Nurture those Long-term enquiries with GoldMine Automated Processes - Event 12/12

Are your valuable long-term prospects slipping through the cracks due to limited resources? Join us for an exclusive webinar where we'll reveal how to leverage GoldMine CRM's powerful automation features to maintain meaningful connections with prospects throughout extended sales cycles.

Some companies may have opportunities that may take months or even years to convert. While these prospects require consistent nurturing, manually keeping in touch can strain your sales team's resources and time. That's where GoldMine's automated processes become your secret weapon for maintaining engagement without overwhelming your team.

In this practical, hands-on webinar, Wizard Systems will demonstrate how to:

• Design and implement automated communication sequences that keep your company top-of-mind
• Schedule timely, personalized touchpoints that feel natural and meaningful
• Create intelligent triggers for sales team follow-up calls at optimal intervals
• Monitor prospect engagement and adjust your approach accordingly
• Balance automation with personal interaction for maximum impact

You'll learn easy to implement strategies for building automated processes that maintain consistent contact with prospects while freeing your sales team to focus on high-priority activities. Our experts will share proven templates and best practices that you can implement immediately in your organization.

Don't let valuable long-term opportunities fade away due to resource constraints. Join us to discover how GoldMine automation can transform your prospect nurturing strategy.

Webinar Details: Thursday 12th December at 2pm UK time.  Duration about 20 minutes

REGISTER HERE WITH THIS LINK

Space is limited, so reserve your spot today. Attendees will receive exclusive access to automation templates and a recording of the session.

Presented by Wizard Systems, your trusted GoldMine CRM expert. Our team has helped countless organizations optimize their sales processes through intelligent automation.

Register now to learn how to keep your long-term prospects engaged while maximizing your team's efficiency.

Your first GoldMine Automated Process - Event 28/11

Our next GoldMine 101 event on Thursday 28th November (at 2pm UK time), we'll be demonstrating a really simple automated process to create in your GoldMine system to ensure that all new enquiries are followed up.

This event is aimed at existing GoldMine CRM users.

PLEASE REGISTER HERE FOR THIS EVENT

 

 

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

Managing Old Activities in GoldMine CRM: Keeping Your Database Clean and Efficient

As a long-time GoldMine CRM user, you may find yourself wondering what to do with those old, pending, and uncompleted activities cluttering up your database. These lingering tasks can be the result of overlooked follow-ups, departed employees, or simply changing priorities. Let's explore some effective strategies for handling these outdated activities and keeping your GoldMine CRM system organized and efficient.

Why Address Old Activities?

Before diving into solutions, it's important to understand why managing old activities is crucial:

1. Improved system performance
2. Enhanced user productivity and user adoption
3. More accurate reporting and forecasting
4. Better overall data quality

Nothing is worse than clicking on a Contact's Pending Tab and seeing loads of uncompleted activities from years ago!

Strategies for Handling Old Activities

Audit and Assess
Start by running a query to identify old, pending activities.  This will give you a clear picture of the scope of the issue. Consider factors such as:

• Activity age
• Associated user (active or inactive)
• Activity type (call, appointment, task, etc.)
• Relevance to current business operations

Utilize the Roll Over Feature
GoldMine's "roll over" feature is an excellent tool for managing outdated activities. This allows you to:

• Reschedule activities by a specific number of days
• Move multiple activities to a future date
• Update the "updated" date for each rolled-over activity

Implement a Clean-Up Process
Establish a regular clean-up routine to prevent the accumulation of old activities:

1. Set aside time weekly or monthly for activity review
2. Train team members on proper activity management
3. Use GoldMine's auto-update feature to handle recurring tasks

Handle Activities for Departed Users
When employees leave, their pending activities often remain. To address this:

1. Reassign important activities to active users
2. Complete or delete irrelevant activities
3. Consider archiving activities for record-keeping purposes
   6

Best Practices for Future Activity Management

To prevent the build-up of old activities moving forward:

1. Encourage regular activity list reviews
2. Use the Activity Centre to manage and prioritize tasks
3. Leverage email templates for efficient follow-ups
4. Implement a policy for closing out completed or irrelevant activities

Conclusion

By addressing old activities and implementing proper management techniques, you can significantly improve your GoldMine CRM's effectiveness. Remember, a clean and well-organized activity list leads to better time management, more accurate forecasting, and ultimately, improved customer relationships.  Take the time to audit your activities, utilize GoldMine's built-in features, and establish consistent clean-up processes. Your future self (and your sales team) will thank you for the increased efficiency and clarity in your CRM system.

