GoldMine Add-ons

IntelliClick 9.6.4 now available.

Our latest IntelliClick 9.6.4 (the most popular email marketing solution for GoldMine) release is now available. It is a cumulative release that includes various feature enhancements and some important fixes to the Express Tracking module. This update will apply both an updated IntelliClick Wizard and IntelliSend module.

Enhancements and fixes in this update version include:

◦Fix to no longer apply Express Tracking of Google font URLs added by many editors
◦Fix to overcome error issues with Express Tracking when using custom Unsubscribe URL locations
◦Improvements to IntelliSend module which optimize its use when running in a 64 bit Windows operating system
◦Trigger workflow automation from a tracked click
◦Optional VisTrack module to track and convert anonymous web site visitors

Please contact Wizard Systems on how to download this update.

 


Engaging & Integrated Email Marketing With GoldMine - Free Webinar this Thursday at 3pm UK time

Companies will learn more than imagined about how powerful CRM integrated eMarketing can be.

For Marketers: We make it easy to send your email campaigns directly out of GoldMine, via an SMTP Relay Service, AND track back in real time to GoldMine?

For Sales: Reps know instantly when a prospect becomes a hot lead and can be alerted by email, text and alarmed phone calls in GoldMine.

For IT: Your GoldMine Database will be cleaned up in a snap of all bad data coming in from email campaigns. No more worries about CAN SPAM compliance. IntelliClick instantly respects all Opt Out requests.

For Senior Managers: We close the gap between your Marketing & Sales Teams and get them collaberating in "real time" to close business faster.

To get started on the road to CRM integrated eMarketing with GoldMine please register for our IntellIClick webinar.

We present our demonstation using the latest version of GoldMine Premium Edition so you can see all of the bells and whistles of how GoldMine works.

Sign up now and you will be pleasantly surprised what you can learn.

Gotowebinar_register


MasterMine 9 now available - the easiest & quickest way of getting great looking reports out of your GoldMine

Version 9 improves your GoldMine management in a number of ways: better data security options; easier sharing, workbook organization and retrieval; and smoother passing of data into and out of GoldMine. There's much more, including new templates and of course boring stuff like Excel, Windows and GoldMine compatibility updates and bug fixes. The improvements to MMUpdater alone are well worth your focused attention!

Mastermine 9

More Compatibility

- GoldMine 2016 and 2017 guaranteed;
- Microsoft Excel 2007 through 2016;
- Windows 7 through 10;
- Availability in Hosted GoldMine environment (Cloud Jumper), BYOL or subscription;
- Compatibility with 64-bit Excel for MMUpdater users


New MMUpdater features

- Create sub-records: Additional Contacts, Details, Pending, History;
- Create notes records;
- Better manage existing sub-records like e-mail addresses, websites


Report Management

- Launch Search;
- Favorites section


Easier Report Transport & Sharing

- Snapshot to Archive;
- Import from non-MasterMine sources;
- Export to non-MasterMine Excel, PDF, or CSV


Find Templates Easier

- Treeview access to templates by function;
- Reorganized and enhanced toolkits for: Database Analysis, GoldMine Maintenance, Sales Activity Tracking, - Forecasting & Sales Tracking, Opportunities, Marketing Segmentation & List Management, Account Analysis


Enhanced Security Features

- Lock filter fields (i.e. USER);
- Master user license management

 

New & Improved GM Management Templates

- Notes Tab reporting;
- E-mail address error correction;
- Record Curtaining Management;
- Duplicate checking and correction;
- E-mail Inbox Tree by User;
- Log-based reports: Records Added, Records Deleted, User Log Report;
- Call Report with Last and Next Call Info;
- Refined Contstant Contact and IntelliClick Reports

For more information on MasterMine or MasterMine upgrades, please contact Wizard Systems.


Convert Your Web Site Visitors Into NEW Contacts & Business Opportunities

Capture leads from your web site visitors and seamlessly integrate them to your GoldMine CRM. Drive new opportunities to your sales team and arm them with web page visit detailsfrom the moment they first visit your site. Timely follow-up is enabled through email alerts sent to designated recipients the instant a new contact is added.  VisTrack pulls together anonymous web visitor activity. Your web forms (existing or new), instantly add new contacts to your database with referring sources and page viewing history. Tracking includes how visitors were referred (i.e. organic search, social media, pay-per- click, etc.) and GoldMine built-in workflow automation capabilities enable lead follow-up and drip marketing.

Goldmine inbound marketing

Start a dialogue with your audience...

  • Convert web site visitors to leads with interactive email marketing campaigns that track, respond and alert your sales team in real time
  • Known and anonymous web site visitor tracking captures and prioritizes leads and opportunities
  • Workflow automation, triggered from email campaigns and/or web forms, enable drip marketing and timely lead follow-up
  • Dashboard and reporting analytics measure conversion and referring sources to help optimize your digital marketing investment
  • Integration with GoldMine CRM builds your contact database and fuels on-going sales and marketing follow-up to close more business

Catch our introduction Webinar on Wednesday 8th February at 2pm UK time

Gotowebinar_register

 


wMobile 2016 highlights

wMobile 2016 Recap, Year in Review - W-Systems.com

wMobile is the most popular mobile and web access option for GoldMine.  So here's a review of 2016 improvements.

wMobile had a facelift with a new logo! They have also added new icons for One-click Logins, so they are more easily identified on your device or computer desktop.

Updated controls were added for date selection that are more easily used on mobile devices. Improvements were made for wMobile Desktop use on iPads and tablets, including updating the Telerik Framework used to build wMobile, to address navigation and display issues.

