New Lead Score Dashboard available from Wizard Systems - who should you be concentrating your efforts on?

So you have loads of leads in your GoldMine CRM system.  But which are the top leads?  Who should you be concentrating on?  We've come up with a simple solution - a Lead Score Dashboard.  This applies a point scoring system to each key bit of information about a lead or a customer.

For example, if we have an email address, score 3 points.  A job title, add another 3 points.  A phone number, add another point, and so on to give you a grand score for that lead.  Then display all your leads by sales person in total lead score order.

This is just an example of a lead score process.  We can change this.  We could add on more points if the prospect has a LinkedIn Profile, or has had an Appointment recently.

Here's a screenshot of the sample dashboard...

Goldmine_lead_score_dashboard

Please contact us for more information or a dashboard custm


GoldMine 2016.1, Hotfix 1 now available

A new release of GoldMine, GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293, is now available....

What's New in GoldMine GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293
• When completing an activity in GoldMine Web, the option to schedule a follow up activity is available. Selecting the option will open the Schedule overlay for the same activity type as just completed. Options for scheduling a follow-up by default and carrying over completion notes will be respected in a future release.

What's Changed in GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293
• GoldMine Web Activities page graphical calendar is hidden by default on small screens. Select the calendar icon to display or hide the calendar.
• GoldMine Web Activities page Tasks and To-Dos are collapsed by default for all screen sizes.
• When searching for Cases or Opportunities in GoldMine Web, default results are Status: All and Owner: All.
• GoldMine Web Contact Record Cases section displays all Cases for the selected Contact.

What's Fixed in GoldMine GoldMine Premium 2016.1.0.161 / GoldMine Connect 2016.1.0.293
Issue number and description...
233236 (GMWEB) Removing Edit Tab Folders right for a user, makes the user unable to complete activities in
GoldMine Web >> Contact's Pending area while this is possible in GMPE on the Contact's Pending tab
234850 [GMWEB] Feature request - Add the schedule a Follow-up option to GoldMine Web.
239349 [GMWEB] When using forced valid input for the STATE F2 Lookup entry that contains comments in format
value // comment the entry will not show as valid input in
240297 (GMWEB) - Discrepancy between security settings in GoldMine Premium Edition and GoldMine Web - e.g.
Menu restrictions - Schedule and Complete is not respected in GMWEB, Access restriction Edit Tab folders is only partly respected - GMPE disallows to change
241704 GoldMine column in Outlook no longer shows any box or check mark after upgrading to GMPE 2016.1
245599 When a different user completes a recurring single user Activity scheduled for a different user, the
completing user is taken over even with the variable added to the Environment table

For more information on how to get the new version of GoldMine, please contact Wizard Systems.

 


New IntelliClick Subscription Management Module - Webinar Recording

This webinar recording provides an overview and demonstration of the IntelliClick Subscription Management Module. This module provides a new option to allow your email recipients to manage their list preferences,

 

 For more information on this module or IntelliClick Email Marketing solution for GoldMine, please contact Wizard Systems.

 

 


GoldMine Webinar tomorrow 14th June - See the latest GoldMine version 2016 and GoldMine Web!

We're running a short webinar tomorrow at 10am UK time on the latest GoldMine version, 2016, and we'll be showing GoldMine Web, the new web and mobile access to GoldMine.

The webinar will last approx. 15 minutes or so and there's plenty of opportunities to ask your questions !

GoldMine_Web_Webinar

 

Please register now to get your connection details...

Register for GoldMine Webinar

 


New release of GoldMine, 2016.1, now available from Wizard Systems

The latest release of Premium Edition – 2016.1 – is now available for download from the new Self-Service Portal. Please consult with Wizard Systems before applying this upgrade. If you need information on accessing the Self-Service portal at https://support.heatsoftware.com, please contact us by emailing support at wizard hyphen systems dot com.

Premium Edition 2016.1 highlights:

GoldMine Web is mobile responsive - SIMPLE - and we have added the following enhancements:

  • View and Edit customer service cases
  • Work with additional contacts linked to a primary contact to manage related contacts
  • New Advanced Search by system and custom fields
  • Add a completed history item without having to schedule first – great to record unplanned interactions
  • Click on a map pin to open GOOGLE maps address - just like click to dial or email
  • And of course a cumulative Service pack that improves reliability and performance and provides updated compatibility. It also addresses the most requested items from customers.


We encourage you to try GoldMine Web as a great way to expand use of CRM for your business, to increase user adoption, and to offer flexible real-time options.

For more information on how to access this upgrade, please contact Wizard Systems on 01454 316800 and ask for the helpdesk.

 

 


How to allow Customers to manage their own mailing lists with GoldMine and IntelliClick

We're pleased to announce the launch of the new Subscription Management Option with IntelliClick for GoldMine.  IntelliClick is the most popular add on to GoldMine to create, and manage your email marketing campaigns.

