January 2025
GoldMine Mobile vs GoldMine Web - What's best ?
January 28, 2025
GoldMine Web and GoldMine Mobile are both remote access solutions for GoldMine CRM, but they have some key differences:
Availability and Support
GoldMine Web is the current and actively supported remote access solution for GoldMine. It was introduced as a replacement for GoldMine Mobile, which has been discontinued. GoldMine Web is included with GoldMine Premium Edition and is still actively supported, while GoldMine Mobile was discontinued and replaced by GoldMine Web in 2017.
Access Method
The two solutions differ in how users access GoldMine remotely. GoldMine Web is a browser-based application that can be accessed from any device with a modern web browser, including desktops, laptops, smartphones, and tablets. In contrast, GoldMine Mobile was specifically designed as a mobile app for iOS and Android devices.
Installation and Setup
The installation process differs between the two. GoldMine Web is installed on a Windows Server running IIS and doesn't require any software installation on end-user devices. GoldMine Mobile, on the other hand, required installation of a mobile app on each user's device.
Functionality
While both solutions provide remote access to GoldMine, there are some differences in functionality. GoldMine Web offers a broader range of features, closer to the full GoldMine Premium Edition experience, accessible through a web interface. GoldMine Mobile was more focused on providing essential CRM functions optimized for mobile devices.
Flexibility and Compatibility
GoldMine Web offers greater flexibility in terms of device and platform support. It's compatible with a wide range of desktop and mobile browsers, including Chrome, Firefox, Safari, and Edge. It can be used on various operating systems, including iOS, Android, Windows, and macOS. In summary, GoldMine Web represents the current and more versatile solution for remote access to GoldMine CRM, offering broader compatibility and a closer experience to the full GoldMine Premium Edition. It has effectively replaced the more limited, mobile-specific GoldMine Mobile application.
Mastering Customer Onboarding: Build a Powerful Automated Welcome Sequence in GoldMine - Event 10/1
January 07, 2025
First impressions matter. When a new customer chooses your business, those initial interactions set the tone for your entire relationship. But managing a consistent, high-quality welcome process manually can be overwhelming – especially as your business grows.
That's why we're hosting an exclusive webinar on January 10th to show GoldMine users how to automate their customer welcome journey. You'll learn how to create a seamless system that delivers personalized communications, ensures timely follow-ups, and maintains quality standards without increasing your workload.
Why Automate Your Welcome Process?
Automated welcome processes aren't just about efficiency – they're about delivering a better customer experience. When properly configured, automation helps you:
- Ensure every customer receives timely, consistent communications
- Free up your team to focus on high-value interactions
- Never miss crucial follow-up steps
- Track and measure your onboarding success
- Scale your customer service without increasing headcount
What You'll Learn
Our practical session will walk you through creating an automated welcome sequence in GoldMine, including:
- Building customizable email templates
- Setting up intelligent task assignments
- Creating automated calendar entries and reminders
- Configuring notification rules
- Measuring process effectiveness
Whether you're new to GoldMine automation or looking to enhance your existing processes, you'll come away with actionable strategies to improve your customer onboarding.
Join us on January 10th at 2pm GMT to transform your customer welcome experience.
Space is limited, so secure your spot today.
Beta testing for Goldmine 2025.1 - new release out soon!
January 02, 2025
Beta testing for Goldmine 2025.1
BETA testing is now open for GoldMine Version 2025,1 (GoldMine Premium 2025.1.0 / GoldMine Connect 2025.1.0)
Target date for release is January 14th, 2025. (Dates are subject to change.)
What's Fixed:
104106 - GoldMine is crashing with the error message "GoldMine encountered an error while accessing the database.The fail
operation was SELECTrecid FROM dbo.environment WHERE USERID = 'MASTER' AND NAME ='clContactListView' AND
RECTYPE = 'G' "
Wizard Systems will announce release soon to our GoldMine users!