GoldMine Blog

What's the best reporting tool for GoldMine?

We’re often asked at Wizard Systems what’s the best tool for creating reports from GoldMine. The answer often depends on what you want to report on, where is the data, what are you going to do with the report, who is the report for and the skills of the person either creating or running the report.

Here’s a very BASIC run down of the different report options you have for GoldMine.  Please note this is a basic review and is not intended as a comprehensive comparison.  The choice is always down to the user and other factors I have mentioned.

 

 

	GoldMine Report Writer	Crystal Reports	Dashboards	MasterMine
Included with GoldMine?	Yes	Yes	Yes (PE Only)	Extra
Sample reports provided?	Yes	No	Yes	Yes
Create Graphs	No	Yes	Yes	Yes
Print Reports	Yes	Yes	No	Yes
Export Data (e.g. to Excel)	No	Yes	No	Yes
Include Data in report from other sources	No	Yes	Yes	Yes
Drill Down capability	No	Yes	Yes	Yes
Create Mailing Labels	Yes	Yes	No	No
Update GoldMine based on report	No	No	No	Yes
Report Level security	No	Yes	No	Yes
How much training needed to create new reports?	Some	Formal Training needed	Formal Training needed	Some

 

To find out what GoldMine reporting solution is best for you, please contact Wizard Systems.

#GoldMine Tip - Using a macro field to merge extended detail records

In an email from GoldMine you're able to bring in ('merge') all the information from an expanded detail record type. An example would be perhaps an expanded detail tab showing Products sold. My example is a Detail record that lists all the servers, Desktop and laptop PCs sold to that customer.

In the extended fields I have stored other information such as Make, Model , supply date, serial number etc.

In an email template you use the following merge field  <<&Profiles.computer.server.4>> The result of this when emailing shows a list of detail records that are marked as Computer and have a reference of Server. The “4” shows all of the extended values.

Eg. my example produces:

Computer Server Dell Pentium 2.0 Ghz 256 MB 01/09/1990 
Computer Server HP Pentium 1.4 Ghz 1234 01/01/2012

 

Wizard Systems announce release of IntelliClick 7.6 advanced email marketing for #GoldMine #CRM

The latest IntelliClick version 7.6 is here and existing IntelliClick Users will be prompted to update OR you can update directly by downloading the update file from Wizard Systems.

In addition to performance improvements for email message merge and send, new features released in version 7.6 include:

IntelliClick ReportingDashboard -"Real Time Campaign Analytics"

Get a "real time" snap shot of your tracked campaign results using the IntelliClick Dashboard. Drill down to those who are showing the greatest interest in your campaigns. Once you update, follow the instructions provided in the IntelliClick User Quick Reference Manual on page 59 
 
IntelliSend -Resume Failed Or Suspended Campaign Send
If during a send you should have a loss of connectivity to the Internet or something interferes with the email merge and send process, IntelliSend will now prompt you to resume the last send if it fails. This will automatically exclude all those who already have had emails sent to them and will proceed to deliver the remainder of the target group.

Other improvements to IntelliSend include the ability to now send, track and manage email address integrity for multiple GoldMine databases. You can now also flag to update hard bounce and un-subscribe email addresses from external files such as those generated from an email service provider.

SQL Query Examples -Segment Your Campaign Results
You now have access to SQL queries than can be used in GoldMine to help yo segment your audience based upon past campaign responses. These queries can be accessed from the IntelliClick Wizard under HELP | SQL QUERY EXAMPLES or these can be found in the User Quick Reference Guide beginning on pg. 62. You can then copy and paste any of these queries into the GoldMine to access the results.

Data Integrity -Email Address Verfication & Append Services
IntelliClick offers new services to enhance our existing product features and make sure unsubscribes and hard bounce (undeliverable) email addresses are excluded from your email campaigns. In response to demand from our customers to help improve their email data integrity, we now offer email address verification and append services. For questions or to arrange for a data file to be processed, please contact Wizard Systems.

Email Address Verification  
To reduce hard bounce rates and increase the likelihood of good campaign delivery, you can now have your entire database of email addresses verified for deliverability. For as little as  - 1.25¢ USD per email address, we will process a file of email addresses you provide in Excel or CSV format. Email addresses will be flagged if invalid or corrected where possible. The returned file can then be used to easily flag all undeliverable emails using the latest IntelliClick feature to flag GoldMine email addresses from the resulting file. 

Email Address Append  
The Email Address Append service helps to add email addresses to accounts where you have none. You simply provide an Excel or CSV file of contact information, including street address and this will be cross referenced against an email database of 400 million+ email addresses (B2C and B2B).  Identified email addresses are contacted on your behalf to get permission to email to them and you only pay for email addresses that have not opted out. Cost ranges between 25¢ - 35¢ USD per appended email address. 

 

For more information on IntelliClick updates, please contact Wizard Systems.

 

GoldMine Tip: Ensuring data entered into your CRM database is clean! #crm

Here’s a SQL Query that will show  any records created within the last 30 days that are missing one or more of the following: Company, contact, source, address1, city, state, zip or phone1.

To change the date range simply change the last number in the query from 30 to however long you’d like to go back.

