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February 2012

GoldMine Users - What's the best remote access option? GoldSync vs iGoldMine vs GoldMine Mobile vs wMobile

If you have remote workers and you are not sure which GoldMine remote solution to choose look no further..  

Here is a brief run down on the pro and cons of GoldSync™ , iGoldMine™, GoldMine Mobile™ & wMobile

Remote Synchronisation via GoldSync

GoldMine has had synchronisation capability since GoldMine 2.5.  Each remote user requires a laptop or pc that has its own 'offline' copy of GoldMine that Synchronises with the office via the internet.  Remote synchronization is a process by which one GoldMine system integrates its information with another GoldMine system and allows for one-to-one exchange of information between GoldMine systems. Organizations that have employees working in offices and in the field can use GoldMine’s remote synchronization to communicate effectively with the office

Pros 

  • Remote Workers can access their GoldMine system at any time.
  • Other offices can be set up as remote sites
  • An connection to the office is only needed to sync.  This can be done via the land when they are next in the office or via the internet

Cons

  • Each remote pc carries a whole or partial copy of your data, This can be a security risk
  • You are required to maintain multiple installations of GoldMine.  One system in the office and one for each remote user or site. 
  • Supporting remote user can be difficult if they are not IT savvi
  • Installation time for each remote laptop is about two hours 

iGoldMine 

it’s easy to access the full functionality of GoldMine® Premium Edition from any web connection or a local area network (LAN). With iGoldMine™ and iGoldMine™ Plus you can access your sales, marketing and customer service information to better manage your customer relationships and improve customer satisfaction. 

Pros 

  • Data is LIVE and sync is not required
  • Only one server requires maintenance saving IT time / money
  • Data is stored centrally reducing data security risks of lost laptops etc
  • Real time access - Replace synchronization with live, remote access to web-based CRM information.
  • Flexible connection options - Connect over a local LAN, the web, or other network connection.
  • Added security - Access the full functionality of GoldMine Corporate Edition with added security by eliminating the need to have locally stored information. All web transmissions are fully encrypted for worry-free remote access to critical corporate data.
  • Support for distributed teams - Easily deliver new GoldMine CRM applications to distributed teams.
  • Leverages existing infrastructures - Use existing desktop hardware and software solutions without making upgrades.
  • Quick rollout - Implement with ease by allowing remote users to get up and running quickly with just a URL. No client installation required.
  • Central CRM administration - Administer one centralized CRM database from one location. Also, with this web-based CRM solution, rapidly configure and deliver with the complete control of a central IT department.

Note:  Other Solutions  like Go global,  Terminal Services and Citrix will also offer similar advantages to iGoldMine

Cons

  • The office will require a reasonably quick internet connection for remote users to receive the best experience
  • The system is not available unless the remote user has an internet connection

GoldMine Mobile

GoldMine® Mobile Edition 9.0 provides mobile users with critical, real-time customer relationship management (CRM) information via their smartphones and tablets. GoldMine Mobile Edition gives you instant access to the latest customer information ensuring you never miss a sales activity or customer service engagement.

Give your sales agents access to their most important sales and service information while they are out of the office travelling on business. GoldMine Mobile Edition 9.0 works with GoldMine® Premium 9.0.3 and runs on the ever popular Apple iOS mobile devices.

Pros

  • GoldMine Mobile Edition 9.0 allows instant, wireless access to mobile users using the widely popular Apple iOS mobile device platform.
  • Rich user interface
  • GoldMine Mobile Edition 9.0 user interface is designed with the look and feel of a native smartphone application. This UI makes the application easier to learn and use by the mobile users and supports standard touchscreen gestures.
  • Access Key GoldMine data...Log contacts, Access your activity list activities, manage forecasted sales, access cases, See of your calls, meetings and to-do entries in the activities list available on the mobile device. In real-time update the activity record and associated CRM data so no information is lost and all teams are kept up to date on any activity performed in the field. SMS reminders ensure no activity is missed while you’re on the road.

Cons

  • Only works with an Apple Devices
  • Does not have the ability to send and receive emails

wMobile

The wMobile product is a web based client for GoldMine based CRM systems Users access wMobile from their desktop computer, tablet or phone. wMobile enables GoldMine users to access the functionality of GoldMine in a lightweight web client.

Pros

  • wMobile has a web based user interface that mirrors the GoldMine Premium user experience.
  • On a laptop or desktop computer, PC or Mac, users can connect live through a web browser.
  • On a mobile phone a simplified user interface presents information and functionality on the smaller screens of mobile devices.
  • Administrators have a central application to manage users, wMobile configuration and security settings
  • Calendar & Activities -wMobile allows you to review, update, add and complete activities with immediate update of your GoldMine database. You can schedule and review activities for GoldMine team members on an intuitive graphical calendar
  • Linked Document Access - If there are linked documents related to a contact the user can access them by downloading the document from the server to the local desktop.
  • Google Integration - wMobile delivers a built in Google tab for quick and easy research related to the currently viewed contact record.
  • Social Media/LinkedIn - Social media sites such as Linked In are included and new ones easily added by the administrator.
  • Phone & Email Integration -wMobile interacts with your mobile phone allowing you to quickly phone and email contacts. Users have full access to one or more email accounts and are able to manually or automatically link emails to contact records interaction history
  • Maps & Directions - wMobile displays your contacts location on a map, generates turn-by-turn directions to the contact and shows which contacts are in proximity to the contact. Proximity search is available with a GeoCoding option.
  • Supported Browsers & Phone Devices - wMobile supports all phone devices such as Blackberry®, iPhone, iPad, Google Android® and Windows Mobile® as well as all worldwide mobile phone carriers and systems with internet data service. wMobile supports desktop web browsers such as Internet Explorer, Safari, Firefox or Google Chrome
  • Sales & Marketing -wMobile allows you to manage sales forecasts and opportunities on both the desktop and mobile phone. wMobile users can attach automated marketing process tracks to contacts allowing the automation of marketing and administrative tasks

