Never get that lost feeling: Mastering GoldMine CRM's Universal Search - Event 6/9

In today's fast-paced business environment, the ability to quickly access and utilise customer data is paramount. For GoldMine CRM users, the Universal Search feature is a powerful tool that can significantly boost productivity and streamline workflows. If you're not yet fully leveraging this feature, you're missing out on a game-changing aspect of your CRM system.

What is Universal Search?

Universal Search is GoldMine's comprehensive search functionality that allows users to search across multiple record types and fields simultaneously. Unlike traditional search methods that might require you to look in separate areas for contacts, activities, or opportunities, Universal Search provides a holistic view of all related information from a single search box.

Key Benefits of Universal Search

1. Comprehensive Coverage: Universal Search scans contacts, activities, history, cases, opportunities, and linked documents, ensuring no stone is left unturned in your quest for information.
2. Real-Time Results: As you type, the search provides instant results, saving valuable time in your day-to-day operations.
3. Relevance Ranking: Search results are intelligently ranked, with the most pertinent information appearing at the top of the list.
4. Faceted Search: Refine your results quickly using filters on the left side of the results page, allowing for precise narrowing by record type, date range, or other criteria.
5. Preview Pane: View basic information about a search result without opening the full record, speeding up your information gathering process.

Upcoming Webinar: Become a Universal Search Power User

To help our valued GoldMine users make the most of this powerful feature, we're excited to announce our upcoming webinar: "Mastering GoldMine's Advanced Search Capabilities". This in-depth session will cover:

• The ins and outs of Universal Search syntax and operators
• Techniques for searching across different record types
• Tips for filtering and refining search results
• Methods for saving and reusing searches
• Advanced techniques and best practices

Whether you're a seasoned GoldMine user or relatively new to the system, this webinar promises to elevate your search skills and boost your overall efficiency.

This webinar aimed at existing GoldMine users will be on Friday 6th September at 2pm UK time.  REGISTER HERE

Can't make it live? Register anyway and watch the recording.

Universal Search in Action

Imagine you need to quickly find all interactions with a key client over the past quarter, including emails, meetings, and related opportunities. Instead of jumping between different modules, a single Universal Search query can pull up all this information in seconds.

For example, a search for "Acme Corporation Q2 meeting" might return:

• Contact records for Acme Corporation employees
• Calendar entries for Q2 meetings with Acme
• Email history related to these meetings
• Opportunities linked to Acme Corporation created or updated in Q2

This comprehensive view allows you to prepare for client interactions more thoroughly and make more informed decisions quickly.

Maximising Your GoldMine Investment

By mastering Universal Search, you're not just learning a new feature—you're unlocking the full potential of your CRM data. This powerful tool can help you:

• Respond to client enquiries more quickly
• Prepare for meetings more thoroughly
• Identify cross-selling and upselling opportunities
• Track the progress of deals and projects more effectively

Don't miss out on the opportunity to transform your GoldMine experience. Join us for our upcoming webinar and learn how to harness the full power of Universal Search.

REGISTER HERE