GoldMine Group feature - Join our Webinar on 1st July for a comprehensive guide!

Are you looking to streamline your contact management and boost your team's efficiency? Join us for an enlightening webinar on maximising the Groups feature in GoldMine CRM. Learn how to organise your contacts effectively and take your customer relationship management to the next level.

In this webinar, we'll cover:

1. The power of Groups in GoldMine
2. Creating and naming Groups strategically
3. Adding contacts manually - individual and bulk methods
4. Managing Group membership with ease
5. Practical applications for marketing, sales, and project management
6. Expert tips and tricks to enhance your workflow

Whether you're new to GoldMine or a seasoned user, this webinar will provide valuable insights to help you leverage the full potential of the Groups feature.

Don't miss this opportunity to refine your CRM skills and boost your productivity!

Date: 1st July 2024
Time: 14:00 BST
Duration: 20 minutes

Register now at: www.goldminecrm.co.uk/webinars/mastering-groups

Spaces are limited, so secure your spot today. We look forward to seeing you there!

Would you like me to modify or expand any part of this blog post?

Seamlessly Adjust Sales Territory Alignments in GoldMine - Event 14/6

Is your sales force battling inefficient territory setups due to organisational changes or growth? With GoldMine's powerful Territory Realignment tool, you can rapidly re-map your sales territories with just a few clicks whenever regions need reshuffling or new sales hires come aboard.

Join us on 14th June at 2pm for a live online event, walking you through the feature.  Register here

The Pain of Static Territory Alignments
Traditionally, realigning sales territories has been an enormously tedious administrative burden when things change, such as:

• Expanding into new geographic markets
• Restructuring sales verticals or product lines
• Onboarding new sales representatives

Without an easy way to reassign accounts, leads, and opportunities, your customer relationships and revenue prospects can suffer. Reps get overloaded in some areas while others are underutilised. Idle reps miss opportunities while stretched teammates provide sub-par customer service.

The Territory Realignment Advantage
GoldMine's Territory Realignment tool eliminates this territory management headache. With flexible rules for setting the alignment criteria, you can instantly redraw territory boundaries and re-distribute data based on factors like:

• Geographic regions or travel radius
• Product line or service offerings
• Account type, size, or industry
• Sales revenue potential
• Existing customer relationships

With a few simple clicks, GoldMine automatically reassigns all relevant records to the properly aligned reps according to your specified rules. No more manual data entry drudgery!

Streamlined Territory Transitions
Whether you've hired several new sales team members, expanded into different regions, or restructured your sales organisation, GoldMine's Territory Realignment tool allows you to proactively re-balance workloads with ease. Simply set up your new territory definitions, run a what-if analysis to preview the changes, then commit the realignment.

All impacted accounts, leads, opportunities, and customer details instantly reassign to the correct reps based on your own alignment criteria and business rules. New sales hires automatically receive their pre-defined book of business while veteran reps get rebalanced for optimal coverage and efficiency.

Don't let operational changes and growth pains disrupt your sales productivity. Keep your teams selling with seamless territory realignments using GoldMine's must-have tool. Optimise your sales resources today!

GoldMine Users, do you know this simple metric for ROI?

Be patient on your GoldMine 2024.1 install

The latest release of GoldMine, version 2024.1.0.27703 includes the prerequisite for Microsoft Edge WebView2 runtime.
This is is incompatible with Windows 7, Windows 8/8.1, Windows 2011 Small Business Server, and Windows Server 2012/2012R2.