Cons

  • The system is not available unless the remote user has an internet connection
  • The remote user does receive the full functionality of GoldMine (but most of the key features are there)

If you have any questions please contact Wizard Systems on 01454 316800

 


GoldMine Tip: How to check customers read your emails #goldmine

In GoldMine there's no option to switch on read receipts as default, however you can get around this with the email template feature, which you could incorporate into any signature files and mailings.
 
For New Templates
 
Select Go To > Document Templates
-Right Click on Email templates
-Select New
-Type your subject name
-Create your email in the Body
-Tick the option 'Request a return receipt'
-Select Save template
 
For Previously created templates
 
Select Go To > Document Templates
-Right Click the Email Template you want to amend
-Select Edit
-Tick the option 'Request a return receipt'
-Select Save template
 
This will save the option against the template for when you next use this.
 
This option has only been tested in the latest version GoldMine 9 however it may work in previous versions.

For more information on GoldMine tips or GoldMine training, please contact Wizard Systems on 01454 316800.

 


GoldMine Tip: Advanced Global Replace & allocate sequential number to customer records #goldmine

Here's a slightly 'advanced' tip to globally replace records with a sequential number between 1 and 5 and then have the lookup.ini (a special configuration file in your GoldMine folder to changes values of records automatically) assign an Account Manager based on this number.  Use this tip for example when trying to allocate an equal number of records to a team of salespeople.

Note: In my Example I have used the 'Key1' field as the account manager on my system.
Note: In my Example I have used the 'userdef01' field which is empty/non used field on my system.
Note: I strongly advised that you backup your Goldmine database before proceeding

1. Create a user defined field.

-You will require a temporary field for this process that is not used for anything else; I would normally use userdef01 (to 10) for this.
-You will need to make sure that your chosen temporary field is not in use

2. Create a lookup.ini file

-Browse using windows explorer to your Goldmine directory
-Create a new text file and call it... Lookup.ini

Note: If a lookup.ini file already exists then you must not overwrite this file!!!

Paste in the one following examples

Example A: Will only be used for a one off replacement

[Autoupdate]
USERDEF01=KEY1

[KEY1]
lookup1=contact2->userdef01
1=Penelope Pitstop
2=Jo Bloggs
3=Bob Dillon
4=George Doors
5=Luke Fletcher

Overwrite=1
Otherwise=

Example B: Will also assign all new records with an Account Manager between 1 & 5

[Autoupdate]
Newrecord= USERDEF01,KEY1
USERDEF01=KEY1

[USERDEF01]
Otherwise=&counter("RN",iif(counter("RN",0,0)>4,-4,1),1)
overwrite=1

[KEY1]
lookup1=contact2->userdef01
1=Penelope Pitstop
2=Jo Bloggs
3=Bob Dillon
4=George Doors
5=Luke Fletcher

Overwrite=1
Otherwise=

-Now save the lookup.ini
-Restart GoldMine
 
3. Globally replace records with a sequential number between 1 and 5

-Backup GoldMine
-Log into GoldMine as master
-Select... Tools | Data Management | Global Replace
-Select update a field using advanced options then next
-Select the 'Update Field' from the drop down box. Pick 'Userdef01
-In the replace method tick box select 'evaluate value as dbase expression'
-In the expression box please copy and paste the following dbase expression

counter("RN",iif(counter("RN",0,0)>4,-4,1),1)

-Select Next
-Select Next
-Pick your filter *** Note this is very important if you do not want to update the whole database ***
-Select Finish
-GoldMine will now work though the filter and assigned 1,2, 3 or 5 to the update fields

Note: If you wish to increase the range to say 1 through 6 then change the two instances of the number four to the range limit six minus one i.e 5.  Also add the extra name to the lookup.ini

For more information on how you can customise your GoldMine system to get it to do things automatically for you, contact Wizard Systems with your requirements on 01454-316800.


Disclaimer: Wizard Systems or its employees accepts no responsibility of any loss or damage resulting directly or indirectly from the use of this information.

 


GoldMine & QuoteWerks Tip: Configure the 'Data link' #quotewerks #goldmine

QuoteWerks can be configured to automatically pull the customer profile from a field in your contact manager using the DataLink feature. 

1. To change the Data Link Setup..

-Log into QuoteWerks as Administrator
-Select Contacts | Setup Contact Manager
-Press Data Link Setup (On my system I am linked to GoldMine)
-Select New
-Pick your Contact Manager Field
-Pick your QuoteWerks field
-Press OK | OK | OK

2. To test your link goto the 'Sold To / Ship To Tab' and pick a contact

See the 'Contact Management Chapter' in the QuoteWerks manual for more details.

Disclaimer: Wizard Systems or its employees accepts no responsibility of any loss or damage resulting directly or indirectly from the use of this information.

Please contact Wizard Systems for any support on GoldMine or QuoteWerks.