GoldMine Blog

Learn how to create Word, Excel and E-mail templates from GoldMine in our next on line training session Wednesday 26th August at 3pm UK time

Learn how to save hours of your time every week by using the template feature in GoldMine to create custom letters, forms and e-mails in a flash.

As well as saving time, you can ensure that all correspondence has the same corporate style and everything is logged against the customer record for easy retrieval.

Attend our next one hour on line training session on Wednesday 26th August at 3pm UK time:

• Create templates with GoldMine’s link to Word.  Great for common everyday business letters, or detailed proposals.
• No need to read long winded software user guides and manuals:  Receive our free 9-Step guide for creating GoldMine Word Templates.
• Create a letter suitable for Window Envelopes with fold marks so the address appears in the window!
• Quick and Simple quoting from Excel!! Receive a free example of an Excel Quote template that launches from GoldMine and shows examples of different delivery addresses, customer discounts, auto filled line items from a product list
• Create e-mail templates so you can make sure all your colleagues have high-quality, consistent responses to various situations at their fingertips.
• Learn how to create an attention grabbing ‘HTML’ template without knowing HTML

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 UK 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, click on the link below:
https://www2.gotomeeting.com/register/340069491

Compatibility update with GoldMine Premium Edition 8.5.1

We can confirm GoldMine Premium Edition 8.5.1 is compatible with...

- MS Office 2007 SP2
- SQL Server 2008 SP1
- IE 8
- Vista SP2
- Windows 2008 SP2

Cut the time it takes to do quotes from GoldMine - join us for this 30 minute free webinar on Thursday 6th August

Are doing sales quotes a chore for your company?  Do they take a long time to do?  Fed up with using Word or Excel to do your quotes?  Is your product and pricing information all over the place?  Unhappy about the quality of your quotes?  Can't get any management information out?  Is there poor follow up of quotes?

If you answered yes to any of these questions, then attend our Webinar (a live presentation over the Internet) and see how QuoteWerks sales quotation software could revolutionise the way your company creates quotes.  The Webinar is on Thursday 6th August at 2pm (UK Time) and lasts approx 30 minutes.

QuoteWerks is a popular, low cost, easy to use system to manage the complete quotation and sales tracking process.  It can run 'stand-alone' or integrate seamlessly with some of the top contact-management programs, such as ACT!, GoldMine, Maximizer, Microsoft CRM, Outlook, salesforce.com, SalesLogix, and TeleMagic, allowing fast quote generation for customers already in your database. QuoteWerks can track all your products and services, and has a number of ways of defining how those items are priced.  It also works with different currencies. You can also create bundles of items, see product price history, enter volume discounts, use the product configurator and link similar products together to offer substitutions.  You can fax, print, or email (in a secure PDF format) a quote by customising your output or using a variety of pre-existing templates.

To register for this free Webinar, please click here

Wizard Systems announce availability of GoldMine Corporate Edition 7.51.81009

FrontRange Solutions and the GoldMine team have now officially released HOTFIX 1 for GoldMine Corporate Edition 7.51

What's fixed in GoldMine Corporate Edition 7.51.81009 HOTFIX 1

-Memory leak on server running GoldSync
-GoldSync does not reprocess a transfer set if it fails to retrieve it the first time
-Incorrect lookup lists displayed for Reference when completing activity
-Upgraded emails linked from Outlook display HTML code
-Contact information not displayed in Outlook for synchronized calendar item
-When the remote syncs, it continuously attempts to start another connection until sync session ends

Please contact Wizard systems support ( support@wizard-systems.com or call 01454 316800) for advice on upgrading and download instructions.  You must have an annual Maintenance and Support contract to access upgrades.

Up and coming one hour webinar on how to manage your time more effectively with GoldMine

Improve your personal productivity, get back on top of your e-mails, get things done on time and hit your targets.  Join us on this one hour webinar (an interactive training session conducted over the web) on Friday 31st July at 3pm.

Benefits of attending are:
-  How to plan and schedule time
-  Tips on prioritising activities
-  How to delegate and follow up on activities for colleagues through GoldMine
-  How to re-allocate activities to other people
-  Managing your e-mail pile with GoldMine (keeping your inbox small!)
-  The basics of managing bigger projects
-  Analysing what you've done in the past to improve how you do it in the future
-  Producing reports on your activities

The Training will cover in detail:
-  Scheduling of activities in GoldMine
-  Managing E-mails
-  Completing Activities
-  Activity Codes
-  Activity List
-  Calendar
-  Overview of the GoldMine Project Manager
-  GoldMine Preferences
-  Plus lots of tips and tricks

This training is ideal for ALL users of GoldMine, especially anyone new to your company or anyone who wants to manage their activities more effectively with GoldMine.

Again, 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 UK 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.

Click here to register.

GoldMine Tip - Quick way of creating a new e-mail for a customer

A quick keyboard shortcut to create an e-mail for current active contact is Ctrl + Shift + E. This is useful as a quick short cut or as part of a macro in GoldMine.

Data Marketing Show 2009 Olympia

At Data Marketing 2009, Wizard Systems will be showing the latest GoldMine CRM software with powerful e-mail tracking tools to track your marketing campaigns.  See our new GoldMine based e-mail marketing software 'IntelliClick' to easily generate targeted marketing campaigns, and track responses back in your CRM system for true ‘closed loop marketing’.

See us on Stand B118.

 

Visit the Wizard Systems stand at Data Marketing 2009, Olympia, 30th June and 1st July and see solutions to improve your tracking of prospects & customers

Visit the Wizard Systems stand at Data Marketing 2009, Olympia, 30th June and 1st July and see solutions to improve your tracking of prospects & customers, easily generate targeted marketing campaigns, and track responses back in your CRM system for true ‘closed loop marketing’.
We will be showing the latest GoldMine CRM software with powerful e-mail tracking tools to track your marketing campaigns.

QuoteWerks sales quotation software now compatible with GoldMine Premium 8.5

Wizard Systems are pleased to announce release of QuoteWerks Build 47 which is 100% compatible with GoldMine Premium Edition 8.5.  QuoteWerks now also links with Sugar CRM.  Contact us on 01454 316800 about the update.

Wizard Systems awarded top Global CRM Partner for GoldMine 2009

FrontRange Solutions®, the developer of the GoldMine® family of CRM software, has announced Wizard Systems as its top global CRM partner (outside of the US) based on their exceptional business performance, revenue growth and overall commitment to providing end users customers with the best solutions, service and support.

FrontRange CEO Michael McCloskey commended them for their inventiveness, reliability and uncompromising customer attentiveness.

"FrontRange partners play a central role in our business strategy and in our value proposition to customers around the world," said McCloskey. "Our Partner of the Year awards give us the opportunity to recognize the hard work and dedication they give to the marketing, implementation and support of our industry-leading customer relationship and IT management solutions."

The winning partners were chosen for their results in several key categories, including revenue generation, certification and customer satisfaction.