When running the installer, the WebView installation will not time out but may extend the install process for up to 60 minutes.
In this case, both installation processes - the Edge WebView installation (first) and the GoldMine Installation (second) - can be ended by using the Windows Task Manager.
Restart the GoldMine installer and the prerequisite will no longer be displayed, but a restart of the machine will required.
After restarting the machine, the installation went through without any further issues.

Streamline your inbox with GoldMine Email Rules

If your inbox is constantly flooded with emails, you know how time-consuming and overwhelming it can be to sort through them all. As a busy sales or marketing professional using GoldMine CRM, you need ways to organize your inbox so you can efficiently prioritize the most important emails.

Luckily, GoldMine offers a handy built-in feature called Email Rules that can help streamline your inbox in a few clicks.  Join us on our next GoldMine 101 event where we show you how Email Rules in GoldMine can streamline your email processing.  Event is on Tuesday 9th January at 2pm UK time.  Registration is required at:

https://attendee.gotowebinar.com/rt/5846898705498595670

 

Here are some of the major benefits of setting up Email Rules:

Automatically File Emails into Contacts
One of the biggest advantages of Email Rules is that you can automatically file emails from leads and contacts into their respective contact records in GoldMine. This saves you from having to manually drag-and-drop emails to contact profiles each time. With a simple rule, emails can be automatically linked to contacts as they arrive in your inbox.

Categorize Emails by Type or Topic
You can also set up rules to apply categories to incoming emails based on keywords, subject lines phrases, or sender email addresses. For example, rule could file all emails with the subject “Sales Inquiry” to a “Sales Leads” folder. This makes related emails easy to locate later.

Forward Emails to the Right Team Members
GoldMine Email Rules can automatically forward emails to others in your organization based on criteria you determine. You can send sales inquiries directly to sales reps or new product suggestions to your product team - without any manual work on your part.

Effortlessly Keep Email Records
Finally, Email Rules enables you to effortlessly comply with email recording regulations in regulated industries like finance and healthcare. Rules can automatically copy or move important emails into designated folders or cases for record storage and oversight.

With a vast range of customizable rule criteria and actions, GoldMine Email Rules can save you tons of time organizing your bulging inbox. Creating some rules tailored to your email and CRM workflow takes just minutes but provides long-term benefits. Give yourself a break and let automation do the filing for you!

Streamline your inbox with GoldMine Email Rules

If your inbox is constantly flooded with emails, you know how time-consuming and overwhelming it can be to sort through them all. As a busy sales or marketing professional using GoldMine CRM, you need ways to organize your inbox so you can efficiently prioritize the most important emails.

Luckily, GoldMine offers a handy built-in feature called Email Rules that can help streamline your inbox in a few clicks.  Join us on our next GoldMine 101 event where we show you how Email Rules in GoldMine can streamline your email processing.  Event is on Tuesday 9th January at 2pm UK time.  Registration is required at:

https://attendee.gotowebinar.com/rt/5846898705498595670

 

Here are some of the major benefits of setting up Email Rules:

Automatically File Emails into Contacts
One of the biggest advantages of Email Rules is that you can automatically file emails from leads and contacts into their respective contact records in GoldMine. This saves you from having to manually drag-and-drop emails to contact profiles each time. With a simple rule, emails can be automatically linked to contacts as they arrive in your inbox.

Categorize Emails by Type or Topic
You can also set up rules to apply categories to incoming emails based on keywords, subject lines phrases, or sender email addresses. For example, rule could file all emails with the subject “Sales Inquiry” to a “Sales Leads” folder. This makes related emails easy to locate later.

Forward Emails to the Right Team Members
GoldMine Email Rules can automatically forward emails to others in your organization based on criteria you determine. You can send sales inquiries directly to sales reps or new product suggestions to your product team - without any manual work on your part.

Effortlessly Keep Email Records
Finally, Email Rules enables you to effortlessly comply with email recording regulations in regulated industries like finance and healthcare. Rules can automatically copy or move important emails into designated folders or cases for record storage and oversight.

With a vast range of customizable rule criteria and actions, GoldMine Email Rules can save you tons of time organizing your bulging inbox. Creating some rules tailored to your email and CRM workflow takes just minutes but provides long-term benefits. Give yourself a break and let automation do the filing for you!