This exciting addition to the IntelliClick "Plus Package" enhances the existing single click unsubscribe option. It offers your email recipients an alternative to encourage them to remain on your mailing list. Features of the new module include::

  • A special web form that is dynamically customized with your company logo and up to six (6) mailing list choices
  • One click hyperlink, generated with the IntelliClick Wizard, sets up the web form with the mailing list options and corresponding GoldMine fields to update; The built-in web import capability of GoldMine is used to update the contact record
  • Prior mailing list selections can be updated by your email recipients at any time from links in any of your email campaigns
  • For compliance with spam regulations, a "one click" unsubscribe alternative is also included with the form as an option
  • Tracking and reporting of those who subscribe is provided through reports and dashboards

To see this in action, click here.

For more information on IntelliClick for GoldMine, please contact Wizard Systems on 01454 316800.

 

 


GoldMine 2016.1 now available

Wizard Systems are pleased to announce the general availability of GoldMine 2016.1, with new capabilities mainly in the 'GoldMine Web' area.

Below is a list of functionality added since GoldMine 2015.2 release (functionality added in monthly 2015.2 hotfixes is included).

GoldMine Web

Cases
• A Cases list is available from the navigation bar or menu. By default the list is filtered to Open Cases for the logged in User. A User can select to view Cases with a different Status or Owner or view all Cases. The Cases list can be sorted by the available columns – Case Number, Type, Subject, Company, Priority, Status, Deadline, or Owner.
• Cases are also available from the new Cases section on the Contact record. From the Cases section, the user can click the View All link to see the Cases List filtered to Cases for the selected Contact.
• Select a Case from the list or section to view or edit information about the Case.
• A Case can be Reassigned or Escalated and an email notification can be sent to the Owner. A Case can be Resolved or Abandoned and an email notification can be sent to the Contact.
• More information is available in Knowledge article 23544. Login at https://support.heatsoftware.com/.

Search
• By clicking the Refine link on the Contacts page, a User can search based on desired criteria for selected default and custom fields seen in GoldMine Web. A User can select fields from the main Contact record fields (the first section of a Contact Record) or from Custom screens (the second section of the Contact Record). A User can select a search operator from a defined list. A desired value can be entered or selected from a list or calendar. A search can be done on a single field or more fields can be added by selecting the plus icon. When the Apply button is selected, the Contact List is updated to show only Contacts that meet all of the selected criteria.
• Filters or Groups created in GoldMine Premium can be selected in the Refine section or overlay to limit the Contact List to only Contacts belonging to the Filter or Group. Search criteria can be applied to the selected Filter or Group to further limit the list of Contacts.
• More information is available in Knowledge article 23545. Login at https://support.heatsoftware.com/.

Additional Contacts
• When a search for Contacts is done from the Search Bar or the Attendee finder for Activities, the user can select Contacts or Additional Contacts to view a list of results matching the value entered.
• From the Additional Contacts search results list, the User can view and sort by Additional Contact, Company, Email address, Phone, and Primary Contact. The user can also schedule an activity for the Additional Contact using the Action icons.
• Additional Contacts can be selected from the Attendee finder when scheduling or completing Activities.
• More information is available in Knowledge article 23546. Login at https://support.heatsoftware.com/.

Miscellaneous
• A map pin icon is available on Contact records to open Google Maps with search done for the contact’s address.
• A notification is displayed if the User is accessing a Contact Set that is in a database different from GoldMine Base tables.
• Back to results link on Contact record returns user to Contact List on same page, with same filter, and with same order as when Contact was selected.
• Opportunity records have a responsive layout.
• Add History option now available from menu. Users can access option to add a call, action, or appointment to history from the global menu without first scheduling the activity.
• Email rule actions ‘File’ and ‘File To’ configured in GoldMine Premium are respected when email is retrieved during GoldMine Web login.

GoldMine Premium
• The GoldMine Administrator can control the default values for Date and Time or User in the Complete Activity window by inserting entries into the ENVIRONMENT table
  -Settings are per system; when added the setting applies for all users of current system.
  -Settings do not sync; apply separately for Sites and Undocked users.
  -Settings are applied per activity type:
Appointment –A, Event –E, Call –C, Next Action –T, Other Action –O, Sale –S
  -Detailed information regarding adding settings is available in the Knowledgebase. Login at https://support.heatsoftware.com/.
 KM 21915 > useOriginalDateInComplete
Default Date/Time when completing non-recurring or single instance of a recurring activity
 KM 21916 > useOriginalUserInComplete
Default User when completing non-recurring or single instance of a recurring activity
 KM 21944 > useOriginalDateCompleteRecurrence
Default Date/Time when completing all Pending instances of a recurring activity
 KM 22468 > useOriginalUserCompleteRecurrence
Default User when completing all Pending instances of a recurring activity or default date/time
and user when completing multi-user and/or multi-contact activity
• GoldMine Plus for Microsoft Outlook has been refactored for enhanced maintainability and predictability by
limiting connection concurrency. See KM 22121 for further information. Login at
https://support.heatsoftware.com/.

What's Changed in GoldMine 2016.1 (below are features which have been changed)
GoldMine Premium 2016.1.0.147 / GoldMine Connect 2016.1.0.273
Changes made since the GoldMine 2015.2 release; changes made in monthly 2015.2 hotfixes are included.


