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October 2009

September 2009

Mine the Gold out of GoldMine with Wizard Systems one hour webinar

Attend our one hour on line training session on Friday 23rd October at 2pm (UK time) and see how you can get more information and KPIs out of GoldMine like:

• How many enquiries are we getting?
• Have all our new enquiries been followed up?
• Where do our leads come from and what is the most profitable source of our business
• How many Calls and Appointments are we getting?
• What were the outcomes of all our sales calls last month?
• What potential sales are coming up?
• What customers haven’t been called in the last 6 months?
• How many records do we have without information filled in like e-mail addresses?

The training course will cover use of GoldMine’s built in Report Writer (not Crystal Reports) and its various Analysis Screens.  We will go through how to run reports, restrict what data you want to report on, and how to create new reports.  Attendees should already have a good knowledge of GoldMine.

All you need to attend this Training session is access to the Internet!  You will be able to hear our Trainer either via your PC Speakers, a headset connected to your PC or by dialing a local phone number (not premium rate!).
The cost of the one hour training session is £25 exc VAT for clients who have a software support contract with Wizard Systems, or £35 exc VAT if you do not have a contract with us.  This will be invoiced to your company after you attend.
To register for this training session, please click here.

Special offer for GoldMine Standard Edition users to upgrade to GoldMine Premium Edition

Available for any installations of 10 or more users, order before October 29th 2009 and get the upgrade at only £255 per license, a saving of £60 per license on the normal price. This price excludes the annual Maintenance & Support.

Benefits of upgrading from GoldMine Standard Edition to GoldMine Premium Edition are:

1) Faster and even easier to use with a new, intuitive and modern interface.
2) Faster operation on larger systems or larger number of users because it runs on MS SQL.
3) More options for remote access (e.g. over the Web or via a PDA/Blackberry).
4) More options for integrating with other applications.
5) More robust and reliable database format.
6) Background maintenance and admin unlike dBase where users have to log off. So very little downtime with an SQL system.
7) Faster and better reporting with the Crystal Reports software included.
8) GoldMine Premium Edition includes all synchronisation software, which was priced separately with Standard Edition. Synchronisation is also faster in this version.
9) Better security over dBase systems. DBase systems can be accessed easily via Windows Explorer and files opened via Excel.
10) Compatibility with Vista and Office 2007.
11) New Customer Service capability to track customer support problems/calls.
12) Built in link to Outlook e-mail.
13) Options for integration with Exchange (e.g. for automatic Calendar sharing).
14) Easier Filtering and Grouping of records.
15) Standard Edition which runs on dBase, has a 2GB file size limit. GoldMine Premium running on MS SQL has no limit.

Please contact Wizard Systems on 01454 316800 for more information.

Come and see the latest version of GoldMine CRM at Business South West 15th and 16th October

The Business South West exhibition covers every aspect of business today, from the tried and trusted to the new and exciting:

  • Stay informed of cutting edge business ideas
  • Meet the widest selection of suppliers in the region
  • Benchmark your competitors
  • Develop and grow your network
  • Learn from the experts on key business issues
  • Meet fellow professionals
  • Benefit from personal and professional development opportunities

Wizard Systems will be showing the latest version 8.5 of GoldMine and the new GoldMine Customer Service Edition aimed at those companies wanting to improve customer service levels and customer retention.

On line GoldMine CRM presentation for new users of GoldMine September 22nd

Come and join us for a live interactive on line presentation on Tuesday 22nd September at 10am to see how GoldMine can:

- Help you track and follow up sales leads
- Manage your daily sales activities and appointments
- Track quotes and sales opportunities
- Track what you’ve sold or supplied to a customer
- Create targeted e-mail marketing campaigns
- Track customer support and service activity

This presentation is aimed at businesses looking to purchase GoldMine (not relevant if you have GoldMine already).  To see the presentation, you'll need access to the Internet and a phone (we will give you a UK number) to get the audio part of the presentation. You'll also be able to ask questions and provide feedback.

To register, please click here.

GoldMine Tip - How to amend an existing Record Alert

Record Alerts are used for all sorts of things in GoldMine for alerting a User with a pop up message to do with a customer.  Here's how to amend an existing Alert...

 -    Launch KnowledgeBase
 -    Expand KnowledgeBase | System | Contact Alerts
 -    Select the alert you wish to Edit 
 -    Edit the content of the Alert in the right pane of the window
 -    Click on the Save button to save the alert