12/31/2008' and rectype = 'A' and userid = 'BILL') order by 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.

GoldMine

You’ll see your results.  If you find this useful use the ‘Save’ button to reuse this later on. Within the results, you can do a Right-Click | Output To | Excel to save the results, print them, and further analyze!

GoldMine Output to Excel


Pick Up Your Copy Of The GoldMine Guide to SQL Queries Today!

GoldMine SQL
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Let's be honest, we can all use some help closing a sale. 

My friend, Michael Angelo Caruso, has just released a series of videos on just that, Closing The Sale.

Here's a sample of what you will receive:

(Click the Image to See)

Role Model Selling

These are absolutely fantastic! 

Last week I took a vacation to spend some time with a friend in Boston. 

I had about an hour there and back on the plane to watch these on my iPhone and it was the quickest and most productive plane ride I have ever had!

Michael, like you, is a fellow GoldMine user so I convinced him to provide up to 10 of you with a special 40% off discount.  Check out Role Model Selling at http://www.rolemodelselling.com and after you check ADD TO CART at the bottom then use use Coupon Code CHAD40.

Role Model Selling Discount

 

You'll get 40% off the regular price!

 

Role Model Selling Discount

I watched him create this coupon for 40% off and it is absolutely limited to the first 10 people to use it, so use it right now! 

Over 1100 people will have the opportunity to see this today so be sure you are in the 1%

If 10 people have already claimed the 40% off, all is not lost.  Use Coupon Code CHAD15 to still get 15% off your purchase.  This will be good until November 30th.

 

GoldMine & CompanionLink…  If you need your GoldMine Contacts, Calendar, and/or Tasks to export/sync with a BlackBerry, iPhone, Windows Mobile Device, or Palm Device, here’s your tutorial.

I am a big fan of CompanionLink because it just works so darn well.

Here’s an introduction to CompanionLink & GoldMine.  If you’re ready to purchase CompanionLink be sure to use CompanionLink Discount Code TB5222 for $5 off!

Be sure to use CompanionLink Discount Code TB5222 for a discount off of your purchase!

Blackberry
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Do You Sell?

October 23, 2008

in Misc.

If you are, in any way, responsible for sales and closing business… You absolutely must get:

Role Model Selling: Closing Sales

Visit http://www.RoleModelSelling.com to start closing more sales, today!

 

 

iGoldMine/iHEAT Advisor

October 16, 2008

in Misc.

Please be advised that Windows Updates KB954211 and KB956841, released on 14 October 2008, are incompatible with iHEAT 8.3.7 and/or iGoldMine 7.0 for Windows on Windows Server SP2, Windows XP SP2, and Windows 2000 SP4.

NOTE: THESE HOT FIXES DO NOT AFFECT iHEAT 8.4, NOR DO THEY AFFECT iGoldMine 8.0.

This incompatibility only affects the iHEAT and/or iGoldMine Server and does not impact the Client machines. Note that if you have installed one of these hot fixes, the hot fix will have to be uninstalled, and then the last compatibility update will haveto be re-applied to return the iHEAT or iGoldMine server to a working state.

 

eMarketing