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.
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.
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!
Pick Up Your Copy Of The GoldMine Guide to SQL Queries Today!
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!
However, for generic or preliminary information such as directions, comments about the contact it is useful. You might also use it for dog’s name, what’s going on their life, etc.
However, unless you explicitly go to the Notes tab there’s no way to know there is something there! So here’s a handy indicator to put on the top ½ of the contact window.
If you’re using GoldMine Standard or Corporate you’ll probably need to move some fields around for space in the top half of the screen I’ll be adding it to a GoldMine Premium Edition, so space isn’t so tight in the top ½ of the screen.
First, while logged in with master rights do a Right-Click | New Field.
Select dBASE Expression and Click OK.
Move the field to an area of the screen where you have open space then Double-Click on it.
In the Field Data area type in "Has Notes" with the double-quotes.
Change to the Color tab and in In Data Color select Expression and type in iif(trim(notes) > ' ', 255, 16777215)
Finally, in the Layout tab, set the Field Label to be 0 and the Data Size to be 10. Then Click OK.
… and Voila!
One word of caution in GoldMine Premium Edition. If you put a note in, then delete it, it actually stays in the database so the indicator may still say "Has Notes" even though the tab looks empty.
If you use GoldMine’s calendar and have trained your users to complete activites, you have an indispensible tool for tracking the number of activities done on a per-user basis.When my clients look at their best performing sales people, we tend to find, not surprisingly, those with the highest number of activities to be at the top.
Go to Lookup | SQL Queries or in GoldMine Premium Edition Tools | Filters & Groups then click on the SQL Query Tab. Then, paste in this:
select userid, srectype as Type, count(*) as Number from conthist where srectype in ('A', 'C', 'M') and ondate >= '1/1/2000' and ondate <= '6/30/2008' group by userid, srectype
Change the date range to suite your needs… This counts Appointments (A), Call (C), and Emails (M).
This is a great example of multi-field grouping, and how it can be very useful in SQL Queries.
Don't forget, you can send these results to Excel:
To use simply go to Lookup | SQL Queries then copy and paste into the top-half of the screen and hit query.
First, all primary contacts and their primary email address…
select contact1.company, contact1.contact, contsupp.contsupref from contact1, contsupp where contact1.accountno = contsupp.accountno and contsupp.contact = 'E-mail Address' and contsupp.zip like '_1__%' order by contact1.company, contact1.contact
Second, all secondary contacts and their email addresses…
select contact1.company, contsupp.contact, contsupp2.contsupref from contact1, contsupp, contsupp as contsupp2 where contsupp.rectype = 'C' and contact1.accountno = contsupp.accountno and contsupp.recid = contsupp2.linkacct order by contact1.company, contsupp.contact
Third, all the email address for primary and secondary together… This will work only on SQL systems…
select contact1.company, contact1.contact, contsupp.contsupref, contact1.accountno from contact1, contsupp where contact1.accountno = contsupp.accountno and contsupp.contact = 'E-mail Address' and contsupp.zip like '_1__%' union select contact1.company, contsupp.contact, contsupp2.contsupref, contact1.accountno from contact1, contsupp, contsupp as contsupp2 where contsupp.rectype = 'C' and contact1.accountno = contsupp.accountno and contsupp.recid = contsupp2.linkacct order by contact1.company
Fourth, all records without an email addresses…
select company, contact from contact1 where accountno not in (select accountno from contsupp where contact = 'E-mail Address' and rectype = 'P') order by company, contact
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