GoldMine Web
• Activity type “Event” is now labeled “Appointment”
All Appointments and Events are labeled Appointment in GoldMine Web. This does not impact the label, activity
type or reporting in GoldMine Premium.
o If an Appointment is scheduled or completed with a start and end date and time in GoldMine Web, it is
treated as an Appointment in GoldMine Premium
o If an Appointment is scheduled or completed for All day in GoldMine Web, it is treated as an Event in GoldMine Premium
NOTE: Clear browser cache after upgrade to see this change
• Status filter for Opportunities list is now a dropdown on small screens
• For new installs of GoldMine Connect or re-installs where the GMMobileAppPool does not exist in IIS, the
Application Pool timeout setting is now set to 30 minutes by default.

For more information on how to get the latest version of GoldMine, please contact Wizard Systems 01454 316800.

Please note that at the current time, QuoteWerks is not compatible with GoldMine 2016.1 and a QuoteWerks update will be available soon.

 


A new free reporting tool for GoldMine ! Microsoft Power BI

Microsoft Power BI is a free reporting tool which can be used with GoldMine.  If you want an alternative to Crystal Reports, this could be the solution for you!

Microsoft Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. Stay in the know, spot trends as they happen, and push your business further.

In less than five minutes you can start creating personalized dashboards and reports on your data using natural language and drag-and-drop gestures to find answers to your most important questions.

Microsoft Power BI Desktop
With the Power BI Desktop you can visually explore your data through a free-form drag-and-drop canvas, a broad range of modern data visualizations, and an easy-to-use report authoring experience.

Microsoft Power BI Mobile
Access your data anywhere, anytime. These native apps provide live, interactive, mobile access to your important business information.

And there is now a Windows 10 app!

Connect to what matters to you with Microsoft Power BI
GoldMine, Excel spreadsheets, on-premise data sources, streaming data, and cloud services: Power BI integration brings together all your data so you can start analyzing it in seconds. Currently 59 integrations are configured. Including GoldMine, Google Analytics, MailChimp, SalesForce, Facebook, Zendesk and many more.

Wizard Systems offer full training on the system and Power BI is free !

Below is a sample report created based on GoldMine data...

Dashboard with interactive map

 

 


GoldMine Hotfix 4 released - What's New in GoldMine 2015.2 Hotfix 4 GoldMine Premium

Hotfix 4 has just been released and here is what is included....

The GoldMine Administrator can control the default values for Date and Time or User in the Complete Activity window by inserting entries into the ENVIRONMENT table
Settings are per system; when added the setting applies for all users of current system
Settings do not sync; apply separately for Sites and Undocked users
Settings are applied per activity type:
Appointment –A, Event –E, Call –C, Next Action –T, Other Action –O, Sale –S

KM 21915 > useOriginalDateInComplete
Default Date/Time when completing non-recurring or single instance of a recurring activity

KM 21916 > useOriginalUserInComplete
Default User when completing non-recurring or single instance of a recurring activity

KM 21944 > useOriginalDateCompleteRecurrence
Default Date/Time when completing all Pending instances of a recurring activity

GoldMine Plus for Microsoft Outlook has been refactored for enhanced maintainability and predictability by
limiting connection concurrency. See KM 22121 for further information.

What's Fixed in GoldMine 2015.1 Hotfix 4
Issue Number Title
133120 Completed activities complete against the current user not the user the activity was scheduled for
214214 Completing recurring appointments complete with current date and not the date scheduled while this works for single appointments
218728 Performance issue for non-master users when opening activity list or on editing or completing an activity with the activity list opened when records are owned/curtained and there are many activities scheduled for that user
233709 Couldn't open the database from GM Configuration. System.Data.SqlClient.SqlException: Login failed for user 'sa'.
233805 Not responding mode and severe performance issues when opening the Activity list and the desired activities do have a lot and very long or certain kind of notes.
233888 Not responding mode and severe performance issues when opening the Calendar and completed activities a lot and very long or certain kind of notes.
234029 Ability to keep the scheduled time when completing Activities, either by having an additional user interface check box to take current date/time or by system default setting in system configuration/GM.INI how GoldMine system should handle this
234531 Outlook Integration disconnects/freezes/hangs sporadically - When this happens the OutlookLog file show suddenly prior the disconnect a change in the connection string
234960 Web Import - Webimport emails are not downloaded - "Failed to retrieve message 1" other emails from same account are retrieved ok
236011 When linking an email from a IMAP account with the Outlook Link, the email will duplicate continuously. This results in duplicate emails in Outlook, on the IMAP server and in GoldMine.
236013 Delete an email in Outlook that has been linked to GoldMine, the email is than duplicated over and over again in Outlook.
237138 When the Outlook Link is installed and running, Outlook stops retrieving IMAP email. A process at the bottom of the Outlook window shows an almost constant "synchronizing inbox" message and progress bar.
237225 Goldmine Plus for Outlook is locking up Outlook, unable to click on data or menus.
240059 Duplicated emails are created when manually linking an email with Outlook integration which appear as strikethrough messages, eventually they are disappearing again after restarting the machine or other unknown circumstances

To find out how to access GoldMine upgrades, please contact Wizard Systems.