Notification Services were added so that users can get notifications of certain events, such as activity alarms. The conditions (rules) are configured in the wMobile Manager Console. At first, only email notifications were supported, but shortly after that, SMS text notifications were added as well. Based on this new functionality, we added a method notify users when email account credentials are invalid, such as when email passwords are updated.

Changes in wMobile Phone Edition included:

  • Photos can be uploaded to a contact record.
  • Pending Activities were added to the Dashboard.

  • A user configuration option was added so a user can change the number of items in wMobile Phone lists such as search results, pending, and history lists.

  • The email address can be added to Quick Search criteria.

Changes in wMobile Desktop Edition included:

  • International phone format can be set when creating and editing contacts.


     
  • When adding a zip code, it will populate city/state when creating and updating contact records.
  • Email template creation was added. Templates can include Contact1 and Contact2 fields and user variables.


     
  • Hyperlinks were added to the Links tab to easily open linked documents.


     
  • Changes were made in the Activity list to show the activity code. Filters are now ‘sticky’ so the user doesn’t have to reset these each time they view the Activity list.
  • The email address can now be added as a column in the Search Center.


     
  • Lookup lists can now be edited in wMobile Desktop.


     
  • Single records can now be deleted in wMobile Desktop, based on a user’s GoldMine permissions.


     

There were many changes were made over the year to improve a user’s experience with email. Problems were fixed, and menu options were simplified.

  • Functionality was added for replying to Meeting requests in both Phone and Desktop editions and adding/removing meetings to the GoldMine calendar based on acceptance status. 


     
  • A popular user setting was added to file an email on reply. This matched an option in GoldMine that customers requested in wMobile.
  • An issue was fixed forwarding emails with inline image attachments from iOS email clients.
  • Email can be linked to a relevant opportunity/Project/Case using the ‘File with Options’ selection.


     
  • Searching has also been improved in the Email center in the Desktop Edition.

There were many enhancements to Opportunity/Project functionality this year including:

  • Email messages can now be linked to Projects as well as Opportunities.
  • Emails can be linked to Opportunity/Influencers and Project/Contacts. Custom fields can be added to Project list and detail views.
  • An option was added to re-link Projects.


     
  • Options were added to show more Opportunity/Influencers and Project/Contacts.
  • A sort option was added on Project Contacts tab and navigation options were added. ‘Go to Contact’ will navigate directly to the contact in the same browser window. ‘Open Contact’ will open the contact in a separate browser window.  


     
  • Status and Stage filter options were added to the Opportunity list, including the option to filter on Active (not Closed) Status.


     
  • Opportunities can be converted to Projects.
  • Filter selections are now ‘sticky’ in wMobile Desktop Opportunity/Project list pages during a session. Users don’t have to select the same settings if they navigate between different wMobile components.

Features for administration were added including:

  • System settings and logging levels can be adjusted without restarting wMobile components and affecting logged in users.
  • Improvements were made to the wDiagnostic tool for troubleshooting.
  • An admin can set the columns for all users in the Search Center in the Manager Console User Default Settings.
  • On-screen Notification was added in the wMobile Manager Console, so a user is notified when an update is available. 


     
  • Server 2016 is now officially supported.

We hope these developments have improved your usage of wMobile Phone and Desktop Editions and more enhancements planned for next year!

For more information on mobile and web access to 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.

 

 


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.

 

 


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

 

 


IntelliClick Version 8.9.0 Now Available

The latest IntelliClick (the most popular email marketing tool for GoldMine) 8.9.0 release has been confirmed compatible with GoldMine 2015. If you are an IntelliClick User, the next time you run the IntelliClick Wizard, you many be prompted with an option to update to the latest version. This update will apply both an updated Wizard and IntelliSend module.

New complimentary features and enhancements released in this version include:

Event Registration: Add To Calendar Option - the event registration IntelliClick bundled landing page now offers the email recipient the option to add the event to their calendar. Options for Outlook, Outlook.com, Google and other iCal compatible calendars are supported.

Enhanced Web Site Tracking - improvements have been made to the web site tracking Java Script file to better handle new browsers (Internet Explorer 11) and to enable tracking between non-secure (HTTP) and secure web pages (HTTPS). You can generate an updated OPENTRACK.js file to apply to your web site by selecting OTHER OPTIONS | PREPARE JAVA SCRIPT FILE from the main menu of the IntelliClick Wizard.

Enhanced Hard Bounce Management - the IntelliSend module now provides an additional RETURN PATH feature for your email sending methods. This helps to better manage hard bounces that are not flagged in a typical manner by some email platforms (i.e. Office 365). 


IntelliClick option 'Speed Send' released for IntelliClick - send 100,000 emails per hour!

Wizard Systems are pleased to announce the release of Speed Send for IntelliClick, the number one email marketing solution for GoldMine.  IntelliClick SPEED SEND is an advanced email processing solution that provides an effective mail merge engine for large email campaigns using Excel or CSV files & HTML or plain text files.  Content Analysis testing, included with IntelliSend, reduces the likelihood of your messages being flagged as SPAM. Send Management features simplify the preparation and delivery of your email  campaign. Hard bounce and Unsubscribe, automatically tracked from prior sends, ensures those email addresses are excluded from future sends to help with CANSPAM compliance.

 

  • Users completely control the sending process with no need to upload email addresses or build templates externally; all information stays securely behind your file wall on your system
  • Send rate throttling and scheduling manages the delivery of your email campaign; your account allows up to 100,000 emails per hour through put rate
  • Unlimited SEND FROM accounts; Schedule & send on behalf of multiple people, using the same or different campaign messages; You are in full control of when the emails are sent and how quickly they go out
  • Content analysis and subject line testing integrated with Unified Email SMTP relay account
  • Saved batch logs provide complete send details

For more information on Speed Send pricing or IntelliClick, please contact Wizard Systems.