Copy and paste the following text into your SQL Query window in GoldMine:

 

 SELECT company ,

       contact ,

       source  ,

       address1,

       city    ,

       state   ,

       zip     ,

       phone1  ,

       key1    ,

       createby,

       createon

FROM   contact1

WHERE  (

              ISNULL(company, '')  = ''

       OR     ISNULL(contact, '')  = ''

       OR     ISNULL(source, '')   = ''

       OR     ISNULL(address1, '') = ''

       OR     ISNULL(city, '')     = ''

       OR     ISNULL(zip, '')      = ''

       OR     ISNULL(phone1, '')   = ''

       OR     ISNULL(key1, '')     = ''

       )

AND    createon > GETDATE() - 30

 

GoldMine 9.0.4.46 HOTFIX 1 has been officially released

GoldMine 9.0.4.46 HOTFIX 1 has been officially released for all customers and is now available via Drivers and Downloads on FrontRange.com.

 
WHAT'S FIXED IN GOLDMINE PREMIUM EDITION 9.0.4.46

 
ID #    Issue Description
160293    E-mails sent via Merge process display merge codes instead of contact data

160291    E-mails sent via Automated Process with Merge For option set to Record Owner or Selected User will send from logged-in user instead of designated user

160023    E-mails sent via Automated Process display merge codes instead of contact data

158161    Non-master users can view and edit other’s private activities from the graphical calendar

Note:  GoldMine Premium Edition 9.0.4.46 also provides the fixes and enhancements included with GoldMine Premium Edition 9.0.0, GoldMine Premium Edition 9.0.1, GoldMine Premium Edition 9.0.1 Hotfix 1, GoldMine Premium Edition 9.0.2, GoldMine Premium Edition 9.0.3, and GoldMine Premium Edition 9.0.4.28 see attached release notes for full details.

Contact Wizard Systems Support department for more information on how to access this upgrade.

 

GoldMine Tip: Where are all my linked documents stored? #goldmine

The following SQL query will give a count and provide the top level location of all documents in the GoldMine Links Tab.

-Select Tools | SQL Query -Copy and paste in the following query and press 'query'

 

 

select

 count(*) ' Count',

 case when charindex('\', address1,4) = '0' then 'Empty' else left(address1,charindex('\', address1,4)) end 'Location'

from contsupp with (NOLOCK)

Where

 rectype = 'L' and

 address1 is not null

group by

 case when charindex('\', address1,4) = '0' then 'Empty' else left(address1,charindex('\', address1,4)) end

order by

 case when charindex('\', address1,4) = '0' then 'Empty' else left(address1,charindex('\', address1,4)) end

 

Important information concerning release 9.0.4 of GoldMine Premium Edition

We have completed our testing of GoldMIne 9.0.4 and have found the following issues which may affect you if you are thinking of upgrading:

1. Privately marked e-mails can be seen by unauthorised users: A private activity can be read if viewed through the GoldMine calendar.

2. When mass mailing using Automated Processes, merge fields are not merged.  If you have APs that e-mail customers, that have merge fields on (e.g. Dear XXXXX), these fields will not merge.

If you are thinking of upgrading or unsure if either of these issues are going to affect your system, please let us know and we will advise.

 

Integrate Outlook email, Lotus Notes emails and iPhone emails to GoldMine #crm

Do you have colleagues who never use GoldMine or never have access to it, but you want to ensure that all their emails they send and receive are tracked against a customer record in GoldMine CRM?
Now it's possible with the e-mail Fetcher capability of wMobile for GoldMIne.

wMobile for GoldMine is normally supplied as a popular tool for real time access to GoldMine from your smartphone, tablet or web.  But it can also be used as an enhanced way of tracking your emails outside of GoldMine if you use Outlook or maybe the native phone system on your iPhone.

Now just one thing, apart from wMobile, you'll also need to use the IMAP protocol for handling your emails.

The simple screen below shows the wMobile Managers Console where the administrator can setup the email processing options.  Processes can also be setup for linking emails into GoldMine history where the email address does not exist.

For more information on wMobile and linking in emails from other systems into GoldMine, please contact Wizard Systems.

 

A simple GoldMine Dashboard.....

Here's a simple Dashboard to get you started with GoldMine's Dashboard feature:

 

For more information on how to create Dashboards, or if you want Wizard Systems to create one for you, please contact us on 01454 316800.

 

 

 

GoldMine Premium Edition 9.0.4 now available #crm #goldmine

We are pleased to announce that GoldMine Premium Edition has been improved with the latest release, GoldMine Premium Edition 9.0.4.
 
GoldMine Premium Edition 9.0.4 is now generally available for GoldMine Premium Edition Users on Maintenance and Support with Wizard Systems, to download and implement.
 
Please contact Wizard Systems for more information.
 
As with all GMPE service packs, the biggest driver for GMPE 9.0.4 is product quality. This release contains over 30 fixed issues for improved product stability and quality, as well as support for GoldMine Mobile Edition 9.0. For more information regarding this release please view the read me document that comes with it.

The GoldMine team at FrontRange is also creating an integrated GoldMine Premium Edition & GoldMine Mobile Test Drive instance! The online Test Drive system enables any client to evaluate the latest GMPE features and functionality, including Outlook Integration and CRM Dashboards.  In addition, on this single Test Drive instance clients can utilize the mobile features available in GoldMine Mobile Edition either from an integrated simulator or via their own mobile device.

For more information on the latest GoldMine version, or the test drive, or GoldMine Mobile, please contact Wizard Systems on 01454 316800.