GoldMine Add-ons

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.

 

 


Integration between GoldMine and Sage 50 now available with Gold50!

Goldmine_sage_50_link_integration

Gold50 is not just another link import program. With its flexible and easy to use features, important financial information about your customers and suppliers is available to you from a comprehensive tab within GoldMine itself. Include this with Sales Order, Invoice and Purchase Order Processing, and Data Synchronisation, Gold50 adds a new dimension to your GoldMine CRM system

Features and Benefits
• Installs as a tabbed window, which is fully integrated with GoldMine
• Dynamically changes the view into Sage, as you change contacts in GoldMine
• Synchronise contact information details between Goldmine and Sage with 2 mouse clicks
• View the latest credit control information
• View balances and aged debt analysis
• View turnover by month for the current financial year
• View Sales Orders, Invoices and Purchase orders
• Drill down and edit an individual Order or Invoice, including line items
• Sales, Invoice and Purchase Order Processing
o Create Sales Orders, Invoices and Purchase Orders in Sage without the need to have Sage on the PC
o Gold50 automatically populates these transactions with contact and userdefined details from GoldMine
o and creates a history record in GoldMine for each transaction
• Create new customers and suppliers in Sage from details in GoldMine using business rules for the account reference
• View full stock details, including price, quantities and goods in/out information

Additional Modules
• Sync Module - Auto populate fields in GoldMine from any field in Sage, on a scheduled update
• Quotewerks Module - Create Quotes, Sales Orders and Invoices in Sage from a Quotewerks document

For more information, pricing or a demonstration, please contact Wizard Systems.

 


New IntelliClick Feature: IntelliForm Web Site Information Capture Forms

IntelliClick, the most popular email marketing solution for GoldMine now has a new web form data capture capability called ' IntelliForms'.  

IntelliForms are special web forms that can be embedded into your web site. They provide an effective way to capture new leads from your web site and integrate the information into your CRM system. Processes can be triggered to automatically send auto response emails that track levels of interest and identify sales opportunities to your sales team. These forms are easily embedded into your existing web site or can be set to pop up from a hyperlink in any location desired.

Multi Purpose & Dynamic Forms
Each IntelliForm includes dynamic fields that determine how information is prompted for entry. Using auto response personalized emails, with IntelliClick tracked links, helps your comapny gain insight with our "Digital Body Language" web site navigation tracking feature.

IntelliForms are dynamic and flexible enable you to use them on any web site and for a variety of purposes such as:

  • Mailing List Opt In
  • Information Inquiry
  • Literature Request
  • Quote Request
  • Account Information Updates

For GoldMine users, integration with your CRM is included. Not using GoldMine? The IntelliClick for Any Source version also provides forms for information capture and auto response with instant tracking capabilities as well.

Your forms can be hosted at no extra charge with a current IntelliClick subscription in place. Easy to follow instructions for adding these forms to your web site are provided. Take a look at samples of these forms using the links on the left side of this page.

Contact Wizard Systems for more information.

 


IntelliClick version 8.6.5 released with 4 great new features for Email Marketing from GoldMine

We are please to announce the release of the new version which includes:

  • vCard Link (get more of your contact details over to your recipients)
  • Malformed Email Dashboard (check for bad email addresses in your GoldMine database)
  • Alternate Landing Page Logo Management (so customers know what they have clicked on)
  • Action Request Link (previously Call Back Request) - A step further beyond just a 'Call'

For more information, please contact Wizard Systems.


NEW GM+View screen available from Wizard Systems for displaying archived data

Archiving GoldMine Data, but don’t want to lose the information?


Is your GoldMine system slow because of large data volumes of History (Old Activities, Emails etc...)?  When your GoldMine system contains a very large number of history records you may experience performance issues. You may know that old History data can be deleted using the normal GoldMine functionality (Select Tools > Data Management > Delete Records.) Take a look at the section under the GoldMine Help ‘Using the Delete Wizard’.  But that is going to remove those records.

Wizard Systems have created a new GM+View screen in GoldMine to display archived data.  So old data is transferred out of GoldMine so it does not impact your day-to-day use, but is accessible live from this view - the best of both worlds!

Please contact us for more details on this new screen.

Goldmine_archive_view

 


Coming soon to IntelliClick - Add me to your Address Book feature

IntelliClick is the number one Email Marketing system designed for use with GoldMine.  As part of the on going development of IntelliClick, we will be releasing a new feature later in the month called - "Add me to your Address Book".

This new feature is designed to help you improve your email message deliverability. It allows you to create as many vCard files as you wish and have these available for access from a link you insert in your email campaigns. This makes it easier for your message recipients to add you to their contact address book (i.e. Outlook, Gmail or CRM application).

We are currently testing this new feature and will announce the formal release shortly.

 


Are you suffering from bad email addresses in your GoldMine database?

Do you have lots of invalid email addresses in your GoldMine database?  We have developed a GoldMine Dashboard to easily display all invalid addresses in your database (e.g. two @@ s)

This is a must have for anyone who is doing or about to do any email marketing.  Remember we have two great email marketing solutions for use with GoldMine!

This Dashboard is free of charge to any GoldMine User.  Just email us for request to download and use this.

Bad_email_addresses_goldmine_dashboard